Create the Assistant Configuration
Explanation
This activity is used to create a basic configuration of an HR assistant.
Without further definition, all assistant steps will be made available and a
default set of mandatory fields will be loaded.
Prerequisites
There are no prerequisites.
System Effects
As a result of this activity, a configuration of an HR assistant will be
created.
Window
HR Assistant Configuration
Related Window Descriptions
HR Assistant
Configuration
Procedure
- Open the HR Assistant Configuration window.
- In the header, add a new record.
- In the Config ID field, enter a unique identifier which will be
given to your configuration.
- In the Name field, enter the name for your configuration.
- In the Description field, you can enter a short description of
the configuration.
- In the Type field, enter for what assistant do you want to create
a configuration. Following values are available:
- New Employee - the configuration will be created for the
New Employee assistant.
- New Expense - the configuration will be created for the
New Expense assistant.
- Terminate Employment - the configuration will be
created for the Terminate Employment
assistant.
- In the Valid From and Valid To fields, enter the period
during which the configuration will be valid (and thus available for
selection).
- Select the All Companies check box to enable the
configuration for all companies. If the check box will be cleared, you will
have to manually enter relevant companies on the Companies
tab.
- Save your changes.