Define Assistant Steps

Explanation

This activity is used to define what steps are available in the assistant when the relevant configuration is selected. By default all available steps are enabled. If not all steps are needed, you can disable them to make them disappear from the assistant.

Prerequisites

In order to perform this activity:

System Effects

As a result of this activity, the number of steps available in the assistant configuration will change. It will also change the amount of steps visible on the the Configuration tab.

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, make sure that the name of the entire configuration is selected from the step list (located on the left of the tab, the name should be at the very top).
  4. When the configuration name is selected, the Configuration Steps tab is available. It displays the list of all steps available for the particular assistant. Be default all steps are enabled.
  5. Clear the Enabled check box to disable the step for a particular configuration. As a result, the step will be unavailable in the assistant. You can use the list on the right to select each step and see what information if covers, but remember to go back to the top of the list to make changes.
    Note: Some steps cannot be disabled (e.g., the Employee step for the New Employee assistant). In this case you will be notified via an error message upon saving.
  6. Select the Mandatory Step check box if you want to make a step mandatory for the users. This will prevent the step from being skipped unless all mandatory fields are filled in.
  7. To change the order in which steps will appear, right-click anywhere in the Configuration Steps tab and click Change Step Order. A dialog box will open.
  8. Save your changes.