People and Culture Dashboard Widgets

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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.
 
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.
  
<b>Note: Notifications about Core-HR and Performance Management related Tasks and Reminders can be accessed via two locations:
+
<b>Note:</b> Notifications about Core-HR and Performance Management related Tasks and Reminders can be accessed via two locations:
 
*System Inbox: click on the small envelope in the top right corner of the System - just to the left of your name (after you click on it a menu opens - scroll down and select 'See all Alerts' - which will open the inbox).
 
*System Inbox: click on the small envelope in the top right corner of the System - just to the left of your name (after you click on it a menu opens - scroll down and select 'See all Alerts' - which will open the inbox).
 
*The Tasks & Notifications Widget on the People & Culture Dashboard.
 
*The Tasks & Notifications Widget on the People & Culture Dashboard.

Revision as of 01:20, 29 November 2021

Contents

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.

Note: Notifications about Core-HR and Performance Management related Tasks and Reminders can be accessed via two locations:

  • System Inbox: click on the small envelope in the top right corner of the System - just to the left of your name (after you click on it a menu opens - scroll down and select 'See all Alerts' - which will open the inbox).
  • The Tasks & Notifications Widget on the People & Culture Dashboard.


People and Culture Widget - Search Team Member Personal Details

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

  1. Name.
  2. Job.
  3. Email address.
  4. Phone Number.
  5. Department.
  6. Location.
  7. Salary.
  8. 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:

  1. Annual leave.
  2. Personal leave.
  3. Time in Lieu.
  4. Timesheets.
  5. Payslips.
  6. 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).

Note: Tasks & Notifications will appear in this Widget in the following manner:

  • My Info Dashboard- Users see Tasks & Notifications that relate to them as an Employee only.
  • Manager Dashboard - Users see Tasks & Notifications that relate to their role as a Manager. Therefore only Tasks & Notifications for actions the Manager needs to take in relation to their Team Members appear in the Widget on this Dashboard.
  • People & Culture Dashboard - Users see Tasks & Notifications that relate to them as a People & Culture User. Therefore Tasks & Notifications related to their management of all appear in the Widget on this Dashboard.


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:
  1. 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).
  1. Click "Activate" to activate these settings.
  2. 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.

NOTE: Company Policies can be associated with 'Jobs,' 'Departments,' or 'Locations,' although Jobs are the primary association used. If a Job you're creating for a New Employee for doesn't have (a) Company Policy/(ies) assigned to it, you will not be able to complete this step and will be required to send Company Policies later via the Widget (from the 'No Policies Tab). It is therefore recommended that Users create and assign (a) Company Policy/(ies) to the Job (or Department/Location) via the Company Policies Wizard before you create a New Employee and place them in a Job.

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.

[Coming Soon]


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.
Actions This dropdown allows user to perform either of the following:
  • 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.
Actions This dropdown allows user to perform either of the following:
  • Cancel - Cancel the timesheet.
  • View - View the timesheet.
  • Authorise - Authorise the timesheet.
    • Note: Users can include multiple Employees in the Authorisation process. The original recipient of the Authorisation request has the option to 'Authorise' or 'Forward' the Authorisation. If Authorised, the request is completed. If forwarded, it is assumed that the forwarding Employee has given their Authorisation for that request and is forwarding the request on tot he next Authoriser. This process can be done multiple times. When forwarded, the request isn't completed/full Authorised until the an Employee (the most senior or final in the process) selects 'Authorise.' This completes the Authorisation process. A history of all Employees with a date and time stamps is added to the Authorisation request each time it is forwarded, so that all previous Authorisations can be seen by the subsequent Employee.
  • 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.
Actions 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.
    • Note: Users can include multiple Employees in the Authorisation process. The original recipient of the Authorisation request has the option to 'Authorise' or 'Forward' the Authorisation. If Authorised, the request is completed. If forwarded, it is assumed that the forwarding Employee has given their Authorisation for that request and is forwarding the request on tot he next Authoriser. This process can be done multiple times. When forwarded, the request isn't completed/full Authorised until the an Employee (the most senior or final in the process) selects 'Authorise.' This completes the Authorisation process. A history of all Employees with a date and time stamps is added to the Authorisation request each time it is forwarded, so that all previous Authorisations can be seen by the subsequent Employee.
  • 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.
Actions (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.
Actions (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 – Compliance Management Widget

The Compliance Management Widget allows People and Culture users to view, track and manage Employee compliance in relation to certificates & licences, background checks and education & qualifications. P&C Users can validate (or reject) the records supplied by Applicants during the application process (and transferred to the Employee Record when a New Employee was created from Applicant), as well as creating new records.

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 using the Compliance Management Wizard.
Filter Allows the User to "Filter" Certificates/Licences records by Tag or Filter: E.g. Licence name/type, Certificate name/type.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Expiring Filter Contains a dropdown list of timeframe filters. The default is set to three months, but Users can also change the view to display what's expiring in different timeframes (up to a year).
Expiring Tab Displays all the Certificates & Licences that are expiring within the next three months.
Expired Tab Displays all the Certificates & Licences that have expired and need renewing.
Active Tab Displays all the Certificates & Licences that are current (and don’t fall under the other two tabs/categories above).
From Applicant Tab 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.
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.
Checked By The name of the Employee who validated/rejected the Certificate/Licence is displayed here.
Checked Date The date on which the Certificate/Licence was validated is displayed here.
Certificate/Licence Name The name of the Certificate/Licence is displayed here. Users can click on the name and this will open/display the Certificate/Licence in a pop-up/lightbox.
Expiry Date The date on which the Certificate/Licence expires is displayed here.
Previous If the current Certificate/Licence has been renewed based on a previously existing Certificate/Licence, the ID of the previous Certificate/Licence record is is displayed here.
Current If the Certificate/Licence has expired and a new Certificate/Licence record created based on renewing that Certificate/Licence, the ID of the new record is is displayed here.
From Applicant The name of the Applicant (from which the Employee record was created) that this Certificate/Licence relates/belongs to is displayed here (on the 'From Applicant' Tab only).
Cost The cost (if any) of the Certificate/Licence is displayed here.
Actions

Create New - allows the User to create a new Certificate/Licence. It is mandatory as part of this step for Users to attach a copy of the Certificate/Licence to validate/keep a record of it.
Edit - allows the User to edit the Certificate/Licence.
View - allows the User to view a copy of the Certificate/Licence.
Add to Course Waiting List - allows the User to add that Employee to a Course Waiting list to renew or do any extra training required to maintain that Certificate/Licence.
Add to Event Waiting List - allows the User to add that Employee to an Event waiting list to renew or do any extra training required to maintain that Certificate/Licence.
Renew - allows the User to renew the Certificate/Licence.
Validate - allows the User to validate the Certificate/Licence of an Applicant/Employee (on the 'From Applicant' Tab only).
Reject - allows the User to reject an invalid Certificate/Licence that has been transferred from an Applicant record (on the 'From Applicant' Tab only).


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 using the Compliance Management Wizard. It is mandatory as part of this step for Users to attach a copy of the Background Check to validate/keep a record of it.
Filter Allows the User to "Filter" Background Check records by Tag or Filter: E.g. Visa, Police check etc.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Expiring Tab Displays all the Background Checks that are expiring within the next three months.
Expired Tab Displays all the Background Checks that have expired and need renewing.
Active Tab Displays all the Background Checks that are current (and don’t fall under the other two tabs/categories above).
Pending Tab Displays all the Background Checks that need to be conducted/completed.
From Applicant Tab 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.
Failed Tab Displays all the Background Checks that have resulted in a negative/failed result.
All Tab Displays all the Background Checks (from each of the above categories) on one tab.
ID This is the ID of the Background Check.
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.
Checked By The name of the Employee who validated/rejected the Background Check is displayed here.
Check Date The date the Background Check was passed or failed is displayed here.
Background Check Type The type of Background Check is displayed here. Users can click on the name and this will open/display the Background Check in a pop-up/lightbox.
Expires In The number of days until the Background Check expires.
Cost The cost (if any) of the Background Check is displayed here.
Supplier The organisation or governing body from which the Background Check was sourced is displayed here.
Actions
  • Edit - allows the User to edit a Background Check.
  • View - allows the User to view the Background Check.
  • Renew - allows the User to renew a 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 using the Compliance Management Wizard.
Filter Allows the User to "Filter" Education/Qualification records by Tag or Filter: E.g. Degree, Diploma etc.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Check Pending Tab Displays all the Education/Qualifications records that have been entered into the System and are awaiting validation.
Active Tab Displays all the Education/Qualifications that are current and have been validated.
Failed Displays all the Education/Qualifications that failed to be validated.
From Applicant Tab 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. Users can click on the name and this will open/display the Education/Qualification in a pop-up/lightbox.
Education/Qualification Institute The name of the Institute at which the Education/Qualification was gained 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.
Checked By The name of the Employee who validated/rejected the Education/Qualification is displayed here.
Check Date The date on which the Education/Qualification was validated is displayed here.
Qualification Type The type of the Education/Qualification is displayed here.
Previous If there was a previous Education/Qualification, a link to it is displayed here.
Actions
  • Edit - allows the User to edit a Education/Qualification.
  • View - allows the User to view the Education/Qualification.
  • Validate - allows the User to validate a Education/Qualification.
  • Reject - allows the User to reject a Education/Qualification.


People & Culture – WHS Incident Widget

The WHS Incident Widget allows People and Culture users to view, track and manage WHS Incidents to ensure compliance with Work, Health and Safety regulations.

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 WHS Incident for an Employee using the WHS Incident Wizard.
Active Tab Displays all the currently active WHS Incidents.
Resolved Tab Displays all the WHS Incidents that have been resolved.
Filter Allows the User to "Filter" WHS Incident records by level of importance: E.g. high, medium, low.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Date/Timeframe Search Allows the User to "Filter" WHS Incident records based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month.
Employee Name Displays the name of the Employee who was injured.
Incident Details Displays a description of Incident reported.
Incident Type Displays the type of Incident reported.
Level of Importance Displays the level of importance related to the Incident. The options are:
  • High: Red.
  • Medium: Orange.
  • Low: Blue.
Date Reported Displays the number date on which the Incident was reported.
Days Open Displays the number of days the Incident has been open (if not yet resolved).
Reported By Displays the Employee by whom the Incident was reported.
Attachment Displays any attachments related to the Incident.
Actions
  • View - allows the User to view the Incident.
  • Resolve - allows the User to resolve and close the Incident.


People & Culture – HR Questions Widget

The HR Questions Widget allows People and Culture users to view, track and manage HR Questions to ensure they are sent to the right person and responded to in a timely manner. People & Culture Users can also create FAQs, which are then available to all Users via the FAQs Tab.


HR Questions Widget - Questions Folder

Allows People and Culture Users to create and assign Questions to other Employees, or to Reassign Questions that they are not the best placed person to answer.

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 HR Question for an Employee using the HR Questions Wizard.
Active Tab Displays all the currently active HR Questions (that have not yet been responded to and Completed).
Completed Tab Displays all the HR Questions that have been responded to and Completed.
All Tab Displays all the HR Questions - both Active and Completed.
Reassigned to Me Displays all the HR Questions that have been Reassigned to that User. If an HR Question is initially sent to someone who is not the most appropriate person to respond to that Question, the Receiver can Reassign it to someone more appropriate to respond.
Filter Allows the User to "Filter" HR Questions by level of importance: E.g. high, medium, low.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Employee Name Displays the name of the Employee who submitted the Question.
Ticket Number Displays a ticket number for each HR Question submitted, the higher the number, the more recently the Question was submitted.
Question Type Displays the type of Question asked. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
Question Details Displays a snippet of the Question asked (approximately 15 characters)
Days Open Displays the number of days the Question has been open (without being answered).
Level of Importance Displays the level of importance related to the Incident. The options are:
  • High: Red.
  • Medium: Orange.
  • Low: Blue.
Date Sent Displays the date on which the Question was sent.
Attachments Displays any attachments associated with the Question.
Actions
  • Create New - allows the User to create a new Question.
  • View - allows the User to view the Question.
  • Reassign - allows the User to Reassign the Question to a more appropriate responder.
  • Start Conversation - allows the User to start a conversation about the Question/Question topic.
  • Respond - allows the User to respond to the Question.
  • Complete - allows the User to complete the Question and close it.


HR Questions Widget - FAQs Folder

Allows People and Culture Users to create FAQs that are then available as a resource for all 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 FAQ.
Active Tab Displays all the currently Active FAQs.
Unpublished Tab Displays all the draft/unpublished FAQs.
Archived Tab Displays all the Archived FAQs.
Category Displays the type of the FAQ. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
Details Displays a short summary of the FAQ.
Owner Displays the Departmental owner of the FAQ. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
  • Customer Service.
  • Environmental.
  • Executive Management.
  • Finance & Admin.
  • Operations.
  • Sales.
  • Sales & Marketing.
  • Information Technology.
  • Human Resources.
  • OH&S.
Created Date Displays the date the FAQ was created.
Updated Date Displays the date the FAQ was updated (if it has been updated).
Actions
  • Create New - allows the User to create a new FAQ.
  • View - allows the User to view the FAQ.
  • Edit - allows the User to edit the FAQ.
  • Publish - allows the User to Publish a draft FAQ.
  • Archive - allows the User to Archive an FAQ.
  • Reactivate - allows the User to Reactivate an Archived FAQ.


People & Culture - Search Employee Widget

[Coming Soon]

Allows Users to search for Employees and see their current details.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
First Name Displays the First Name of the Employee.
Last Name Displays the Last Name of the Employee.
Job Title Displays the Job Title of the Employee.
Department Displays the Department of the Employee.
Phone/Ext Displays the Phone Number and/or Extension of the Employee.
Email Address Displays the Email Address of the Employee.



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