A structured approach to storing hiree documents from Jobylon in SAP HCM, leveraging SAP’s Document Management Service (DMS) and integration tools:
1. Configure Document Management in SAP HCM
Key Components:
- Document Area: Define a dedicated area for HR documents (e.g.,
HRDOC
). - IMG Path:
SAP NetWeaver > Basis Services > SAP Knowledge Provider > Document Management Service > Define Document Area
.
- Document Type: Create types for hiree documents (e.g.,
RESUME
,OFFER_LETTER
). - Assign to Document Class:
HR
(Human Resources).
- Authorization Groups: Restrict access via groups (e.g.,
HR_ADMIN
).
2. Integration with Jobylon
Options:
- API Integration: Use Jobylon’s REST/SOAP APIs to push documents to SAP.
- Middleware: Deploy tools like SAP Cloud Platform Integration (CPI) or Docusign for automated transfers.
- Manual Upload: Use Transaction OAAD for ad-hoc uploads.
Steps for Manual Upload:
- Access OAAD: Go to
OAAD
(Administration of Stored Documents).
- Store & Assign:
- Target Object:
EMPLOYEE
(linked to personnel number). - Document Type: Select predefined type (e.g.,
RESUME
). - Upload File: Attach the document from Jobylon.
3. Link Documents to Employee Master Data
- Infotype 0105 (Communication):
- Use subtype
DOCU
to link documents to employee records. - Enter the Document ID from OAAD in the Communication field.
- Employee Self-Service (ESS):
- Enable the Manage Documents Fiori app for HR admins/employees.
4. Technical Configurations
- SAP ArchiveLink:
- Activate via Transaction OAC0 for document archiving.
- Configure Content Server (Transaction
OAC2
).
- Security:
- Use authorization object
S_HR_DOC
to control access. - Assign roles via PFCG (e.g.,
Z_HR_DOC_ADMIN
).
5. Automated Workflow (Optional)
- SAP Business Workflow:
- Trigger document storage when a new hire is created (PA40).
- Use Transaction PFTC to design approval workflows for document verification.
Comparison with OpenText ECM
Criteria | SAP DMS (OAAD) | OpenText ECM |
Integration | Native with SAP HCM (no APIs). | Requires CMIS/OData connectors. |
Cost | Included in SAP HCM licenses. | Additional licensing/subscription fees. |
Compliance | Basic GDPR/audit tools. | Advanced retention/legal hold policies. |
Best For | SMEs needing quick HR integration. | Enterprises with complex compliance needs. |
Cross-Module Leverage
- Concur: Attach offer letters to expense claims.
- SuccessFactors: Sync hiree documents via SAP Cloud Platform.
- FICO: Archive payroll-related documents (e.g., tax forms).
Recommendation
For most SAP HCM implementations, use SAP DMS (OAAD) for simplicity and cost efficiency. If long-term compliance or hybrid storage (cloud/on-prem) is required, integrate OpenText Extended ECM with SAP HCM via CMIS.