Requirement: Nominee Details Submission via Employee Center

[akashgurav1]

#We need to design a process where an employee can submit their nominee details through the Employee Center portal.

Once the user submits the form, the following actions should occur

An HR Case should be automatically created.

The submitted nominee data should be stored in a custom Nominee table.

The user should receive the Nominee Form for e-signature.

After the user signs the form, a PDF copy of the signed form should be generated.

The generated PDF should be attached and saved to the same HR Case.

[Ranadeep Reddy]

Hi Akash,

Create a Custom table and create a html document template and map the template with the custom table fields
Create a new record producer to collect the nominee details and store them in the custom table. Once the Record Producer is submitted and data is stored in the custom table.

Now Create the HR Case with the above created html document template and document template will have all the nominees details which were picked from the custom table and with the help of the document task get the candidates signature in the HR Case.

Once the document is signed, the pdf will be generated and attached to the HR Case

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