2363823 - PDF Mapping and Best Practices [Forms] - Onboarding 1.0

This KB article discusses how to map PDF forms in the SuccessFactors Onboarding application.

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

SAP SuccessFactors Onboarding 1.0

PDF mapping Best Practices:

1. Onboarding application uses only textboxes and checkboxes controls for PDF mapping.
2. It is recommend to use PDF version 1.5 or less

Textbox mapping examples:

Simple text for example:

• Candidate’s name
• EmployeeSignDate
• ManagerSignDate

1. In Super Admin site the mapping looks like:
   
   
   Or 
   
2. Mapping by symbols:

Variant 1:

3. Create few textbox controls with name “LastName1”, “LastName2” and etc.
4. Mapping in Super admin site:

Variant 2:

5. In this case mapping in Super admin site will be the same as for simple text
6. Dates mapping

Variant 1:

As simple text.

Variant 2:



Fields: DateOfBirthDD with property “Combo of” = 2
DateOfBirthMM with property “Combo of” = 2
DateOfBirthYYYY with property “Combo of” = 4

7. Mapping in Super admin site

For the field “DateOfBirthMM” value must be {DateOfBirth, dateformat=MM}
For the field “DateOfBirthYYYY” value must be {DateOfBirth, dateformat=yyyy}

8. Dates mapping with different locales

Variant 1:

Variant 2:

In Onboarding application/Settings/Pdf Forms

9. In Super Admin site

10. User’s name mapping

• For example, Hiring Manager name.
• In Super admin site value must be “{user:HiringManager, objattr=firstname} {user:HiringManager, objattr=lastname}”

11. Signatures
    
    Employee signature:
    
    
12. Manager signature:
    
    Please use
    
    Translator signature (used for US I9 form)
    
    Please use
    
    
13. Checkbox mapping
    
    
14. Create few fields with the same name e.g. “title”
    
    
     
    
    
15. In Super Admin site mapping as for simple text, but the key which is used must have values “Mr”, “Mrs” (the same used in the “Export value” property).

PDF, Mapping, Onboarding, ONB, OBD, Fields, Keys, Process , KBA , LOD-SF-OBD-FRM , Forms, PDF, E-Verify and Compliance Forms etc. , How To