Add Additional Content to the Guided Flow for Promote Action

You want to include information about the company's employee promotion policies within the promotion flow for an employee. To do this, you need to first enable the Additional Content card on the Promote page, using the Transaction Design Studio.

You can use the Page Composer to add information on the Additional Content page for the employee.

Note: This content in the Additional Content section is read-only. You can't enter any data in this section.

Prerequisites

  1. Sign in as an administrator user who has the access to create and manage sandboxes.

  2. Activate a sandbox where you can create a rule in the Transaction Design Studio.

  3. Enable the HCM Experience Design Studio and Page Composer options for the sandbox.

  4. Enable page-level configuration at the Site level.

Select the Action

  1. On your Home page, select My Client Groups > Employment > HCM Experience Design Studio.

  2. Select the Transaction Design Studio tab.

  3. Select Promote from the Actions list.

Configure Rule

  1. Click Add to add a new rule.

  2. Enter these rule details.

    Field

    Value

    Name

    Promote With Additional Content Rule

    Description

    Enable Read-Only Additional Content for Promote Action

    Active

    Select the check box.

  3. In the Show or Hide Regions section, enter these details.

    Field

    Value

    Show questionnaire page

    Yes

    Additional Content

    Required

    and

    Visible

  4. Click Save and Close.

  5. Click Done.

Add Content

  1. On your Home page, select My Client Groups > Employment > Promote.

  2. Select a worker.

  3. On the Promote page, enter the basic and promotion details.

  4. Select Edit Pages from the Settings and Actions menu in the global area (select the drop-down list next to the login name).

  5. From the View menu, select Source .

  6. Use Page Composer to add content related to the company's promotion policy in the Additional Content region.