Manager Dashboard Widgets

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Manager Dashboard Option

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

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

2. Personal Information 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).
7. Performance Management (Team).
8. Timesheets Management (Team Search).
9. 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 Information

  1. Name
  2. Job
  3. Location

Manager Widget - Search Time off and Pay

  1. Name
  2. Job
  3. Location

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 "Inbox". "Quick Tasks" can be sent from, the "Start" option, 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 Shows the user what Tasks and Notifications 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 the 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, Delegated etc.
Date Range Search Tasks and Notifications by a specified Date Range.
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 Test Search e.g. Search on Task Name - Birthdate or Persons Name.
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 (column) Filter tags selected against the task will appear under here.
Actions Actions such as task approvals can be done through this selection.

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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Performance Management

The Performance Management widget will allow managers to have better overall vision on all the performance reviews that have been made relating to their in the system.

Field Name Description
Reviews Tab Click this tab will display all employee reviews.
Active Clicking this will display all currently active performance reviews. The number in brackets displays the total number of active reviews.
Completed Clicking this will display all completed performance reviews. The number in brackets displays the total number of completed reviews.
Overdue Clicking this will display all performance reviews that are incomplete and is past their due date. The number in brackets displays the total number of overdue performance reviews.
Not Started Clicking this will display all 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 deployed performance review.
Review Name The name of the review will display here.
Employee The name of the employee that this performance review is for will display here.
Status The current step of the review will appear highlighting the assignees to complete. A green tick will appear next to the assignees that have completed their task. The current step and step due date will also appear.
Due Date The due date of the performance review will appear here.
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
Reopen Step - allow user to reopen completed task on a completed step. This will display a popup with responder names. Simply tick the relevant step for the relevant responder.
Force Start Next Step - allow user to force start the next step.
Delete - allows user to delete the employee performance review
Goals Tab Clicking into this tab will display all Goals and Performance Development Plans relating to the logged in manager and their team.
+ Create Goal Clicking this will allow users to create goals for their team as well as themselves. Goals will be created through the New Performance Goal wizard.
Active Clicking this will display all Goals that are set to an active status. The number in brackets displays the total number of Active Goals/PDP.
Completed Clicking this will display all Goals that have been completed. The number in brackets displays the total number of Completed Goals/PDP.
Overdue Clicking this will display all Goals that have not been completed and have passed their Due Date. The number in brackets displays the total number of Overdue Goals/PDP.
Not Started Clicking this will display all Goals that have a Not Started status. The number in brackets displays the total number of Goals/PDP that have yet to be started.
Cancelled Clicking this will display all Goals that have been cancelled. The number in brackets displays the total number of cancelled Goals.
Search Topic This is a free text field that allows the user to filter down the list of Goals to specific keywords entered here.
Employee The relevant employee's name will appear under here.
Related PDP The related Performance Development plan will display here.
Goal Name The name of the goal will display here.
Training Related training record will be linked under here.
Status The status of the goal will display here. This can be Incomplete, Complete or Cancelled.
Due Date The goal's due date will appear here.
Action This dropdown will allow user to edit their team's and their own goals.
Catch-ups Tab Clicking this will display all catch ups relating to the logged in manager and their team that have been organised within the system.
+ Catch-up Clicking this will allow the user to create a catch-up. Clicking this takes the user through the New Catch-up wizard.
Active Clicking this will display all Catch-ups with an active status.
Upcoming Clicking this will display all Catch-ups that are yet to occur at a future date.
Completed Clicking this will display all Catch-ups that have been completed.
Search Topic This is a free text field which allows users to filter down the list of catch-ups to keywords entered here.
Topic The relevant topic of the catch up will display under this column.
Employee The employee's name will display under this column.
Catch-up Date The date of the Catch-up will display under this columnn.
Action Start Conversation - Use this to Start the conversation for the Catch-up.
Reply - Use this to reply to the conversation
Complete Catch-up - Set status on a Catch-up as "Complete"
Create Next Catch-up - Use this to create a following Catch-up.

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

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


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