Symptom
- Inquiry regarding the implications of reverting the I-9 signature process in ONB 2.0 from DocuSign to SAP Digital Signature.
Key areas of concern include process impact, compliance, data integrity, and system behavior. - Customer requests documentation, guidance, or known considerations for this scenario.
Environment
SAP SuccessFactors Onboarding
Resolution
Regarding the inquiry about reverting from DocuSign to SAP Digital Signature for I-9 processing in SAP SuccessFactors Onboarding 2.0 (ONB 2.0), the transition involves shifting the I-9 compliance flow from an external, email-based third-party solution to an in-app experience.
- Key implications include changes in user experience, configuration adjustments, and document management.
- Implementation steps:
1. Navigate to Onboarding General Settings in the Admin Center.
2. Update the selection from DocuSign (Remote Signature) to SAP Signature (SAP e-Signature) under e-Signature Settings.
3. Enable SAP eSignature in the Platform Feature Settings.
4. Configure the Process Variant Manager to include the document signature step.
- Considerations:
- Ensure completion of any I-9 forms currently in progress with DocuSign before switching to avoid confusion or data loss.
- Activate SAP email templates for document signatures to replace DocuSign alerts.
- Remote workforce may require portal access to complete the signature process, which could be less convenient than DocuSign's email-based approach.
Keywords
DocuSign, SAP e-Signature, Remote Signature,I-9 forms , KBA , LOD-SF-OBX-ESN , E-Sign Onboarding , How To
SAP Knowledge Base Article - Public