Symptom
Would like to filter Compliance documents or custom forms generated during Onboarding process in a certain category.
Environment
SAP SuccessFactors Onboarding
Cause
Resolution
- Go to Manage Documents.
- Click Advanced Filters.
To find I9 and E-Verify forms
- Select Entity Type as Person.
- Select Document Category as USA I9 Forms and USA E-Verify Forms.
- Apply the filters.
To find Compliance forms of USA and other countries
- Select Entity Type as User.
- Select Document Category as the compliance form like New Zealand Compliance forms.
- Apply the filters.
To find custom forms
- Select Entity Type as Onboardee.
- Select Document Category as Custom New hire or Policy Agreement (depends on the category when the template is uploaded).
- Apply the filters.
Keywords
manage documents, i-9, i9, e-verify, everify, usa i9 forms, usa e-verify forms, document category, entity type person, missing documents, cannot find i-9, cannot find e-verify , KBA , LOD-SF-OBX-DM , Document Management , Problem
Product
SAP SuccessFactors Onboarding all versions
SAP Knowledge Base Article - Public