My Team Info

Revision as of 01:39, 17 June 2021

My Team Info Wizard Navigation Functionality

1. START - The "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - To View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - Select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - Allows you to create a New Record within a particular Wizard (where relevant).
5. Create - Allows you to 'save' a New Record you've created.
6. Edit - Allows you to Edit a Record.
7. Save - Allows you to Save a Record.
8. Delete - Allows you to Delete a Record.
9. Previous - Allows you to go Back one step.
10. Clear - Allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - Allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - Allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - A Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - To to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - On the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

My Team Info

This option is for Manager Self-Service and access to team information. You can view and update your Team's information by selecting My Team Info.

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Select the "My Team Info" option.
3. Select the "Team Member" you want to view information on.
4. Select the "Folder" you would like to access. These folders are shown based on Permissions.
5. You will see the information related to that folder. E.G. Absence with show all of the Absence records for the Employee.

The My Info Wizard contains the following Folders:

• Absence.
• Address.
• Allowances.
• Background Check.
• Bank Details.
• Benefits.
• Bonus.
• Canvases & Documents.
• Certificates and Licences.
• Contract.
• Dependants.
• Discipline.
• Disclosure.
• Education & Qualifications.
• Employee Performance Responder.
• Entitlements.
• Expense Claim Form.
• Flexible Working.
• Grievance.
• Incidents.
• My Info.
• Jobs.
• Leave Balances.
• Medical
• Next of Kin.
• Path.
• Payslips.
• Property.
• Salary.
• Shares.
• Superannuation.
• My Info.
• Tasks.
• Timesheets.
• Training Records.
• Work History.
• Working Hours.

1. The View, Edit and Delete options are shown based on how Permissions Group setting.
2. If you create a New Record, it will be shown in Green at the top of the List. The Green highlight will be shown for 5 seconds after creating the new record.