People and Culture Widgets

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(Performance Management - Reviews Tab)
(Performance Management - Reviews Tab)
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<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
 
<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
 
<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
 
<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Review In Progress</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Active</font></td>
 
<td width="206"><font face="Arial" size="2">Active</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">Clicking this will display all currently active performance reviews. The number in brackets displays the total number of active reviews.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Completed</font></td>
 
<td width="206"><font face="Arial" size="2">Completed</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">Clicking this will display all completed performance reviews. The number in brackets displays the total number of completed reviews.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Overdue</font></td>
 
<td width="206"><font face="Arial" size="2">Overdue</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">Clicking this will display all performance reviews that are incomplete and is past their due date. The number in brackets displays the total number of overdue performance reviews.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Not Started</font></td>
 
<td width="206"><font face="Arial" size="2">Not Started</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">Clicking this will display all reviews that have not been started by the employee.</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">No Review</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Performance Deployments</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Search</font></td>
 
<td width="206"><font face="Arial" size="2">Search</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">This is a free text field that allows user to filter down the list to specific keywords entered here.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">ID</font></td>
 
<td width="206"><font face="Arial" size="2">ID</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">This is the ID of the deployed performance review.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Review Name</font></td>
 
<td width="206"><font face="Arial" size="2">Review Name</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">The name of the review will display here.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Employee</font></td>
 
<td width="206"><font face="Arial" size="2">Employee</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">The name of the employee that this performance review is for will display here.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Status</font></td>
 
<td width="206"><font face="Arial" size="2">Status</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">The current step of the review will appear highlighting the assignees to complete. A green tick will appear next to the assignees that have completed their task. The current step and step due date will also appear.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Due Date</font></td>
 
<td width="206"><font face="Arial" size="2">Due Date</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">The due date of the performance review will appear here.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Progress</font></td>
 
<td width="206"><font face="Arial" size="2">Progress</font></td>
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
+
<td width="484"><font face="Arial" size="2">The percentage bar here represents the progress of the review starting from 0% (not started) to 100% (complete)</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>

Revision as of 05:29, 24 February 2021

People and Culture Dashboard Option

This User Tab Contains Widgets:

  1. 4 Small Information Display Widgets
  2. Search All Personal Details
  3. Search All Time Off and Pay
  4. Search All Tasks and Notifications
  5. Search All Company Policies

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 Information

  1. Name
  2. Job
  3. Location

People and Culture Widget - Search Time off and Pay

  1. Name
  2. Job
  3. Location

People and Culture Widget - Tasks and Notifications

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 "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself. If a Manager has Delegated their Tasks and Notifications to System Administration Users / People and Culture, People and Culture Users will see these Tasks and Notifications in this Widget.

Field Name Description
Today Shows the user what Tasks and Notifications for "Today". The numbers will indicate how many items are relevant.
Upcoming Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
Overdue Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
Completed Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
My Sent Tasks Shows the user what Tasks and Notifications have been sent by the 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, Delegated etc.
Date Range Search Tasks and Notifications by a specified Date Range.
Delegation Allows People and Culture users to search for an employee and delegate tasks and notifications to their Manager or other People and Culture SA Users
+ 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 Test Search e.g. Search on Task Name - Birthdate or Persons Name.
Task Name Name of Task. E.g. Birthdate Reminder
Assigned To 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
Due Date The Date the reminder or task is due.
Filter (column) Filter tags selected against the task will appear under here.
Actions Actions such as task approvals can be done through this selection.

People and Culture Widget - Company Policies

The People ad Culture Company Policies Widget allow HR - SA Users to access their Team's Company Policy Activity. The People and Culture user can search for Any Employee and then use Filters to see which Company Policies need to be attended too. People and Culture users can Resend an 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.

Search Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for
Incomplete Shows Policies for the User that are no yet Opened and Read
Completed Show Policies that are Opened and Read
Filter Allows for Filter to be formed based on: Opened, Unopened, Read, Unread
Policy Select the Policy that you want to use in Filter. E.g. Search for Employee, Select Filter and then Policy
Select A Policy Allows User to Select the Policy they want to see details on
Policy Name The name of the Policy entered by the creator of the Policy
Opened Tick showing if the person has Opened the Policy. This will automatically tick if this is done
Read This will automatically tick once the Person has Agreed to the Policy after opening
Type This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew
Send Reminder Allows People and Culture to Resend Notification if the Person has not Open, Read - Confirmed the Policy. This option will not be available if the Company Policy has Expired
No Policies Shows People that have received "No Policies". Allows People and Culture to send Company Policies to people/employees that have not received any as this is a Risk to the business as they will not be aware of Company Policies.
Created Date when the Policy was created for the Employee to Read and Agree too

People and Culture - Announcements and Acknowledgements

This widget allows for People and Culture users to view Announcements and Acknowledgements that have been posted by them through the START Wizard - Announcements and Acknowledgements.

Field Name Description
Announcement Tab This tab displays all active and expired announcements posted by users.
Acknowledgement Tab Clicking this tab will display all acknowledgements posted by users.
Create Announcement (Under Announcement Tab) Top Right of the Widget. Starts the New Announcement Wizard, for you to be able to create a new announcement. This is also available from the "START" options
Active (Under Announcement Tab) Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcement Tab) Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcement Tab) This is a free text field that you can use to filter down the list to specific wording you enter here.
Title (Under Announcement Tab) This is the title of the created announcement.
Type (Under Announcement Tab) This is the type of the announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcement Tab) This is the date and time the announcement was created.
Expire Date (Under Announcement Tab) The announcement's expiry date. Once this date has come, the announcement will move over to the Expired section.
Acknowledgement (Under Announcement Tab) Acknowledgements made to employees and/or locations and/or departments will display here.
Survey (Under Announcement 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.
Action (Under Announcement Tab) Use this dropdown to edit or delete an announcement. Clicking Edit will allow you to update details such as the Announcement Title, Announcement Type, To Date, Content, Acknowledgements linked to the announcement.
Create Acknowledgement (Under Acknowledgement 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 Acknowledgement Tab) This is a free text field which allows you to filter acknowledgement list down to specific keywords you enter here.
Create Date (Under Acknowledgement Tab) This is the date and time the acknowledgement was created.
Keyword (Under Acknowledgement Tab) Keywords entered upon creation of acknowledgement will display here as hashtags.
Likes (Under Acknowledgement 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 Acknowledgement 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 (Under Acknowledgement Tab) Employees, locations and/or departments that have been acknowledged will display here.
Action (Under Acknowledgement Tab) Use this dropdown to edit or delete acknowledgements. When you click Edit, you are able to edit the keywords of acknowledgement, the content and the acknowledged employees.

People and Culture Widget - Training

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.

XXXXXX XXXXXXXXXXXXXXX
XXXXXX XXXXXXXXXXXXX
XXXXXX XXXXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXX
XXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXX XXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXX

Performance Management

The Performance Management Widget allows People and Culture users to track employee performance reviews deployed within the system.

Performance Management - Reviews Tab

Clicking this tab will display all employee reviews.

Field Name Description
Review In Progress XXXX
Active Clicking this will display all currently active performance reviews. The number in brackets displays the total number of active reviews.
Completed Clicking this will display all completed performance reviews. The number in brackets displays the total number of completed reviews.
Overdue Clicking this will display all performance reviews that are incomplete and is past their due date. The number in brackets displays the total number of overdue performance reviews.
Not Started Clicking this will display all reviews that have not been started by the employee.
No Review XXXX
Performance Deployments XXXX
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 deployed performance review.
Review Name The name of the review will display here.
Employee The name of the employee that this performance review is for will display here.
Status The current step of the review will appear highlighting the assignees to complete. A green tick will appear next to the assignees that have completed their task. The current step and step due date will also appear.
Due Date The due date of the performance review will appear here.
Progress The percentage bar here represents the progress of the review starting from 0% (not started) to 100% (complete)
Action XXXXXXXXXXXXXXXXXXXXXXXXX



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