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Author's profile photo Yamini Borra

SuccessFactors Document Management with Box

As enterprises modernize their HR processes to improve productivity and ease of use, and invest in compliance to best practices, HR document management is coming into spotlight.

Having HR related documents organized in a secure electronic repository allows users to quickly search and find documents they are authorized to access, track changes to them, and conveniently view digital documents. Using an enterprise document management system helps HR shared services administrators address support requests effectively, as well as enables managers and employees self-service access documents based on configured permissions. Enterprise content management products also deliver advanced features such as retention management based on local compliance policies, and audit reports on who accessed which document.

SAP SuccessFactors’ HR document management with Box is now available in beta. With this feature, documents attached to SuccessFactors application workflows and pages are saved in folders within Box. When new documents are uploaded, or subsequently edited or deleted, they are reflected in real time in Box. HR processes involve different types of documents, majority of which are associated with an individual e.g. an employee user. Documents associated with a user are stored in folders identified with the user.

Box preview allows viewing documents within SuccessFactors pages. Users don’t need to download documents to their devices to view.

Configuring the integration with Box is fairly straightforward. An administrative user needs to enter your company’s Box account credentials in Configure Document Management page within Admin Center.

An enhancement we are working on is to make metadata associated with documents available in Box to support more flexible organization and search of documents within Box. Authorized administrators with access to enterprise Box accounts will be able to manage employee documents in one place and grant access to other admins.

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      12 Comments
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      Author's profile photo Former Member
      Former Member

      Hi Yamini, We are implementing complete suite of SF, as a customer  we need to enable box "document management" feature how do i go about it. What needs to be done.

      Kind regards
      Sathiya

      Author's profile photo Former Member
      Former Member

      Hi Sathiya,  you can find more details in the guide here: https://websmp109.sap-ag.de/~sapidb/012002523100014753142016E

      Author's profile photo Former Member
      Former Member

      Hi Kalpana,

      When I am trying to open this link it is asking for authorization. if you share this document, it could be really helpful.

       

      Thank you,

      Anusha.

      Author's profile photo Former Member
      Former Member

      Hi Sathiya, can you email me @ kalpana.adlakha@sap.com with additional details (customer name etc.) and we could take it from there?

      Thanks,
      Kalpana

      Author's profile photo Former Member
      Former Member

      Hi Yamini,
      Please send me a copy to my mail  maruticr@gmail.com
      Appreciate it.

      Thank you
      Maruti
       

      Author's profile photo Former Member
      Former Member

      Hi, you can find more details in the guide here: https://websmp109.sap-ag.de/~sapidb/012002523100014753142016E 

      Author's profile photo Yamini Polisetty
      Yamini Polisetty
      Blog Post Author

      Maruthi, What is the copy you are looking for? Is there a customer that wants to enroll in beta? Please send the details to kalpana.adlakha@sap.com. Thanks.

      Author's profile photo Cheenepalli Praveen Kumar
      Cheenepalli Praveen Kumar

      Hi Yamini,

      Please copy to my mail  cpraveenkumar.hcm@gmail.com 

      Author's profile photo Former Member
      Former Member

      Hi, you can find more details in the guide here: https://websmp109.sap-ag.de/~sapidb/012002523100014753142016E

      Author's profile photo Former Member
      Former Member

      Hi Kalpana,

       

      I tried to access this link and cannot access it. Would you happen to know the new location?

       

       

      Author's profile photo Rahul Ranchhodji
      Rahul Ranchhodji

      Further to integrating with third party EDRMS systems, does anyone have any experience with integrating HP Records Manager?

       

      Author's profile photo Manuel da Silva Santos Gomes Ferreira
      Manuel da Silva Santos Gomes Ferreira

      Hello Yamini,

       

      How can we integrate Document Management with a different third-party vendor as exemplified here?

      Best Regards,

      Manuel Gomes Ferreira