Revision as of 03:41, 5 July 2021

Manager Dashboard Option

To Navigate to this Dashboard and the Widgets (and access Manager level functionality) follow these steps:

Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
Scroll down and select "Manager."
When the Manager Dashboard opens, scroll down to the Widget you need in order to manage the Employee Management process.

This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:

Team training hours.
Team tasks.
Team annual leave
Training hours.

2. Personal Details (Team Search).
3. Time Off and Pay (Team Search).
4. Tasks and Notifications (Team Search).
5. Company Policies (Team Search).
6. Training (Team Search) [Coming Soon].
7. Performance Management (Team).
8. Announcements & Acknowledgements (Team).
8. Timesheets Management (Team Search).
10. Time Off Management (Team Search)

These widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to Widgets.

Manager Widget - Search Team Member Personal Details

The following information is displayed in the "Personal Details" Widget:

Name.
Job.
Email address.
Phone Number.
Department.
Location.
Salary.
Manager.

The following functionality is also available via this Widget:

View Team.
Change password.
View internal vacancies.
Search Team Member details - which enables Managers to search all Team Members and view their Personal Details.

Manager Widget - Search Time off and Pay

The following information is displayed in the "Time off and Pay" Widget:

Annual leave.
Personal leave.
Time in Lieu.
Timesheets.
Payslips.
Next holidays.

The following functionality is also available via this Widget:

Search Team Member details - which enables Managers to search all Team Members and view their Time off and Pay.

Manager Widget - Tasks and Notifications

The Tasks and Notifications Widget for Managers allows the Manager to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on Team Members. These Task and Notification items are also delivered into the System "Inbox." "Quick Tasks" can be sent from, the Quick Tasks Wizard, or from the "Tasks and Notifications" Widget itself. If someone has Delegated Tasks and Notifications to their Manager, they will see these in their Manager Tasks and Notifications Widget.

Field Name	Description
Today Tab	Shows the User what Tasks and Notifications for "Today." The numbers will indicate how many items are relevant.
Upcoming Tab	Shows the User what Tasks and Notifications are "Upcoming." The numbers will indicate how many items are relevant.
Overdue Tab	Shows the User what Tasks and Notifications are "Overdue." The numbers will indicate how many items are relevant.
Completed Tab	Shows the User what Tasks and Notifications are "Completed." The numbers will indicate how many items are relevant.
My Sent Tasks Tab	Shows the User what Tasks and Notifications have been sent by that User. The number will indicate how many items are relevant.
Filter	Allows the User to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Onboarding, Performance, Note to Self, Delegated etc.
Delegation	Allows User to Delegate Tasks and Notifications to their Manager. Managers will be able to delegate to other Managers and/or System Administrators.
+ Quick Task	This allows the User to send a Task or Notification to another User or to themselves. The recipient list will indicate who their Manager is and HR users.
Search	Search Tasks and Notifications by keyword. E.g. Search on Task Name, Birthdate or Person's Name
Task Name	Name of Task. E.g. Birthdate Reminder
Assigned To	The Employee/User that the Task or Notification is assigned to. You can re-assign who the task is assigned to. This will send them the Task or Notification by clicking on the User Name / Icon.
Relates To	The Employee/User that the Task or Notification relates to/is about.
Due Date	The Date the Reminder is Due.
Filter (column)	Filter tags selected against the task/notificaiton will appear under here.
Actions	This dropdown allows the User to perform either of the following: Approve - approve the Task/Notification View Message - view the task/notification message

Manager Widget - Company Policies

The Manager Company Policies Widget allows Managers to access their Team's Company Policy Activity. The Manager can search for a Team Member and then use Filters to see which Company Policies Need to be attended to. Managers can Resend a notification to an Employee if that person has unopened/unread policies. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Navigation Option	Description
Search	Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.
Incomplete Tab	Shows Policies for the User that are not yet Opened and Read.
Completed Tab	Shows Policies that have been Opened and Read.
No Policies Tab	Shows Employees that have not been assigned any Company Policies to complete.
Filter	Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.
Policy	Allows you to Search all Policies based on the Filters you have applied.

Manager Widget - Company Policies – Incomplete Tab

Field Name	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

Manager Widget - Company Policies – Completed Tab

Field Name	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee ,New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Read Date	This column specifies the date on which the Company Policy was read by the Employee.

Manager Widget - Company Policies – No Policies Tab

Field Name	Description
Employee ID	The Employee ID for the User who has not been assigned any Company Policies.
Employee Name	The name of the Employee who has not been assigned any Company Policies.
User Account	This colmn will specify if the Employee has a User Account.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

Manager Widget - Announcements and Acknowledgements

This widget allows for Managers to receive and view their relevant Announcements and Acknowledgements, as well as those of their Employees. Recipients and Managers can view relevant Announcements, complete Surveys and view people who have been linked to their related Announcements and Acknowledgements.

Field Name	Description
Announcements Tab	This tab displays all active and expired announcements posted by users.
Active (Under Announcements Tab)	Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcements Tab)	Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcements Tab)	This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Title (Under Announcements Tab)	This is the title of the created Announcement.
Type (Under Announcements Tab)	This is the type of the Announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcements Tab)	This is the date and time the Announcement was created.
Expire Date (Under Announcements Tab)	The Announcement's expiry date. Once this date has passed, the announcement will move over to the Expired section.
Acknowledgement (Under Announcements Tab)	Acknowledgements made to employees and/or locations and/or departments will display here.
Survey (Under Announcements Tab)	If a Survey has been linked, you can click "Check Answers" to view the status of answered Surveys. If no Survey linked, "N/A" will display.
Acknowledgements Tab	Clicking this tab will display all acknowledgements posted by users.
Create Acknowledgement (Under Acknowledgements Tab)	Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" options
Search Keyword (Under Acknowledgements Tab)	This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Create Date (Under Acknowledgements Tab)	This is the date and time the Acknowledgement was created.
Keyword (Under Acknowledgements Tab)	Keywords entered upon creation of Acknowledgement will display here as hashtags.
Likes (Under Acknowledgements Tab)	Clicking the "thumbs up" icon will Like the Acknowledgement. The number beside it displays the total number of likes the Acknowledgement has received.
Comments (Under Acknowledgements Tab)	Clicking the speech bubble icon will allow you to enter in comments related to the Acknowledgement. The number beside it will display the total number of comments made against the Acknowledgement.
Acknowledgement (Under Acknowledgements Tab)	Employees, locations and/or departments that have been acknowledged will display here.
Action (Under Acknowledgements Tab)	Use this dropdown to edit or delete Acknowledgements. When you click Edit, you are able to edit the keywords of Acknowledgement, the content and the acknowledged employees.

Manager Widget - Training

The Manager Training Widget allow Managers to access their Team's Training Activity. The Manager can search for a Team Members Training, Course and Event Information. The Training Widget respects the User Group Permissions on the person accessing the system.

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Manager Widget - Performance Management

The Performance Management Widget allows Managers to view and manage all the Performance Reviews that have been created for the Employees in their Team/s that are currently in the System.

How to Navigate to the Performance Management Widget

This widget allows for Users to quickly and easily manage Performance Management through each of the following processes by clicking on the relevant “Folder”:

Reviews - manage Performance Reviews and Performance Workflow process/es.
Goals - manage Employee Goals related to the Performance Review and Performance Workflow process/es.
Catch-Ups - manage Catch-Ups related to the Performance Review and Performance Workflow process/es.

In each of these Folders, there are a series of "Tabs" that provide different functionality for managing Performance Reviews and Performance Workflows (related to Reviews). Within each Tab, there is a table that contains different columns. The Folders, Tabs, and Columns are explained below.

From within the Performance Management Widget there are a series of Wizards related to creating Performance Management Reviews. These Wizards include:

+ Create Goal - allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu.
+ Create Catch Up - allows HR/P&C Managers to create Catch-Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard (coming soon) which is available via the Wizards "START" menu.

These Widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to the Widgets.

Performance Management Widget – Reviews Folder

Within the Reviews Folder, there are a series of “Tabs” where you can manage the Performance Reviews of Employees. Those Tabs are:

Active.
Completed.
Overdue
Not Started.

The Reviews Folder contains all Employee Reviews related to that Manager.

Field Name	Description
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Reviews. The number in brackets displays the total number of active Reviews.
Completed Tab	Clicking this Tab will display all completed Performance Reviews. The number in brackets displays the total number of completed Reviews.
Overdue Tab	Clicking this Tab will display all Performance Reviews that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Reviews.
Not Started Tab	Clicking this Tab will display all Performance Reviews that have not been started by the Employee.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
ID	This is the ID of the Performance Review that has been sent to the Employee.
Review Name	The name of the Performance Review will be displayed here.
Employee	The name of the Employee that this Performance Review has been assigned to.
Current Step	The current step of the Performance Review process that Employee is currently at will be displayed here.
Status	Click on “View Status” in this column and a window will open that displays which part of the Performance Workflow the Review is at, e.g. with Employee with Manager etc. and the Due Date of the Review.
Start Date	The date the Performance Review/Workflow was sent/triggered.
End Date	The due date of the of the Performance Review.
Progress	The percentage bar here represents the progress of the Review starting from 0% (not started) to 100% (complete)
Action	Open Review - allow user to open and complete current performance step.

Performance Management Widget – Goals Folder

Within the Goals Folder, there are a series of “Tabs” where HR/P&C Managers can manage the Goals of Employees. Those Tabs are:

Active.
Completed.
Overdue
Not Started.
Cancelled.

The Goals Folder contains all Employee Goals. New Goals can also be entered without using a Review Cycle. If your Performance Workflow Cycle includes a “Goals Define” step, you can create the Goals within the Review Process or directly from this Tab using "Create Goal.” If you have a PDP step in your Performance Workflow Cycle, Goals which are created as part of the Review process can be linked to the PDP. They will show up in this Widget as having a relationship. If you are using a PDP step in the Review Cycle, and you enter a Goal through the Widget, you can link this Goal to the PDP and create Training Intervention.

Field Name	Description
+ Create Goal	The “Create Goal” Wizard allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Completed Tab	Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Overdue Tab	Clicking this Tab will display all Performance Goals that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Goals.
Not Started Tab	Clicking this Tab will display all Performance Goals that have not been started by the Employee.
Cancelled Tab	Clicking this Tab will display all Performance Goals assigned to Employees that have not yet been started. The number in brackets displays the total number of Employees with Goals that haven’t been started.
Employee	The name of the Employee that this Goal has been assigned to.
Goal Name	The Name of the Goal.
PDP	The related Performance Development Plan in which this Goal was create will be displayed here (if/when relevant).
Review	If a Review Cycle us being used, when the Goal is created, it will show the relationship to the Review it was created for.
Status	The status of the Goal will display here. This can be Incomplete, Complete or Cancelled.
Due Date	The Goal's due date will be displayed here.
Action	This dropdown will allow HR/P&C Manager to edit Employee Goals.

Performance Management Widget – Catch Ups Folder

Within the Catch Ups Folder, there are a series of “Tabs” where HR/P&C Managers can manage Catch Ups for Employees. Those Tabs are:

Active.
Upcoming.
Completed.

The Catch Ups Folder contains all Employee Reviews.

Field Name	Description
+ Create Catch Up	Allows HR/P&C Managers to create Catch Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard (coming soon) which is available via the Wizards "START" menu.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Upcoming Tab	Clicking this Tab will display Catch-ups that are yet to happen at a future date.
Completed Tab	Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Topic	The relevant topic of the Catch Up will be displayed here.
Employee	The name of the Employee that this Catch Up has been assigned to.
Catch Up Date	The date of the Catch Up will be displayed here.
Action	Reply - Use this option to Start the conversation for the Catch Up. Complete Catch Up - Use this option to reply to the conversation. Create Next Catch-up - Use this option to create a follow-up Catch Up.

Manager Widget - Timesheets Management

This widget display information regarding all timesheets related to the logged in Manager.

Field Name	Description
In Progress Tab	Displays all saved but not submitted timesheets. Number in brackets outline the total number of "In Progress" timesheets.
Requested Tab	Displays all timesheets that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending timesheets.
Authorised Tab	Displays all timesheets that have been authorised by the authoriser. Number in brackets outline the total number of Authorised timesheets.
Rejected Tab	Displays all timesheets that have been rejected by the authoriser. Number in brackets outline the total number of Rejected timesheets.
Cancelled Tab	Displays all timesheets that have been cancelled. Number in brackets outline the total number of cancelled timesheets.
+ Create Timesheet	Clicking this button will allow users to quickly create a timesheet through the New Timesheet Wizard.
Search by name	This is a free text field which allows you to specifically search for timesheets by employee name.
Name	Employee name will appear under here.
Period	Duration of timesheet will display here in DD/MM/YYY - DD/MM/YYYY format.
Submitted Date	The date the timesheet was submitted will appear under here.
Total Hours	Total number of hours recorded within the timesheet will appear under here.
Time Off	Total number of hours employee was away will appear here.
Authoriser	The name of the timesheet's authoriser will appear here.
Action	This dropdown allows user to perform either of the following: Cancel - Cancel the timesheet View - View the timesheet Authorise - Authorise the timesheet Reject - Reject the timesheet Export to CSV - Export the timesheet into a CSV file

Manager Widget - Time Off Management

This widget displays information regarding absence requests related to the logged in manager and their team.

Field Name	Description
+ Create Time Off	Logged in manager will be able to create an absence request made by themselves or by an employee they manage. Clicking this will take them through the Time Off Wizard.
Requested Tab	Displays all absence requests that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending requests.
Authorised Tab	Displays all absences requests that have been authorised by the authoriser. Number in brackets outline the total number of Authorised absence requests.
Rejected Tab	Displays all absence requests that have been rejected by the authoriser. Number in brackets outline the total number of Rejected absence requests.
Cancelled Tab	Displays all absences requests that have been cancelled. Number in brackets outline the total number of cancelled absence requests.
Search Team Member	This is a free text field which allows you to specifically search for absence requested by employee name.
Employee Name	Employee's full name will appear under here.
Requested Date	Date the request was made will display here in DD/MM/YYYY format.
From Date	The date the absence begins will display here in DD/MM/YYYY format.
Until Date	The date the absence ends will display here in DD/MM/YYYY format.
Days/Hours	This will outline whether the employee has taken the whole day off or part of the day off..
Authoriser	The name of the absence request's authoriser will appear here.
Action	This dropdown allows user to perform either of the following: View - view the request Cancel - Cancel the request Reject - Decline the request Authorise - Accept the request View accruals - view the accrual levels of the related employee View Team Leaver Planner - access the team leaver planner functionality

Manager Dashboard Widgets