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Configure Process Type Names

  1. Click Configuration, then click Drop Downs.
  2. Click System Sets.
  3. Find the drop-down set named Process Type and click Edit Set.
  4. Edit the Display Value as desired. The exported value will not change.

    Do not use plurals when naming the process type. Doing so will add "ss" on the process drop-down set. For example, use "Growth Plan" instead of "Growth Plans".

New process name changes will be reflected in the following areas:

    • Tabs on the staff page for both HR Tools and My Staff.
    • The drop-down selector for Process on both the HR Tools and My Staff pages.
    • The names of corresponding reports HR Tools and My Staff Reports page.
    • Process Category when creating processes.
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