Symptom
How to generate documents on mass using the Mass Document Generation tool
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental
Environment
- SAP SuccessFactors HXM Suite
- SAP SuccessFactors Employee Central - Document Generation
Resolution
Permissions
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Go to Admin Center > Manage Permission Roles
- Select the Admin role to grant permission to
- Click "Permissions..." button
- Scroll down, into the "Administrative Permissions" > Manage Document Generation
- Grant permission to "Mass generate all documents as an admin"
- Click Done > click Save Changes
- Log out > Log in
Using the Mass Document Generation tool
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Go to Admin Center > Mass Generate Documents
- Fill in the required fields:
- Execution Manager - Job Name > give the job a sensible name that can be recognized by other admins with this permission
- Template > select the appropriate template
- User Selection by Legal Entity > Select the Legal Entity to filter users by
- User Selection by Rule > Allows you to further filter after Legal Entity selection, which users to target
- As of Date
- Choose the recipient option from the drop down menu.
- If you select Email Selected Users the documents will be sent to email address of the employees in the Legal Entity.
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If you select Email Job Owner all the emails will be sent to Job Owner's email address.
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If you select Email Selected Users and Job Owner the generated documents will be sent to both the Job Owner and employees.
- Click "Start Mass Generation"
- The system will send the document to the business email address provided in the Employee's contact information
User Selection Rule
To create the Rule needed for "User Selection by Rule" -:
- Go to Admin Center > Manage Business Rules
- Select the Rule Template under Document Generation "Generate Employee ID For Hire/Rehire"
- Give the Rule a Name and ID
- Fill in the IF condition and Save
- Once saved it will be available for selection in the "Mass Generate Documents" UI.
Limitations & Other Information
- The results of the user selection can be seen in Execution Manager (in Admin Center)
- Currently the Document Generation tool supports generation of documents and email for a maximum of only 500 users
- This feature is supported for only the category “Document Generation” and not other categories
- It is not possible to add more filters or further options for selection
See Also
Keywords
ECT-102100, Mass generate all documents as an admin, document generation, doc gen, mass creation , KBA , LOD-SF-EC-DOC , Document Generation , How To