Team Dashboards - Onboarding and Offboarding Widgets
From Subscribe-HR Wiki Help
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===User Management - User Group Assigned Tab=== | ===User Management - User Group Assigned Tab=== | ||
| + | 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. | ||
| + | |||
| + | <table border="1" width="100%" cellspacing="0"> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td> | ||
| + | <td width="484"><font face="Arial" size="2"><b>Description</b></font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Assign</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <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.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <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.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Employee Name</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> | ||
| + | <td width="206"><font face="Arial" size="2">User Group</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> | ||
| + | <td width="206"><font face="Arial" size="2">Action</font></td> | ||
| + | <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> | ||
| + | |||
| + | ===User Management - No User Group Tab=== | ||
| + | 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. | ||
| + | |||
| + | <table border="1" width="100%" cellspacing="0"> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td> | ||
| + | <td width="484"><font face="Arial" size="2"><b>Description</b></font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Assign</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <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.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <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.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Employee Name</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> | ||
| + | <td width="206"><font face="Arial" size="2">User Group</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> | ||
| + | <td width="206"><font face="Arial" size="2">Action</font></td> | ||
| + | <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> | ||
| + | |||
| + | ===User Management - User Group Only Tab=== | ||
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. | 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. | ||
Revision as of 03:14, 16 February 2021
Contents
Team Dashboard Onboarding and Offboarding
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 - User Group Assigned Tab
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 | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action | 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. |
| 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 | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action | 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. |
| 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 | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action | 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. |
