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. The configuration that can be done through this option 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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The list of attributes are displayed with default configuration.

What can you do on Configure Attribute Preferences?

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Contextual Content includes Company Policies and Company Benefits. These can be customizable for specific attributes. You can have them specified based on the values of attributes. For example, if you want a specific policy to show only when the Company is Real Estate, you can do that by creating a Process Revision.Below is an example of adding Contextual Content.

To add a Contextual Content, an Administrative User must be in an active Process Revision. Also, the content that is to be added as Contextual Content should already be created through a Content Revision. 

Select the attribute for which you wish to add Contextual Content.  The available Contextual Content will be displayed in the icon list for the corresponding attribute.  

The paper with a P in it is for Company Policies, and the icon next to that (with a stethoscope) is for Company Benefits.

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• Company
• Business Unit
• Department
• Location
• Job Code
• Client ID
• Organization

Before adding a contextual content to an attribute, make sure the "Contextual Content Allowed" field is checked for that attribute in Configure Attribute Preferences.

Select or unselect any of these seven attributes in Configure Attribute Preferences .Click on Savepage and save.

Click on the drop down and select the actionOn the Contextual Onboarding Content Revision page, select the content which you wish 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, we have selected a PDF form . if you want to is selected here. To add another content, then click on "Add" and select another action from the list.

Click "Save" once you are done After adding the actions content, save and apply the Process Revision.

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