What are Attribute Preferences?

Attribute preferences page allow users to control the attributes that are being used in the Smart Onboarding process. The users can customize the attributes depending on their preference.

This includes activating and inactivating the attributes, rearranging their order, controlling which attributes will be on a new hire's invitation and which will be on the Complete Job Details page for HR Specialists, allowing contextual content on certain attributes, selecting the attributes to control the Homepage category driven content and Row Level security, controlling the display of address etc.

What are attributes?

Attributes are business related fields like Company, Business Unit, Location and Department that determine which user can access certain onboarding activities, what homepage content will be shown and passed to the HR system of your choice.  

See Attributes for more information.

Who can access Attribute Preferences?

System Administrators and Process Administrators can access Attribute Preferences.

How do you access Attribute Preferences?

Click on the Menu Icon, then click More under Misc. Setup.

Click on Attribute Preferences .

How do you inactivate an attribute?

If you do not need an attribute that is defaulted and provided, then you can inactivate it. The attribute will stay in the system, so you can activate it again, but it will not show up in the invitation or configuration process. To keep them in the configuration process but not the new hire invitations, see How do I control which attributes my organization will use on a New Hire invitation?

To inactivate, uncheck a box under Active.

Check the box again to activate it.

Scroll down and click Save.

How do you rearrange the attributes so they show up in a different order?

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

Click on the arrows of an attribute to move it up or down.

Scroll down and click on Save.

How do you change the name of an attribute for my organization?

On the left side of the page, you can change the name of an attribute by inputting a word under Override Label. This will change the attribute's name everywhere in the system.

How do you control which attributes my organization will use on a New Hire invitation?

You can select which attributes that you want to see on a new hire invitation in case you need specific ones or if you don't need specific ones.

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

Scroll down and click Save.

How do you remove certain attributes on the Complete Job Details page for HR Specialists?

If you do not want all of the provided attributes to be filled out by the HR Specialist on the last step of reviewing a new hire's job details, you can deselect the attributes to remove them.

The Complete Job Details page looks like this. The Job Information section matches the attributes on the attribute preferences page that are selected under CJD Field.

Under CJD Field, you can select or deselect any of the attribute types. CJD stands for Complete Job Details.

Note that the invitation fields that are not selected will be blank for the HR Specialist to fill out, 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 may be optional

You can specify that entry of an attribute is required by checking on the Required box.  If it is optional, check off the box.

Note that if User Security Allowed is checked on, the attribute is always required, so the Required box is checked on and that box cannot be checked off.

Click on Save.

How do you allow for there to be Contextual Content on an attribute?

Contextual Content includes Company Policies and Company Benefits. These can be customizable for specific attributes. You can have them specified by certain attributes. For example, if you want a specific policy to show up only for Real Estate, you can do that by creating a Process Revision.

Here is how it looks like to add Contextual Content. The paper with a P in it is for Company Policies, and the person 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 deselect any of these seven.

Click on Save.

What attributes can you use to control Homepage Category driven content?

Homepage Category driven content allows you to select a particular attribute and branch to specifically change their homepage. For example, if you wanted to show different photos on each company's homepage, it is possible through a process revision. This means you can give Research, Retail, Manufacturing, Real Estate, and Services all different photos on their homepage.

If you want to make that customization possible, select the attributes in the Attributes Preferences page. If you do not want that customization, you can deselect the particular attributes.

The only Attributes that you can use to control the Homepage Category driven content are:

• Company
• Business Unit
• Department
• Location
• Organization

This is what Homepage Category driven content customization looks like through a Process Revision.

Back on the Attribute Preferences page, you may unselect any of these attributes in order for those to not be able to control the Homepage Category driven content.

Once you select or deselect any of the attributes, make sure to click on Save at the bottom to save the changes.

What attributes are available for Row Level Security?

Row Level Security is about which particular Business Users can see what range of new hires. For example, if you limit an HR Specialist to be in charge of only California Operations under Business Unit, that HR Specialist will not be able to process new hires who are under another Business Unit, such as Florida Operations.

Row Level Security specification is available for four attributes:

• Company
• Business Unit
• Department
• Location

As a System Administrator or Recruiter, this is seen in inviting a Business User, shown here:

Back on the Attribute Preferences page, under User Security Allowed, select or deselect any of the four attributes.

Scroll down and click on Save.

How do you allow an address to show on an attribute's page?

If you want to change a base address, you can create a Process Revision and input a different address. However, to either prevent change or the need to use the address, you can hide the address on an attribute's page.

This is allowed for three attributes:

• Company
• Location
• Tax Location Code

This is an example of the address Process Revision for Tax Location Code:

Back on the Attribute Preferences page, under Allow Address, select or deselect these attributes.

Click on Save.