What is Organization Homepage Configuration?
Organization Homepage Configuration is a function that allows a System Administrator or Process Administrator to change the information that is displayed on the first page that a System Administrator, User or New Hire sees after logging into Smart Onboarding (their Homepage).
This information can be changed for System Administrator, all other Users, and New Hires, allowing you to show separate components and content for users of differing types. In addition you can display content based on the master attributes like Company, Business Unit and Location.
When should Organization Homepage Configuration be done?
A System Administrator or Process Administrator can access the Organization Homepage Configuration as soon as the System Administrator has completed the Organization Onboarding. We deliver basic Homepages. If you want to modify them, you should configure homepages as early in the process as possible. Any System Administrator, User, or New Hire is affected by changes to their Homepage setup.
Why is Organization Homepage Configuration needed?
Organization Homepage Configuration is needed in order to tailor the information you wish to display to users when they log into the system and access their Homepage.
There are five homepages you are able to configure for your organization: You can change colors, images, videos etc. to match your organization's branding and culture.
Homepage ID | Viewable By | Description |
|---|---|---|
| ACTIVE_INTIAL_TU_HMPG | System Administrators + Users | Viewed by Users until completion of their User onboarding process |
| ACTIVE_REGULAR_TA_HMPG | System Administrators Only | Viewed by System Administrators after they have completed their Organization onboarding process |
| ACTIVE_REGULAR_TU_HMPG | Users Only | Viewed by Users after they have completed their User onboarding process |
| NEW_HIRE_REGULAR_HMPG | New Hires Only | Viewed by New Hires after they have completed the first activity of their onboarding process |
| NEW_HIRE_WELCOME | New Hires Only | Viewed by New Hires before they perform any activity inside of their onboarding process |
Who has access to Organization Homepage Configuration?
System Administrators and Process Administrators are the two roles that can access the Organization Homepage Configuration:
| Role Types | Access |
|---|---|
| System Administrator |
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| Process Administrator |  |
How do you access Organization Homepage Configuration?
If you are a System Administrator or a Process Administrator, the Organization HomePage Configuration is accessed by clicking on the Menu icon and selecting the Organization Homepage Config link.
The Menu icon is used to display all relevant actions the current user can perform.
Access Organization Homepage Configuration |
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Click Organization Homepage Config under Misc. Setup.
| Menu Dropdown |
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Click the Search button in order to see all homepages available for configuration.
Select the homepage you wish to configure.
Organization Homepage Config Page |
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What makes up an Organization Homepage Configuration?
| Organization Homepage Configuration Components |
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| Item # | Item Name | Description |
|---|---|---|
| Homepage ID | The Homepage ID lets the Administrator know which homepage is currently being modified | |
| Description | The Description field allows you to enter a brief description about the current homepage | |
| Effective Date | Effective Date allows the Administrator to determine when the changes should become visible to user | |
| Effective Sequence | Allows the Administrator to make multiple changes in the same day. The system will choose the Active profile with the highest Effective Sequence number | |
| Status | Active: The current homepage can be displayed to the user Inactive: The current homepage cannot be displayed to the user In Progress: The current homepage is currently being worked on, and is not displayed to the user | |
Layout Preview | You can preview the layout of all content on the selected homepage | |
| List Links | Allows the Administrator to switch between homepages without going back to search |
What is Homepage Layout Preview?
| Layout Preview |
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| Item # | Item Name | Description |
|---|---|---|
| 1 | Add Row | Allows the Administrator to add a row to the current homepage |
| 2 | Delete Column | Allows the Administrator to remove a column on the selected row |
| 3 | Edit Content | Allows the Administrator to edit existing content in the selected row |
| 4 | Delete Row | Allows the Administrator to delete a row from the current homepage |
| 5 | Edit Row | Allows the Administrator to edit the style of the selected row |
| 6 | Edit Content | Allows the Administrator to change the content on the current column |
| 7 | Up/Down | Allows the Administrator to move the current row up or down on the page |