Attestation Template Mappings

Attestation template mapping is a tool that allows you to customize and update Attestation workflows — without using Workflow Designer to make changes to the underlying Attestation model and, importantly, without needing to redeploy the model to publish changes. Examples of the types of changes supported by Attestation template mappings include:

  • Changing Attestation question and answer text, buttons, conditions, and answer actions
  • Implementing support for multiple languages
  • Specifying changes to notifications, paycodes, and deduction rules

Supported Attestation models

Attestation template mapping is supported in these Attestation models, starting with the versions listed.

  • Attestation Paycode v3
  • Geolocation Consent Form v4
  • Attestation Paycode for Manual Time Entry v2
  • Meal Lockout Form v3
  • Cancel Specified Meal Break v2
  • Meal Lockout Form for Manual Time Entry v2
  • Cancel Specified Meal Break for Manual Time Entry v2
  • Missed Punch Redirect v2
  • Complex Meal Form v4
  • Predictive Scheduling v3
  • Complex Meal Form for Manual Time Entry v3
  • Simple Question Form v4
  • Complex Meal Form with Paycode v3
  • Simple Question Form for Manual Time Entry v3
  • Complex Meal Paycode for Manual Time Entry v2
  • Time Review Redirect v2
  • Daily Attestation Form v3
  • Timecard Approval Restriction v2
  • Fix Missing Punches v3
  • Timecard Approve v2

UKG Pro Workforce Management™ includes a default Attestation template mapping with each of these models.

Note: Earlier versions of these models do not support Attestation template mapping.

Variables are externalized

The name/value pairs that define Attestation workflow variables used in Attestation models have been externalized in the Attestation template mappings associated with these models. This makes workflow variables easy to access, identify, and change, directly through the application. You do not have to modify the Attestation model using Workflow Designer to update Attestation workflow variables.

  • Note: Variables specified in Attestation components (questions, answers, buttons, and so on) are referenced in UKG Pro Workforce Management™, but they can be created only using the Workflow Designer. See the Business Processes Developer's Guide for more information.

    • Example — making simple text changes

    Consider the default values for the Attestation question and answers in the Simple Question Form v4 model. The values in the Text column are displayed to the user during Attestation.

    Type Text Variable
    Question Question text placeholder simpleQuestion
    Answer - Negative negative answer simpleQuestionNegativeAnswer
    Answer - Positive positive answer simpleQuestionPositiveAnswer

    For models that support Attestation template mapping, changing a value in a new or deployed workflow is a simple matter of updating the text in the Attestation template mapping associated with the model. Once your changes (replacing Question text placeholder with Do you have a fever today?, for example) are saved, they are picked up automatically and are available the next time the workflow associated with the model is initiated. Changes to buttons, conditions, and answer actions are achieved with similar ease.

    To make these types of changes in models that do not support Attestation template mapping requires opening the Attestation model in Workflow Designer, navigating through the business process model to locate the variable (in this example, simpleQuestion), changing its value, and then redeploying the updated Attestation model. Attestation template mappings remove the need to use Workflow Designer, and allow you to implement small but impactful changes quickly and easily.

    The process for using Attestation template mappings as part of your Attestation implementation involves these steps:

    1. Deploy the Attestation model. Any changes made to the Attestation template mappings after the model is deployed are visible to the user the next time the Attestation workflow is initiated. See Deploy a model for more information.
    2. Edit (or copy or create) the Attestation template mappings for the Attestation models you have deployed. See Strategies for working with Attestation template mappings Strategies for working with Attestation template mappings for more information.
    3. Assign Attestation template mappings to Attestation assignment punch button and manual time entry workflows. See Attestation Assignments for more information.
    4. Add Attestation assignments to an Attestation profile. See Attestation Profiles for more information.
    5. Associate the Attestation profile to a user's People Information record (Main Menu > Maintenance > People Information > Timekeeping > Employee Role > Attestation Profile). See Timekeeping for more information.
    Note: Attestation template mappings work only with the Attestation models listed in Supported Attestation models. If you want to use Attestation mappings with a deployed workflow based on an earlier Attestation model, you must deploy a new workflow based on the current Attestation model and use the Attestation template mapping associated with that model to make the changes you desire.

    In most cases it is easiest to simply make changes directly to the default Attestation template mappings you want to include in your Attestation workflows.

    You can instead:

    • Copy an existing Attestation template mapping and then change it as required. This approach is relatively straightforward, but it requires more work than making changes directly to default Attestation template mappings: in addition to making changes to the copied Attestation template, you would have to update any Attestation assignments to reference the copied Attestation template mapping.
    • Create a new Attestation template mapping. This approach is the most labor-intensive as it involves identifying and specifying all the components you want to include in the Attestation template mapping: the appropriate Attestation model, Attestation questions and answers, and optional workflow variables.

    To edit an Attestation template mapping:

    1. Go to Main Menu  > Administration > Application Setup > Attestation > Attestation Template Mappings.
    2. Select the Attestation template mapping you want to edit and click tap Edit .

    3. The Edit Attestation template mapping page appears; it displays the name of the Attestation template mapping you selected.

    4. Make the desired changes to the Attestation template mapping.
    5. Click Tap Save.

    To copy an Attestation template mapping:

    1. Go to Main Menu  > Administration > Application Setup > Attestation > Attestation Template Mappings.
    2. Select the Attestation template mapping you want to copy and click tap Copy .

    3. The Create Attestation Template page appears. The Attestation template mapping has all the attributes of the template you copied, except for the name.

    4. In Name, enter the name for your copy of the Attestation template mapping.
    5. Click Tap Save.

    To create an Attestation template mapping:

    1. Go to Main Menu  > Administration > Application Setup > Attestation > Attestation Template Mappings.

    2. Click Tap Create .

    3. The Create Attestation Template page appears.

    4. In Name, enter the name for your Attestation template mapping.

    5. (Optional) In Description, enter a description for your Attestation template mapping.

    6. In Attestation Model, select the Attestation model that will be associated with this Attestation template mapping.

    7. In Attestation Questions, assign one or more questions to your Attestation template mapping: select the question from the table and click tap Assign . The Attestation Questions table lists all Attestation questions defined in your system.

      Note: You can create Attestation questions and answers if needed. See Attestation Questions and Attestation Answers for more information.

    8. In Workflow Variables, create the workflow variables you want to associate with this Attestation template mapping by specifying the variable name and value.

      Note: This process creates references to workflow variables. The value that you specify must be defined in Workflow Designer as part of the Attestation model associated with the Attestation template mapping. See the Business Processes Developer's Guide for more information.
    9. Click Tap Save.
    Note: You cannot delete an Attestation template mapping that is currently assigned to an Attestation assignment.

    To delete an Attestation template mapping:

    1. Go to Main Menu  > Administration > Application Setup > Attestation > Attestation Template Mappings.
    2. Select the Attestation template mapping you want to delete and click tap Delete .
    3. Respond to the warning message: click tap Yes to delete the Attestation template mapping, click tap No or X to cancel the delete operation.