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	==SA Billing Summary==		==SA Billing Summary==

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Revision as of 01:02, 27 September 2022

System Summary Dashboard

To Navigate to this Dashboard and the Widgets (and access System Summary information) 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 "System Summary."
• When the System Summary Dashboard opens, scroll down to the Widget you need to view.

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

• Leavers.
• Active employees.
• Excess data.
• SA Users.

2. 8 Large Information Display Widgets:

• SA Solution Summary.
• SA System Summary.
• SA Billing Summary.
• SA GAP Summary.
• SA Users Summary.
• SMS Summary.
• Disk Space Summary.
• Inactive Records Summary.

These widgets can be moved around in the Dashboard. The large Widgets can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to Widgets.

Solution Summary

1. Total Applicants
2. Total Vacancies
3. Total Onboarding
4. Total Crossboarding
5. Total Offboarding
6. Total Employees
7. Total SHaRe Canvases
8. Total Performance Reviews
9. Total Leavers

System Summary

1. Standard Workflows
2. Custom Workflows
3. Total Workflows
4. Customer Reports
5. Standard Reports
6. Total Workflows Sent
7. Total Logins
8. Total Custom Fields
9. Total Custom Objects

SA Billing Summary

1. ID
2. Period
3. Active Employee Total
4. Inactive Employee Total
5. Excess Data
6. No. Of SA Users
7. Action - View

SA Solution Summary

This widget allows System Administrator Users to see key information based on the amount of data being processed by Subscribe-HR. E.g. Vacancies, Applicants, Employee etc.

Field Name	Description
Total Applicants	Total Number of Applicants managed. Since System Implementation
Total Vacancies	Total Number of Vacanices managed. Since System Implementation
Total Onboarding	Total Number of people Onboarded. Since System Implementation
Total Crossboarding	Total Number of people Crossboarded. Since System Implementation
Total Offboarding	Total Number of people Offboarded. Since System Implementation
Total Employees	Total Number of Employees including Leavers. Since System Implementation
Total SHaRe Canvases	Total Number of SHaRe Canvses - Surveys in the system. Regardless of type
Total Performance Reviews	Total Number of Performance Reviews Conducted
Total Leavers	Total number of people who have left the business but are in the system marked as "Leavers".

SA System Summary

The SA System Summary widget shows key System stats to to with over usage of other key part of the system including: Number of user Logins. Number of Workflows Sent etc.

Field Name	Description
Standard Workflows	Standard Number of Workflows that come with the system
Custom Workflows	Workflows that have been set-up for you or ones that your users have created that are not standard
Total Workflows	Addition of Standard + Customer Workflow. Showing Total
Custom Reports	Total Number of Reports that have been Written outside of the Standard Reports
Standard Reports	Total Number of Standard Reports that come with the system
Total Workflows Sent	Number of Workflows sent out by the system
Total Logins	Total Number of Logins into the system
Total Custom Fields	Number of user fields that have been added into the system over and above the fields that come with the system as standard
Total Custom Objects	Total Number of Objects that have been added, over and above the standard Objects that come with the system

SA Billing Summary

The SA Billing Summary shows a snap shot of the billing invoice which is used for invoicing.

Field Name	Description
ID	ID of the Bill for that Period
Period	Billing Period
Active Employees Total	Number of Total Inactive Employees. Non Leavers
Inactive Employees	Total Number of Inactive Employees. Marked as Leaver
Excess Data	Excess Data used in the system. Over and above the 5 GB each customer gets as part of their standard system
Number of SA Users	Total Number of SA (System Admin) User. Each system comes with 5 as part of the subscription
Action	You can view this information in a form by selecting this option