Can a PDF Fillable Form be generated for use in HR

rcook
Tera Expert

We are using PDF Fillable Forms to generate a contract for a new employee and getting them to sign. We have generated the PDF Fillable Forms using Adobe, but the question has been raised asking if ServiceNow can generate the contents of the PDF Fillable Form based on set criteria for the new employee. e.g. adding the appropriate notice period based on the engagement.

1 ACCEPTED SOLUTION

Hi @rcook The document blocks are supported in the new Document Templates. These Advanced Forms (Document Templates) are entitled with HRSD Pro so this is a feature I recommend you consume to address the complex document construction you require.

Regards,

Mike

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12 REPLIES 12

Tom Sienkiewicz
Mega Sage

Hi, I'm not sure if there is an OOTB feature for generating fillable PDF, although you might want to double check the latest SN PDF Generation API.

There was a possibility to upload fillable PDF templates using Managed Documents plugin as far as I remember, you could then map the fields to SN tables/fields, as well as add a signature field. Those templates can be used dynamically, based on conditions and can be integrated with Adobe sign (theres some integration hub spokes which you might want to check out). I think Adobe should also have an API to programatically generate PDF documents from SN, might be worth investigating as well.

Just some rough ideas, hopefully someone more knowledgeable in current HR features will chime in.

Ankur Bawiskar
Tera Patron
Tera Patron

Hi,

HR application has the capability for generating fillable PDF but there is a condition that the document template application is installed on HR Lifecycle events plugin

If you haven't purchased the HR lifecycle then you won't get the fillable pdf capability

Configure a PDF document template

Regards
Ankur

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

@rcook 

Hope you are doing good.

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Regards
Ankur

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

Hi Ankur,

We have created some PDF fillable forms and are using these. The challenge is the volume of them, each with slight variations. Instead of having multiple templates, I was hoping to dynamically created them as required based on conditions.

Regards,

Richard