Set Attribute Association Settings
What Are Attribute Association Settings?
Attribute Association Settings consist of two types of settings: automatic attribute association and Position attribute association.
What Is Automatic Attribute Association
Automatic attribute association is a feature that links user settings such as “Date of Birth” and “Hire Date” with attribute settings such as “Age,” “Joining period,” and “Years of service,” and updates them automatically.
This allows users to be automatically associated with the appropriate attribute items even as their Age or Years of service increase.
What Is Position Setting
Position setting allows you to register Positions for the departments in which users hold concurrent roles.
The Position information registered for concurrent-role users can be used in access permission rules.
Configure this setting only if you want to use concurrent-role Position information in access permission rules.
For details on access permission settings, please refer to View Permissions Settings Set by rules.
Set Automatic Attribute Association
STEP 1: Set the Automatic Association Type in Attribute Settings
When registering attributes, set the Automatic Association Type for users.
For Bulk Settings
Go to "Admin" ▶ "Attribute Settings" ▶ "Bulk Settings", download the CSV file, and enter the Automatic Association Type for users.
For details on bulk operations, refer to Attribute bulk settings: registration, editing, and deletion.
For Individual Settings
① Go to "Admin" ▶ "Attribute Settings" ▶ "Attribute Association Setting", then select the attribute
② Click "Edit"
③ Select the Automatic Association Type, and Click "Save"
If you are setting this individually, continue on the same screen and proceed to STEP 2, No.③.
STEP 2. Set Automatic Attribute Association Conditions
① Click “Admin” ▶ “Attribute Settings” ▶ “Attribute Association Settings.”
② Click "Edit"
③ Click the dropdown on the left of the attribute association type you want to set and enter the range you want to associate.
When Associating by “Age”
When Associating by “Joining period”
When Associating by “Years of service”
When setting Years of service, choose appropriate settings depending on what you want to count, such as “Nth year since joining” or “completed years of service.”
For example, if the user is in their first year after joining, the period from 0 to 11 months corresponds to “Less than 1 year of service.” Please note that setting it to “Less than 2 years of service” will also include users in their second year.
<Example Input> For “Nth Year Since Joining” Attribute Items
1st Year Since Joining: Less than 1 year of service
2nd Year Since Joining: From 1 year to less than 2 years of service
3rd Year Since Joining: From 2 years to less than 3 years of service
4th–5th Year Since Joining: From 3 years to less than 5 years of service
6th–9th Year Since Joining: From 5 years to less than 9 years of service
10th–14th Year Since Joining: From 9 years to less than 14 years of service
<Example Input> For “Years of service” Attribute Items
Less than 1 year of service
1 year of service: From 1 year to less than 2 years
2 years of service: From 2 years to less than 3 years
3 years of service: From 3 years to less than 4 years
4–5 years of service: From 4 years to less than 6 years
6–9 years of service: From 6 years to less than 10 years
10–14 years of service: From 10 years to less than 15 years
④ Click "Save"
|
If you change the “Automatic Association Type for Users” in STEP 1, make sure to review and update the settings in STEP 2 as needed. |
STEP 3: Set the "Date of Birth" and "Joining Date" in User Settings
Once you register the user's "Date of Birth" and "Joining Date" in User Settings, the automatic association with attribute items will be completed. Please refer to the manual for how to configure User Settings.
-
Bulk Settings
User Bulk Settings: registration, editing, and deletion -
Individual Settings
User Settings: Register, Edit, and Delete Individually
Set Position Settings
|
This setting is only required when granting view permissions to dual-role employees in Motivation Cloud Engagement. |
STEP 1. Select a Position in Attribute Association Settings
① Click “Admin” ▶ “Attribute Settings” ▶ “Attribute Association Setting.”
② Click “Edit.”
③ Select an attribute from the “Position” dropdown and click “Save.”
STEP 2. Register Positions by Linking Them in User Settings
Register Positions for users who hold Positions in User Settings to complete the Position settings.
Please refer to the User Settings manual for detailed instructions.
Bulk Settings
User Bulk Settings: registration, editing, and deletion
Individual Settings
User Settings: Register, Edit, and Delete Individually
|