Define Assistant Fields

Explanation

This activity is used to define what fields and tables are available in each of the assistant steps.

Prerequisites

In order to perform this activity:

• An assistant configuration has to be registered in the system.

System Effects

As a result of this activity, an assistant configuration will change the number of fields which are available in the assistant.

Window

HR Assistant Configuration

Related Window Descriptions

HR Assistant Configuration

Procedure

1. Open the HR Assistant Configuration window.
2. Search or populate to find a relevant assistant configuration ID.
3. On the Configuration tab, use the list on the left to select a step which you want to change.
4. By selecting the Mandatory Field check box, you can make the field obligatory for the users to complete the assistant.
   Note: Some fields are marked as mandatory by default. Those fields are required by the assistant and cannot be made optional.
5. If you want to remove a field from the assistant, clear the Enabled button.
   Note: Mandatory fields cannot be hidden.
6. To control what tabs are displayed in the assistant:
   • Note that assistant tables are visible in the configuration on the Fields tab among normal fields. They are marked by a + sign next to their record (e.g., in the Multi Field step of New Employee assistant).
   • If you want to disable the entire table, you can clear the Enabled check box, just as you would do with a normal field.
   • If you want to keep the table but modify its columns, right-click its record and click Table Columns. A dialog box will open and let you modify table's columns the same way its described in steps 4 and 5.
7. To change the order in which fields appear, right-click anywhere in the Fields tab and click Change Field Order. A dialog box will open.
   • To change the order in which fields appear, select a field and move it by clicking up and down arrows. Fields appear from left to right, top to bottom.
     Note: You can preview what the step will look like on the Layout tab.
   • Keep in mind that this is a quick but not very precise setting. For detailed layout configuration, go to the Define Field Layout activity.
   • Once you defined the step order, press OK.
8. Save your changes.