Difference between revisions of "Team-Dashboard"

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(Manager Dashboard Option)
(Replaced content with '===Dashboard Widget and Wizards=== <br><br>File:subscribehr_logo.gif')
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===Dashboard Widget Colours - Themes===
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===Dashboard Widget 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.
 
  
{{page.name: Team Dashboards Solution: Setting up and managing Team Dashboards and Widgets- Subscribe-HR Wiki}}
 
{{page.head: Setting up Team Dashboards}}
 
 
__TOC__
 
 
===Team Dashboard Widget Standard Types===
 
 
The Types Dashboard Tabs that are available in Subscribe-HR:
 
# 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.
 
 
===My Info Dashboard Option===
 
This User Tab Contains Widgets:
 
# 4 Small Information Display Widgets
 
# Personal Details
 
# Time Off and Pay
 
# Tasks and Notifications
 
# 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===
 
# Name
 
# Job
 
# Location
 
 
===My Info Widget - Time off and Pay===
 
# Name
 
# Job
 
# 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.
 
<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>
 
 
===Summary 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>
 
 
 
 
 
 
 
===Manager Dashboard Option===
 
This User Tab Contains Widgets:
 
# 4 Small Information Display Widgets
 
# Search Team Personal Details
 
# Search Team Time Off and Pay
 
# Search Team Tasks and Notifications
 
# 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===
 
# Name
 
# Job
 
# Location
 
 
===Manager Widget - Search Time off and Pay===
 
# Name
 
# Job
 
# Location
 
 
===Line Item / Tasks in Widget - Search Team Members 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.
 
<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>
 
 
===Summary 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===
 
The Tasks and Notifications Widget for People and Culture allows the People and Culture to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on All people. 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>
 
 
===Summary 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>
 
  
 
<br><br>[[File:subscribehr_logo.gif]]
 
<br><br>[[File:subscribehr_logo.gif]]

Revision as of 01:18, 3 September 2020

Dashboard Widget and Wizards



Subscribehr logo.gif