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Organization Homepage Configuration is a function that allows a System Administrator or Process Administrator to change the information that is displayed on the first page that a System Administrator, User or New Hire sees after logging into Smart Onboarding (their Homepage).
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A System Administrator or Process Administrator can access the Organization Homepage Configuration as soon as the System Administrator has completed the Initial System Administrator Organization Onboarding. We deliver basic Homepages. If you want to modify them, you should configure homepages as early in the process as possible. Any System Administrator, User, or New Hire is affected by changes to their Homepage setup.
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Homepage ID | Viewable By | Description |
|---|---|---|
| ACTIVE_INTIALINITIAL_TU_HMPG | System Administrators + Users | Viewed by Users until completion of their User onboarding process |
| ACTIVE_REGULAR_TA_HMPG | System Administrators Only | Viewed by System Administrators after they have completed their Organization onboarding process |
| ACTIVE_REGULAR_TU_HMPG | Users Only | Viewed by Users after they have completed their User onboarding process |
| ACTIVE_REMOTEI9_HMPG | Remote I-9 Users | Viewed by Remote I-9 Users after they have completed their User onboarding process |
| NEW_HIRE_REGULAR_HMPG | New Hires Only | Viewed by New Hires after they have completed the first activity of their onboarding process |
| NEW_HIRE_WELCOME | New Hires Only | Viewed by New Hires before they perform any activity inside of their onboarding process |
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System Administrators and Process Administrators are the two roles that can access the Organization Homepage Configuration:
| Role Types | Access |
|---|---|
| System Administrator | 
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| Process Administrator |
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How do you access Organization Homepage Configuration?
If you are a System Administrator or a Process Administrator, the Organization HomePage Home Page Configuration is accessed by clicking on the Menu icon and selecting the Organization Homepage Config link under Organization Management.
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Click the Search button in order to see all homepages available for configuration.
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Select the homepage you wish to configure.
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| Item # | Item Name | Description |
|---|---|---|
| Homepage ID | The Homepage ID lets the Administrator know which homepage is currently being modified. |
| Description | The Description field allows you to enter a brief description about the current homepage |
| Effective Date | Effective Date allows the Administrator to determine when the changes should become visible to user |
| Effective Sequence | Allows the Administrator to make multiple changes in the same day. The system will choose the Active profile with the highest Effective Sequence number |
| Status | Active: The current homepage can be displayed to the user Inactive: The current homepage cannot be displayed to the user In Progress: The current homepage is currently being worked on, and is not displayed to the user |
| Layout Preview | You can preview the layout of all content on the selected homepage |
| List Links | Allows the Administrator to switch between homepages without going back to search |
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