Onboarding

PDF forms are compliance and corporate forms that are populated with data collect during a SuccessFactors Onboarding process and are electronically signed.

•  No more paper forms! Using the client defined forms feature, all paper forms can be automated.
• Any field captured in the Onboarding data dictionary can be mapped to a PDF form.
• Completed forms are sealed and encrypted prior to being saved into the Document Center.

SAP Signature Management by DocuSign allows for the capture of an electronic signature on a PDF Form and enables end to end, fully digital transaction processing from within your Onboarding solution through a secure, compliant electronic signature technology.

•  Allow new hires to complete their new hire paperwork on mobile devices speed up processing time.
• No more printed copies and overnight mail delivery for key forms from new hires!
• Never lose documentation copies of signed documents are saved to Document Center as well as the individual user’s DocuSign account for later retrieval.

Notifications are used to communicate information or tasks to the new hire and other stakeholders engaged in the Onboarding process.

•  Notifications eliminate the need to send external emails or paper checklists to stakeholders. 
• They can be automatically sent to all internal and external resources to complete tasks such as drug testing, background checks, uniforms, access to facility services, badge creation, and more.
• Work Queue notifications allow for tracking of onboarding activities.
• Notifications can be assigned by group and by process
• Informational PDF forms can be attached to email notifications.
• There are four functional types of notifications: Email Notifications, Work Queue Notifications, Reminder Notifications, Notifications Executed by Schedule

Wizards are used to string together panels that house fields to collect data with an easy to use graphical user interface. They allow the user to be led through the process seamlessly.

•  Wizards are used to collect data that is placed on PDF forms or mapped to other downstream systems.
• Wizards can be associated with processes or notifications.
• Data collected in the panel wizards can be mapped to PDF forms, notification tokens, or integrations.

To create a seamless flow of user data, clients can choose to integrate the Recruiting Management (RCM), Onboarding (ONB), and Employee Central (EC) modules. This passes data gathered from candidates during recruiting through the onboarding process and into their new employment through the HRIS.

Integrations allow data to pass from module to module without requiring manual intervention: 

• Reduce the risk of human error 
• Improve processing speed 
• Maintain data integrity 
• Avoid duplication of data entry