This feature allows users to set up the attributes used in the process. Through this option, users can manage which attributes appear on a New Hire's invitation and the Complete Job Details page for HR Specialists, specify attributes that allow adding contextual content, and designate which attributes are required fields on the invitation.

Who can configure Attribute Preferences at the process level?

Users with System Administrator or Process Administrator roles can access and configure the Attribute Preferences through a process Revision.

How can you access Attribute Preferences at the process level?

To access the Attribute Preferences page at the process level, you need to create a Process Revision. For details check Process Revision page.

On the Process Revision page, click "Configure Attribute Preferences".

The list of attributes with default configuration will be displayed. This configuration can be modified based on your business needs.

What can you do on the Attribute Preferences page?

You can configure the attributes depending on how you like them in your process. The following are the things you can do on process level Attribute Preferences:

• Change the order of attributes appearance in a New Hire's invitation 
• Control which attributes to show on the invitation
• Control which attributes to show on CJD page for HR Specialists
• Specify the required attribute on a New Hire invitation and/or CJD page
• Control allowing contextual content for an attribute

How do you change the order of attributes appearance?

If you want the attributes to appear in a different order in an invitation or during any configuration, you can rearrange them here.

Click the arrows next to an attribute to move it up or down. In this example, the positions of the "Business Unit" and "Department" attributes are switched.

Before changing, the order of the fields showing on the invitation page is highlighted below.

Reorder the attributes, scroll down the page, save the changes and apply the Process Revision.

The display of "Department" and "Business Unit" fields on the invitation after switching their order is highlighted below.

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

You can manage which attributes appear on a New Hire's invitation by adjusting the Preferences. Select an attribute to display it on the invitation, or deselect it to hide the attribute.

How do you control which attributes to 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 on the Attribute Preferences page. This will remove them from the  Complete Job Details page.

The Complete Job Details page is shown below. The fields shown in the Job Information section correspond to the attributes selected under the "CJD Field" column on the Attribute Preferences page.

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 Job Code, then Job Code is required. In other cases, entry of an attribute can be optional.

You can specify that entry of an attribute is required by checking the "Required" checkbox.  If it is optional, uncheck the checkbox.

To save the configuration, click the "Save" button.

How do you configure contextual content for an attribute?

Contextual content includes Employment Agreements, Policies and Benefits 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 Retail, you can do that by creating a Process Revision.

To add contextual content, the Administrative User must be in an active Process Revision. Additionally, the content to be used must already be created through a Content Revision.

On the Process Revision page, select the attribute for which you want to add contextual content. The available contextual content will be displayed in the icon list for that attribute.

The icon with a paper and a P represents Company Policies, while the icon next to it represents Company Benefits.

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

• Company
• Business Unit
• Department
• Location
• Job Code
• Client ID
• Employment Agreement

Before adding a contextual content to an attribute, make sure the "Contextual Content Allowed" field is checked for that attribute in Attribute Preferences and save.

Clicking on the Company Policies/Benefits will open the Contextual Onboarding Content Revision page as shown below. Select the content which you want to add as a Policy/Benefit and save.

The list may include Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select any one content from the list. 

For example, a PDF form is selected here. To add additional content, click "Add" on the corresponding row and choose another item from the list. After adding the content, click "Save."

Note: The contextual content added to the attribute will be available in the corresponding section on the Configure Business Process page within the Process Revision. For more details, please click here.

For the changes to be effective, save the changes and apply the Process Revision.

How to identify attributes that have been made inactive in Attribute Preferences at the Organization level? 

Attributes that are no longer needed can be deactivated in the Attribute Preferences at the organization level. For more details on how to deactivate attributes at the organization level, please click here.

In the process level Attribute Preferences, the active/inactive status of attributes is based on the organization level setup. If an attribute is deactivated at the organization level, this status will be reflected in the process level setup.

Below are the process level Attribute Preferences before and after deactivation:

Process level Attribute Preferences before inactivation

The highlighted attributes are inactivated in the organization level Attribute Preferences setup as shown below:

In process level setup, the inactivated attributes will have "Inactive" status next to its label with checkboxes hidden for all the properties (Invitation Field, CJD Field, Required, Contextual Content Allowed). 

Also, the attributes that are inactivated will not show up on the invitation and Complete Job Details (CJD) pages. 

Invitation page before and after inactivation:

Complete Job Details page before and after inactivation:

After inactivation of attributes

If necessary, the inactivated attributes can be re-activated in the organization level Attribute Preferences. After re-activation, the attributes will appear in the process level Attribute Preferences with checkbox values (checked/unchecked) of the properties ((Invitation Field, CJD Field, Required, Contextual Content Allowed) same as how it were saved earlier.