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Configure Attribute Preferences This feature allows users to configure set up the attributes that are being used in the process. This option facilitates to have different attribute configuration related to invitations for different processes through Process Revision. The configuration that can be done through this option includes controlling which attributes will show Through this option, users can manage which attributes appear on a New Hire's invitation and which will show on the Complete Job Details page for HR Specialists, allowing specify attributes that allow adding contextual content on certain attributes, and controlling the designate which attributes are required fields on the invitation.
Who can
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configure Attribute Preferences at the process level
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Only System Administrators and Process Administrators can access Configure Attribute PreferencesUsers with System Administrator or Process Administrator roles can access and configure the Attribute Preferences through a process Revision.
How
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can you access Attribute Preferences at the process level
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To access Configure the Attribute Preferences page at the process level, you need to create a Process Revision. For details check Process Revision page.
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| Process Revision |
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The list of attributes are displayed with default configuration will be displayed. This configuration can be modified based on your business needs.
| Configure Attribute Preferences |
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What can you do on
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the Attribute Preferences page?
You can configure the attributes depending on how you like them in your process. The following are the things you can do on process level Attribute Preferences:
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If you want the attributes to show appear in a different order in an invitation or during any configuration, you can rearrange the attributes them here.
Click on the arrows of next to an attribute to move the attribute it up or down. In this example, the positions of the "Business Unit" and "Department" attributes are switched.
| Rearrange Attributes Appearance |
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Before switchchanging, the order of the fields showing in on the invitation page is given as highlighted below.
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Switch Reorder the attributes, scroll down the page, save the changes and apply the Process Revision.
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The display of "Department" and "Business Unit" fields on the invitation after switching their position are shown order is highlighted below.
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How do you control which attributes to show on a New Hire invitation?
You can select the attributes that you want to see manage which attributes appear on a New Hire's invitation . You can unselect an attribute if you don't want by adjusting the Preferences. Select an attribute to display it on the invitation, or deselect it to hide the attribute.Check
To select the attribute, check the boxes under the "Invitation Field"
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column for the corresponding attribute. To save your changes, scroll down the page and click the "Save" button.
| Invitation Field |
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How do you control which attributes to show on the Complete Job Details page for HR Specialists?
If you do not want all of the provided attributes to be entered by the HR Specialist on the step of reviewing a New Hire's job details, you can unselect the attributes in on the Attribute Preferences configurationpage. This will remove them from the Complete Job Details page.
The Complete Job Details page is shown below. The fields shown in the Job Information section matches correspond to the attributes selected under the "CJD Field" column on the Attribute Preferences page that are selected under CJD Field.
| CJD - HR Specialist |
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In the "CJD Field"
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column, you can select or
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deselect any attributes. However, you cannot deselect the attribute that is checked under the "Required" column.
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Invitation fields that are not selected will be blank for the HR Specialist to
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fill in, while
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those that are checked will have
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the information pre-filled
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from the New Hire invitation page.
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Be sure to save the page once you have completed the changes.
| CJD Field |
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How do you specify if an attribute is required on a New Hire invitation and/or Complete Job Details?
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To save the configuration, click on the "Save" button.
| Required |
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How do you configure contextual content for an attribute?
Contextual Content content includes Employment Agreements, Policies and Benefits customizable for specific attributes. You can have them specified based on the values of attributes. For example, if you want a specific policy to show only when the Company is Real EstateRetail, you can do that by creating a Process Revision.
To add
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contextual content, the Administrative User must be in an active Process Revision.
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Additionally, the content
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to be
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used must already be created through a Content Revision.
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On the Process Revision page, select the attribute for which you want to add
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contextual content.
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The available
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contextual content will be displayed in the icon list for
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that attribute.
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The icon with a paper with and a P in it is for represents Company Policies, and while the icon next to that (with a stethoscope) is for it represents Company Benefits.
| Contextual Content - Company Policies & Benefits |
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Before adding a contextual content to an attribute, make sure the "Contextual Content Allowed" field is checked for that attribute in Configure Attribute Preferences .Select or unselect any of these attributes in Configure Attribute Preferences page and save.
| Process Revision page |
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| Configure Attribute Preferences |
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On Clicking on the Company Policies/Benefits will open the Contextual Onboarding Content Revision page , select as shown below. Select the content which you want to add as a Policy/Benefit and save.
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The list may include Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select any one action content from the list.
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As an For example, a PDF form is selected here. To add another additional content, click on "Add" on the corresponding row and select choose another content item from the list. After After adding the content, click on "Save.".
Note: The contextual content added to the attribute will be available under in the corresponding section in on the Configure Business Process page in within the Process Revision. For more details, please click here.
For the changes to be effective, save the changes and apply the Process Revision.
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How to identify attributes that have been made inactive in Attribute Preferences at the Organization level?
Attributes that are not no longer needed in the organization can be inactivated deactivated in the Attribute Preferences at the Organization organization level. For more details on inactivating the how to deactivate attributes at the Organization organization level, please please click here.
In the process level Attribute Preferences, the active/inactive status of the attributes are derived from Organization level Attribute Preferences attributes is based on the organization level setup. If an attribute is inactivated deactivated at the Organization organization level, then the inactive this status will reflect be reflected in the Process process level setup.
Note: This is applicable for all Process Revisions that are in progress as well as new. For example, if a Process Revision is created when an attribute is inactive at the Organization level, it loads as inactive from the Organization level setup and not from any prior process level status.
Process
Below are the process level Attribute Preferences before and after inactivation are shown belowdeactivation:
| Process level Attribute Preferences before inactivation |
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The highlighted attributes are inactivated in the Organization organization level Attribute Preferences setup as shown below:
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In Process process level setup, the inactivated attributes will have "Inactive" status next to its label with checkboxes hidden for all the properties (Invitation Field, CJD Field, Required, Contextual Content Allowed).
| Process level Attribute Preferences after inactivation |
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Also, the attributes that are inactivated will not show up in on the invitation and Complete Job Details (CJD) pages.
Invitation page before and after inactivation:
| Before inactivation of attributes |
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| After inactivation of attributes |
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CJD Complete Job Details page before and after inactivation:
| Before inactivation of attributes |
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| After inactivation of attributes |
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The If necessary, the inactivated attributes can be re-activated in the Organization organization level Attribute Preferences. After re-activation, the attributes will appear in the process level Attribute Preferences with checkbox values (checked/unchecked) of the properties ((Invitation Field, CJD Field, Required, Contextual Content Allowed) same as how it were saved earlier.