Quick Guide: How to Generate Employee Documents in SuccessFactors Employee Central

  • by Manjunath Bannur, SuccessFactors, SuccessFactors Employee Central Consultant
  • October 14, 2015
Learn how to set up and configure the SuccessFactors document-generation functionality in Employee Central. Gain an overview of the document-generation’s design considerations, learn how to configure the employee letter generation, and learn the configuration steps involved in setting up the SuccessFactors Employee Central system to download and send letters via email (using the new functionality introduced as a part of the August 2015 release).
Learning Objectives

Reading this article, you will learn how to:

  • Configure the SuccessFactors Employee Central document-generation design functionality
  • Design the layout for the employee’s letter
  • Generate a variety of configured letters based on employees’ needs
Key Concept

SuccessFactors is leveraging and adding new features and functionalities to cater to the needs of the day-in-the-life processes for human resource managers. One new functionality in Employee Central is the ability to automatically generate letters for employees. Examples of these kinds of letters include letters of employment, salary statements, proof of address, or any kind of official company letter supplied to employees for their personal or professional use.

In the daily activities of an average HR department, employees often approach HR managers with a variety of requests for help. Some of the more common requests are for different kinds of official letters from the company on behalf of the employee for their personal or professional use. Employees may need HR to generate letters that provide proof of address (for a loan application, for example), proof of salary, validation of experience, verification of employment, and so on. To meet this need, SuccessFactors offers HR departments the ability to generate these letters in Employee Central, in the format of their choice. In this article, I show the necessary settings and configuration required to generate these kinds of employee letters from the Employee Central system.

In SuccessFactors Employee Central, you can design and keep templates ready for different kinds of letter as per your company requirements or as per the type of letter, and generate and issue these letters to employees to use. All these requirements need to be configured in Employee Central before letters can be generated.

Follow these six steps to configure and start generating the documents in SuccessFactors Employee Central:

  1. Activate and set up the document-generation configuration
  2. Import and create the configuration user interface (UI)
  3. Create the document template
  4. Create rules for document mapping
  5. Create document mapping
  6. Generate the letters in PDF or Word format

I go into the details for each step and the required configuration for setting up the employee letter-generation process in Employee Central in the following sections.

Manjunath Bannur

Manjunath Bannur has been in the IT industry for over 13 years working in various areas of HR, including SAP ERP HCM (for 7 years) and now SuccessFactors Employee Central.  He is experienced in implementing SAP ERP HCM and Employee Central globally.

See more by this author


Comments

3/20/2017 12:34:27 AM
Ihsan

Hi,
can i add workflow request to document generation, i am looking to have process where employee can submit request for specific letter and this request reach to one employee responsible to print the letter and sign it from legal manager, and then send the letter back to employee.
any suggestions related to such scenario
3/20/2017 12:34:17 AM
Ihsan

Hi,
can i add workflow request to document generation, i am looking to have process where employee can submit request for specific letter and this request reach to one employee responsible to print the letter and sign it from legal manager, and then send the letter back to employee.
any suggestions related to such scenario
12/21/2015 7:10:20 AM
Pramod

Excellent read. Thanks
12/18/2015 4:03:54 PM
Rodrigo

Good info Manju! thanks for sharing I hope you are doing well.

Please log in to post a comment.

To learn more about subscription access to premium content, click here.