3596639 - Automatic User Creation in DocuSign during Offer Letter Creation - Recruiting Management

• When creating an Offer Letter using the 'Online Offer with eSignature' feature, a new user is automatically created in DocuSign.
• The new user in DocuSign is created by the DocuSign User ID configured in Manage Recruiting Settings.

SAP SuccessFactors Recruiting Management

1. A recruiter creates an Offer Letter using the Online Offer with eSignature feature.
2. A new user account is automatically created for the recruiter in DocuSign.

Here is how it works:

1. SuccessFactors Recruiting sends the Recruiter's full name and email to DocuSign.
2. DocuSign then checks if the user name and email combination already exists.
   
   a. If the user name and email combination already exists, the Recruiter will be prompted to accept the Consent. If consent has been accepted, the Recruiter will be directed to the DocuSign offer letter page.
   b. If the user name and email combination doesn't exist, a new user account will be created by DocuSign. The Recruiter will be prompted to activate the new account.
   c. If the user name and email combination already exists but the DocuSign account is inactive, the Recruiter will be prompted to activate the existing account.

Pre-requisites: 

• The user's e-mail address and name, including the middle name or initial, must be an exact match between the DocuSign system and the HCM suite.
• The DocuSign administrator account needs the following permissions granted in the DocuSign system: Account-Wide Rights, Send On Behalf Of Rights (API).

For more information, refer to the Pre-requisites for configuring Online Offers with eSignature.

• Help Portal Configuring Online Offers with eSignature in Manage Recruiting Settings
• KBA 3204686 - After updating DocuSign authentication to Oauth recruiter receives an Activation Required message - Recruiting Management
• [External Link] DocuSign API Reference

RCM, DocuSign, User Creation, Offer Letter, eSignature, Integration, Duplicate Accounts, Unexpected , KBA , LOD-SF-RCM-CAO , Candidate Offers, Offer Letters , How To