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 displayed on pages and in system-generated emails.  Additionally, you have the flexibility to create custom attributes for these purposes.

How many attributes are provided?

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

Below shown secondary attributes 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 Details 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, they are presented with a row of icons specific to that attribute. The attribute can be created as a child to the root node or as child/sibling to an already existing attribute.

Adding the attribute to an already existing child attribute is shown below. 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 Manage Attribute 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.

Note: The attributes that are added here will be available in the variable lookup when setting up the route criteria in Process Revision. For details, please click here.

Step 2.2 - Modify Attribute

Through an Attribute Revision, the values specific to the attributes can be modified. In this example, the active status of the attribute is changed to "Inactive".

Note: When changing the active status of the attribute to inactive, the system validates if that attribute value is being used

• in any of the route criteria in the Process Revision (For more details on the process route criteria, please click here) OR
• in an active invitation with start date equal to or greater than current revision date OR
• in any completed CJD (Complete Job Details) activity 

In case if the attribute is being used in any one of the above mentioned scenarios, the error message displays when the attribute status is changed to "Inactive": 

For details on how to inactivate an attribute, please refer to the steps given below. First select the attribute in the Attribute Revision page. On the right hand side of the attribute, you will be able to see a list of icons that show the options available to that attribute. Select "Manage Attributes" icon. 

The Manage Attributes page allows an Administrative User to modify all existing fields for a specific attribute. In order to inactivate an attribute, select 'Inactive' for the "Effective Status" and save the changes.  It is important to note that if a parent node is inactivated, all of the children nodes will also become inactive. 

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 attribute page. To change the tree simply change the Native Parent Attribute.

How to attach Category Driven Content to Homepage?

From an Attribute Revision, Administrative Users can attach content to the Homepage Configuration.  To see an in-depth guide on how to add both category driven and non category driven content, click here.  The following attributes allow you to add or edit the Homepage Content.

Note: The above attributes allow configuring Homepage Content for users, only if the attribute is chosen as the Theme Driver in the Organization Management. For more details on how the Theme driver functions, please click here.

On the Attribute Revision page, choose the attribute for which you want to add Homepage Content. In this example, we are updating the Welcome page content for candidates of the "Manufacturing" company.

Create a new Attribute Revision or modify an in progress one. Select "Manufacturing" under the Company attribute and click the "Manage Homepage Content" represented as icon.

The Homepage Content Revision page displays as below.

Scroll down the page until you reach "Candidate" role. Click the "Welcome" content category link.

Click the lookup icon and select the text catalog that is to be displayed on the candidate's welcome page.

The content for the selected text catalog will be opened in the text editor. 

Click "OK"on the Content Category page.

Click "Save" on the Homepage Content Revision page to apply the changes.

On the Attribute Revision page, click "Return to Manage Revision" to return to the main revision page

Make sure to apply the revision once you are all done with the current revision changes so that your newly added content category will appear on the Welcome page for the New Hire. 

Now make changes in the Organization Homepage Configuration to point the New Hire's welcome page to the newly created category driven content. Navigate to the Organization Homepage Configuration.

Click Search. This will display all Home Page configuration links. Select the New Hire's first time login page.

Click "Edit Content" on the row where you want to modify the content.

Change "Driven by Category" as "Yes", Category ID as "Welcome" and Renderer as "Default". Make changes to Width %, Background Color and other fields as you like and click "OK".

Save Home page Configuration Changes. To check whether the content is displaying correctly or not, let us create a New Hire invitation selecting "Manufacturing" as the Company.

After self registration when the candidate login for the first time, the welcome page displays the content as we have specified in the revision.

If you want to display different content on the welcome page for candidates, follow the same procedure as above by creating a new Attribute Revision and updating the Text Catalog on the Category Content page. To display new content for candidates whose Start Date is after the current date, create the Attribute Revision with an effective date matching the candidates' Start Date. This will ensure the new content is displayed starting from the Attribute Revision's effective date.

How do you configure different invitation email notifications for attributes?

The Smart Onboarding application supports configuring different invitation email notifications for Department, Location, Business Unit, Company and Job Code attributes. For more details on these steps, please click here.