You can now configure your AllVoices case intake form to include calculated fields directly from your HRIS. Once configured, if a person is involved, the case fields of your choice will automatically populate using the information associated with that employee.
For example, if an employee works in the Los Angeles office, you can include a calculated field called employee’s work location that will automatically populate when that employee is involved in the case.
How to Configure:
Visit the settings tab of your AllVoices account and navigate to ‘Case form configuration.”
Select ‘Add Question’
Next, select question type ‘Person’
Define the question title for example: “Involved Party’
*This is the question that will be displayed to the user
Under ‘Settings’ select ‘Populate additional fields’
Under ‘Fields Source’ select the desired HRIS platform for which data will be pulled to populate the additional fields.
Lastly, select which HRIS fields to populate and apply changes.
Once changes are applied these new fields will show as hidden blocks on your case form, meaning they will only populate once a person is added to the case. As the data is pulled directly from your HRIS these additional fields will not be editable and cannot be removed unless the person is removed from the case.
This information will be filterable on the case listing page and within charts so that you can analyze your AllVoices case data using HRIS calculated fields.