Add a profile

You add a profile to set certain functionality for a group of employees. You add a profile in Profit Windows.

To add a profile:

Go to: General / In & OutSite / Profile.
You see all existing profiles.
Click on: New.
Enter the description.
Select a value for Type.
The type determines the options the profile provides (for example, the settings you can record). The type also determines when the profile can be used in InSite.
Select the type of the profile.
If necessary, select a profile to base this new profile on.
If you select a basic profile, the settings (such as the fields) of the basic profile are copied. Of course, you can still modify these settings.
Click on: Next.
In Workflow, select the workflow you want to link this profile to.
In Review profile, select the profile for reviewing.
Select check boxes for additional data you want to change in the profile if you want to apply combined SCORF entries.
Click on: Finish.
Open the properties of the profile.
Go to the tab: General.
Select the agencies to be added.
You must first add the agencies, otherwise you cannot select the agency.
Go to the tab: Context.
Select the context for the functionality.
Click on: OK.
Go to the tab: Context instantie.
If you selected agencies on the General tab, you can add context to these agencies on this tab.
Go to the tab: Document.
Click on: New.
1. Select the document.
  Depending on the profile, you select a document that is based on the correct basis.
2. Enter the description of the action button.
3. Enter a description for the dossier item.
  Profit displays this description alongside the dossier item in the employee's dossier.
4. Select the dossier item type.
  You can only select a dossier item type that is configured for InSite.
5. If applicable, select a feature group.
6. Click on: Finish.
  To make sure you can manually generate the document in the workflow, you change the workflow.
Click on: OK.

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