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Attributes are basic data elements in the Smart Onboarding system. The values of attributes are used to control access within the system, and can be shown displayed on pages and in emails generated in the system.  You can also define your own attributes that can be used system-generated emails.  Additionally, you have the flexibility to create custom attributes for these purposes.

How many attributes are provided?

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Below shown secondary attributes are optional for an organization. You can use the Attribute Preferences page to change the label of any field, as well as if it is included on the New Hire invitation or Complete Job Data Details activities.

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From a Attribute Revision, Administrative Users are able to add new attributes to your Onboarding system.

Given below is the attribute revision Attribute Revision page with list of attributes to configure. Select the Attribute Type you wish to configure, and you will see all attributes of that type displayed in the drop down.  These attributes are able to be structured as a tree if your organization chooses to do so.  In order to add an attribute, it is important to note where you would like the attribute to be located on the tree structure. 

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When the Administrative User selects the attribute, they are presented with a row of icons that provide them functionality specific to that attribute. The attribute can be created as a child to the root node or as child/sibling to an already existing attribute.

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Adding the attribute to an already existing child attribute is shown below. The first two icons highlighted below allow you to add a new attribute as either a child, or a sibling of the currently selected attribute.  If If your organization chooses not to have a tree hierarchy, you will select a sibling.

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Note: The attributes that are added here will be available in the variable lookup when setting up the route criteria in Process Revision. For details, please click here.

Step 2.2 - Modify

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Attribute

To modify Through an attributeAttribute Revision, first select the attribute in the Attribute Revision.  In the values specific to the attributes can be modified. In this example, the active status of the attribute is deleted from master attributes list by making it as changed to "Inactive" in the Manage Attributes page.

Note: An attribute cannot not be changed to "Inactive" When changing the active status of the attribute to inactive, the system validates if that attribute value is being used

• in any of the route criteria in the Process Revision (For more details on the process route criteria, please click here) OR
• in an active invitation with start date equal to or greater than current revision date OR
• in a any completed "CJD (Complete Job Details (CJD)" activity for invitations with start date equal to or greater than current revision date ) activity 

In case if that the attribute is made "Inactive" in the Attribute Revision, then the following being used in any one of the above mentioned scenarios, the error message displays on the pagewhen the attribute status is changed to "Inactive": 

For details on inactivating how to inactivate an attribute in the Attribute Revision, please refer to the steps given below:
. First select the attribute in the Attribute Revision page. On the right hand side of the attribute, you will be able to see a list of icons that show the options available to that attribute. Select "Manage AttributeAttributes" icon. 

The Manage Attributes page allows an Administrative User to modify all existing fields for a specific attribute.  In In order to delete inactivate an attribute from master attribute list, select 'Inactive' for the "Effective Status" and save the changes.  It is important to note that if a parent node is set to invalidinactivated, all of the children nodes will also become invalidinactive. 

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Step 3 - Apply Revision

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How do you change the tree?

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From an Attribute Revision, Administrative Users are able to can attach content to the Homepage Configuration.  To see an in-depth guide on how to add both category driven and non category driven content, click here.  The following attributes allow you to add or edit the Homepage Content.

Note: The above attributes allow configuring Homepage Content for users, only if the attribute is chosen as the Theme Driver in the Organization Management. For more details on how the Theme driver functions, please click here.

In On the Attribute Revision page, select  choose the attribute for which the you want to add Homepage Content needs to be added.  In In this example, we are changing Welcome updating the Welcome page content for candidates of the "Manufacturing"  Companycompany.

Create a new attribute revision Attribute Revision or modify an in progress attribute revisionone. Select "Manufacturing" under the Company attribute and click on the "Manage Homepage Content" represented as icon.

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The Homepage Content Revision page displays as below.

Scroll down the page until you reach "Candidate" role. Click on the "Welcome" content category link.

Click on the lookup icon and select text and select the text catalog that is to be displayed on the candidate's welcome page.

In the lookup page, select the text that you want to display on candidate's Welcome Page.

This is the text catalog that we have selected above to display on the candidate's Welcome page when the Company is "Manufacturing". You can select any content that is already existing or create a new content using Content Revision as per your requirement. The content that you have selected here appears on the Welcome page when candidate belonging to "Manufacturing" Company login for the first time.The content for the selected text catalog will be opened in the text editor. 

Click "OK"on the Content Category page.

Click "Save" on the Homepage Content Revision page to apply the changes.

Navigate to Mange On the Attribute Revision page by clicking , click "Return to Manage Revision" .to return to the main revision page

Make sure to apply the revision once you are all done with the current revision changes so that your newly added content category will appear on the Welcome page . Apply Attribute Revision.for the New Hire. 

Now make changes in the Organization Homepage Configuration to point the New Hire's welcome page to the newly created category driven content. Navigate to the Organization Homepage Configuration.

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Click Search. This will display all Home Page config configuration links. Click on the link to select New Select the New Hire's first time login page.

Click "Edit Content" at on the place row where you want to modify the content.

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Save Home page Configuration Changes. To check whether the content is displaying correctly or not, let us create a New Hire invitation selecting "Manufacturing" as the Company.

After Self Registration self registration when the candidate login for the first time, the Welcome welcome page displays the content as we have specified in the revision.

In case, if If you want to display another Welcome page for the candidatesdifferent content on the welcome page for candidates, follow the same procedure as above , creating a new Attribute by creating a new Attribute Revision and changing updating the Text Catalog in on the Category Content page. If you want to have a setup done to display a To display new content for the candidates whose Start Date is greater than candidates whose Start Date is after the current date, then create the attribute revision Attribute Revision with an effective date equal to matching the candidates' Start Date of the candidates. This will display ensure the new content effective is displayed starting from the Attribute Revision's effective date.

How do you configure different invitation email notifications for attributes?

The Smart Onboarding application supports configuring different invitation email notifications for Department, Location, Business Unit, Company and Job Code attributes. For more details on these steps, please click here.