Difference between revisions of "Onboarding-Offboarding-Widgets"
From Subscribe-HR Wiki Help
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<td width="206"><font face="Arial" size="2">No User Group</font></td> | <td width="206"><font face="Arial" size="2">No User Group</font></td> | ||
| − | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have not been assigned a User Account | + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have not been assigned a User Account.</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="206"><font face="Arial" size="2">User Group Only</font></td> | <td width="206"><font face="Arial" size="2">User Group Only</font></td> | ||
| − | <td width="484"><font face="Arial" size="2">Clicking this option will display all Users in the system who do not have an employee profile linked | + | <td width="484"><font face="Arial" size="2">Clicking this option will display all Users in the system who do not have an employee profile linked.</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2">Employee Name (Under "User Group Assign" tab)</font></td> | + | <td width="206"><font face="Arial" size="2">Employee Name (Under "User Group Assign" and "No User Group" tab)</font></td> |
| − | <td width="484"><font face="Arial" size="2">The name of the employee.</font></td> | + | <td width="484"><font face="Arial" size="2">The name of the employee. The number in brackets represents employees ID number within the system.</font></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="206"><font face="Arial" size="2">User Group (Under "User Group Assign" tab)</font></td> | + | <td width="206"><font face="Arial" size="2">User Group (Under "User Group Assign" and "User Group Only" tab)</font></td> |
<td width="484"><font face="Arial" size="2">Assigned group permissions will display under here. Number in brackets represent the Group ID number.</font></td> | <td width="484"><font face="Arial" size="2">Assigned group permissions will display under here. Number in brackets represent the Group ID number.</font></td> | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="206"><font face="Arial" size="2">Action (Under "User Group Assign" tab)</font></td> | <td width="206"><font face="Arial" size="2">Action (Under "User Group Assign" tab)</font></td> | ||
| − | <td width="484"><font face="Arial" size="2">You can use this dropdown to deactivate user access, update employee's | + | <td width="484"><font face="Arial" size="2">You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details.</font></td> |
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action (Under "No User Group" tab)</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">You can use this dropdown to assign a permission group, change username/email address, update timezone and update currency details.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Name</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">First and Surname of Users will display here. Number in brackets represent the User's system ID.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Email (Under "User Group Only" tab)</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">This is the email attached to the specified User. This is used when logging into the system</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action (Under "User Group Only" tab)</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">You can use this dropdown to deactivate user access, update assigned group permissions, change username/email address, reset password and create employee record for specified User.</font></td> | ||
</tr> | </tr> | ||
Revision as of 01:14, 9 February 2021
Onboarding and Offboarding Dashboard Option
This User Tab Contains Widgets:
- User Management
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 Widgets.
User Management
This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked.
| Field Name | Description |
| User Group Assign | Clicking this option will display all employees who have been assigned a User Account. Their associated user groups will display and you can quickly perform actions from this view. |
| No User Group | Clicking this option will display all employees who have not been assigned a User Account. |
| User Group Only | Clicking this option will display all Users in the system who do not have an employee profile linked. |
| Employee Name (Under "User Group Assign" and "No User Group" tab) | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group (Under "User Group Assign" and "User Group Only" tab) | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action (Under "User Group Assign" tab) | You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details. |
| Action (Under "No User Group" tab) | You can use this dropdown to assign a permission group, change username/email address, update timezone and update currency details. |
| User Name | First and Surname of Users will display here. Number in brackets represent the User's system ID. |
| Email (Under "User Group Only" tab) | This is the email attached to the specified User. This is used when logging into the system |
| Action (Under "User Group Only" tab) | You can use this dropdown to deactivate user access, update assigned group permissions, change username/email address, reset password and create employee record for specified User. |
