What is Theme Builder?

Theme Builder is a tool that allows you to control the color and style of the Smart Onboarding system.  Through the Theme Builder, System Administrators and Process Administrators are able to change the the color of webpage elements in order to match the company branding. Themes for users can be dependent on their Company, Department, Location, or Business Unit. Users who have multiple themes applied to their account are able to switch between themes to their liking. 

Who can access the Theme Builder?

System Administrators and Process Administrators are the two roles that are allowed to use the Theme Builder Function.

Role Type	Access to Theme Builder
System Administrator
Process Administrator
Content Administrator
HR Specialist
HR Help Desk
E-Verify Specialist
I-9 Specialist

How do you access the Theme Builder?

You can access the Theme Builder from the Menu Icon.  Under Misc. Setup select Theme Builder.

How do you create a Theme?

The first step to Theme Builder is to create a new theme. You won't be able to modify the delivered theme, however, you are able to create as many themes as you wish.

To create a new theme, click on Add a New Value.

Click on Add.

The Description field is required for all themes.  This description is what appears when you select a theme from a search bar.

Under Configure Styles, click on the different elements' names or arrows and customise the colors of your theme.

On the right-hand side, there is a preview. When you change any of the elements, it will change the preview, allowing you to visually understand what it will look like, as well as guiding you through the customization process. You can hover over icons in order to see how the colors will change when a user hovers over icons. 

How does Theme Driver work?

The Theme Driver is what allows the Administrative Users to chose the criteria in which the new theme will be displayed.  Themes for users can be driven by their Company, Department, Location, or Business Unit.  It may make sense for an organization to have a different theme for users depending on their location attribute, in which case you can have custom themes for each location.

To change the Theme Driver, navigate to Organization Management through the Menu Icon. 

From the Organization Management page, Administrative Users are able to chose the 'Driver' for the theme.  The driver is an attribute that will be used to apply different themes to certain users based on their driver attribute.  If you wish to provide different themes depending on the Department of the user, you would select Department as your theme driver.

After chosing the attribute you wish to drive the theme for the users, create a Process Revisions in order to attach your newly created themes to the appropriate attributes.  For this example, we will be adding our new theme to a particular department.

Under the attribute you wish to apply a theme, select the Manage Attributes icon to the right of the attribute.

Under Revision Attributes, at the bottom of the page there are three new fields.  Default theme, Default Logo, and Mobile Logo.  The Default Theme will let you chose from your custom themes and apply that theme to the specific attribute.  Default Logo and Mobile Logo drive which logo that specific attribute will see both on the homepage, and in the top left corner of the navigavtion bar.  If these fields are left empty, they will use the default theme defined in Organization Management.  Note:  an attribute that has multiple 'parent' nodes will also be able to inherit their themes as well.  In the screenshot above, the Quality Assurance attribute will also be able to see the theme that was applied to Software Development and the ROOT node. 

Save the changes to the attribute and Apply the Process revision in order to apply the theme changes.

How do you apply a Theme?

To apply the theme, navigate to Organization Management through the Menu Icon. 

From the Organization Management Page, under Default theme, select the theme you wish to apply.

Select the theme you want to use from the list.

Click on Save.

Note: If this is the first time saving in Organization Management, you must fill out the fields that have aesterisks before them (also indicated by blue boxes below). To know more about these fields, see the Organization Management page.

Sign out for the changes to take place.

Configure Styles - Header

This is an example of what you can do with the Header Styles:

Configure Styles - Onboarding Navigation

Theme changes to the Onboarding Navigation will only affect what users will see when they are completing the Onboarding Process.  None of these style changes will be seen after they are done with this process.

This is an example of what you can do with Onboarding Navigation styles:

Configure Styles - Form Controls

Theme changes to Form Controls will be seen all throughout the Onboarding Process.

this is an example of what you can do with Form Control styles:

Configure Styles - Footer

heme changes to Footer will be seen all throughout the Onboarding Process.

this is an example of what you can do with Form Control styles:

Configure Styles - Miscellaneous

Theme changes to Miscellaneous will be seen on the Login Screen.