2465626 - How to display Manager's name in documents generated via document generation feature

Manager's ID is displayed instead of name in documents.

SAP SuccessFactors Employee Central - Document Generation

1. Create a new document template in Document Generation Template.
2. In Document Generation Template Mapping, select supervisor/manager or employee field in the target field in direct mapping.
3. Save the document template.
4. Navigate to Generate Document Tool and fill the user details and template name.
5. Click on download and view the generated document.
6. Manager/Employee ID is displayed instead of name in document generated.

PLEASE NOTE: This is a sample scenario. If you would like more information about the available functions to meet specific business requirements, kindly review KBA 2747676.

STEP 1

A rule needs to be created as this is not possible via Direct Mapping. Selecting just supervisor/manager or employee field in the target field in direct mapping will give you the user id of the employee. Creating following business rule will help to display the name in documents.

Here, display name in personal information is used, any field in personal info portlet which displays name can be selected in the rule.

STEP 2

Add above rule under Manage Document Template Mapping page via:

Admin Center > Manage Document Template Mapping > Choose the respective template > Select "Rule" as "Mapping Type" for Manager Placeholder > Add the rule.

• 2747676 - Where can I find details explaining how business rules functions works?
• 2277956 - How to create a Business Rule
• 2361536 - How to add a custom field for selecting users in a portlet
• Business Rules Functions A to Z

Manager's name, Document generation, manager's ID, Manager, employee, Type of Reference Object, custom field , KBA , LOD-SF-EC-DOC , Document Generation , LOD-SF-EC , Employee Central , How To