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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. Any attribute configuration done at the process level overrides the default configuration settings that comes with the system. This 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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| Rearrange Attributes Appearance |
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Before swtichswitch, the order of the fields showing in the invitation is given as below.
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Switch the attributes, scroll down the page, click on Save and apply Process Revision.
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The display of fields "Department" and "Business Unit" switch in the invitation as shown below.
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How do you control which attributes to show on a New Hire invitation?
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You can specify that entry of an attribute is required by checking on the Required box. If it is optional, check the box off.
Click on Save.
| Required |
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How do you
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configure contextual content for an attribute?
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.
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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:
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Select or unselect any of these seven attributes in Configure Attribute Preferences.
Click on Save.
| Contextual Content Allowed |
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click on the drop down and select the action.
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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, we have selected a PDF form. if you want to add another content, then click on "Add" and select another action from the list.
Click "Save" once you are done adding the actions and apply the Process Revision.
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