Organization Homepage Configuration
- al.g (Unlicensed)
- SriGowri Aspari
- Former user (Deleted)
What is the Organization Homepage Configuration?
The Organization Homepage Configuration setup allows a System Administrator or Process Administrator to customize the information (content and images) displayed on the initial login page or home page seen by users or New Hires after logging into Smart Onboarding (their Homepage). This setup also allows to customize the content based on the attributes such as Company, Business Unit, and Location.
When should the Organization Homepage Configuration be set up?
This setup should be done as soon as the System Administrator has completed the Organization Onboarding. If the basic delivered homepages need modification, you should make changes for the specific homepage in this setup. Any adjustments made will affect the homepages of Users and New Hire.
Why is the Organization Homepage Configuration needed?
Organization Homepage Configuration is needed in order to tailor the information you wish to display to users or New Hires when they login into the system and access their Homepage.
The following are the Homepages you are able to configure for your organization: You can change colors, images, videos etc. to match your organization's branding and culture.
For more details on changing the layout and content of the home pages, please click on the corresponding links: Modify Homepage Layout, Modify Homepage Content.
Homepage ID | Description | Viewable by | when it affects? |
|---|---|---|---|
| ACTIVE_INITIAL_TU_HMPG | Initial Login Home Page for all TUs when the ORG is Active | System Administrators + Users |
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| ACTIVE_REGULAR_TA_HMPG | Regular Login Home Page for all TAs when the ORG is Active | System Administrators Only |
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| ACTIVE_REGULAR_TU_HMPG | Regular Login Home Page for all TUs when the ORG is Active | All Users except System Administrators |
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| ACTIVE_REMOTEI9_HMPG | Remote I-9 Home Page | Remote I-9 Users |
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| NEW_HIRE_REGULAR_HMPG | New Hire's Regular Home Page | New Hires Only |
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| NEW_HIRE_WELCOME | New Hire's Welcome (First Time Login) | New Hires Only |
|
| NOROLE_USER_HMPG | Homepage for User with No Role | Users with no role assigned |
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Who has access to the Organization Homepage Configuration?
Users with the System Administrator or Process Administrator roles can access the Organization Homepage Configuration.
How do you access the Organization Homepage Configuration?
If you are a System Administrator or a Process Administrator, you can access the Organization Homepage Configuration by clicking on the menu icon and selecting the "Organization Homepage Config" link under Organization Management.
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Click the "Search" button to see all homepages available for configuration.
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The Home Page IDs with their Description displays as below. Select the homepage you wish to configure.
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The delivered Homepage layouts and the runtime pages are given below:
| Home Page ID | Layout Preview & Runtime Page |
|---|---|
| ACTIVE_INITIAL_TU_HMPG | Initial Login Home Page for all TUs when ORG is Active
|
| ACTIVE_REGULAR_TA_HMPG | Regular Login Homepage for all TAs when ORG is Active
|
| ACTIVE_REGULAR_TU_HMPG | Regular Login Homepage for all TUs when ORG is Active
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| ACTIVE_REMOTEI9_HMPG | Remote I-9 Homepage
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| NEW_HIRE_REGULAR_HMPG | New Hire's Regular Home Page
|
| NEW_HIRE_WELCOME | New Hire Welcome (First Time Login)
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| NOROLE_USER_HMPG | Home Page for User with No Role
|
What makes up the Organization Homepage Configuration?
The Organization Homepage Configuration consists of the following highlighted sections.
| Organization Homepage Configuration |
|---|
|
| 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 selected homepage |
| Effective Date | Effective Date allows the Administrator to determine when the changes should become visible to the 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 the Homepage Layout Preview?
The Homepage Layout Preview allows you to view or modify the content or image added to the page. The preview includes the following sections:
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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 | Add Column | Allows the Administrator to add a column to the current homepage |
| 7 | Up/Down | Allows the Administrator to move the current row up or down on the page |
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