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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
8YesUse Content Revisions to add Content or modify delivered Content to be used in Notification Templates

System Administrator

Process Administrator

Content Administrator

  • Images
  • Attachments
  • Notification Templates - modify the text and contents of many automated system notifications to suit your organization's needs
     

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Create Configuration Revision

Order

Required

Task

Responsible Role(s)

Brief Description

9

No

Use a Configuration Revision to apply changes to Notification Templates

System Administrator

Process Administrator

  • Apply Content changes for Notifications

 

     

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Create Content Revisions for Company Logos

 
Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
8YesUse Content Revisions to add Company logo image(s)

System Administrator

Process Administrator

Content Administrator

  • Images

     

 

Set up Organization Theme(s) 

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OrderRequiredTaskResponsible Role(s)Brief Description
9NoTheme Builder

System Administrator

Process Administrator

  • Set up the colors and sizes for themes

  • Different entities within your organization can have different themes

     

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OrderRequiredTaskResponsible Role(s)Brief Description
10NoOrganization Management

System Administrator

Process Administrator

  • Set up the organization name
  • Set up the organization contacts
  • Set up the default theme and theme driver
  • Set up the logos

     

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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
11YesUse Content Revisions to add Content or modify delivered Content to be used on the Homepages

System Administrator

Process Administrator

Content Administrator

  • Images - make your Homepages or activities pop by adding any image you want
  • Attachments - present documents to the users on Homepages or during the onboarding process
  • Text Catalogs - modify or create rich text content to present on Homepages or in certain onboarding activities
     

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Configure Homepages and Themes
OrderRequiredTaskResponsible Role(s)Brief Description
12NoConfigure Homepages

System Administrator

Process Administrator

  • Set up the Homepage layout and content for the System Administrator, Users and New Hires
  • Add the content to make your Homepages colorful and filled with useful information for all users

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OrderRequiredTaskResponsible Role(s)Brief Description
13NoAuthentication Scheme Preferences

System Administrator

  • Choose if you would like to use challenge questions and/or two-factor authentication for system users when they log in


     

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OrderRequiredTaskResponsible Role(s)Brief Description
14NoAttribute Preferences

System Administrator

Process Administrator

  • Choose which key attributes will display and be prompted on key pages in the system


     

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Create Configuration Revision

Order

Required

Task

Responsible Role(s)

Brief Description

15

No

Use a Configuration Revision to make changes to the attributes

System Administrator

Process Administrator

  • Add or modify existing system data (attributes) like Company, Business Unit, Department, etc.

  • Note - attributes can also be added using an upload from a spreadsheet - see Mass Upload Attributes

     

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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
16YesUse Content Revisions to add Content or modify delivered Content to be used in the onboarding process

System Administrator

Process Administrator

Content Administrator

  • Images - make your Homepages or activities pop by adding any image you want
  • Attachments - present documents to the users on Homepages or during the onboarding process
  • Text Catalogs - modify or create rich text content to present on Homepages or in certain onboarding activities
  • Verification Vendor(s)
  • Background Check Vendor(s)
     

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Create Configuration Revision

Order

Required

Task

Responsible Role(s)

Brief Description

17

No

Use a Configuration Revision to make changes to the onboarding business process

System Administrator

Process Administrator

  • Modify or add activities into the onboarding process
  • Set criteria for activities (for example, if only certain users are required to complete certain activities)

     

     

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Invite Business Users - (Same as Invite Administrative Users)

Order

Required

Task

Responsible RoleBrief Description
19

Yes

Invite Business Users to use the system: HR Specialist, Recruiter, I-9 Specialist, E-Verify Specialist, Help Desk

System Administrator

  • System Administrator creates invitations to business users

20

Yes

Business Users Self Registration

Business Users

  • Business User(s) set their login credentials

     

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