Configure Business Process

The following actions can be done in a Process Revision using Configure Business Process:

• Add content activities
• Add contextual content activities

Each of these processes begins by creating a Process Revision.  In the Process Revision page, use the "Configure Business Process" link to open the process activities and add the content that was added/created through a Content Revision. Before adding the content in the process activities, make sure the content is already created and applied.

Step 1 - Create the content through a Content Revision and apply

For details on creating and applying a Content Revision, please click here.

Step 2 - Create a Process Revision

For details on creating a Process Revision, please click here.

Step 3 - Configure Business Process

From the Process Revision page, Administrative Users can configure/manage the business process.

How do you view your current Business Process?

The business process can be accessed by clicking the "Configure Business Process" link.

From this page, Administrative Users can see every step of the onboarding process and all content that is currently being displayed for that step. Administrative Users can add or modify content in the business process and choose what each user role will see during their onboarding process.  

How do you add content to your Business Process?

To configure a content in the business process, the content should already be created through a Content Revision. On the Configure Business Process page, under the desired step, click on the "Add" button to attach content to that step in the onboarding process. The sections that have an "Add" button are the sections where you can include content.  

Note: For the section where "Add" button is not available, the content can be added through Contextual Content if the section is configured as contextual (please click here to know more about the sections configured as Contextual and how the content can be added under such sections). If a section is system defined, then content cannot be added through revisions.

From the Select Actions page, select the content you wish to add to the business process and click "OK".

How do you specify criteria for who sees the content that you added to your Business Process?

After successfully adding content to the business process, you must now choose who the content will be routed to.  This is done by clicking the name of the content on the Configure Business Process page.

The Criteria Details page is displayed. You can choose 'Always Route', which routes the content to users of all types, or you can add criteria to narrow the pool of users who will be able to see the newly added content.  You can add multiple criteria, with simple or complex logic, based on values of attributes and other process variables that you have defined. 

In this example, you want only users who are in the Manufacturing company and who are located in California or New York to see the new content. The steps for adding this criteria is provided below.

Select the radio button labeled "Route if criteria is met".

Next is to add the routing condition. Click the "Process Variable" lookup icon.

The pop-up page for variable lookup opens as below. You can select the variable by expanding the tree structure or using "Search Binds" lookup.

When "Search Binds" lookup is clicked, the search fields display to search for the variable.

Select any operator and enter the text that needs to be searched in the search field. You can use Process Variable or Description fields for searching.

In this case, "Description" field is used for searching the variable "Company Attribute ID". Process variable matching the search criteria are shown. Click the variable that you would like to include in the process.

Another option is to navigate through the tree structure to find the variable. Click the "Display as Tree" button to return to the tree structure.

Look for the desired variable by expanding and navigating through the tree structure. 

To access "Company Attribute ID" as required in the criteria, navigate Common → Attributes → Company and then select "Company Attribute ID".

The selected variable displays on the Criteria Details page. Select the "Operator".

Click on the "Value/Process Variable" lookup icon.

The lookup page for selecting the process variable prompt value opens as below.

All the attribute values available for the selected variable will display in this list.

The Attribute ID, Lookup ID and Description are available as columns as well as the search fields. Search and select a value for which you want to set the criteria. 

To add another criteria row, click the "Add" button.

Choose the logical operator "And" or "Or" based on the criteria requirement. In this example, because the criteria is to configure for users who are in the Manufacturing company and located in California or New York locations, "And" is selected as the logical operator. Click on the lookup icon for selecting the "Process Variable" for the location.

To add the criteria for California or New York locations, select "Location Attribute ID" from the process variable list.

Choose the appropriate operator for adding the location values. In this case, "In" is chosen as the operator.

Because "In" is selected, a link to choose from the list of variable values is provided, as highlighted in the screenshot below. Click on the "List of Values" link to select the location values.

The List of Values page opens as below allowing you to add location values. Click the "Add Attribute(s)" link.

In this case, the criteria is to add California and New York locations. Expand the tree and select "California" location.

All values listed under the California location (if available) are added to the page as shown. To add the New York location, again click "Add Attribute(s)" link.

Expand the tree and select "New York".

The New York location is added to the list of values as shown.  Click "OK" to return to the Criteria Details page.

Save the routing conditions by clicking the "Save" button.

This will return to the Configure Business Process page. Save the process configuration by clicking the "Save" button located at the bottom of the page.

This action will bring you back to the Process Revision page where you can continue to change your configuration or apply the revision if you are done.

What attributes allow adding Contextual Content?

The following allow adding contextual Content.  This can be seen by navigating to the Configure Attribute Preferences page.

What sections of the business process configuration allow contextual content?

The following sections in business process configuration allow configuring content through contextual content setup. The contextual content added to an attribute, shows under the corresponding section based on the attribute and contextual content type selected. For example, if a policy is added as the Contextual Content for Company attribute, the added content shows under "Company Policies" in the "Policies" section.

The list of attributes that support adding contextual content are: Company, Business Unit, Department, Location, Job Code, Client ID and Employment Agreement.

Sections in the Configure Business Process which allow contextual content setup are:

Policies

Benefits:

Client Materials:

Employment Agreement under Welcome section: (For details on adding Employment Agreements in the business process, please click here)

For details on configuring contextual content for an attribute, please click here.  

In this example, you are viewing the Western US Business Unit which allows the upload of a policy or benefit.  

In the Contextual Onboarding Content Revision page, a policy is added and saved. 

After save, the process will return to the Process Revision Page.  

 To see the newly added content, click the "Configure Business Process" link on the Process Revision page.

The content that was added as a policy, will be available under the Policy section.