Document Generation - HR Admins Generating Documents (To Do and Generator Cards)

This article is the last part of the two previous articles: Document Generation - Employees Generating Documents and Document Generation - Managers Generating Documents

Here, HR Admins assigned to the Philippines and Chile will be able to generate documents. 

Philippines

Geoff Hill, an HR admin assigned to the Philippines, will see all requests that were made from the articles linked above. 

1. Geoff Hill accesses the Dashboard Widget from his SuccessFactors homepage.
   
   
   
   
2. In the Dashboard Widget, he’ll see the requests from employees and managers.
   
   
   
   
3. He’ll generate the request from Aaron Chan.
   
   
   
   
4. Once generated, he can choose to Preview, Print, Download, or see the details.
   
   

Aside from generating requests, Geoff Hill as the HR admin can also generate documents for any employee. 

1. Navigate to the Generate Document card in the Dashboard Widget.
   
   
   
   
2. He selects Aaron Chan as the recipient of the document. Once selected, he clicks on the Next step button.
   
   
   
   
3. Here, he clicks on Certificate of Employment as the document to be generated. Again, he clicks on the Next step button.
   
   
   
   
4. In the summary screen, he can review the employee and document selected. Once reviewed, he’ll click Generate.
   
   
   
   
5. Once generated, the For Preview section will be displayed with the option to preview, download as PDF, and print.
   
   

Chile

The HR Admins assigned to Chile can easily generate documents for any employee similar to the steps shown above.