Configure Attribute Preferences allows users to configure the attributes that are being used in the process. This option facilitates to have different attribute configuration related to invitations for different processes through Process Revision. Any attribute configuration done at the process level overrides the default configuration settings that comes with the system. This includes 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, and controlling the required fields on the invitation.
Who can access Configure Attribute Preferences?
Only System Administrators and Process Administrators can access Configure Attribute Preferences.
How do you access Configure Attribute Preferences?
To access Configure Attribute Preferences, you need to create a Process Revision. For details check Process Revision page.
On the revision page, click Configure Attribute Preferences.
| Process Revision |
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The list of attributes are displayed with default configuration.
| Attribute Preferences |
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What can you do on Configure Attribute Preferences?
You can configure the attributes depending on how you like them in your process. The following are the things you can do on Configure 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 show in a different order 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. Let us switch the positions of "Business Unit" and "Department".
| Rearrange Attributes Appearance |
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Before switch, the order of the fields showing in the invitation is given as below.
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Switch the attributes, scroll down the page, click on Save and apply Process Revision.
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The display of fields "Department" and "Business Unit" switch in the invitation as shown below.
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How do you control which attributes to 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.
| Invitation Field |
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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 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.
| CJD - HR Specialist |
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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.
| CJD Field |
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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.
Click on Save.
| Required |
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How do you configure 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.
| Contextual Content - Company Policies & Benefits |
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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 in Configure Attribute Preferences.
Click on Save.
| Contextual Content Allowed |
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click on the drop down and select the action.
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The list includes Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select one action from the list.
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As an example, we have selected a PDF form. if you want to add another content, then click on "Add" and select another action from the list.
Click "Save" once you are done adding the actions and apply the Process Revision.
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