Table of Contents |
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Select the attribute for which you wish want to add Contextual Content. The available Contextual Content will be displayed in the icon list for the corresponding attribute.
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Contextual Content - Company Policies & Benefits |
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There are seven different selectable attributes that can have contextual content. These are:
- Company
- Business Unit
- Department
- Location
- Job Code
- Client ID
- OrganizationEmployment Agreement
Before adding a contextual content to an attribute, make sure the "Contextual Content Allowed" field is checked for that attribute in Configure Attribute Preferences.
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Contextual Content Allowed |
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On the Contextual Onboarding Content Revision page, select the content which you wish want to add as a Policy/Benefit and save.
The list includes Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select one action from the list.
As an example, a PDF form is selected here. To add another content, click on "Add" and select another action from the list.
After adding the content, save and apply the Process Revision.