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 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 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, People and Culture Users will see these Tasks and Notifications in this Widget.

Field Name	Description
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.
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
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 Widget - Company Policies

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

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 people who have been linked to their related Announcements and Acknowledgements.

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 (Under Announcements Tab)	Acknowledgements made to employees and/or locations and/or departments will display here.
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 (Under Acknowledgements Tab)	Employees, locations and/or departments that have been acknowledged will display here.
Action (Under Acknowledgements 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.

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People & Culture Widget - Performance Management

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

How to use the Deployment Wizard for Cycle based Performance Reviews

Click onto "Select Review Process" button which is located on the top right corner of the Performance Management widget.
A light box will appear prompting you to select from a dropdown the review type. Select "Based on Cycle"
Click "Submit"
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.
To start creating 'Cycle' based performance review, click on "Create Review".
A light box appear confirming the review method being based on 'Cycles'. Click "Delete" to remove the 'Cycle' method. Otherwise click "Activate" to turn it on and start deploying reviews.
You can now click onto "Deploy Review" to deploy a new performance review based on 'Cycles'. This will take the user through the "New Performance Review" wizard.
You can remove the 'Cycle' method by clicking onto "Stop Review Process". Confirmation will appear allowing you to cancel or 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.
2. A light box 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 display on the top right of the widget.
5. To start creating 'Start Date' based performance review, click on "Create Review."
6. You will then be prompted to enter in details for the review. This includes:

Name - The name of the performance review.
Performance Review Template - Select the performance canvas that will be used to 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.

Field Name	Description
Reviews Tab	Clicking this tab will display all employee reviews.
Select Review Process	Clicking this will trigger a popup that will enable users to select whether reviews should be deployed based on a cycle or by employee start date.
Create Review	If based on Cycle, popup will display enabling users to activate cycle review deployment. If based on Start Date, popup will display enabling you to enter in performance workflow details including Name, Template, Workflow and Copy From Previous Review prior to activation.
Current Review Method	This is shown to display the type of Review process being run e.g. Deployment Cycle or Based on Start Date.
Stop Review Process - RED Button Allows you to STOP the review proces being used.	Stop for START Date or Cycle Method. Please note that this will complete all review as of that date. Information in the review can be seen up until that date.
Deploy - GREEN Button	If you have activated a Cycle based Deployment method, using this Button, you can Define each Cycle's Profile and send to People, Departments etc.
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 - Only Relevant to Cycle - Deployments	Clicking this will display all employees who currently have no deployed performance review. The number in brackets displays the total number of employees with no current reviews.
Deployments	Clicking this will display all performance workflows that have been created. The number in brackets displays the total number of deployments.
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	Open Review - allow user to open and complete current performance step Reopen Step - allow user 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 - allow user to force start the next step. Delete - allows user to delete the employee performance review Manage Peers - Allow users to manage peers if there is a "Define Step - Peers" and the review is not yet completed. Create Deployment (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 for deployment. Action link will allow deployment performance review for a single user. Cancel Deployment (Deployments Tab) - Cancel deployed employee performance review. View Reporting (Deployment Tab) - View reporting for this particular deployment.
Goals Tab	Clicking into this tab will display all Goals relating to the all employees within the system. Goals can be entered without using a Review Cycle. If your Performance Workflow Cycle includes a Goals Define step, you can create the Goals in the Review Process or directly from this Tab using "Create Goals". 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.
+ Create Goal	Clicking this will allow users to create goals for employees. Goals will be created through the New Performance Goal wizard.
Active	Clicking this will display all Goals that are set to an active status. The number in brackets displays the total number of Active Goals/PDP.
Completed	Clicking this will display all Goals that have been completed. The number in brackets displays the total number of Completed Goals/PDP.
Overdue	Clicking this will display all Goals that have not been completed and have passed their Due Date. The number in brackets displays the total number of Overdue Goals/PDP.
Not Started	Clicking this will display all Goals that have a Not Started status. The number in brackets displays the total number of Goals/PDP that have yet to be started.
Cancelled	Clicking this will display all Goals that have been cancelled. The number in brackets displays the total number of cancelled Goals.
Search Topic	This is a free text field that allows the user to filter down the list of Goals to specific keywords entered here.
Employee	The relevant employee's name will appear under here.
Goal Name	Name of the Goal
PDP	The related Performance Development Plan will display here.
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.
Training	This is show if you click on PDP - YES. Click on the Yes Link to view the PDP and the training that has been linked. Note - A Course Waiting List can be selected if you choose Training Intervention for a Goal.
Status	The status of the goal will display here. This can be Incomplete, Complete or Cancelled.
Due Date	The goal's due date will appear here.
Action	This dropdown will allow user to edit their team's and their own goals.
Catch-ups Tab	Clicking into this tab will display all Catch-ups relating to all employees within the system.
+ Create Catch-up	Clicking onto this will allow the user to create a Catch-up for an employee. This will be created through the Create a Catch-up wizard.
Active	Clicking this will display all Catch-ups with an active status.
Upcoming	Clicking this will display Catch-ups that are yet to happen at a future date.
Completed	Clicking this will display completed Catch-ups.
Search Topic	This is a free text field which allows users to filter down the list of Catch-ups to keywords entered here.
Topic	The relevant topic of the Catch-up will display under this column.
Employee	The relevant employee the Catch-up is related to will display here.
Catch-up Date	The date of the catch-up will display under this column.
Action	Start Conversation - Use this to Start the conversation for the Catch-up. Reply - Use this to reply to the conversation Complete Catch-up - Set status on a Catch-up as "Complete" Create Next Catch-up - Use this to create a following Catch-up.

People & Culture Widget - Timesheets Management

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 Widget - Time Off Management

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 Widget – HR Surveys

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 and Culture Dashboard Widgets

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