Difference between revisions of "Manager-Widgets"

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(Manager Widget - Company Policies)
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<td width="206"><font face="Arial" size="2">Search</font></td>
 
<td width="206"><font face="Arial" size="2">Search</font></td>
 
<td width="484"><font face="Arial" size="2">Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for</font></td>
 
<td width="484"><font face="Arial" size="2">Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for</font></td>
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<td width="206"><font face="Arial" size="2">Send Reminder</font></td>
 
<td width="484"><font face="Arial" size="2">Allows Manager to Resend Notification if the Person has not Open, Read - Confirmed the Policy</font></td>
 
 
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<td width="206"><font face="Arial" size="2">Read</font></td>
 
<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>
 
<td width="484"><font face="Arial" size="2">This will automatically tick once the Person has Agreed to the Policy after opening</font></td>
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<td width="206"><font face="Arial" size="2">Send Reminder</font></td>
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<td width="484"><font face="Arial" size="2">Allows Manager to Resend Notification if the Person has not Open, Read - Confirmed the Policy</font></td>
 
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Revision as of 00:20, 7 September 2020

Manager Dashboard Option

This User Tab Contains Widgets:

  1. 4 Small Information Display Widgets
  2. Search Team Personal Details
  3. Search Team Time Off and Pay
  4. Search Team Tasks and Notifications
  5. 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

  1. Name
  2. Job
  3. Location

Manager Widget - Search Time off and Pay

  1. Name
  2. Job
  3. 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.

  1. Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
  2. 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.
  3. Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
  4. Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
  5. Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
  6. Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
  7. My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
  8. Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
  9. 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.

Search Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for
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
Policy Select the Policy that you want to use in Filter. E.g. Search for Employee, Select Filter and then Policy
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
Send Reminder Allows Manager to Resend Notification if the Person has not Open, Read - Confirmed the Policy
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

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