Symptom
In Manage Documents, how to access documents uploaded through Onboarding process.
Environment
SAP SuccessFactors Onboarding
Reproducing the Issue
- Documents are uploaded through Onboarding, not generated in Onboarding Process
- Access Manage Documents as HR Admin
- No documents are available to see
- All documents are available for system admins, including Performance Documents / Calibration documents / Employee documents and any other
Cause
- Current configuration and product design.
- Manage Document Categories permissions determine which documents you have access to.
- Administrators with the Employee Export permission don't need the additional View permissions prerequisites,
because the Employee Export permissions allow administrators to query all user fields
Document categories:
- The documents which are generated as part of Onboarding document flow is based on the category chosen in document template
- The documents generated/uploaded as part compliance process will have Compliance or specific ones like US_I9 or US_EVERIFY category
- The documents uploaded as part of NHDR/PDC would have category based on entity
Resolution
- Please see Implementation guide - Document Upload Locations Implementation guide provides expected behavior for documents that are generated through Onboarding process however, not for those uploaded.
- So for any user, only way to access documents uploaded through Onboarding process is in Manage Documents.
- Administrators with the Employee Export permission don't need the additional View permissions prerequisites, because the Employee Export permissions allow administrators to query all user fields.
- Any other user accessing documents needs permission for category:
- The documents which are generated as part of Onboarding document flow is based on the category chosen in document template
- The documents generated/uploaded as part compliance process will have Compliance or specific ones like US_I9 or US_EVERIFY category
- The documents uploaded as part of NHDR/PDC would have category based on entity
- If any other arrangement is required, please raise Enhancement request.
See Also
Keywords
Onboarding, Manage, Documents, uploaded, during, process, admin, HR, representative, onb, obx , KBA , LOD-SF-OBX-DM , Document Management , Problem
Product
SAP SuccessFactors Onboarding all versions
Attachments
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