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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. 


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The list includes Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select one action from the list. 


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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.


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