What are Attributes?

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.

How many Attributes are provided?

The following four Attributes are required in the system, as their use affects system processing.

The table bellow shows the attributes that are optional for an organization. You can use the Attribute Preferences page to change the label of any field, as well as if it is included on the New Hire invitation or Complete Job Data activities.

How can Attributes be used?

Who can add or modify Attributes?

System Administrators are the only users who can modify attributes.

How do you add or modify Attributes?

Step 1 - Create or Modify an Attribute Revision

Step 2.1 - Add Attribute

From a Attribute Revision, Administrative Users are able to add new attributes to your Onboarding system.

Given below is the attribute revision page with list of attributes to configure. Select the Attribute Type you wish to configure, and you will see all attributes of that type displayed in the drop down.  These attributes are able to be structured as a tree if your organization chooses to do so.  In order to add an attribute, it is important to note where you would like the attribute to be located on the tree structure. 

When the Administrative User selects the attribute (in this case Human Resources), they are presented with a row of icons that provide them functionality specific to that single attribute.  The first two icons highlighted below allow you to add a new attribute as either a child, or a sibling of the currently selected attribute.  If your organization chooses not to have a tree hierarchy, you will select a sibling.

Selecting either 'Create Child' or 'Create Sibling' will bring you to the Revision Attributes page where an Administrative User will be able to enter all relevant attribute information. Enter all required information and select Save at the bottom of the page.

Step 2.2 - Delete/Modify Revision

To delete or modify an Attribute from the master attribute list, first select the attribute you wish to delete from the system.  On the right hand side of the attribute, you will be able to see a list of icons that show the functions available to that attribute. Select the Manage Attribute icon, allowing you to edit all fields on the current attribute.

The Revision Attributes page allows an Administrative User to modify all existing fields for a specific attribute.  In order to delete an attribute, select 'Inactive' for the Effective Status and save the changes in order to remove an attribute from your master attributes list.  It is important to note that if a parent node is set to invalid, all of the children nodes will also become invalid.

Step 3 - Apply Revision

How do you change the tree?

Changing the tree is a matter of changing the Native Parent Attribute of the Attribute you want to change.

This is how it looks on the child Revision Attributes. To change the tree simply change the Native Parent Attribute.

How to attach Category Driven Content to Homepage?

From an Attribute Revision, Administrative Users are able to attach content to Homepage Configuration.  To see an in-depth guide on how to add both category driven and non category driven content, click here.  There are 5 Attributes that allow you to add or edit Homepage Content.

* If you choose the root node for one of the attributes above, you will be able to change the Homepage Content for any role.  If you choose a node that is not the root node, you will only be able to add Homepage Content to the New Hire role. 

From the Attribute Revision page, select one of the 5 available attributes to add Homepage Content.  In this example, you are adding Homepage Content to the Western US Business Unit.

Choose the Content Category you wish to modify.

In this example you are adding an image to the Gallery Category. Click OK.

Click Save on the Homepage Content Revision Page to apply the changes.  Make sure to apply the revision once you are all done with the current Attribute Revision so that your newly added category content will appear on the homepage.

Apply the Revision

The configuration changes made will not be in effect until you 'Apply' the revision.  To apply the revision, Click Return to Manage Revision.

On the Manage Revision screen, click Apply to confirm all changes made throughout the revision.