3369886 - Payment Information Mandatory Check during Personal Data Collection - Onboarding

Multiple customers have a requirement to make the Payment Information details mandatory for the External Users to submit while completing the Personal Data Collection step.

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

To make the Payment Information mandatory for the External Users during Personal Data Collection step a business rule needs to be configured. Since Payment Information is MDF entity you can set "Initialize rule" on "Payment Information" object. This rule will default value for Pay Type so that Onboardee will not miss the Payment Information section.

Steps to follow this solution-

1. Rule to default 'Main Payment Method' in Pay Type field
   
   
2. Link this rule to Object Definition --> PaymentInformationDetailsV3 --> Rules --> Initialize Rules section 
3. Go to Manage Permission Role > OnboardingExternalUser
4. Under Miscellaneous Permissions > Payment Information and Payment Information Details (including country specific Payment Information details), the delete permission should be disabled. 

NOTE:

From the code, paymentInformationDetailsV3.payType is a mandatory field, we would need to either enable this field on the Payment Information configuration UI or set its value through some business rule(As shown above)

If paymentInformationDetailV3.customPayType field is enabled then you need to set the value for the same as well using the business rule.

Errors while submitting Payment Information details in Personal Data Collection step-

1.Sorry, the pay type of payment method Bank Transfer should not be empty. Please enter a value.
2. Sorry, you should provide the main payment method.

If customer is facing above errors even after setting the Initialize rule please make sure payType field value is set as payType is a mandatory field validated from the code irrespective of business rules being configured or not

Reference KBA-https://launchpad.support.sap.com/#/notes/2715720

Partner Community Post for reference- https://partnercommunity.successfactors.com/t5/Onboarding/Payment-Info-mandatory-check-during-Personal-Data-Collection/m-p/76235/thread-id/9771

Onboarding, 2.0, Payment, Information, mandatory, Personal, Data, Collection, Default, business, Rule , KBA , LOD-SF-OBX-DC , Personal Data Collection , How To