Difference between revisions of "Manager-Widgets"
From Subscribe-HR Wiki Help
(→Manager Widget - Company Policies) |
|||
| Line 67: | Line 67: | ||
<table border="1" width="100%" cellspacing="0"> | <table border="1" width="100%" cellspacing="0"> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2"> | + | <td width="206"><font face="Arial" size="2">Incomplete</font></td> |
| − | <td width="484"><font face="Arial" size="2"> | + | <td width="484"><font face="Arial" size="2">Shows Policies for the User that are no yet Opened and Read</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2"> | + | <td width="206"><font face="Arial" size="2">Completed</font></td> |
| − | <td width="484"><font face="Arial" size="2"> | + | <td width="484"><font face="Arial" size="2">Show Policies that are Opened and Read</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2"> | + | <td width="206"><font face="Arial" size="2">Filter</font></td> |
| − | <td width="484"><font face="Arial" size="2"> | + | <td width="484"><font face="Arial" size="2">Allows for Filter to be formed based on: Opened, Unopened, Read, Unread</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2"> | + | <td width="206"><font face="Arial" size="2">Select A Policy</font></td> |
| − | <td width="484"><font face="Arial" size="2"> | + | <td width="484"><font face="Arial" size="2">Allows User to Select the Policy they want to see details on</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2"> | + | <td width="206"><font face="Arial" size="2">Policy Name</font></td> |
| − | <td width="484"><font face="Arial" size="2"> | + | <td width="484"><font face="Arial" size="2">The name of the Policy entered by the creator of the Policy</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2"> | + | <td width="206"><font face="Arial" size="2">Opened</font></td> |
| − | <td width="484"><font face="Arial" size="2"> | + | <td width="484"><font face="Arial" size="2">Tick showing if the person has Opened the Policy. This will automatically tick if this is done</font></td> |
</tr> | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Read</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">This will automatically tick once the Person has Agreed to the Policy after opening</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Type</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Created</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Date when the Policy was created for the Employee to Read and Agree too</font></td> | ||
| + | </tr> | ||
| + | |||
</table> | </table> | ||
[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] | ||
Revision as of 23:59, 6 September 2020
Contents
Manager Dashboard Option
This User Tab Contains Widgets:
- 4 Small Information Display Widgets
- Search Team Personal Details
- Search Team Time Off and Pay
- Search Team Tasks and Notifications
- Search Team Company Policies
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 Information
- Name
- Job
- Location
Manager Widget - Search Time off and Pay
- Name
- Job
- Location
Line Item / Tasks in Widget - Search Team Members 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 "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself.
This is a list of Standard "Tasks and Notifications" functionality.
- Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
- Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
- Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
- Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
- Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
- Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
- My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
- Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
- Date Range - Search Tasks and Notifications by Date Range.
Summary Tasks and Notifications
| Field Name | Description |
| Task Name | Name of Task. E.g. Birthdate Reminder |
| Assigned To | 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 |
| Due Date | The Date the Reminder is Due |
| Filter | Task Tags |
| Actions | Text that show what needs to be done |
Manager Widget - Company Policies
The Manager Company Policies Widget allow 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 too. Managers can Resend an 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.
| Incomplete | Shows Policies for the User that are no yet Opened and Read |
| Completed | Show Policies that are Opened and Read |
| Filter | Allows for Filter to be formed based on: Opened, Unopened, Read, Unread |
| Select A Policy | Allows User to Select the Policy they want to see details on |
| Policy Name | The name of the Policy entered by the creator of the Policy |
| Opened | Tick showing if the person has Opened the Policy. This will automatically tick if this is done |
| Read | This will automatically tick once the Person has Agreed to the Policy after opening |
| Type | This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew |
| Created | Date when the Policy was created for the Employee to Read and Agree too |
