What are Attribute Preferences?

The Attribute Preferences page allows users to control the attributes that are being used in the Smart Onboarding process. Users can customize the attributes depending on their preference.

This includes activating and inactivating the attributes, rearranging their order, controlling which attributes will show on a new hire's invitation and which will show on the Complete Job Details page for HR Specialists, allowing contextual content on certain attributes, selecting the attributes to control the Homepage category driven content and Row Level security, and controlling the display of address.

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.

See Attributes for more information.

Who can access Attribute Preferences?

System Administrators and Process Administrators can access Attribute Preferences.

How do you access Attribute Preferences?

Click on the Menu icon, then click More under Misc. Setup.

Click on Attribute Preferences .

How do you inactivate an attribute?

If you do not need an attribute that is provided, you can inactivate it. The attribute will stay in the system, so you can activate it again, but it will not show up in the invitation or configuration process. To keep an attribute in the configuration process but not the new hire invitations, see How do I control which attributes my organization will use on a New Hire invitation?

To inactivate, uncheck the box under Active.

Check the box again to reactivate it.

Scroll down and click Save.

How do you change the order of appearance attributes?

If you want the attributes to show in a different order when selecting criteria in an invitation or during any configuration, you can rearrange the attributes here.

Click on the arrows of an attribute to move the attribute up or down.

Scroll down and click on Save.

How do you change the name of an attribute for your organization?

On the left side of the page, you can change the name of an attribute by entering a word under Override Label. This will change the attribute's name throughout the system.

How do you control which attributes show on a New Hire invitation?

You can select the attributes that you want to see on a new hire invitation. You can unselect an attribute if you don't want it on the invitation.

Check the boxes under Invitation Field in order for those attributes to be shown on a new hire invitation.

Scroll down and click Save.

How do you control which attributes show on the Complete Job Details page for HR Specialists?

If you do not want all of the provided attributes to be entered by the HR Specialist on the step of reviewing a new hire's job details, you can unselect the attributes to remove them.

The Complete Job Details page is shown below. The Job Information section matches the attributes on the Attribute Preferences page that are selected under CJD Field.

In the CJD Field column, you can select or unselect any of the attribute types. CJD stands for Complete Job Details.  You cannot unselect any attribute that is Required.

The invitation fields that are not selected will be blank for the HR Specialist to enter, while the ones that are checked will have that information filled in from the new hire invitation page.

Click on Save.

How do you specify if an attribute is required on a New Hire invitation and/or Complete Job Details?

In some cases, you may want entry of an attribute to be required.  For example, if you have Homepage content that is specific to a Location, Location should be required.  In other cases, entry of an attribute can be optional.

You can specify that entry of an attribute is required by checking on the Required box.  If it is optional, check the box off.

Note that if User Security Allowed is checked on, the attribute is always required, so the Required box must be checked on.  

Click on Save.

How do you allow for there to be Contextual Content for an attribute?

Contextual Content includes Company Policies and Company Benefits. These can be customizable for specific attributes. You can have them specified based on the values of attributes. For example, if you want a specific policy to show only when the Company is Real Estate, you can do that by creating a Process Revision.

Below is an example of adding Contextual Content. The paper with a P in it is for Company Policies, and the icon next to that (with a stethoscope) is for Company Benefits.

There are seven different selectable attributes that can have contextual content. These are:

• Company
• Business Unit
• Department
• Location
• Job Code
• Client ID
• Organization

Select or unselect any of these seven attributes.

Click on Save.

What attributes can you use to control homepage category-driven content?

Homepage category-driven content allows you to select an attribute to specifically change the homepage content based on the value of that attribute. For example, if you want to show different photos on each company's homepage, you can do that using a process revision, but only if Company is checked on in the Contextual Content Allowed column on this page.

If you want to make homepage customization possible based on an attribute value, select the attribute in the Attributes Preferences page. If you do not want that customization, you can unselect the attribute.

The attributes that you can use to control the homepage category-driven content are:

• Company
• Business Unit
• Department
• Location
• Organization

The following shows what homepage category-driven content customization looks like when using a process revision.

On the Attribute Preferences page, you can unselect any of these attributes in order for those not be able to control the homepage category-driven content.

Once you select or unselect any of the attributes, make sure to click on Save at the bottom page to save the changes.

What attributes are available for Row Level Security?

Row Level Security determines which particular Business Users can see what range of new hires. For example, if you limit an HR Specialist to be in charge of only California Operations under Business Unit, that HR Specialist will not be able to process new hires who are under another Business Unit, such as Florida Operations.

Row Level Security specification is available for four attributes:

• Company
• Business Unit
• Department
• Location

As a System Administrator, this is seen in inviting a Business User, shown here:

On the Attribute Preferences page, under User Security Allowed, select or unselect any of the four attributes.

Scroll down and click on Save.

How do you allow an address to show on an attribute's page?

If you want to change a base address, you can create a Process Revision and input a different address. However, to either prevent change or the need to use the address, you can hide the address on an attribute's page.

This is allowed for three attributes:

• Company
• Location
• Tax Location Code

This is an example of the address Process Revision for Tax Location Code:

Back on the Attribute Preferences page, under Allow Address, select or unselect these attributes.

Click on Save.