How to Activate Document Generation in SuccessFactors Employee Central ⚙️ - Quick Guide Tutorial

Описание: Imagine creating personalized documents for your employees in seconds! That's what Document Generation does. You can switch it on in your SAP SuccessFactors employee central settings. This step-by-step tutorial will show you how to do it.
• HR Administrator but as well employees and managers too can generate documents through self-service. Examples for documents can be: Letters of experience
• Proof of address
• Compensation changes (like new allowances)
• Benefits confirmation statements
• Work letters
• Change / Adding of allowances like CCA (City Compensation Allowance)
• Benefits Confirmation Statements
• And Documents for Email Notification to SuccessFactors Workflow for CC role participants

1. What is SAP SuccessFactors Document Generation?
• SAP SuccessFactors Document Generation allows users to create, manage, and distribute documents directly from the SuccessFactors platform. This feature helps streamline HR processes by generating documents such as employment contracts, offer letters, and benefits confirmation statements based on employee data stored in SuccessFactors
Document Generation - A complete Guide Including T… - SAP Community

Custom email templates using SuccessFactors Docume… - SAP Community
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2. How do I create a document template in SuccessFactors?
• To create a document template, navigate to the “Manage Document Template” section in the Admin Center. Choose the type of document you need (e.g., offer letter, benefits confirmation statement), define the template layout, and map the necessary data fields from SuccessFactors to placeholders in the template. You can also add dynamic content like images and custom tokens for personalized communications
Custom email templates using SuccessFactors Docume… - SAP Community
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3. How do I move document templates between different instances (e.g., from Development to QA)?
• There are three main methods to move document templates:
• Instance Synchronization: Sync templates between instances, but manually re-add any placeholders or images after synchronization.
• Export and Import: Export the template from one instance and import it into another, ensuring images are re-added if necessary.
• Manual Creation: Manually recreate the template in the target instance by copying the content and adjusting settings as needed
Document Generation - A complete Guide Including T… - SAP Community
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4. How do I configure email notifications for document generation?
• Custom email templates can be configured by creating a document generation template with the appropriate category and group (e.g., “Workflow” and “MDF_CUST_EMAIL”). Map the necessary tokens for dynamic content and ensure the template is associated with the relevant workflow or process to trigger email notifications upon document generation
Custom email templates using SuccessFactors Docume… - SAP Community
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5. What are the best practices for implementing document generation in SuccessFactors?
• Key best practices include:
• Defining a clear authorization model to control access and user rights.
• Ensuring data migration and scanning of historical documents are handled efficiently and securely.
• Engaging key stakeholders and local project managers for country-specific implementations.
• Using a development, QA, and production instance framework to segregate data and manage configurations effectively .
6. How do I link dynamic content such as images in document templates?
• Upload the images to the document generation server and generate a link for each image. Use these links in the template by creating business rules that map the dynamic content appropriately. This ensures the images appear correctly in the generated documents
Document Generation - A complete Guide Including T… - SAP Community

Custom email templates using SuccessFactors Docume… - SAP Community


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