2923458 - Manager and Onboardee are not Able to See the Documents to Sign - Onboarding

You have completed all the steps for Onboarding, but documents are not available for manager or candidate to sign

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. Initiate Onboarding for candidate
2. Complete all the steps prior to the Document Flow process
3. Signature steps not visible for candidate

Misconfiguration

There is a couple of checks that must be done in order for document flow to appear and documents to display.

In this example:

1. In Admin Center
   
   
2. Configure Document Management
   
   
3. SuccessFactors must be enabled 
   
   
   
   
4. Get the Process ID of the candidate by navigating to 
   
   
5. Home page > Onboarding Dashboard > find your, candidate > click view all tasks > you will find the ID at the end of the URL
   
   
   
   
6. Take that ID to Manage Data > Process > Search by the process ID of the candidate
   
   
7. If the documents generated for the candidate you will see Signature Status of Onboardee appear under process tasks
   
   
   
   
   
8. Click Details > If status equal Skipped it signature and date field are not configured correctly
   
   
   
   
   
   
9. When creating the signature fields in Life Cycle both the Manager and Onboardee signature field should be text, and they should be called "DocuSignSignHere"
   
   
10. Please make sure there is no space and other special characters in Name.
    
    
    
    
11. Date field should be a text field and named "DocuSignDateSigned"
    
    
    
    
    
12. When you add the form in Maintain Onboarding 2.0 and Offboarding 2.0 Document Templates > Add New Document Template > after that enterred the required information
    
    
13. Ensure the signature and date field are mapped correctly for the form
    
    
    
    
14. Some additional checks are the rule.
    
    
15. Best practice rule is as shown below
    
    
    
    
    
16. In Manage Document Template Mapping ensure there is at least one field mapped in the templates.

Important to note! At present, the signature step has a limitation where at least one field must be mapped in form template, otherwise the form creation will fail.

Be mindful to add placeholders as "text" for example, once a mapping is necessary to enable Mapping option on Maintain Onboarding and Offboarding Templates, if only DocuSign fields were added to the form, the mapping won't appear to be added.

More information: Creating a Document Template Using Adobe LiveCycle Designer | SAP Help Portal

Creating a Document Template Using Adobe LiveCycle Designer | SAP Help Portal

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