Working with Template Assignments
The Activity Guide Composer framework provides you with the ability to configure rules to determine which OnBoarding template that should be assigned to a person. This is configured through the Activity Guide Utilities - Template Assignment feature. For detailed information on setting up template assignments, see the corresponding documentation.
To set up template assignments for OnBoarding:
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Identify source criteria fields that are derived from the key structure of a source table using the Enterprise Components: Search Key Source Tables Page.
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Identify search key source configurations using the Enterprise Components: Search Keys Page.
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Enter search keys and values for the template assignment definition in the Template Assignment component (Enterprise Components: AG Composer Tmplt Asgnmt - General Page and Enterprise Components: AG Composer Tmplt Asgnmt - Template Assignment Page).
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Test the Template Assignment process using the Enterprise Components: Test Template Assignment Page.
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Set up the OnBoarding Installation Page to use the Template Assignment feature to customize which OnBoarding activity guide templates are assigned to individuals.
Delivered Search Keys Source Tables
The following table lists the delivered search key source tables for template assignment, but you can add your own:
| Search Key | Description |
|---|---|
|
BEN_PROG_PTC_VW |
Employee Benefit Programs |
|
JOB |
Employee Job History |
|
JOB_ACTION_VW |
Job - Action view |
|
JOB_ACTRSN_VW |
Job - Action Reason view |
|
JOB_JOBCD_VW |
Job - Jobcode view |
|
JOB_POSN_VW |
Job - Position view |
Delivered Search Keys
The following table lists the delivered search keys for template assignment, but you can add your own:
| Search Key | Description |
|---|---|
|
ACTION |
Action |
|
ACTION_REASON |
Action Reason |
|
ACTION_TYPE |
Action Type |
|
ACTN_REASON_TYPE |
Action Reason Type |
|
BENEFIT_PROGRAM |
Benefit Program |
|
BUSINESS_UNIT |
Business Unit |
|
COMPANY |
Company |
|
DEPARTMENT |
Department |
|
EMPLOYEE_TYPE |
Employee Type |
|
FULL_PART_TIME |
Full/Part Time Indicator |
|
GRADE |
Salary Grade |
|
JOBCODE |
Job Code |
|
JOB_FAMILY |
Job Family |
|
JOB_FUNCTION |
Job Function |
|
LOCATION |
Location |
|
PER_ORG |
Organization Relationship |
|
POSITION |
Position |
|
REG_REGION |
Regulatory Region |
|
UNION |
Union |