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Configure Attribute Preferences allows users to configure 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. . Any attribute configuration done at the process level overrides the default configuration settings that comes with the system. This includes controlling which attributes will show on a New Hire's invitation and which will show on the Complete Job Details page for HR Specialists, allowing contextual content on certain attributes, and controlling the required fields on the invitation.

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On the revision page, click Configure Attribute Preferences.

Process Revision

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The list of attributes are displayed with default configuration.

Attribute Preferences

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What can you do on Configure Attribute Preferences?

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Scroll down and click on Save.

Rearrange Attributes Appearance

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How do you control which attributes to show on a New Hire invitation?

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Scroll down and click Save.

Invitation Field

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How do you control which attributes to show on the Complete Job Details page for HR Specialists?

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The Complete Job Details page is shown below. The Job Information section matches the attributes on the Attribute Preferences page that are selected under CJD Field.

CJD - HR Specialist

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In the CJD Field column, you can select or unselect any of the attribute types. CJD stands for Complete Job Details.  You cannot unselect any attribute that is Required.

The invitation fields that are not selected will be blank for the HR Specialist to enter, while the ones that are checked will have that information filled in from the New Hire invitation page.

Click on Save.

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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You can specify that entry of an attribute is required by checking on the Required box.  If it is optional, check the box off.

Click on Save.

Required

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How do you allow for there to be contextual content for an attribute?

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Below is an example of adding Contextual Content. The paper with a P in it is for Company Policies, and the icon next to that (with a stethoscope) is for Company Benefits.

Contextual Content - Company Policies & Benefits

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There are seven different selectable attributes that can have contextual content. These are:

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Select or unselect any of these seven attributes.

Click on Save.

Contextual Content Allowed

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