OnBase + SAP SuccessFactors Integration
Make SAP SuccessFactors the single place HR works. By embedding Hyland OnBase, your team can capture, find, and govern every employee document in one view—no screen‑switching or content sprawl. Close compliance gaps with missing‑doc alerts and retention, accelerate onboarding and employee changes with workflow in context, and give HR back hours every week. Implemented by All Star with configuration over code, you’ll realize value fast.
Quick Highlights
With OnBase embedded in SuccessFactors, HR can work in one place—capturing, uploading, and viewing files without screen‑switching. Compliance stays tight with proactive flags for missing or expiring documents and a complete audit history. You’ll scale confidently with versioning, retention, SSO, and role‑based security. And because the connector is prebuilt, All Star configures rather than custom‑codes, helping you realize value fast.
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High level steps performed
The Challenges We Solve
HR teams juggle onboarding packs, policy acknowledgments, certifications, and sensitive records across shared drives, email, and point tools. This sprawl slows service, increases risk, and frustrates employees.
Our approach: Centralize employee content in OnBase and surface it where HR already works—inside SuccessFactors.
What You Get
An in‑app document panel presents each employee’s file right inside SuccessFactors, so your team can browse, upload, and organize records in a familiar view. Bulk‑upload options and intelligent capture—email, scanners, and eForms—deliver content to the right folder with the right metadata from the start.
The integration can automatically call out missing or outdated items—such as I‑9s or certifications—so tasks are resolved quickly. As policies evolve, versioning and side‑by‑side comparison preserve history and clarity. When work needs a nudge, reviews, approvals, and exceptions can be routed without leaving SuccessFactors. All of this is governed by enterprise‑grade security, audit trails, and retention policies managed in OnBase.
How It Works
Here’s the simple flow: the integration embeds a secure panel inside SuccessFactors; OnBase stores the documents and metadata under your governance controls; and workflow automation triggers from events in either system. Single sign‑on keeps access seamless, and the API‑level connection maintains data consistency.
HR Use Cases
Most teams start with onboarding—offer letters, I‑9/W‑4s, policy acknowledgments, and equipment forms—and then expand to employee changes such as promotions, transfers, and compensation updates. The same pattern supports performance and development records, from reviews and development plans to certifications and training completions. For leave and compliance, FMLA/LOA packets can be centralized with restricted access and time‑bound retention. And during offboarding, exit documentation, acknowledgments, and asset returns are captured and retained with confidence.
Industries We Serve
We deploy this solution across Manufacturing, Retail & CPG, Food Distribution, and Utilities. Manufacturers streamline union or plant‑specific paperwork and safety certifications. Retailers stay ahead of high‑volume, seasonal hiring while keeping store‑level documentation organized. Distributors manage driver files and DOT/CSA records with less effort. Utilities meet stringent regulatory requirements while onboarding both employees and contractors.
Security & Compliance
OnBase centralizes content with granular, role‑based permissions. Every action is tracked for auditability, versions are preserved, and retention and disposition align with policy. Data moves over encrypted channels, and identity is managed through your SSO provider for a seamless, secure experience.
Why All Star
You get a partner that understands HR processes and employee‑file governance, favors configuration over code, and focuses on adoption through change management and role‑based training. We measure success in outcomes—faster time‑to‑hire, fewer missing documents, stronger audit readiness—and guide you through discovery, configuration and integrations, a pilot/UAT, rollout with training, and hypercare.
