Revision as of 06:03, 9 September 2021

People and Culture Dashboard Option

To Navigate to this Dashboard and the Widgets (and access People & Culture Manager functionality) follow these steps:

Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
Scroll down and select "People & Culture."
When the People & Culture Dashboard opens, scroll down to the Widget you need in order to manage the entire Employee Management process.

This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:

Active employees.
Leavers.
Total absence hours.
New starters.

2. Personal Details (Access to All Business).
3. Time Off and Pay (Access to All Business).
4. Tasks and Notifications (Access to All Business).
5. Company Policies (Access to All Business).
6. Training (Access to All Business) [Coming Soon].
7. Performance Management (Access to All Business).
8. Announcements & Acknowledgements (Access to All Business).
8. Timesheets Management (Access to All Business).
10. Time Off Management (Access to All Business).
11. HR Surveys (Access to All Business).

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 Widgets.

People and Culture Widget - Search Team Member Personal Details

The following information is displayed in the "Personal Details" Widget:

Name.
Job.
Email address.
Phone Number.
Department.
Location.
Salary.
Manager.

The following functionality is also available via this Widget:

View Team.
Change password.
View internal vacancies.
Search Employee details - which enables HR/P&C Managers to search all Employees and view their Personal Details.

People and Culture Widget - Search Time off and Pay

The following information is displayed in the "Time off and Pay" Widget:

Annual leave.
Personal leave.
Time in Lieu.
Timesheets.
Payslips.
Next holidays.

The following functionality is also available via this Widget:

Search Employee details - which enables HR/P&C Managers to search all Employees and view their Time off and Pay.

People and Culture - Tasks and Notifications Widget

The Tasks and Notifications Widget for People and Culture allows the People and Culture user to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on all people. These Task and Notification items are also delivered into the System "Inbox." "Quick Tasks" can be sent from the Quick Tasks Wizard, or from the "Tasks and Notifications" Widget itself. If a Manager has Delegated their Tasks and Notifications to System Administration Users/People & Culture Users , People & Culture Users will see those Tasks and Notifications in this Widget.

Because the number of notifications can be quite high (especially for Managers and System Administrators/People & Culture Users), notifications emails (that go to the User's email inbox) have to be manually activated via System settings. However, all notifications (for tasks and reminders) will appear in the online/System "Inbox" for each User. This Inbox can be accessed via the envelope in the top right-hand corner of the System, next to the User's name and photo. Alternatively, Users can choose to activate a "Summary" email to their email Inbox (see below for instructions).

Field Name	Description
Notifications	This functionality allows the User to trigger a "Summary" email of all Tasks and Notifications relevant to them/their User Group. To enable a notification summary email: Click on "Notifications" (top right-hand corner of the Widget). The settings options for Summary Emails are: Notification Frequency - Daily or Once a Week. Notification Start Day and Time - specify the start day and time, and you will then continue to receive a Summary email at the same time, according to the option you selected in the previous step (daily or weekly). Click "Activate" to activate these settings. To change or deactivate the summary email, click on "Notifications" to reopen the Wizard. For changes, simply change the notification frequency, notification start day or time settings, then click "Update." To disable the email summary altogether, simply click "Disable." Depending on the Employee's User Group/Permissions (Employee, Manager, HR/People & Culture Manager), the User will receive the following information in their Summary Email: Employees - will receive a summary of only their own Tasks & Notifications (as displayed in their Inbox). Managers - will receive a summary of their own Tasks & Notifications (as displayed in their Inbox), as well as those in the Inboxes of the Employees in their team. HR/P&C Managers - will receive a summary of their own Tasks & Notifications (as displayed in their Inbox), as well as those in the Inboxes of Managers and Employees (that is, they will receive a Summary of everyone's Tasks & Notifications as at that date/time.
Manage Delegation	Allows User to Delegate Tasks and Notifications to their Manager. Managers will be able to delegate to other Managers and/or System Administrators.
+ Quick Task	This allows the User to send a Task or Notification to another User or to themselves. The recipient list will indicate who their Manager is and HR users.
Search	Search Tasks and Notifications by keyword. E.g. Search on Task Name, Birthdate or Person's Name
Today Tab	Shows the User what Tasks and Notifications for "Today." The numbers will indicate how many items are relevant.
Upcoming Tab	Shows the User what Tasks and Notifications are "Upcoming." The numbers will indicate how many items are relevant.
Overdue Tab	Shows the User what Tasks and Notifications are "Overdue." The numbers will indicate how many items are relevant.
Completed Tab	Shows the User what Tasks and Notifications are "Completed." The numbers will indicate how many items are relevant.
My Sent Tasks Tab	Shows the User what Tasks and Notifications have been sent by that User. The number will indicate how many items are relevant.
Filter	Allows the User to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Onboarding, Performance, Note to Self, Delegated etc.
Task Name	Name of Task. E.g. Birthdate Reminder
Assigned To	The Employee/User that the Task or Notification is assigned to. You can re-assign who the task is assigned to. This will send them the Task or Notification by clicking on the User Name / Icon.
Relates To	The Employee/User that the Task or Notification relates to/is about.
Due Date	The Date the Reminder is Due.
Filter (column)	Filter tags selected against the task/notificaiton will appear under here.
Actions	This dropdown allows the User to perform either of the following: Approve - approve the Task/Notification View Message - view the task/notification message

People & Culture - Company Policies Widget

The People & Culture Company Policies Widget allows HR/People & Culture Managers to access their Team's Company Policy Activity. The HR/People & Culture Manager can search for a Team Member and then use Filters to see which Company Policies Need to be attended to. Managers can Resend a notification to an Employee if that person has unopened/unread policies. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Navigation Option	Description
Search	Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.
Incomplete Tab	Shows Policies for the User that are not yet Opened and Read.
Completed Tab	Shows Policies that have been Opened and Read.
No Policies Tab	Shows Employees that have not been assigned any Company Policies to complete.
Filter	Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.
Policy	Allows you to Search all Policies based on the Filters you have applied.

People & Culture Widget - Company Policies – Incomplete Tab

Field Name	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

People & Culture Widget - Company Policies – Completed Tab

Field Name	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee ,New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Read Date	This column specifies the date on which the Company Policy was read by the Employee.

People & Culture Widget - Company Policies – No Policies Tab

Field Name	Description
Employee ID	The Employee ID for the User who has not been assigned any Company Policies.
Employee Name	The name of the Employee who has not been assigned any Company Policies.
User Account	This colmn will specify if the Employee has a User Account.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

People & Culture Widget - Announcements and Acknowledgements Widget

This widget allows for HR/People & Culture Managers to receive and view their relevant Announcements and Acknowledgements, as well as those for all other Employees. Recipients can view relevant Announcements, complete Surveys and view Employees who have been linked to their related Announcements and Acknowledgements. All Announcements and Acknowledgements, once completed/sent, will appear in the Announcements & Acknowledgements Widget for both Mangers and Employees to whom they were addressed. They will also appear in the Inbox of all addressees/recipients.

Field Name	Description
Announcements Tab	This tab displays all active and expired announcements posted by users.
Active (Under Announcements Tab)	Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcements Tab)	Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcements Tab)	This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Title (Under Announcements Tab)	This is the title of the created Announcement.
Type (Under Announcements Tab)	This is the type of the Announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcements Tab)	This is the date and time the Announcement was created.
Expire Date (Under Announcements Tab)	The Announcement's expiry date. Once this date has passed, the announcement will move over to the Expired section.
Acknowledgement Name (Under Announcements Tab)	Acknowledgements made to employees and/or locations and/or departments will be displayed here. You can select/add specific recipients for your Acknowledgement here, or you can leave these fields blank.
Survey (Under Announcements Tab)	If a Survey has been linked, you can click "Check Answers" to view the status of answered Surveys. If no Survey linked, "N/A" will display.
Acknowledgements Tab	Clicking this tab will display all acknowledgements posted by users.
Create Acknowledgement (Under Acknowledgements Tab)	Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" options
Search Keyword (Under Acknowledgements Tab)	This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Create Date (Under Acknowledgements Tab)	This is the date and time the Acknowledgement was created.
Keyword (Under Acknowledgements Tab)	Keywords entered upon creation of Acknowledgement will display here as hashtags.
Likes (Under Acknowledgements Tab)	Clicking the "thumbs up" icon will Like the Acknowledgement. The number beside it displays the total number of likes the Acknowledgement has received.
Comments (Under Acknowledgements Tab)	Clicking the speech bubble icon will allow you to enter in comments related to the Acknowledgement. The number beside it will display the total number of comments made against the Acknowledgement.
Acknowledgement Name (Under Acknowledgements Tab)	Employees, locations and/or departments that have been acknowledged will be displayed here. You can select/add specific recipients for your Acknowledgement here, or you can leave these fields blank.
Action (Under Announcements Tab)	Use this dropdown to action the following: Edit - edit Announcements. Delete - delete Announcements. View - view Announcements. View Survey - view an Surveys attached to/sent with the Announcement.
Action (Under Acknowledgements Tab)	Use this dropdown to action the following: Edit - edit Acknowledgements. When you click Edit, you are able to edit the keywords of Acknowledgement, the content and the acknowledged employees. Delete - delete Acknowledgements. View - view Acknowledgements.

People and Culture Widget - Training Widget

The People and Culture Training Widget allow HR users to access their Team's Training Activity. The Manager can access Training Course and Event Information and Current Training Records for their team members. The Training Widget respects the User Group Permissions on the person accessing the system.

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People & Culture - Performance Management Widget

The Performance Management Widget allows People and Culture users to view, create and manage Employee Performance Reviews within the System.

How to Navigate to the Performance Management Widget

This widget allows for Users to quickly and easily manage Performance through each of the following processes by clicking on the relevant “Folder”:

Reviews - create/manage Performance Reviews and Performance Workflow process/es.
Goals - create/manage Employee Goals related to the Performance Review and Performance Workflow process/es.
Catch Ups - create/manage Catch Ups related to the Performance Review and Performance Workflow process/es.

In each of these Folders, there are a series of "Tabs" that provide different functionality for managing Performance Reviews and Performance Workflows (related to Reviews). Within each Tab, there is a table that contains different columns. The Folders, Tabs, and Columns are explained below.

From within the Performance Management Widget itself, there are a series of buttons (that launch Wizards) related to creating or managing Performance Reviews, or specifying and activating Performance Review Cycles. These Wizards include:

Select Review Process - this button allows Users to select which type of Performance Review Process they want to use/activate. The two options are:
- Based on Cycles - this will tie individual and /or Groups of Employees to the same Performance Review Cycle/s so that everyone assigned to that Cycle gets Reviewed at the same time.
- Based on Start Date - this will tie the Performance Review Cycle to the Start Date of the Employee.

NOTE: you must "Select" and then "Activate" the Review Process you want to use. Instructions on how to do this can be found below.

Send Review - allows HR/P&C Managers to create and send a new Performance Management Review.
Stop Review Process - allows HR/P&C Managers to stop the Performance Review process currently being used and choose the other option (swap between Cycles/Start Date).
+ Create Goal - allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu.
+ Create Catch Up - allows HR/P&C Managers to create Catch-Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard (coming soon) which is available via the Wizards "START" menu.

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.

How to use the Review Cycle Wizard for Cycle based Performance Reviews

1. Click onto "Select Review Process" button which is located on the top right corner of the Performance Management widget. If a Review Process is already being used, you will instead see a red "Stop Review Process" button which enables you to stop the current Review Process being used and select another option by following the instructions below.
2. A lightbox will appear prompting you to select from a dropdown the review type. Select "Based on Cycle."
3. Click "Submit."
4. The system will take you back to the Performance Management widget. "Current Review Method = (Cycles)" with a green "ON" status will display on the top right of the widget. NOTE: you must click "on" again, which will open another lightbox, and then select "Activate" to activate that Review Cycle type (this step must be completed for the remainder of the process to work).
5. To start creating a 'Cycle' based performance review, click on "Create Review."
6. A lightbox appears confirming the review method being created is based on 'Cycles'. Click "Delete" to remove the 'Cycle' method. Otherwise click "Activate" to turn it on and start sending reviews.
7. You can now click "Send Review" to send a new Performance Review based on Cycles. This will guide the User through the "New Performance Review" Wizard. The Cycles Wizard will require to specify the following:

Name - the name of the performance review.
Template - select the Performance Canvas that will be used for the Review.
Workflow - select the Performance Workflow.
Copy From Previous Review - you can choose to copy Skills and/or Behaviours from a previous review. Note that Goals are copied over by default.
Review Cycle Scope:
- Employees - allows the User to specify which Employee/s the Review will be sent to as part of the Review Cycle.
- Groups - allows the User to specify which Group/s the Review will be sent to as part of the Review Cycle.
- Departments - allows the User to specify which Department/s the Review will be sent to as part of the Review Cycle.

8. You can remove the Cycle method by clicking onto "Stop Review Process." Confirmation will appear allowing you to cancel or the User can click "OK" to remove the method.

How to use the Wizard for Start based Performance Reviews

1. Click onto "Select Review Process" button which is located on the top right corner of the Performance Management Widget. If a Review Process is already being used, you will instead see a red "Stop Review Process" button which enables you to stop the current Review Process being used and select another option by following the instructions below.
2. A lightbox will appear prompting you to select from a dropdown the Review type. Select "Based on Start Date."
3. Click "Submit."
4. The System will take you back to the Performance Management Widget. "Current Review Method = (Start Date)" with a green "ON" status will displayed on the top right of the Widget. NOTE: you must click "on" again, which will open another lightbox, and then select "Activate" to activate that Review Cycle type (this step must be completed for the remainder of the process to work).
5. To start creating a 'Start Date' based Performance Review, click on "Create Review."
6. You will then be prompted to enter details for the Review. This includes:

Name - the name of the performance review.
Template - select the Performance Canvas that will be used for the Review.
Workflow - select the Performance Workflow.
Copy From Previous Review - you can choose to copy Skills and/or Behaviours from a previous review. Note that Goals are copied over by default.

7. Once you are happy click "Activate" or "Delete" to remove the 'Start Date' method.
8. You can click "Stop Review Process" to remove the 'Start Date' method. Confirmation will appear allowing you to cancel or proceed.

Performance Management Widget – + Create New Wizard

1. Click "Create Review" (Start Date based Reviews) or "Send Review" (Cycles based Reviews) which is located on the top right-hand corner of the Performance Management widget. This will open the Performance Review Wizard, which allows HR/P&C Managers to create Performance Review Workflows based on the Review type selected (Cycles Versus Start Date).
2. For Cycles Based Reviews input the following information:

Name – name the Performance Review.
Template – click in the Template field (or start typing) to trigger the menu of Performance Reviews currently available in the System. Select the Performance Canvas/Review that will be used for this Performance Review.
Workflow - click in the Workflow field (or start typing) to trigger the menu of Performance Workflows currently available in the System. Select the Performance Workflow that will be used for this Performance Review.
Copy From Previous Review - you can choose to copy Skills and/or Behaviours from a previous review. Note that Goals are copied over by default.
Select Recipients – specify which Employee/s, Group/s, or Department/s you want to send the Performance Review to. The options available are:
Employees – click in the Employees field (or start typing) to trigger the menu of Employees. Select the Employee/s (one or multiple) who will be sent this Performance Review.
Groups – click in the Groups field (or start typing) to trigger the menu of Groups. Select the Group/s (one or multiple) that will be sent this Performance Review.
Department – click in the Department field (or start typing) to trigger the menu of Departments. Select the Department/s (one or multiple) that will be sent this Performance Review.
Sample PDF in the bottom left-hand corner of the popup window, there is a red button “Sample PDF.” Please download a copy of the Sample PDF, check it to confirm that it contains all the information you want to include in your Performance Review. If there is anything missing, repeat previous steps. When you are happy with the Sample PDF ‘tick’ the “I have checked the sample PDF template” checkbox. Click “Next.”
When to Send – click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list. Choose between sending ‘Now’ or ‘Later.’
Send Date – if you select ‘Later,’ a date field will appear. Click on the calendar on the far right and specify the date and time you want to trigger the send of the Performance Review.
Frequency – click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list. Choose between sending ‘Once’ or ‘Indefinite.’
Requires Approval – specify if this Performance Review requires approval by ticking the checkbox. Click “Next.”
Email Template – you will also be shown a draft of the Standard System Template email that will be sent to each Employee nominated in the previous step/s. If you want to change any of the content in the template, you can do so using the wysiwyg editor. Click “Next.”
Summary – the final screen for the Performance Review Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to send your Performance Review & Workflow to the nominated Employee/s click “Submit.”

3. For Start Date Based Reviews input the following information:

Name – name the Performance Review.
Template – click in the Template field (or start typing) to trigger the menu of Performance Reviews currently available in the System. Select the Performance Canvas/Review that will be used for this Performance Review.
Workflow - click in the Workflow field (or start typing) to trigger the menu of Performance Workflows currently available in the System. Select the Performance Workflow that will be used for this Performance Review.
Copy From Previous Review - you can choose to copy Skills and/or Behaviours from a previous review. Note that Goals are copied over by default.
Click "Activate."

Upon Activation, all Employee will then be sent that Review on the anniversary of their Start Date with your Organisation.

Performance Management Widget – Reviews Folder

Within the Reviews Folder, there are a series of “Tabs” where HR/P&C Managers can manage the Performance Reviews of Employees. Those Tabs are:

Active.
Completed.
Overdue
Not Started.
New Review.
Review Cycle.

The Reviews Folder contains all Employee Reviews.

Field Name	Description
Current Review Method	This displays the type of Review process currently being used e.g. Review Cycle or Based on Start Date.
+ Send Review	If your Review process is based on Cycle, the green “Send Review” button will enable HR/P&C Managers to create and send Performance Review/s. If your Review process is based on Start Date, the green “Send Review” button will enable HR/P&C Managers to create and send Performance Review/s.
Stop Review Process	The red “Stop Review Process” Button allows HR/P&C Managers to STOP the review process being used (this applies to both Start Date or Cycle Method. Please note that this will complete all Reviews as of that date. Information in the review can be seen up until that date.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Reviews. The number in brackets displays the total number of active Reviews.
Completed Tab	Clicking this Tab will display all completed Performance Reviews. The number in brackets displays the total number of completed Reviews.
Overdue Tab	Clicking this Tab will display all Performance Reviews that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Reviews.
Not Started Tab	Clicking this Tab will display all Performance Reviews that have not been started by the Employee.
No Review Tab (Only Relevant to Cycle – Review Cycle)	Clicking this Tab will display all Employees who currently have no Performance Review assigned to them. The number in brackets displays the total number of Employees with no current Reviews.
Review Cycle Tab	Clicking this will display all Performance Workflows that have been created. The number in brackets displays the total number of Workflows that have been created and sent to Employees.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
ID	This is the ID of the Performance Review that has been sent to the Employee.
Review Name	The name of the Performance Review will be displayed here.
Employee	The name of the Employee that this Performance Review has been assigned to.
Current Step	The current step of the Performance Review process that Employee is currently at will be displayed here.
View Status	Click on “View Status” in this column and a window will open that displays which part of the Performance Workflow the Review is at, e.g. with Employee with Manager etc. and the Due Date of the Review.
Start Date	The date the Performance Review/Workflow was sent/triggered.
End Date	The due date of the of the Performance Review.
Progress	The percentage bar here represents the progress of the Review starting from 0% (not started) to 100% (complete)
Department	The Department of an Employee sent a Review.
Participants	The Participants to which that Review has been sent.
Cycle	The name of the Review that was sent to Participants/Employees.
Scheduled Date	The date the Review was created and sent.
Frequency	The frequency with which the review is sent - quarterly, semi-annually, annually (or other).
Status	Indicates if the Review Cycle is complete, cancelled, in progress etc.
Action	Open Review - allows Users to open and complete current performance step Reopen Step - allows Users to reopen completed task on a completed step. This will display a popup with responder names. Simply tick the relevant step for the relevant responder. Force Start Next Step - allows Users to force start the next step. Delete - allows Users to delete the employee performance review. View Review Report - allows Users to view the report Performance Review Report for that Employee. Manage Peers - allows Users to manage peers if there is a "Define Step - Peers" and the review is not yet completed. Create Review Cycle (No Review Tab) - top right link will be activated if review method is based on 'Cycles'. Selecting employees and clicking this link will auto select selected employees to send the Review to. Action link allows sending a performance review to a single user. Cancel Review Send (Review Cycle Tab) - cancel sent employee performance review. Send Comms (Review Cycle Tab) - send communications regarding sending this Review Cycle. View Reporting (Review Cycle Tab) - view reporting for this particular Review Cycle. Summary (Review Cycle Tab) - view view a Summary of all the Reviews related to that specific Review Cycle.

Performance Management Widget – Goals Folder

Within the Goals Folder, there are a series of “Tabs” where HR/P&C Managers can manage the Goals of Employees. Those Tabs are:

Active.
Completed.
Overdue
Not Started.
Cancelled.

The Goals Folder contains all Employee Goals. New Goals can also be entered without using a Review Cycle. If your Performance Workflow Cycle includes a “Goals Define” step, you can create the Goals within the Review Process or directly from this Tab using "Create Goal.” If you have a PDP step in your Performance Workflow Cycle, Goals which are created as part of the Review process can be linked to the PDP. They will show up in this Widget as having a relationship. If you are using a PDP step in the Review Cycle, and you enter a Goal through the Widget, you can link this Goal to the PDP and create Training Intervention.

Field Name	Description
+ Create Goal	The “Create Goal” Wizard allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Completed Tab	Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Overdue Tab	Clicking this Tab will display all Performance Goals that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Goals.
Not Started Tab	Clicking this Tab will display all Performance Goals that have not been started by the Employee.
Cancelled Tab	Clicking this Tab will display all Performance Goals assigned to Employees that have not yet been started. The number in brackets displays the total number of Employees with Goals that haven’t been started.
Employee	The name of the Employee that this Goal has been assigned to.
Goal Name	The Name of the Goal.
PDP	The related Performance Development Plan in which this Goal was create will be displayed here (if/when relevant).
Review	If a Review Cycle us being used, when the Goal is created, it will show the relationship to the Review it was created for.
Status	The status of the Goal will display here. This can be Incomplete, Complete or Cancelled.
Due Date	The Goal's due date will be displayed here.
Action	This dropdown will allow HR/P&C Manager to edit Employee Goals.

Performance Management Widget – Catch Ups Folder

Within the Catch Ups Folder, there are a series of “Tabs” where HR/P&C Managers can manage Catch Ups for Employees. Those Tabs are:

Active.
Upcoming.
Completed.

The Catch Ups Folder contains all Employee Catch Ups. Catch Ups can be added as a Step in a Cycle/Review or as an Ad Hoc Catch Up.

Field Name	Description
+ Create Catch Up	Allows HR/P&C Managers to create Catch Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard (coming soon) which is available via the Wizards "START" menu.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Upcoming Tab	Clicking this Tab will display Catch-ups that are yet to happen at a future date.
Completed Tab	Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Topic	The relevant topic of the Catch Up will be displayed here.
Employee	The name of the Employee that this Catch Up has been assigned to.
Catch Up Date	The date of the Catch Up will be displayed here.
Action	Reply - Use this option to Start the conversation for the Catch Up. Complete Catch Up - Use this option to reply to the conversation. Create Next Catch-up - Use this option to create a follow-up Catch Up.

People & Culture - Timesheets Management Widget

This widget display information regarding all timesheets related to the logged-in HR/People & Culture Manager.

Field Name	Description
In Progress Tab	Displays all saved but not submitted timesheets. Number in brackets outline the total number of "In Progress" timesheets.
Requested Tab	Displays all timesheets that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending timesheets.
Authorised Tab	Displays all timesheets that have been authorised by the authoriser. Number in brackets outline the total number of Authorised timesheets.
Rejected Tab	Displays all timesheets that have been rejected by the authoriser. Number in brackets outline the total number of Rejected timesheets.
Cancelled Tab	Displays all timesheets that have been cancelled. Number in brackets outline the total number of cancelled timesheets.
+ Create Timesheet	Clicking this button will allow users to quickly create a timesheet through the New Timesheet Wizard.
Search by name	This is a free text field which allows you to specifically search for timesheets by employee name.
Name	Employee name will appear under here.
Period	Duration of timesheet will display here in DD/MM/YYY - DD/MM/YYYY format.
Submitted Date	The date the timesheet was submitted will appear under here.
Total Hours	Total number of hours recorded within the timesheet will appear under here.
Time Off	Total number of hours employee was away will appear here.
Authoriser	The name of the timesheet's authoriser will appear here.
Action	This dropdown allows user to perform either of the following: Cancel - Cancel the timesheet View - View the timesheet Authorise - Authorise the timesheet Reject - Reject the timesheet Export to CSV - Export the timesheet into a CSV file

People & Culture - Time Off Management Widget

This Widget displays information regarding absence requests related to the logged-in HR/People & Culture Manager and their team.

Field Name	Description
+ Create Time Off	Logged in employee will be able to create an absence request. Clicking this will take them through the Time Off Wizard.
Requested Tab	Displays all absence requests that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending requests.
Authorised Tab	Displays all absences requests that have been authorised by the authoriser. Number in brackets outline the total number of Authorised absence requests.
Rejected Tab	Displays all absence requests that have been rejected by the authoriser. Number in brackets outline the total number of Rejected absence requests.
Cancelled Tab	Displays all absences requests that have been cancelled. Number in brackets outline the total number of cancelled absence requests.
Search Team Member	This is a free text field which allows you to specifically search for absence requested by employee name.
Employee Name	Employee's full name will appear under here.
Requested Date	Date the request was made will display here in DD/MM/YYYY format.
From Date	The date the absence begins will display here in DD/MM/YYYY format.
Until Date	The date the absence ends will display here in DD/MM/YYYY format.
Days/Hours	This will outline whether the employee has taken the whole day off or part of the day off.
Authoriser	The name of the absence request's authoriser will appear here.
Action	This dropdown allows user to perform either of the following: View - view the request Cancel - Cancel the request Reject - Decline the request Authorise - Accept the request View accruals - view the accrual levels of the related employee View Team Leaver Planner - access the team leaver planner functionality

People & Culture – HR Surveys Widget

This Widget allows for HR/People & Culture Managers to View and Action HR Surveys that have been assigned to Employees across the organisation.

Field Name	Description
Employees Tab	This tab displays all Active and Completed HR Surveys.
Active (Under Employees Tab)	Displays all HR Surveys that are currently Active within the System.
Filter	Allows the user to "Filter" items by Tag or Filter: E.g. Human Resources, HR Anonymous etc.
Date dropdown	Allows the user to specify a date range that will then list only HR Surveys that match that date range: E.g. 1 day, 1 week, fortnight, 1 month, 3 months, 6 months, 1 year, custom etc.
+ Create New	Allows the User to create a new HR Survey using the HR Survey Wizard.
Search (Under Employees Tab)	This is a free text field that you can use to search HR Surveys based on keywords you enter in the search field.
Survey (Under Active Tab)	This lists the HR Survey ID number.
Created On (Under Active Tab)	This specifies the date on which that HR Survey type was created.
Canvas Name (Under Active Tab)	This specifies the type of Canvas/Survey that this particular HR Survey is.
Type (Under Active Tab)	This specifies whether the Survey is an HR or Recruitment Survey.
Relates To (Under Active Tab)	This specifies the Employee to whom that HR Survey has been assigned.
Date Started (Under Active Tab)	This specifies the date on which that HR Survey was started by the Employee listed in the previous column.
Date Completed (Under Active Tab)	This specifies the date on which that HR Survey was completed by the Employee.
Action (Under Active Tab)	This dropdown allows user to perform any/all of the following: Open Canvas - view the Canvas/Survey Results - View the results of the Canvas/Survey Resend Link - Resend the Employee a link to that Canvas/Survey
Completed (Under Employees Tab)	Displays all HR Surveys that have been completed.
Survey (Under Completed Tab)	This lists the HR Survey ID number.
Created On (Under Completed Tab)	This specifies the date on which that HR Survey type was created.
Canvas Name (Under Completed Tab)	This specifies the type of Canvas/Survey that this particular HR Survey is.
Type (Under Completed Tab)	This specifies whether the Survey is an HR or Recruitment Survey.
Relates To (Under Completed Tab)	This specifies the Employee to whom that HR Survey was assigned.
Date Started (Under Completed Tab)	This specifies the date on which that HR Survey was started by the Employee listed in the previous column.
Date Completed (Under Completed Tab)	This specifies the date on which that HR Survey was completed by the Employee.
Action (Under Completed Tab)	This dropdown allows user to perform any/all of the following: Open Canvas - view the Canvas/Survey Results - View the results of the Canvas/Survey

People & Culture Widget – Compliance Management

The Compliance Management Widget allows People and Culture users to view, track and manage Employee compliance.

This widget allows for Users to quickly and easily manage Employees through the each of the following processes by clicking on the relevant “Folder”:

Certificates & Licences.
Background Checks.
Education & Qualifications.

Depending on which of the above Folders you’re in, “Create New” (top right of the “Compliance Management” Widget) will trigger the Wizard for Certificates & Licences, Background Checks or Education & Qualifications, and enable you to create a new compliance record for the Employee you nominate at the start of that particular Wizard.

Within each of the above Folders, there are a series of “Tabs,” which are:

Expiring.
Expired.
Active.
From Applicant.

On each of these Tabs, there is a table that contains different columns. The Tabs and Columns are explained below.

Compliance Management Widget – Certificates & Licences Folder

This Folder displays all the Certificates & Licences held by Employees and their current status. It also allows Users to create new and/or validate Certificates & Licences for Employees.

Field Name	Description
Search	This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New	Allows the User to create a new Certificate & Licence record for an Employee.
Filter	Allows the User to "Filter" Certificates/Licences records by Tag or Filter: E.g. Licence name, Certificate name.
<Expiring Tab</b>	Displays all the Certificates & Licences that are expiring within the next three months.
<Expired Tab</b>	Displays all the Certificates & Licences that have expired and need renewing.
<Active Tab</b>	Displays all the Certificates & Licences that are current (and don’t fall under the other two tabs/categories above).
<From Applicant Tab</b>	Displays all the Certificates & Licences that need to be validated by HR to ensure that all Certificates/Licences nominated by the Applicant during the recruitment process are in fact valid.
ID	This is the ID of the Certificate/Licence.
Certificate/Licence Name	The name of the Certificate/Licence is displayed here.
Employee	The name of the Employee that this Certificate/Licence relates/belongs to is displayed here.
Status	The status of the Certificate/Licence is displayed here.
Expires On	The date on which the Certificate/Licence expires is displayed here.
Cost	The cost (if any) of the Certificate/Licence is displayed here.
Action	Create New - allows the User to create a new Certificate/Licence. Add to Course Waiting List - allows the User to add the Employee to the waiting list for the Course they need to take to renew the Certificate/Licence. Add to Event Waiting List - allows the User to add the Employee to the waiting list for the Event they need to take to renew the Certificate/Licence. Renew - allows the User to renew the Certificate/Licence. Validate - allows the User to validate a Certificate/Licence. Reject - allows the User to reject a Certificate/Licence.

Compliance Management Widget – Background Checks Folder

This Folder displays all the Background Checks held by Employees and their current status. It also allows Users to create new and/or validate Background Checks for Employees.

The types of Background checks include:

Visas.
Police checks.
Working with Children checks.

Field Name	Description
Search	This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New	Allows the User to create a new Background Check record for an Employee.
Filter	Allows the User to "Filter" Background Check records by Tag or Filter: E.g. Visa, Police check etc.
<Expiring Tab</b>	Displays all the Background Checks that are expiring within the next three months.
<Expired Tab</b>	Displays all the Background Checks that have expired and need renewing.
<Active Tab</b>	Displays all the Background Checks that are current (and don’t fall under the other two tabs/categories above).
<From Applicant Tab</b>	Displays all the Background Checks that need to be validated by HR to ensure that all Background Checks nominated by the Applicant during the recruitment process are in fact valid.
ID	This is the ID of the Background Check.
Background Check Name	The name of the Background Check is displayed here.
Employee	The name of the Employee that this Background Check relates/belongs to is displayed here.
Status	The status of the Background Check is displayed here.
Expires On	The date on which the Background Check expires is displayed here.
Cost	The cost (if any) of the Background Check is displayed here.
Action	Create New - allows the User to create a new Background Check. Renew - allows the User to renew the Background Check. Validate - allows the User to validate a Background Check. Reject - allows the User to reject a Background Check.

Compliance Management Widget – Education & Qualifications Folder

This Folder displays all the Education & Qualifications held by Employees and their current status. It also allows Users to create new and/or validate Education/Qualifications for Employees.

The types of Education/Qualifications include:

Degrees.
Diplomas.
Certificates.

Field Name	Description
Search	This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New	Allows the User to create a new Education/Qualification record for an Employee.
Filter	Allows the User to "Filter" Education/Qualification records by Tag or Filter: E.g. Degree, Diploma etc.
<Expiring Tab</b>	Displays all the Education/Qualifications that are expiring within the next three months.
<Expired Tab</b>	Displays all the Education/Qualifications that have expired and need renewing.
<Active Tab</b>	Displays all the Education/Qualifications that are current (and don’t fall under the other two tabs/categories above).
<From Applicant Tab</b>	Displays all the Education/Qualifications that need to be validated by HR to ensure that all Education/Qualifications nominated by the Applicant during the recruitment process are in fact valid.
ID	This is the ID of the Education/Qualification.
Education/Qualification Name	The name of the Education/Qualification is displayed here.
Employee	The name of the Employee that this Education/Qualification relates/belongs to is displayed here.
Status	The status of the Education/Qualification is displayed here.
Expires On	The date on which the Education/Qualification expires (if it expires) is displayed here.
Cost	The cost (if any) of the Education/Qualification is displayed here.
Action	Create New - allows the User to create a new Education/Qualification record. Add to Course Waiting List - allows the User to add the Employee to the waiting list for the Course they need to take to update the Education/Qualification. Add to Event Waiting List - allows the User to add the Employee to the waiting list for the Event they need to take to update the Education/Qualification. Renew - allows the User to renew the Education/Qualification. Validate - allows the User to validate a Education/Qualification. Reject - allows the User to reject a Education/Qualification.

People and Culture Dashboard Widgets