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.

How many Attributes are provided?

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

The table bellow shows the attributes that 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 Data activities.

How can Attributes be used?

Who can add or modify Attributes?

Role Type	Add	Modify
System Administrator
Process Administrator

How do you add or modify Attributes?

Step 1 - Create or Modify a Process Revision

Step 2.1 - Add Attribute

From a Process Revision, Administrative Users are able to add new attributes to your Onboarding system.

Your current attributes can be seen on the right hand side of the page of the Process Revision page.  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 (in this case Human Resources), they are presented with a row of icons that provide them functionality specific to that single attribute.  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 Revision Attributes page where an Administrative User will be able to enter all relevant attribute information.  It is important to note that in this page below, the Native Parent Attribute is the ID of the parent attribute.  If you wish for there to be no parent to this attribute, the Native Parent Attribute field should be the ID of the root node.  Enter all required information and select Save at the bottom of the page.

Step 2.2 - Delete/Modify Attribute

To delete or modify an Attribute from the master attribute list, first select the attribute you wish to delete from the system.  On the right hand side of the attribute, you will be able to see a list of icons that show the functions available to that attribute. Select the Manage Attribute icon, allowing you to edit all fields on the current attribute.

The Revision Attributes page allows an Administrative User to modify all existing fields for a specific attribute.  In order to delete an attribute, select 'Inactive' for the Effective Status and save the changes in order to remove an attribute from your master attributes list.  It is important to note that if a parent node is set to invalid, all of the children nodes will also become invalid.

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 Revision Attributes. To change the tree simply change the Native Parent Attribute.