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What are attributes?
Attributes are business related fields like Company, Business Unit, Location and Department that can be used to determine which user can access certain onboarding activities, what homepage content will be shown and passed to the HR system of your choice. basic data elements in the Smart Onboarding system. The values of attributes are used to control access within the system, and can be shown on pages and in emails generated in the system. You can also define your own attributes that can be used for these purposes.
See Attributes for more information.
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How do you access Attribute Preferences?
Click on the Menu icon, then click More under Misc. Setup.
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Click on Attribute Preferences . Navigate to Attribute Preferences under Preferences.
Menu Dropdown |
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How do you inactivate an attribute?
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To inactivate, uncheck the box under Active.
Check the box again to activate reactivate it.
Scroll down and click Save.
Attribute Preferences Page |
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How do you
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change the
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order of appearance attributes?
If you want the attributes to show in a different order when selecting criteria in an invitation or during any configuration, you can rearrange the attributes here.
Click on the arrows of an attribute to move it the attribute up or down.
Scroll down and click on Save.
Attribute Preferences Page |
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How do you change the name of an attribute for your organization?
On the left side of the page, you can change the name of an attribute by entering a word under Override Label. This will change the attribute's name throughout the system system.
Attribute Preferences Page |
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How do you control which attributes
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show on a New Hire invitation?
You can select the attributes that you want to see on a new hire invitation. You can unselect an attribute if you don't want them it on the invitation.
Check the boxes under Invitation Field in order for those attributes to be used shown on a new hire invitation.
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Attribute Preferences Page |
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How do you
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control which attributes
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show on the Complete Job Details page for HR Specialists?
If you do not want all of the provided attributes to be entered by the HR Specialist on the step of reviewing a new hire's job details, you can unselect the attributes to remove them.
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Onboarding Screen (through HR Specialist) |
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In the CJD Field column, you can select or unselect any of the attribute types. CJD stands for Complete Job Details. You cannot unselect any attribute that is Required.
The invitation fields that are not selected will be blank for the HR Specialist to fill outenter, while the ones that are checked will have that information filled in from the new hire invitation page.
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Attribute Preferences Page |
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How do you specify if an attribute is required on a New Hire invitation and/or Complete Job Details?
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You can specify that entry of an attribute is required by checking on the Required box. If it is optional, do not check the box off.
Note that if User Security Allowed is checked on, the attribute is always required, so the Required box has to must be checked on.
Click on Save.
Attribute Preferences Page |
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How do you allow for there to be Contextual Content for an attribute?
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Revision Configuration Page |
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There are seven different selectable attributes that can have contextual content. These are:
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Attribute Preferences Page |
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What attributes can you use to control
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homepage category-driven content?
Homepage Category category-driven content allows you to select a particular an attribute and branch to specifically change their homepagethe homepage content based on the value of that attribute. For example, if you wanted want to show different photos on each company's homepage, it is possible through a process revision. This means you can give different Companies different photos on their homepageyou can do that using a process revision, but only if Company is checked on in the Contextual Content Allowed column on this page.
If you want to make that homepage customization possible based on an attribute value, select the attributes attribute in the Attributes Preferences page. If you do not want that customization, you can unselect the particular attributesattribute.
The only Attributes attributes that you can use to control the Homepage Category homepage category-driven content are:
- Company
- Business Unit
- Department
- Location
- Organization
This is what Homepage Category The following shows what homepage category-driven content customization looks like through when using a Process Revision.
Revision Configuration Page |
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Homepage Content Revision Page |
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Back on On the Attribute Preferences page, you can unselect any of these attributes in order for those not be able to control the Homepage Category homepage category-driven content.
Once you select or unselect any of the attributes, make sure to click on Savewhich is at at the bottom page to save the changes.
Attribute Preferences Page |
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What attributes are available for Row Level Security?
Row Level Security is about determines which particular Business Users can see what range of new hires. For example, if you limit an HR Specialist to be in charge of only California Operations under Business Unit, that HR Specialist will not be able to process new hires who are under another Business Unit, such as Florida Operations.
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As a System Administrator or Recruiter, this is seen in inviting a Business User, shown here:
Invite/Edit User Page |
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Back on On the Attribute Preferences page, under User Security Allowed, select or unselect any of the four attributes.
Scroll down and click on Save.
Organization Tag Registry/Attribute Preferences Page |
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How do you allow an address to show on an attribute's page?
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Revision Configuration Page |
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The attribute information page is shown as below.
Revision Attributes Page |
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Back on the Attribute Preferences page, under Allow Address, select or unselect these attributes.
Click on Save.
Organization Tag Registry/Attribute Preferences Page |
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