Team-Dashboard

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Team Dashboards is in the Release Planning Process. The release will Start in July of 2020. Team Dashboard Widgets will include: Tasks and Notifications: Send to Self. Manager. HR. Team Member. Performance Management: Goals, Catch-ups, PDP, Tracking of Reviews. Company Policies. General Details. Dashboard views will be able to be set-up for Employee: Manager: People and Culture: HR Metrics Reporting and Recruiters. Dashboard Widgets will be able to be easily created from our new Dashboard Widget Tool. This will allow you to easily and cost effectively create your own Widgets and Dashboards. Please stay tuned: New Release information will be sent out over the coming months. This part of the Wiki will be updated as the Development/ Build Phase is completed.
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===Dashboard Widgets and Wizards===
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*[[Dashboard-Widgets|Dashboard Widgets]]
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*[[Dashboard-Start-Wizards|Dashboard and Start Wizards]]
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{{page.name: Team Dashboards Solution: Setting up and managing Team Dashboards and Widgets- Subscribe-HR Wiki}}
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===Dashboard Widget Colours - Themes===
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{{page.head: Setting up Team Dashboards}}
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__TOC__
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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.
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These are the main Colour Setting that Impact on the Dashboards Widgets and START Wizard.
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# Dashboard Top 4 Widget Colour. You can select individual Colours for each of the Top 4 Small Widgets in the Team Dashboard.
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# Dashboard Start Button Colours. Colour for the "START" Button which is at the top right of the Dashboard. There is an option here for Hover Colour also.
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# Background Font Colour. Changes the Background colour of forms and the Team Dashboard.
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# Dashboard Widget Corners. You can also change the Colours of the Dashboard by updating the Font Colour in Themes.
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# Wizard Icon Colour. These are the Icons that are shown from the START Wizard. This colour will be applied to all Icons in the START Wizard.
===Team Dashboard Widget Standard Types===
===Team Dashboard Widget Standard Types===
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The Types Dashboard Widgets that are available in Subscribe-HR:  
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The Types Dashboard Tabs that are available in Subscribe-HR:  
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# Information Summary - Top Row of 4 Small Widgets which contain summary information. You can choose what summary information is displayed.
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# My Info - Personal Information.
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# Tasks and Notifications - Automated Task Management and Self-Assigned tasks, HR Assigned Tasks and Manager Assigned Tasks.
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# Manager - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
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# Leave Widget - Contains all Leave Related information
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# 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.
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# Personal Details Widget - Contains Personal Information, Team Information for Employees, Manager and People and Culture.
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# Recruitment - For Recruiters who need to manage the Recruitment Process.
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# Performance Management Widget - Allows Employees, Manager and People and Culture to manage Reviews, Catch-ups, PDP's and Goals.
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# Onboarding - For Onboarding New People.
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# Recruitment Widget - For Recruiters who need to manage the Recruitment Process.
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# 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.
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# HR Metric Reporting Widget - Contains HR Metrics Information based on best Practice HR KPI's
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# Reporting and Metrics - Contains Standard Reports + HR Metrics based information.
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# Subscribe-HR System Admin Stats Widget -  
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# SA - Contains system usage and system configuration including billing information.
# 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.  
# 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.  
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There is a restriction of 10 Widgets Per Dashboard. Dashboard Tabs can be created by you are required. Standard Dashboard Widgets are for: Employees, Managers, People and Culture, Recruiters, HR Metrics Reporting and System Admins Stats.
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There is a restriction of 10 Widgets Per Dashboard Tab. 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.
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===My Info Tab===
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This User Tab Contains Widgets:
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# 4 Small Information Display Widgets
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# Personal Details
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# Time Off and Pay
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# Tasks and Notifications
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# Company Policies
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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.
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===My Info Widget - Personal Information===
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# Name
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# Job
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# Location
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===My Info Widget - Time off and Pay===
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# Name
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# Job
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# Location
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===My Info Widget - Tasks and Notifications===
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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.
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This is a list of Standard "Tasks and Notifications" functionality.
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# <b>Search</b> - Text Search e.g. Search on Task Name - Birthdate or Persons Name.<br>
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# <b>Quick Task</b>- 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.<br>
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# <b>Today</b> - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.<br>
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# <b>Upcoming</b> - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.<br>
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# <b>Overdue</b> - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.<br>
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# <b>Completed</b> - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.<br>
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# <b>My sent Tasks</b> - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.<br>
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# <b>Filter</b> - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.<br>
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# <b>Date Range</b> - Search Tasks and Notifications by Date Range.<br>
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===Line Item / Tasks in Widget - Tasks and Notifications===
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<table border="1" width="100%" cellspacing="0">
 
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<tr>
 
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<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
 
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<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
 
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</tr>
 
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<tr>
 
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<td width="206"><font face="Arial" size="2">Task Name</font></td>
 
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<td width="484"><font face="Arial" size="2">Name of Task. E.g. Birthdate Reminder</font></td>
 
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</tr>
 
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<tr>
 
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<td width="206"><font face="Arial" size="2">Assigned To</font></td>
 
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<td width="484"><font face="Arial" size="2">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</font></td>
 
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</tr>
 
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<tr>
 
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<td width="206"><font face="Arial" size="2">Due Date</font></td>
 
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<td width="484"><font face="Arial" size="2">The Date the Reminder is Due</font></td>
 
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</tr>
 
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<tr>
 
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<td width="206"><font face="Arial" size="2">Filter</font></td>
 
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<td width="484"><font face="Arial" size="2">Task Tags</font></td>
 
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</tr>
 
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<tr>
 
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<td width="206"><font face="Arial" size="2">Actions</font></td>
 
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<td width="484"><font face="Arial" size="2">Text that show what needs to be done</font></td>
 
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</tr>
 
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</table>
 
<br><br>[[File:subscribehr_logo.gif]]
<br><br>[[File:subscribehr_logo.gif]]

Revision as of 23:54, 1 November 2020

Dashboard Widgets and Wizards

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.

These are the main Colour Setting that Impact on the Dashboards Widgets and START Wizard.

  1. Dashboard Top 4 Widget Colour. You can select individual Colours for each of the Top 4 Small Widgets in the Team Dashboard.
  2. Dashboard Start Button Colours. Colour for the "START" Button which is at the top right of the Dashboard. There is an option here for Hover Colour also.
  3. Background Font Colour. Changes the Background colour of forms and the Team Dashboard.
  4. Dashboard Widget Corners. You can also change the Colours of the Dashboard by updating the Font Colour in Themes.
  5. Wizard Icon Colour. These are the Icons that are shown from the START Wizard. This colour will be applied to all Icons in the START Wizard.

Team Dashboard Widget Standard Types

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

  1. My Info - 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. Recruitment - For Recruiters who need to manage the Recruitment Process.
  5. Onboarding - For Onboarding New People.
  6. 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.
  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 Tab. 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.




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