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Create Administrative Users - If your initial System Administrator needs assistance!
OrderRequiredTaskResponsible RoleBrief Description
5NoInvite Administrative Users to configure the system

System Administrator

  • The System Administrator can invite others to assist in configuring Smart Onboarding if desired
  • The System Administrator can do all setup functions
6YesAdministrative Users Self Registration

Administrative User

  • The Administrative User(s) must set their login credentials
7YesAdministrative Users Onboarding

Administrative User

  • The Administrative User(s) must agree to terms of use






Create Content Revision(s) for Notification Templates

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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 Process Revision

Order

Required

Task

Responsible Role(s)

Brief Description

9

No

Use a Attribute Revision to apply changes to Notification Templates

System Administrator


  • Apply Content changes for Notifications






Create Content Revision(s) for Company Logo(s)

You can replace the delivered default logos with your own Company logo.

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

System Administrator

Process Administrator

Content Administrator

  • Images






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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








Create Attribute Revision(s) to Set Up Key Data 

You can specify your HR attribute information by adding them in the Attribute Revision.  Use Attribute Revision to add or modify existing system data (attributes) like Company, Business Unit, Department etc.

Create Attribute Revision

Order

Required

Task

Responsible Role(s)

Brief Description

15

No

Use a Attribute Revision to make changes to the attributes

System Administrator


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






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Invite New Hires

Order

Required

Task

Responsible RoleBrief Description
21

Yes

Invite New Hires to use the system

HR Specialist or Recruiter

  • HR Specialist or Recruiter creates invitations to New Hires






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Configurable Aspects
Onboarding Process
  • Smart ERP provides a basic onboarding process as a starting point but your organization can tailor it to your own business requirements
    • Change the wording on required activities
    • Add new activities to the onboarding process, such as company-specific policies
    • Create criteria to control which users need to complete certain activities. For example, only New Hires located in California need to complete California policies and tax forms
    • Smart E-Verify is a certiifed solution that seamlessly integrates with the Department of Homeland Security and the Social Security Administration. Use of this feature is optional.
Homepages and Themes
  • Use the provided tools to create Hompages based on Role, Company, Business Unit, Department or Location
Email Notifications
  • Modify the content of system-generated notifications including the invitations to onboard
Data Collection
  • Use Attributes to define and capture any data element you want
  • Common Attributes are Company, Business Unit, Department and Location but there are many more available, including self-defined data elements


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