Setting up Team Dashboards

From Subscribe-HR Wiki Help

(Difference between revisions)
Jump to: navigation, search
(Manager Widget - Personal Information)
Line 96: Line 96:
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.
-
===Manager Widget - Personal Information===
+
===Manager Widget - Search Team Member Personal Information===
# Name
# Name
# Job
# Job

Revision as of 03:59, 15 July 2020

Dashboard Widget Colours - Themes

You can change the Rounding of the Edges of the Widgets in the Dashboard Interface by selecting the Left Menu Active Colour option from System Settings --> Themes --> Colours ---> Dashboard Widget --> Dashboard Widget Corners. You can also change the Colours of the Dashboard by updating the Font Colour in Themes. Team Dashboards will start to be released in 2020. Towards the end of the year.

Contents


Team Dashboard Widget Standard Types

The Types Dashboard Tabs that are available in Subscribe-HR:

  1. My Info Widget - Personal Information.
  2. Manager - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
  3. People and Culture - HR Manager and HR Team can use this Tab to Manage the organisation. People and Culture will have this Tab + Manager Tab + My Info Tab.
  4. Performance Management - Allows Employees, Manager and People and Culture to manage Reviews, Catch-ups, PDP's and Goals. Access to information will be based on the User Role. Employees see their own information. Managers see their team + their own information and People and Culture see everything + their team + their own information.
  5. Recruitment - For Recruiters who need to manage the Recruitment Process.
  6. Onboarding - For Onboarding New People.
  7. Reporting and Metrics - Contains Standard Reports + HR Metrics based information.
  8. SA - Contains system usage and system configuration including billing information.
  9. Please note that you can create any type of widget that is needed. This can be done using the Widget Building which is located in the Developer Solution. You can set-up Widget permissions in Groups / Permissions.

There is a restriction of 10 Widgets Per Dashboard Tav. Dashboard Tabs can be created by you are required. Standard Dashboard Widgets are for: Employees, Managers, People and Culture, Recruiters, HR Metrics Reporting, Onboarding and Offboarding and System Admins Stats.

My Info Dashboard Option

This User Tab Contains Widgets:

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

My Info Widget - Personal Information

  1. Name
  2. Job
  3. Location

My Info Widget - Time off and Pay

  1. Name
  2. Job
  3. Location

My Info Widget - Tasks and Notifications

The Tasks and Notifications Widget allow users who have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows. 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.
This is a list of Standard "Tasks and Notifications" functionality.

  1. Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
  2. Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
  3. Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
  4. Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
  5. Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
  6. Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
  7. My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
  8. Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
  9. Date Range - Search Tasks and Notifications by Date Range.

Line Item / Tasks in Widget - Tasks and Notifications

Field Name Description
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 is Due
Filter Task Tags
Actions Text that show what needs to be done

Manager Dashboard Option

This User Tab Contains Widgets:

  1. 4 Small Information Display Widgets
  2. Search Team Personal Details
  3. Search Team Off and Pay
  4. Search Team Tasks and Notifications
  5. Search Team 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.

Manager Widget - Search Team Member Personal Information

  1. Name
  2. Job
  3. Location

Manager Widget - Time off and Pay

  1. Name
  2. Job
  3. Location

Line Item / Tasks in Widget - Tasks and Notifications

The Tasks and Notifications Widget for Managers allows the Manager to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on Team Members. 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.
This is a list of Standard "Tasks and Notifications" functionality.

  1. Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
  2. Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
  3. Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
  4. Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
  5. Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
  6. Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
  7. My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
  8. Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
  9. Date Range - Search Tasks and Notifications by Date Range.

Line Item / Tasks in Widget - Tasks and Notifications

Field Name Description
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 is Due
Filter Task Tags
Actions Text that show what needs to be done



File:subscribehr_logo.gif

Personal tools