Fillable PDFs as activities for HR Services

[rai5]

Hello, 

We would like to have the employee fill out and sign a fillable pdf document as part of onboarding. The plan is to use an onboarding Lifecycle event that has this employee activity. As far as my research indicates this is not possible with HR Document Templates. The problems seems to be that the pdf document can only save information that is mapped to an existing HR profile and would not save anything the user would enter other than the signature. Is there a workaround for this?

[Community Alums]

Hi rai,

please refer to this article as step-by-step solution:https://community.servicenow.com/community?id=community_article&sys_id=05965766dbf15c10fb115583ca961...

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[rai5]

Sandeep, 

Thanks, it seems there is only a work around that requires a lot of scripting. I will try this but now I ran into the error bellow using my PDI. 

This document could not be loaded. Please contact your administrator for assistance.

[Apurva16]

Hi @rai5 ,

Were you able to resolve the issue?

[michaelj_sherid]

@rai5 This is correct. HR PDF Document templates can only map data into the doc other than the signatures. We do have Document Templates (a separate plugin) that is often referred to as "Advanced Forms". These document templates allow a user to populate the fillable fields in the PDF and save the data in the document. These advanced forms can map data and allow signatures just as the HR PDF Document Templates do. The Advanced Forms offer more functionality to allow field data to be reviewed and returned should it need to be updated by the user who entered the data. We do have a blog with a video to detail the Advanced Forms. You can find the details here.

If my answer has helped with your question, please mark my answer as accepted solutions or give a thumb up.

Regards,

Mike