Forms and Guided Processes for Widgets

Experience Hub Administrator Guide

Version
R2024.2.1
Forms and Guided Processes for Widgets

You can add various forms and guided processes to Featured and Quick Links widgets so that when end users click a form or guided process link, Experience Hub displays a dialog box to complete the form.

Note: Onboarding guided processes aren’t currently supported.

When you configure a form or guided process link, Dayforce allows you to search for and view the form details. The following details are displayed:

  • Name: Form or guided process name
  • Workflow: Workflow name
  • Category: Category name
  • Roles: Assigned roles

Dayforce loads Benefit forms, Home forms and HR Profile forms as described below.

Note: Configuration in Workflow Administration > Role Privileges is where you set up role access and visibility of each form and guided process in the system for end users.

Benefit Forms

The Hub displays forms or guided processes from the Form drop-down list that belongs to the Benefits Forms List parent feature in Workflow Administration > Role Privileges.

If you select these forms, the Hub displays Web Only in the Visibility field. If any new forms or guided processes are added to the Benefits Forms List parent feature in Dayforce, the application automatically loads them into the widget drop-down list.

Home Forms

The Hub displays forms or guided processes that belong to the Home Forms List parent feature in Workflow Administration > Role Privileges as drop-down list options in the Form/ Guided Process field.

If you select these forms, the Hub displays Web Only in the Visibility field. If any new forms or guided processes are added to the Home Forms List parent feature in Dayforce, the application automatically loads them into the widget drop-down list.

Note: Experience Hub excludes any items where the form name or workflow is blank.

HR Profile Forms

The widgets display HR profile forms that are listed in the Action drop-down list in People, as drop-down list options in the Form/ Guided Process field. If you select these forms, the Hub displays Web Only in the Visibility field. If any new forms or guided processes are added, Dayforce automatically loads them into the widget drop-down list.