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. The configuration that can be done through this option 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.

Who can access process level Attribute Preferences?

Only System Administrators and Process Administrators can access Configure Attribute Preferences.

How do you access process level Attribute Preferences?

To access Configure Attribute Preferences, you need to create a Process Revision. For details check Process Revision page.

On the Process Revision page, click "Configure Attribute Preferences".

The list of attributes are displayed with default configuration.

What can you do on process level Attribute Preferences page?

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

• Change the order of attributes appearance in a New Hire's invitation 
• Control which attributes to show on the invitation
• Control which attributes to show on CJD page for HR Specialists
• Specify the required attribute on a New Hire invitation and/or CJD page
• Control allowing contextual content for an attribute

How do you change the order of attributes appearance?

If you want the attributes to show in a different order in an invitation or during any configuration, you can rearrange the attributes here.

Click on the arrows of an attribute to move the attribute up or down. In this example, the positions of "Business Unit" and "Department" attributes are switched. 

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

Switch the attributes, scroll down the page, save the changes and apply Process Revision.

The display of "Department" and "Business Unit" fields on the invitation after switching their position are shown below.

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

You can select the attributes that you want to see on a New Hire's invitation. You can unselect an attribute if you don't want to display it on the invitation.

Check the boxes under "Invitation Field" in order for those attributes to be shown on a New Hire invitation.

Scroll down and save the configuration.

How do you control which attributes to 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 in Attribute Preferences configuration. This will remove them from Complete Job Details page.

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 checked under "Required" column.

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.

Scroll down and save the changes.

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 Job Code, then Job Code is required. In other cases, entry of an attribute can be optional.

You can specify that entry of an attribute is required by checking the "Required" checkbox.  If it is optional, uncheck the checkbox.

To save the configuration, click on "Save" button.

How do you configure contextual content for an attribute?

Contextual Content includes Policies and Benefits 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.

To add a Contextual Content, the Administrative User must be in an active Process Revision. Also, the content that is to be added as Contextual Content should already be created through a Content Revision. 

In the Process Revision page, select the attribute for which you want to add Contextual Content.  The available Contextual Content will be displayed in the icon list for the corresponding attribute.  

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
• Employment Agreement

Before adding a contextual content to an attribute, make sure the "Contextual Content Allowed" field is checked for that attribute in Configure Attribute Preferences.

Select or unselect any of these attributes in Configure Attribute Preferences page and save.

On the Contextual Onboarding Content Revision page, select the content which you want to add as a Policy/Benefit and save.

The list may include Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select one action from the list. 

As an example, a PDF form is selected here. To add another content, click on "Add" and select another content from the list. After adding the content, click on "Save".

Note: The contextual content added to the attribute will be available under the corresponding section in Configure Business Process page in the Process Revision. For more details, please click here.

For the changes to be effective, save the changes and apply the Process Revision.

What is inactive status of an attribute?

Attributes that are not needed in the organization can be inactivated in the Attribute Preferences at the Organization level. For more details on inactivating the attributes at the Organization level, please click here.

In the process level Attribute Preferences, the active/inactive status of the attributes are derived from Organization level Attribute Preferences setup. If an attribute is inactivated at the Organization level, then the inactive status will reflect in the Process level setup. 

Note: This is applicable for all Process Revisions that are in progress as well as new. For example, if a Process Revision is created when an attribute is inactive at the Organization level, it loads as inactive from the Organization level setup and not from any prior process level status.

Process level Attribute Preferences before and after inactivation are shown below: 

Process level Attribute Preferences before inactivation

The highlighted attributes are inactivated in the Organization level Attribute Preferences setup as shown below:

In Process level setup, the inactivated attributes will have "Inactive" status next to its label with checkboxes hidden for all the properties (Invitation Field, CJD Field, Required, Contextual Content Allowed). 

Also, the attributes that are inactivated will not show up in invitation and CJD pages. 

Invitation page before and after inactivation:

CJD page before and after inactivation:

After inactivation of attributes

The inactivated attributes can be re-activated in the Organization level Attribute Preferences. After re-activation, the attributes will appear in the process level Attribute Preferences with checkbox values (checked/unchecked) of the properties ((Invitation Field, CJD Field, Required, Contextual Content Allowed) same as how it were saved earlier.