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=== | ||
| − | + | Selecting this tab will display all employees who have been assigned a User Group. Further Actions can be made as detailed in the table below. | |
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<td width="206"><font face="Arial" size="2">User Group Assign</font></td> | <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> | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have been assigned a User Account.</font></td> | ||
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</tr> | </tr> | ||
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<td width="206"><font face="Arial" size="2">Action</font></td> | <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> | <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: Deactivate User</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Select this action to deactivate an employee's user account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action: Update User Group</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Select this action to update an employee's user group permission.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action: Change User Name / Email Address</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Select this action to update a User's username i.e. the email address the employee enters to log into the system.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action: Send Reset Password</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Select this action to send a password reset link to the employee's email address..</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action: Update Timezone</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Select this action to update the timezone the employee is based in.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action: Update Currency</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Select this action to update the currency the employee is based in.</font></td> | ||
</tr> | </tr> | ||
</table> | </table> | ||
Revision as of 03:31, 16 February 2021
Contents
Team Dashboard Onboarding and Offboarding
This User Tab Contains 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. 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
Selecting this tab will display all employees who have been assigned a User Group. Further Actions can be made as detailed in the table below.
| Field Name | Description |
| User Group Assign | Clicking this option will display all employees who have been assigned a User Account. |
| 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. |
| Action: Deactivate User | Select this action to deactivate an employee's user account. |
| Action: Update User Group | Select this action to update an employee's user group permission. |
| Action: Change User Name / Email Address | Select this action to update a User's username i.e. the email address the employee enters to log into the system. |
| Action: Send Reset Password | Select this action to send a password reset link to the employee's email address.. |
| Action: Update Timezone | Select this action to update the timezone the employee is based in. |
| Action: Update Currency | Select this action to update the currency the employee is based in. |
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. |
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. |
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. |
