Difference between revisions of "Team-Dashboard"

From Subscribe-HR Wiki Help
Jump to: navigation, search
Line 5: Line 5:
 
*[[Dashboard-Start-Wizards|Dashboard and Start Wizards]]
 
*[[Dashboard-Start-Wizards|Dashboard and Start Wizards]]
  
===Dashboards, Widget, and Wizards Colours - Themes===
+
=Dashboards, Widget, and Wizards 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.
+
It is possible to change the colours of several elements in the Subscribe-HR system. You can change the default colours of the following:
 +
*Dashboard menu and navigation.
 +
*Dashboard Widget headings.
 +
*Two of the four small Dashboard Widgets (which appear at the top of all Dashbaords except Standard Reporting and Advanced Reporting & Metrics).
 +
*Wizard START button.
 +
*Wizard menu icons.
  
These are the main Colour Setting that Impact on the Dashboards Widgets and START Wizard.
+
==Free Trial Activation Wizard – Colour Settings==
  
# Dashboard Top 4 Widget Colour. You can select individual Colours for each of the Top 4 Small Widgets in the Team Dashboard.
+
The first time you log into a Free Trial, you will be given the option to use a “Colour Picker” palette to change the colour of the main system elements. If you choose to change the colour at this stage, the colour you choose will over-ride the system defaults. If you change the colour during setup, that colour change will be applied to the following:
# 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.
+
*Dashboard menu and navigation.
# Background Font Colour. Changes the Background colour of forms and the Team Dashboard.
+
*Dashboard Widget Headings.
# Dashboard Widget Corners. You can also change the Colours of the Dashboard by updating the Font Colour in Themes.
+
*Top four Dashboard Widgets.
# 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.
+
*Wizard START button.
 +
*Wizard Menu icons.
  
===Team Dashboard Widget Standard Types===
+
If you choose to change the colour during this process, and you decide (upon seeing this colour applied to the system) that you don’t like it, you can go back and “Reset” to the default.
 +
 
 +
==User Navigation Menu – Colour Settings==
 +
 
 +
If you choose not to use the colour picker during the Free Trial activation process/your first login, you can still change the system colours. To do this following this process:
 +
#Go to your name at the top right-hand corner of the screen and click on the black dropdown arrow.
 +
#Select “Settings” from the dropdown menu.
 +
#Go to the “Theme” section and update the colours of the individual system elements that you want to change.
 +
#Click on the green “Save” button (at the top right-hand side of the screen) to save your settings.
 +
#To navigate back to the main Dashboards page (Advanced Metrics & Reports), click on “Home,” which is located towards to top left-hand side of the screen (under your photo and name).
 +
 
 +
Changing the default colour settings will not affect the following:
 +
#Beta – any “Beta” features in the system, including those in Team Dashboards, will be identified with the label “Beta” in red.
 +
#Pinned Dashboard – the default Dashboard you see when you log into the system is “Advanced Reporting & Metrics.” If you have changed the default by “Pinning” a different Dashboard as the default view, this Pinned Dashboard will be identified with a green label in the Dashboards menu.
 +
#Green defaults – any features that are green or red within the system (some buttons and fields) to highlight them for specific purposes will remain as the default colours and cannot be changed.
 +
 
 +
=Team Dashboard Widget Standard Types=
  
 
The Types Dashboard Tabs that are available in Subscribe-HR:  
 
The Types Dashboard Tabs that are available in Subscribe-HR:  

Revision as of 01:05, 25 June 2021

Dashboard Widgets and Wizards

Dashboards, Widget, and Wizards Colours - Themes

It is possible to change the colours of several elements in the Subscribe-HR system. You can change the default colours of the following:

  • Dashboard menu and navigation.
  • Dashboard Widget headings.
  • Two of the four small Dashboard Widgets (which appear at the top of all Dashbaords except Standard Reporting and Advanced Reporting & Metrics).
  • Wizard START button.
  • Wizard menu icons.

Free Trial Activation Wizard – Colour Settings

The first time you log into a Free Trial, you will be given the option to use a “Colour Picker” palette to change the colour of the main system elements. If you choose to change the colour at this stage, the colour you choose will over-ride the system defaults. If you change the colour during setup, that colour change will be applied to the following:

  • Dashboard menu and navigation.
  • Dashboard Widget Headings.
  • Top four Dashboard Widgets.
  • Wizard START button.
  • Wizard Menu icons.

If you choose to change the colour during this process, and you decide (upon seeing this colour applied to the system) that you don’t like it, you can go back and “Reset” to the default.

User Navigation Menu – Colour Settings

If you choose not to use the colour picker during the Free Trial activation process/your first login, you can still change the system colours. To do this following this process:

  1. Go to your name at the top right-hand corner of the screen and click on the black dropdown arrow.
  2. Select “Settings” from the dropdown menu.
  3. Go to the “Theme” section and update the colours of the individual system elements that you want to change.
  4. Click on the green “Save” button (at the top right-hand side of the screen) to save your settings.
  5. To navigate back to the main Dashboards page (Advanced Metrics & Reports), click on “Home,” which is located towards to top left-hand side of the screen (under your photo and name).

Changing the default colour settings will not affect the following:

  1. Beta – any “Beta” features in the system, including those in Team Dashboards, will be identified with the label “Beta” in red.
  2. Pinned Dashboard – the default Dashboard you see when you log into the system is “Advanced Reporting & Metrics.” If you have changed the default by “Pinning” a different Dashboard as the default view, this Pinned Dashboard will be identified with a green label in the Dashboards menu.
  3. Green defaults – any features that are green or red within the system (some buttons and fields) to highlight them for specific purposes will remain as the default colours and cannot be changed.

Team Dashboard Widget Standard Types

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

  1. Recruitment - For Recruiters who need to manage the Recruitment Process.
  2. Onboarding - For Onboarding New People.
  3. My Info - Personal Information.
  4. Manager - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
  5. 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.
  6. Standard Reports - Contains Standard Reports + HR Metrics based information.
  7. Advanced Reports & Metrics - Contains Standard Reports + HR Metrics based information.
  8. System Info - Contains system usage and system configuration including billing information.
  9. Activation Hub - fast, efficient START to set yourself up in the Subscribe-HR system - coming soon.

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.




Subscribehr logo.gif