Document Generation

A new feature called Document Generation has been introduced in CodeBot for SAP SuccessFactors to enhance automation capabilities within SAP SuccessFactors, specifically targeting HR documentation processes. This module is designed to significantly improve operational efficiency by enabling the automated creation of personalized, professional, and consistent documents using existing employee data stored within the system.

With Document Generation, HR teams can eliminate the need for manual data entry, reducing the risk of human error while saving valuable time and resources. The module intelligently pulls relevant employee information from SAP SuccessFactors to generate a wide variety of documents—such as employment contracts, promotion letters, or onboarding forms—tailored to individual employees.

This automation ensures not only greater accuracy and consistency across all documents but also helps organizations maintain compliance with internal policies and regulatory standards. By streamlining the end-to-end document creation process, CodeBot empowers HR departments to focus more on strategic initiatives and employee engagement rather than routine administrative tasks.

Following sheets have been introduced in Document Generation Workbook.

1.     Document Generation Group (DocGenGroup)

This supports the creation and maintenance of document generation groups, that enable the automatic generation of documents. In CodeBot, it includes attributes such as Group ID, Group Name, Category, and a Short Description.

2.     Document Generation Template (DocGenTemplate)

This sheet serves as a central repository and configuration tool for managing document templates used in automated document generation processes. Each row in the sheet likely represents a single document template.

3.     Email Settings for Document Generation Template (EmailSettingDocGenTemp)

This defines configuration settings for email templates used in document generation within SAP SuccessFactors. Each row maps a specific email template to a country/region, relationship type, and associated recipients (via To/CC). This configuration ensures the correct email template is triggered and sent to appropriate recipients when a document is generated for a given user context.

4.     Document Template Mapping (DocTempMapping)

The DocumentTemplateMapping sheet defines how placeholders in document templates (used in Document Generation) are mapped to data fields in SAP SuccessFactors. This mapping ensures that when a document is generated, the placeholders are dynamically populated with real-time data from appropriate SuccessFactors objects.

Updated on: 03/11/2025