This option

Configure Attribute Preferences allows users to configure the attributes that are being used in the Smart Onboarding process. This 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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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 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.

Who can access Configure Attribute Preferences?

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On the revision page, click Configure Attribute Preferences.

The list of attributes are displayed with default configuration.

What can you do on Configure Attribute Preferences?

You can customize configure the attributes depending on how you like them in your onboarding process. The following are the things you can do on Configure Attribute Preferences:

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Click on the arrows of an attribute to move the attribute up or down. Let us switch the positions of "Business Unit" and "Department". 

Before swtich, the order of the fields showing in the invitation is given as below.

Scroll down and click on Save.

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Switch the attributes, scroll down the page, click on Save and apply Process Revision.

The display of fields "Department" and "Business Unit" switch in the invitation as shown below.

How do you control which attributes to show on a New Hire invitation?

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Scroll down and click Save.

How do you control which attributes to show on the Complete Job Details page for HR Specialists?

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The Complete Job Details page is shown below. The Job Information section matches the attributes on the Attribute Preferences page that are selected under CJD Field.

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 enter, while the ones that are checked will have that information filled in from the New Hire invitation page.

Click on Save.

How do you specify if an attribute is required on a New Hire invitation and/or Complete Job Details?

In some cases, you may want entry of an attribute to be required.  For example, if you have Homepage content that is specific to a Location, Location should be required.  In other cases, entry of an attribute can be optional.

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.

How do you allow for there to be 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.

Below is an example of adding Contextual Content. The paper with a P in it is for Company Policies, and the icon next to that (with a stethoscope) is for Company Benefits.

There are seven different selectable attributes that can have contextual content. These are:

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

Select or unselect any of these seven attributes.

Click on Save.