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SuccessFactors Document Management with PeopleDoc

As we had shared in an earlier blog, digital document management is a critical tool for HR to effectively address employee, manager, audit and compliance stakeholder needs. Building on document management capabilities within SAP SuccessFactors, we now have HR document management with PeopleDoc, released in beta.

PeopleDoc offers a solution that will enable customers to go paperless and centralize employee files. The solution is highly configurable, and can be tailored to fit desired workflows and processes. HR administrators can find documents not only easily, but also find out what’s missing. HR is able to stay ahead of about-to-expire documentation and request employees to recertify or renew required documentation to mitigate risk.

SuccessFactors employee work-life events involve generating different types of documents, which then flow into the employee’s PeopleDoc digital file folders. When new documents are uploaded, or subsequently edited or deleted, they are reflected in real time in PeopleDoc. Using PeopleDoc, you can securely share files with legal and compliance teams and 3rd parties.


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

 

A planned enhancement is to make metadata associated with documents available in PeopleDoc to support more flexible organization and search of documents within PeopleDoc. Authorized administrators with access to enterprise PeopleDoc accounts will be able to manage employee documents in one place and grant access to other admins.

 

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      5 Comments
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      Author's profile photo Felix Anderegg
      Felix Anderegg

      Hi,

      What do we need to do to get Peopledoc into the screen "Document Storage Vendor Setup"? Who has done that before?

      Regards
      Felix

      Author's profile photo Former Member
      Former Member
      Blog Post Author

      Hi Felix, you can email me at kalpana.adlakha@sap.com with the company id you want to enable this for.

      Best,

      Kalpana

      Author's profile photo Former Member
      Former Member

      Hi

      Can you Please explain how to synchronize SF system with PeopleDoc and how can we get PeopleDoc into Vendor Set up?

      Author's profile photo Hamid Otaif
      Hamid Otaif

      Hi,

      I would like to know more about activation the PeopleDoc integration for RCM. We would like to know how the candidate documents move automatically to PeopleDoc.

       

      Best regards,

       

      Hamid M. Otaif

      HR Technology & Analytics

       

      King Abdullah University of Science and Technology

      Administration Building 16

      Level 2, Office 2604

      Thuwal 23955-6900

      Kingdom of Saudi Arabia

      hamid.otaif@kaust.edu.sa

      Office: +966 12 808 3256

      Mobile: +966 542 083066

      The weekend in Saudi Arabia is Friday and Saturday

       

       

      Author's profile photo Josh Adams
      Josh Adams

      Hi, just wondering if I can get some assistance to connect PeopleDoc with SF and have the API automatically upload files.