Defining a Custom Process
Custom processes allow your organization to define your own menu items with in PrismHR.
To access this form:
| 1. | Click Back Office. |
| 2. | From System|Change, select System Parameters. |
| 3. | From the Actions menu, select Custom Process. |
| 4. | Complete these fields as required. |
|
Item |
Description |
|---|---|
| Process ID | Enter a unique process ID. |
| Name | Process name that displays in menu and search. |
| Category | Menu where the custom process belongs. |
| Sub-Category |
Indicates where the custom process belongs within the selected menu. If you select Other, you can enter a custom sub-category. |
| Disabled | Suppresses the display of custom processes. |
| Display in Menus | Displays the custom process in the menu to users who have access to it. |
| Display in Search | Displays the custom process to users who have access to it and use the search field to find it. |
| Disable Resizing |
Enable to prevent the custom process from adjusting its size based on the browser window. |
| Role Specific | If the menu item is limited to a specific user role, select Service Provider or Worksite Manager as appropriate. If the menu item should be available to user roles of either type, leave this drop-down set to Select. |
| Version Type | For future development. Does not currently impact the functionality of PrismHR. |
| 5. | Click Save. |
SSO Forms
You can enter single sign-on information in the SSO Forms panel if the custom process is for something defined in SSO Services.
To access this form:
| 1. | Click Back Office. |
| 2. | From System|Change, select System Parameters. |
| 3. | From the Actions menu, select Custom Process. |
| 4. | From SSO Forms, select SSO Service. |
| 5. | Leave the SSO Action field blank for tandem SSO. Only enter an SSO Action if you know the specific value that should go in this field for a legacy SSO service. |
| 6. | Select the appropriate option from Use SSO Init: |
| • | SSO: Use the legacy SSO code. This is used only for products developed a while ago. |
| • | Tandem SSO: Use the SSO methods in the PrismHR Services API. This is the typical selection. |
| 7. | External App indicates whether this was defined as an external application in SSO Services. You cannot edit it here. |
| 8. | Click Save. |
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