Onboarding and Offboarding Widgets
From Subscribe-HR Wiki Help
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===Onboarding and Offboarding Dashboard Option=== | ===Onboarding and Offboarding Dashboard Option=== | ||
This User Tab Contains Widgets: | This User Tab Contains Widgets: | ||
Revision as of 04:51, 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. |
| 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. |
