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 master attributes like Company, Business Unit and Location.
When should Organization Homepage Configuration be done?
A System Administrator or Process Administrator is able to access the Organization Homepage Configuration as soon as the System Administrator has completed the Organization Onboarding. We deliver basic Homepages but if you want to modify them, you should do it as early in the process as possible. Any System Administratorister, User, or New Hire will be affected by changes to their Homepage setup.
Why is Organization Homepage Configuration needed?
The Organization Homepage Configuration is needed in order to tailor the information you wish to display to certain user types at varying points throughout their onboarding process.
There are currently 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 Administratoristators 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 are able to access the Organization Homepage Configuration:
| Role Types | Access |
|---|---|
| System Administrator |
|
| Process Administrators |  |
| Content Administrator |  |
| HR Specialist | |
| HR Help Desk | |
| I-9 Specialist | |
| E-Verify Specialist | |
How do you access Organization Homepage Configuration?
If you are a System Administrator or a Process Administrator, the Organization Home Page Configuration is accessed by clicking on the Menu icon and selecting the Organization Homepage Config link.
Access Organization Homepage Configuration |
|---|
Menu Icon: The Menu Icon is used to display all relevant actions the current user is able to perform.  |
Select Organization Homepage Configuration under Misc. Setup.
| Menu Dropdown |
|---|
|
Press the Search button in order to see all homepages available for configuration.
Select the homepage you wish to configure.
Organization Homepage Config Page |
|---|
|
What makes up an Organization Homepage Configuration?
| Organization Homepage Configuration Components |
|---|
|
|
| Item # | Item Name | Description |
|---|---|---|
| 1 | Homepage ID | The homepage ID lets the Process Administrator know which homepage is being currently modified |
| 2 | Description | The Description field allows you to write a brief description describing the current homepage |
| 3 | Effective Date | Effective Date allows the Process Administrator to determine when the changes should become visible to user |
| 4 | Effective Sequence | Allows the Process Administrator to make multiple changes in the same day. The system will choose the Active profile with the highest Effective Sequence number |
| 5 | Status | Active: The current homepage is able to be displayed to the user Inactive: The current homepage is not able to be displayed to the user In Progress: The current homepage is currently being worked on, thus will not be displayed to the user |
| 6 | Layout Preview | Where you can preview the layout of all content on the selected homepage |
| 7 | List Links | Allows the Process Administrator to quickly switch between homepages without going back to search |
What is Homepage Layout Preview?
| Layout Preview |
|---|
|
| Item # | Item Name | Description |
|---|---|---|
| 1 | Add Row | Allows the Process Administrator to add a row to the current homepage |
| 2 | Delete Column | Allows the Process Administrator to remove a column on the selected row |
| 3 | Edit Content | Allows the Process Administrator to edit existing content in the selected row |
| 4 | Delete Row | Allows the Process Administrator to delete a row from the current homepage |
| 5 | Edit Row | Allows the Process Administrator to edit the style of the selected row |
| 6 | Edit Content | Allows the Process Administrator to change the content on the current column |
| 7 | Up/Down | Allows the Process Administrator to move the current row up or down on the page |