Difference between revisions of "Team-Dashboard"

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===Dashboard Widget Colours - Themes===
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===Dashboard Widgets and Wizards===
  
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.
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*[[Dashboard-Widgets|Dashboards and Dashboard Widgets]]
 +
*[[Dashboard-Activation-Hub|Dashboard Activation Hub]]
 +
*[[Dashboard-Start-Wizards|Dashboard and Start Wizards]]
  
{{page.name: Team Dashboards Solution: Setting up and managing Team Dashboards and Widgets- Subscribe-HR Wiki}}
+
=Dashboards, Widget, and Wizards Colours - Themes=
{{page.head: Setting up Team Dashboards}}
+
  
__TOC__
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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.
  
===Team Dashboard Widget Standard Types===
 
  
The Types Dashboard Tabs that are available in Subscribe-HR:
+
==Free Trial Activation Wizard==
# My Info Widget - Personal Information.
+
# Manager - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
+
# 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.
+
# 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.
+
# Recruitment - For Recruiters who need to manage the Recruitment Process.
+
# Onboarding - For Onboarding New People.
+
# Reporting and Metrics - Contains Standard Reports + HR Metrics based information.
+
# 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.
+
  
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.
+
===Free Trial Activation Wizard – Colour Settings===
  
===My Info Dashboard Option===
+
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:
This User Tab Contains Widgets:
+
*Dashboard menu and navigation.
# 4 Small Information Display Widgets
+
*Dashboard Widget Headings.
# Personal Details
+
*Top four Dashboard Widgets.
# Time Off and Pay
+
*Wizard START button.
# Tasks and Notifications
+
*Wizard Menu icons.
# 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.
+
The colour you select will also be set as the default colour in Core-HR and the Jobs Board created as part of your Free Trial.
  
===My Info Widget - Personal Information===
+
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.
# Name
+
# Job
+
# Location
+
  
===My Info Widget - Time off and Pay===
+
===Free Trial Activation Wizard – Logo Settings===
# Name
+
# Job
+
# Location
+
  
===My Info Widget - Tasks and Notifications===
+
The first time you log into a Free Trial, you will also be required to upload your Company Logo and a photo (which is used to create your User Account profile). The Company logo will be displayed as the default logo in the following places:
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.
+
*Throughout the Free Trial System, including the Jobs Board and Recruitment careers page.
<br>
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*Email header/footer.
This is a list of Standard "Tasks and Notifications" functionality.
+
# <b>Search</b> - Text Search e.g. Search on Task Name - Birthdate or Persons Name.<br>
+
# <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>
+
# <b>Today</b> - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.<br>
+
# <b>Upcoming</b> - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.<br>
+
# <b>Overdue</b> - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.<br>
+
# <b>Completed</b> - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.<br>
+
# <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>
+
# <b>Filter</b> - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.<br>
+
# <b>Date Range</b> - Search Tasks and Notifications by Date Range.<br>
+
  
===Line Item / Tasks in Widget - Tasks and Notifications===
 
  
<table border="1" width="100%" cellspacing="0">
+
==User Navigation Menu – Colour Settings==
<tr>
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<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
+
<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
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</tr>
+
<tr>
+
<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>
+
</tr>
+
<tr>
+
<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>
+
</tr>
+
<tr>
+
<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>
+
<tr>
+
<td width="206"><font face="Arial" size="2">Filter</font></td>
+
<td width="484"><font face="Arial" size="2">Task Tags</font></td>
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</tr>
+
<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>
+
</tr>
+
</table>
+
  
===Manager Dashboard Option===
+
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:
This User Tab Contains Widgets:
+
#Go to your name at the top right-hand corner of the screen and click on the black dropdown arrow.
# 4 Small Information Display Widgets
+
#Select “Settings” from the dropdown menu.
# Search Team Personal Details
+
#Go to the “Theme” section and update the colours of the individual system elements that you want to change.
# Search Team Time Off and Pay
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#Click on the green “Save” button (at the top right-hand side of the screen) to save your settings.
# Search Team Tasks and Notifications
+
#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).
# 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.
+
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.
  
===Manager Widget - Search Team Member Personal Information===
 
# Name
 
# Job
 
# Location
 
  
===Manager Widget - Search Time off and Pay===
+
=Team Dashboard Widget Standard Types=
# Name
+
# Job
+
# Location
+
  
===Line Item / Tasks in Widget - Search Team Members Tasks and Notifications===
+
The Types Dashboard Tabs that are available in Subscribe-HR:
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.
+
#<b>Recruitment</b> - For Recruiters who need to manage the Recruitment Process.
<br>
+
#<b>Onboarding</b> - For Onboarding New People.
This is a list of Standard "Tasks and Notifications" functionality.
+
#<b>My Info</b> - Personal Information.
# <b>Search</b> - Text Search e.g. Search on Task Name - Birthdate or Persons Name.<br>
+
#<b>Manager</b> - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
# <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>
+
#<b>People and Culture</b> - 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.
# <b>Today</b> - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.<br>
+
#<b>Standard Reports</b> - Contains Standard Reports + HR Metrics based information.
# <b>Upcoming</b> - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.<br>
+
#<b>Advanced Reports & Metrics</b> - Contains Standard Reports + HR Metrics based information.
# <b>Overdue</b> - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.<br>
+
#<b>System Info</b> - Contains system usage and system configuration including billing information.
# <b>Completed</b> - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.<br>
+
#<b>Activation Hub</b> - fast, efficient START to set yourself up in the Subscribe-HR system - coming soon.  
# <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>
+
# <b>Filter</b> - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.<br>
+
# <b>Date Range</b> - Search Tasks and Notifications by Date Range.<br>
+
 
+
===Line Item / Tasks in Widget - Tasks and Notifications===
+
 
+
<table border="1" width="100%" cellspacing="0">
+
<tr>
+
<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
+
<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
+
</tr>
+
<tr>
+
<td width="206"><font face="Arial" size="2">Task Name</font></td>
+
<td width="484"><font face="Arial" size="2">Name of Task. E.g. Birthdate Reminder</font></td>
+
</tr>
+
<tr>
+
<td width="206"><font face="Arial" size="2">Assigned To</font></td>
+
<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>
+
</tr>
+
<tr>
+
<td width="206"><font face="Arial" size="2">Due Date</font></td>
+
<td width="484"><font face="Arial" size="2">The Date the Reminder is Due</font></td>
+
</tr>
+
<tr>
+
<td width="206"><font face="Arial" size="2">Filter</font></td>
+
<td width="484"><font face="Arial" size="2">Task Tags</font></td>
+
</tr>
+
<tr>
+
<td width="206"><font face="Arial" size="2">Actions</font></td>
+
<td width="484"><font face="Arial" size="2">Text that show what needs to be done</font></td>
+
</tr>
+
</table>
+
 
+
===People and Culture Dashboard Option===
+
This User Tab Contains Widgets:
+
# 4 Small Information Display Widgets
+
# Search All Personal Details
+
# Search All Time Off and Pay
+
# Search All Tasks and Notifications
+
# Search All 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.
+
 
+
===People and Culture Widget - Search Team Member Personal Information===
+
# Name
+
# Job
+
# Location
+
 
+
===People and Culture Widget - Search Time off and Pay===
+
# Name
+
# Job
+
# Location
+
  
===Line Item / Tasks in Widget - Search All Tasks and Notifications===
+
Please note that you can create any type of widget that is needed. This can be done using the Widget Builder which is located in the Developer Solution. You can set up Widget permissions in Groups / Permissions.  
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.
+
<br>
+
This is a list of Standard "Tasks and Notifications" functionality.
+
# <b>Search</b> - Text Search e.g. Search on Task Name - Birthdate or Persons Name.<br>
+
# <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>
+
# <b>Today</b> - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.<br>
+
# <b>Upcoming</b> - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.<br>
+
# <b>Overdue</b> - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.<br>
+
# <b>Completed</b> - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.<br>
+
# <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>
+
# <b>Filter</b> - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.<br>
+
# <b>Date Range</b> - Search Tasks and Notifications by Date Range.<br>
+
  
===Line Item / Tasks in Widget - Tasks and Notifications===
+
There is a restriction of 12 large Widgets and 4 small Widgets per Dashboard Tab. Dashboard Tabs can be created by you as required. The standard Dashboard Widgets are:
 +
*Employees.
 +
*Managers.
 +
*People and Culture.
 +
*Recruiters.
 +
*HR Metrics Reporting.
 +
*Onboarding, Crossboarding and Offboarding.
 +
*System Admins Stats.
  
<table border="1" width="100%" cellspacing="0">
 
<tr>
 
<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
 
<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
 
</tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Task Name</font></td>
 
<td width="484"><font face="Arial" size="2">Name of Task. E.g. Birthdate Reminder</font></td>
 
</tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Assigned To</font></td>
 
<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>
 
</tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Due Date</font></td>
 
<td width="484"><font face="Arial" size="2">The Date the Reminder is Due</font></td>
 
</tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Filter</font></td>
 
<td width="484"><font face="Arial" size="2">Task Tags</font></td>
 
</tr>
 
<tr>
 
<td width="206"><font face="Arial" size="2">Actions</font></td>
 
<td width="484"><font face="Arial" size="2">Text that show what needs to be done</font></td>
 
</tr>
 
</table>
 
  
 
<br><br>[[File:subscribehr_logo.gif]]
 
<br><br>[[File:subscribehr_logo.gif]]

Revision as of 00:30, 7 July 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

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.

The colour you select will also be set as the default colour in Core-HR and the Jobs Board created as part of your Free Trial.

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.

Free Trial Activation Wizard – Logo Settings

The first time you log into a Free Trial, you will also be required to upload your Company Logo and a photo (which is used to create your User Account profile). The Company logo will be displayed as the default logo in the following places:

  • Throughout the Free Trial System, including the Jobs Board and Recruitment careers page.
  • Email header/footer.


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 Builder which is located in the Developer Solution. You can set up Widget permissions in Groups / Permissions.

There is a restriction of 12 large Widgets and 4 small Widgets per Dashboard Tab. Dashboard Tabs can be created by you as required. The standard Dashboard Widgets are:

  • Employees.
  • Managers.
  • People and Culture.
  • Recruiters.
  • HR Metrics Reporting.
  • Onboarding, Crossboarding and Offboarding.
  • System Admins Stats.




Subscribehr logo.gif