HR Assistant Configuration

[Employee Administration]

Usage

Use this tab to determine what steps, fields, and tables are available in the assistant.

The tab is divided into 2 areas: the step list on the left and sub-tabs on the right.

Step List

The step list displays all steps currently active for the selected assistant configuration.

Different sub-tabs are available depending on the currently selected step list element:

Sub-Tabs

Sub-Tabs display information about the currently selected element from the step list.

Right-Click Actions

Following right-click actions are available

On the Configuration Steps tab:

On the Fields tab:

On the Layout tab:

For the description of each tab in the window, follow the appropriate link: Configuration Steps, Fields, Layout

Activity Diagrams

BDR for New Employee Assistant

Activities

Create the Assistant Configuration
Define Assistant Steps
Define Assistant Fields
Define Field Layout
Enable the Configuration for Selected Companies