Setting up your Alumni Center
Summarize
Summary of Setting up your Alumni Center
Setting up your Alumni Center allows effective communication with former employees or non-employees. To begin, certain plugins must be activated, including the Human Resources Scoped App: Core and Employee Center. Additionally, the Explicit Roles plugin is required to segregate external users from internal users.
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Key Features
- Required Plugins: Activate the following before using the Alumni Center:
- Human Resources Scoped App: Core (com.snhrcore)
- Employee Center (snexsp)
- Explicit Roles (com.glide.explicitroles)
- Installed Roles: Activating the Alumni Center plugin (snasc) installs several roles necessary for configuration:
- Alumni Center admin [snasc.admin]
- Alumni Center manager [snasc.manager]
- Alumni Center Alumni [snasc.alumni]
- External Alumni Center user [sncexternal]
- Content Delivery manager [sncd.contentmanager]
- Task Types Supported: The base system supports various task types, such as Collect Employee Input, Checklist, E-signature, and more.
- Content Management: Use the same widgets from the HR Service Delivery Employee Center to add content. Employ Content Publishing and Content Automation for campaigns.
- Bulk Data Loading: Alumni users can be added in bulk using System Import Sets, ensuring the uploaded file contains a header and personal email for each alumnus.
Key Outcomes
By setting up the Alumni Center, customers can effectively manage alumni communications, customize content, and efficiently import user data. Proper activation of required plugins and roles is essential to maximize functionality and maintain user segregation.
Set up your Alumni Center so you can communicate with your former employees or non-employees.
- Human Resources Scoped App: Core (com.sn_hr_core)
- Employee Center (sn_ex_sp)
For more information on requesting activation of a plugin, see Request a plugin.
To set up Alumni Center, you must request activation for the following: Explicit Roles (com.glide.explicit_roles). The Alumni Center uses this plugin to help segregate external users from internal users.
- Roles installed
- By activating the Alumni Center [sn_asc] plugin, the following roles install and are required to configure your Alumni Center:
- Alumni Center – Service Portal configuration update
- After upgrading the latest platform version or the Alumni Center Store App version, manually update the following three fields in the Alumni Center – Service Portal record to preserve your customizations. These values do not update automatically.
- Home page: asc_home
- Main menu: Alumni Center Header
- Theme: Alumni Center Coral Theme
- Supported task types
- The base system supports the following task types:
- Collect Employee Input
- Checklist
- E-signature (HR core only)
- Mark when complete
- Take survey
- Upload documents
- URL
- View video
- Adding content
- The Alumni Center uses the same widgets as the HR Service Delivery Employee Center. For more information, see Employee Center widget instance options.
- Load data
- To add alumni users in bulk, use System Import Sets. For more information, see Import sets key concepts.
- Transform and edit
- After loading your file:
- Transform your import set so that it moves to staging.
- Go to Staged Alumni to view what was loaded from your file.
- You can edit the loaded users, ensure unique user IDs, or approve if they look valid.
- From the list view of Staged Alumni, click Import All Approved to start the Import Approved Staged to Alumni scheduled job.