3299234 - Configuring Document Category for Time off Attachments

• How to setup a Document category for Time off attachments?
• How to Manage these attachments from "Manage Documents"?
• For example, you need to have a Sickness certificate attached for requesting sick leaves and you would like to manage / download them all via Manage Documents. How to configure this?

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 HXM Suite
• SAP SuccessFactors Employee Central

1. Setup an attachment field on the EmployeeTime Object. (See KBA : 2162149)
2. Next Step would be to create a Custom Document Category. For this please navigate to Manage Documents -> Select the Filter Button -> Advanced Filters -> Manage Document Categories.
3. Click on the '+" button and add a new Category (Ex. Sickness Certificate) as seen the the second screenshot below

    4.  Next step is to Link the Category created to the Attachment field configured on Step 1 above. Navigate to Manage data -> Create New -> Attachment Field Configuration

     5. To test this, Create an absence with a Sickness certificate as attachment as seen below :

     6. Go to Manage documents -> Advanced Filters -> and select the newly created category as seen below. Click on "Apply Filter" and see that the Sickness Certificates appear:

Creating a Custom Document Category

2162149 - How to add an attachment field in MDF EmlployeeTime portlet

SF, EC, Success factors, Employee Central, Leave Document, Leave Certificate attachment , KBA , LOD-SF-EC-TIM-ABS , Absence error's - Calculations, Deductions, TT&ET , LOD-SF-PLT-DOC , Document Management , How To

SAP SuccessFactors HCM Core all versions ; SAP SuccessFactors HCM Suite all versions