My Info Dashboard Widgets

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My Info Dashboard Option

To Navigate to this Dashboard and the Widgets (and access functionality to view and update your own personal information) follow these steps:

  • Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
  • Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
  • Scroll down and select "My Info."
  • When the My Info Dashboard opens, scroll down to the Widget you need in order to view and submit your information.

This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:

  • Training hours.
  • Incomplete tasks.
  • Incidents.
  • Certificates & Licences.

2. Personal Details.
3. Time Off and Pay.
4. Tasks and Notifications.
5. Company Policies.
6. Announcements and Acknowledgements.
7. Performance Management.
8. Timesheets Management.
9. Time Off Management.
10. WHS Incident.
11. Compliance Management.
12. HR Questions.
13. Training.

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.

Note: Notifications about Core-HR and Performance Management related Tasks and Reminders can be accessed via two locations:

  • System Inbox: click on the small envelope in the top right corner of the System - just to the left of your name (after you click on it a menu opens - scroll down and select 'See all Alerts' - which will open the inbox).
  • The Tasks & Notifications Widget on the My Info Dashboard.


My Info - Personal Details Widget

The following information is displayed in the "Personal Details" Widget:

1. Employee photo.
NOTE: Photos/impages can be saved in different locations - on the User record and/or on the Employee record. The System displays the photo based on the following logic:

  • If there is a photo saved on the User record this will be displayed.
  • If there is no photo saved on the User record, the photo saved on the Employee record will be displayed.
  • If there is no photo on either the User or the Employee record, then the photo will be blank/empty.

2. Name.
3. Email address.
4. Phone Number. With Country prefix. E.g. +61...
5. View Team.
6. Change Password.
7. Change Work Email.
8. Change Phone Number.
9. View Internal Vacancies.
10. Job Description.
NOTES:

  • To display the Job Description -and it will be displayed in a popup/lightbox. This assumes that a Job Description has been created for the Job that the Employee holds.
    • If the Job Description has been added to the 'Notes' field on the Job Description record, then this will appear under the 'General' Tab in the pop up (if there's no Job Description added to the 'Notes' field then the 'General' Tab won't appear).
    • If the Job Description has been attached as a .PDF on the Job Description record, then this will appear under the 'PDF' Tab in the pop up (if there's no PDF/file attached to the Job Description then the 'PDF' Tab won't appear).
    • If the Job Description has been added to the 'Notes' field and also attached as a .PDF on the Job Description record, then both Tabs will appear.
    • If the Employee has more than two Jobs, then the main/primary Job will appear at the top/first (listed as the 'Primary' Job) and any additional/subsequent Job/s will appear underneath (listed as 'Current' Job/s).

11. Job Name.
11. Department.
12. Location.
13. Salary.
14. Manager.

My Info - Time off and Pay Widget

The following information is displayed in the "Time off and Pay" Widget:

1. Annual leave.
2. Personal leave.
3. Time in Lieu.
4. Timesheets.
5. Payslips.
6. Next Holidays.
7. Start Date.
8. Forecast.
9. Length of Service.
10. Accrual Rate.
11. Last Personal Leave Length.
12. Last Annual Leave Length.

NOTES:

  • Hours Taken This Year equals calendar year.
  • Hours Taken This Year will only display hours related to Leave/Time Off requested directly in Subscribe-HR. If the Employee requests Leave/Time Off outside of Subscribe-HR (e.g. via T&A), that Leave/those hours will not be displayed here.
  • 'Last Personal/Annual Leave' displays are also linked/related to Leave/Time Off requests made directly in Subscribe-HR.

My Info - Tasks and Notifications Widget

The Tasks and Notifications Widget allows 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 System "Inbox." "Quick Tasks" can be sent from the Quick Tasks Wizard, or from the "Tasks and Notifications" Widget itself. If an Employee has Delegated their Tasks and Notifications to someone else (e.g. their Manager), Users will see those Tasks and Notifications in this Widget.

Because the number of notifications can be quite high (especially for Managers and System Administrators/People & Culture Users), notifications emails (that go to the User's personal email inbox) have to be manually activated via System settings. However, all notifications (for Tasks and Reminders) will appear in the online/System "Inbox" for each User. This Inbox can be accessed via the envelope in the top right-hand corner of the System, next to the User's name and photo. Users can access a complete history of all Tasks & Notifications (current and previous) assigned/sent to them via the 'Workflow History' Tab in the Inbox. Alternatively, Users can choose to activate a "Summary" email to their email Inbox (see below for instructions).

NOTES: There are two types of 'Notifications' sent by the System:

  • Notifications that are 'Read' or 'View' only (and don't require any actions to be taken).
  • Notifications that are associated with an 'Action' required by the Recipient (which will contact a 'Click Here' link relating to the 'Action' required).

The 'General' Tab displays both of these types of Notifications. If/when a Notification relates to an 'Action' and that action is 'Completed,' then the notification will move to the 'Completed' Tab. If the 'Action' is not taken, then it will move to the 'Overdue' Tab. However, general View/Read only Notifications will remain under the 'General' Tab permanently.

All Tasks, Notifications and Reminders that are sent to the actual email inbox of Employees will contain a link that says: 'Please Click Here to login and view this notification.' The text 'Click Here' contains a hyperlink that will take the User directly to this notification in their System Inbox. It will also open the relevant/associated notification/task for review.

Tasks & Notifications will appear in this Widget in the following manner:

  • My Info Dashboard - Users see Tasks & Notifications that relate to them as an Employee only.
  • Manager Dashboard - Users see Tasks & Notifications that relate to their role as a Manager. Therefore only Tasks & Notifications for actions the Manager needs to take in relation to their Team Members appear in the Widget on this Dashboard.
  • People & Culture Dashboard - Users see Tasks & Notifications that relate to them as a People & Culture User. Therefore Tasks & Notifications related to their management of all Employees appear in the Widget on this Dashboard.


Field Name Description
Manage Delegation Allows an Employee to Delegate Tasks and Notifications to their Manager (only). Meaning that the Employee can delegate authority to/for their Manager to receive and review standard and task related notifications.
Notifications This functionality allows the User to trigger a "Summary" email re Tasks and Notifications relevant to them/their User Group. To enable a notification summary email:

1. Click on "Notifications" (top right-hand corner of the Widget). The standard setting in the System is for all Users to receive an Email Summary Daily at 8:00am. This can be changed using the options below. The settings options for Tasks & Notifications Emails are:

  • Notification Type:
    • Send Tasks & Notifications in real-time (send when triggered) - selecting this option will send an individual email for each Task & Notification to the User's Inbox in Subscribe-HR and also to their Company email/Inbox in real-time. This is the System Standard/Default (unless changed as outlined below).
    • Send an Email Summary - selecting this option (and subsequent settings below) will send an individual email for each Task & Notification to the User's Inbox in Subscribe-HR, but will only send a 'Summary' email to their Company email/Inbox based on the settings then selected below.
  • Notification Frequency - Daily or Once a Week [This option will only appear if 'Send an Email Summary' is selected above]. The User needs to specify if they want to receive a Summary email daily or weekly.
  • Notification Start Day and Time - the User needs to specify the start day and time for the Email Summary/ies. The User will then continue to receive a Summary email at the same time, (per the settings selected (daily or weekly)) unless/until the settings are changed. [This option will only appear if 'Send an Email Summary' is selected above].

NOTE:

  • If you activate a Summary email (daily or weekly) that means that Employees who are sent specific email notifications re 'Tasks' (e.g. Time Off authorisation requests or Vacancy Requisition authorisation requests) won't receive those notifications separately (and they will need to review their System Info and/or Tasks & Notifications Widget separately to see if they receive any such notifications throughout the day/between summary emails).

2. Click "Activate" to activate these settings.
3. To change or deactivate the summary email, click on "Notifications" to reopen the Wizard.

  • For changes, simply change the notification frequency, notification start day or time settings, then click "Update."
  • To disable the current settings, simply click "Disable." This will return the delivery of Tasks & Notifications to the Default - which is a Daily Summary at 8:00am.

Depending on the Employee's User Group/Permissions (Employee, Manager, HR/People & Culture Manager), the User will receive the following information in their Summary Email:

  • Employees - will receive a summary of only their own Tasks & Notifications (as displayed in their Inbox).
+ Quick Task This allows the User to send a Task or Notification to another User or to themselves. The recipient list will indicate who their Manager is and HR users.
Today Tab Shows the User what Tasks and Notifications for time-specific actions (e.g. New Vacancy Authorisation) with a deadline of "Today." The numbers will indicate how many items are relevant.
Upcoming Tab Shows the User what Tasks and Notifications for time-specific actions (e.g. New Vacancy Authorisation) with an "Upcoming" deadline. The numbers will indicate how many items are relevant.
General Tab This Tab displays a list of all Notifications that are triggered/sent by the System.

NOTE: There are two types of 'Notifications' sent by the System:

  • Notifications that are 'Read' or 'View' only (and don't require any actions to be taken).
  • Notifications that are associated with an 'Action' required by the Recipient (which will contact a 'Click Here' link relating to the 'Action' required).
The 'General' Tab displays both of these types of Notifications. If/when a Notification relates to an 'Action' and that action is 'Completed,' then the notification will move to the 'Completed' Tab. If the 'Action' is not taken, then it will move to the 'Overdue' Tab. However, general View/Read only Notifications will remain under the 'General' Tab permanently.
Overdue Tab Shows the User what Tasks and Notifications for time-specific actions (e.g. New Vacancy Authorisation) that are "Overdue." The numbers will indicate how many items are relevant.
Completed Tab Shows the User what Tasks and Notifications for time-specific actions (e.g. New Vacancy Authorisation) have been "Completed." The numbers will indicate how many items are relevant.
Workflow History Displays a list containing the history of all actions, tasks and notifications (including a record of Authorisations, Cancellations and Rejections where relevant). The Workflow History includes actions, tasks and notifications currently in progress and those completed in the past. Each line item/record has a status. The action/task is either pending or completed. The history is arranged based the following icons:
  • Notepad & Pencil - displays tasks/actions pending or completed (completed tasks/actions are date and time stamped and the action taken is recorded).
  • Calendar - displays reminders that are sent to Employees about tasks/actions that need to be completed.
  • Information ( 'i' ) - relates to authorisations taken by other Employees (not related to the logged in User).
  • Show Related Tasks - appears when there are/have been a series of tasks/actions in a multi-step workflow process,, including actions/tasks not related to the logged ion User.
  • NOTE:
    • People & Culture Users can see the Work flow History for all notifications in the System (about all Employees/Tasks/Notifications).
    • Managers can see the Work flow History for Tasks/Notifications about their direct reports/Team Members only.
    • Employees can see the Work flow History for Tasks/Notifications about themselves only.
My Sent Tasks Tab Shows the User what Tasks and Notifications have been sent by that User. The number will indicate how many items are relevant.
Filter Allows the User to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Onboarding, Performance, Note to Self, Delegated etc.
Search Search Tasks and Notifications by keyword. E.g. Search on Task Name, Birthdate or Person's Name
Task Name Name of Task. E.g. Birthdate Reminder
Assigned To The Employee/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.
Relates To The Employee/User that the Task or Notification relates to/is about.
Due Date The Date the Reminder is Due.
Filter (column) Filter tags selected against the task/notification will appear under here.
Actions This dropdown allows the User to perform either of the following:
Approve - approve the Task/Notification
View Message - view the task/notification message

My Info - Company Policies Widget

This Widget allows Users to view, edit, manage and complete Company Policies. Company Policies can be sent into the Employee's Dashboard from Onboarding, or when a New Policy is created (or an Existing Policy needs to be renewed), these Policies can be sent to the Employee from this Widget. The reason for the New Policy being delivered is defined against the Company Policy. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Navigation Option Description
Search Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.
Incomplete Tab Shows Policies for the User that are not yet Opened and Read.
Completed Tab Shows Policies that have been Opened and Read.
Filter Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.
Search Allows you to Search all Policies based on keywords.


My Info - Company Policies Widget – Incomplete Tab

Field Name Description
Policy Name The name of the Company Policy assigned to the Employee.
Opened If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.
Created This column displays date this Company Policy was created.


My Info - Company Policies Widget – Completed Tab

Field Name Description
Policy Name The name of the Company Policy assigned to the Employee.
Opened If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.
Created This column displays date this Company Policy was created.


My Info - Announcements and Acknowledgements Widget

This widget allows for Employees to receive and view their relevant Announcements and Acknowledgements. Recipients can view relevant announcements (which can only be created by People & Culture Users), complete Surveys and view people who have been linked to their related Announcements and Acknowledgements. All Announcements and Acknowledgements, once completed/sent, will appear in the Announcements & Acknowledgements Widget for both Mangers and the Employees to whom they were addressed. They will also appear in the Inbox of all addressees/recipients. My Info Acknowledgements are separated into two Sub Tabs. "My Sent" and "My Received". You cannot send an Acknowledgement to yourself, but you can receive one from yourself if you send it to a Department which you are in.

Field Name Description
Announcements Tab This tab displays all active and expired announcements posted by users.
Active (Under Announcements Tab) Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcements Tab) Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcements Tab) This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Attachment (Under Announcements Tab) Attach a Photo. This will appear on the Feed in the Announcements Dashboard.
Title (Under Announcements Tab) This is the title of the created Announcement.
Type (Under Announcements Tab) This is the type of the Announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcements Tab) This is the date and time the Announcement was created.
Expire Date (Under Announcements Tab) The Announcement's expiry date. Once this date has passed, the announcement will move over to the Expired section.
Acknowledgement (Under Announcements Tab) Acknowledgements made to employees and/or locations and/or departments will display here.
Survey (Under Announcements Tab) If a Survey has been linked, you can click "Check Answers" to view the status of answered Surveys. If no Survey linked, "N/A" will display.
Acknowledgements Tab Clicking this tab will display all acknowledgements posted by users.
+ Create Acknowledgement (Under Acknowledgements Tab) Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" menu.
Search Keyword (Under Announcements Tab) This is a free text field that you can use to search Acknowledgements based on keywords you enter in the search field.
Create Date (Under Acknowledgements Tab) This is the date and time the Acknowledgement was created.
Title (Under Acknowledgements Tab) Displays the Title of the Acknowledgement.
Likes (Under Acknowledgements Tab) Clicking the "thumbs up" icon will Like the Acknowledgement. The number beside it displays the total number of likes the Acknowledgement has received.
Comments (Under Acknowledgements Tab) Clicking the speech bubble icon will allow you to enter in comments related to the Acknowledgement. The number beside it will display the total number of comments made against the Acknowledgement.
Sent To (Under Acknowledgements Tab) Employees, locations and/or departments that have been acknowledged will be displayed here.
Actions (Under Announcements Tab) Use this dropdown to action the following:
  • View - view Announcements.
  • View Survey - view an Surveys attached to/sent with the Announcement.
Actions (Under Acknowledgements Tab) Use this dropdown to action the following:
  • Edit - edit Acknowledgements. When you click Edit, you are able to edit the keywords of Acknowledgement, the content and the acknowledged employees.
  • Delete - delete Acknowledgements.
  • View - view Acknowledgements.


My Info – Training Widget

The My Info Widget allow HR Managers to access and manage their Team's Training Activity. Employee Self-Service Users can access Training Course, Event Information, Current Training and CPD Records for their team members. The Training Widget provides access to the following Training information and related features:

  • Training Analysis.
  • Mandatory Training.
  • Completed Training Records.
  • e-Learning (if the Go1 App is installed).
  • e-Learning Catalogue (if the Go1 App is installed).
  • Training Catalogue.
  • Training Events.
  • CPD Training.

The new Training Widget has been designed to do all the heavy lifting related to managing Face-to-Face and e-Learning Training.


My Info - Training Widget – Training Analysis Folder

The Training Analysis Folder provides a status of all the Training for each Employee at a glance.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
Overdue This column shows any Overdue Training. Refresher required and Mandatory Training can become Overdue.
Renewal Required This column contains the number of Training Courses or Certificate/Licences that require the Employee to attend ‘Renewal’ Training.
To Do This column contains the number of Training related ‘To Dos’ (Face-to-Face or e-learning) for that Employee.
Mandatory This column contains the number of ‘Mandatory’ Training Courses (Face-to-Face or e-learning) assigned to that Employee.
In Progress This column contains the number of ‘In Progress’ Training Courses (Face-to-Face or e-learning) assigned to that Employee.
Waiting List This column contains the number of Face-to-Face Training Courses that Employee is ‘Waitlisted’ for.
No Show This column contains the number of ‘No Show’ Training Event (Face-to-Face) assigned to that Employee.
Completed This column contains the number of ‘Completed’ Training Courses (Face-to-Face or e-learning) assigned to that Employee.
Actions The options are:
  • View Training Guide - The ‘Training Guide’ provides a summary of all the Training assigned to that Employee/Employee’s Job, which therefore makes that Training either a requirement or a suggestion for the Employee to complete.


My Info - Training Widget – Mandatory Training Folder

There are two types of Mandatory Training requirements:

  • Face-to-face: this requires an Employee to attend face-to-face training conducted by either the Employer, or a third-party. Employees are usually first placed on a waiting list a Course type, and then when the Course/Event is scheduled, they are added to the waiting list for the Course/Event and then booked to attend.
  • e-Learning: if a third-party e-Learning App is installed, then e-Learning is available within Subscribe-HR and all e-Learning content can be viewed and completed via the Training Widget.

Mandatory Training can be assigned to an Employee in two ways:

  • Via the Job they hold: Mandatory Training can be assigned to Jobs via the Activation Hub > Core-HR Widget > Training Manager > Action > Assign Training > Create New > Tick ‘Mandatory at Start of Employment.’
  • Directly against the Employee Record: Mandatory Training can be assigned to the Employee via ‘Create New Mandatory Training Requirement’ in the Mandatory Training Folder of the Training Widget.


The Mandatory Training Folder in the Training Widget contains all the 'Mandatory Training Requirements' assigned to the Job held by an Employee, or to the Employee directly. Note that ‘Mandatory Training Requirements’ are not actual ‘Training Records.’ A Mandatory Training Requirement only becomes a 'Training Record' when the Employee has been scheduled to attend a Training Course Event (with a start date assigned). The Employee must then attend the Course Event and complete the Training for a Training Record (for that Mandatory Training Requirement) to appear on their Employee Training Records sub-object. Upon Renewal of the Mandatory Training being completed, the Renewal record for the Mandatory Training, will be shown in "To Do" in the Mandatory Training Tab.


Only when an Employee has completed a Face-to-Face Course/Event will a Training Record be assigned to their Employee/Training Record sub-object.

All Mandatory e-Learning Training requirements appear in the 'Mandatory Training' Folder and if e-Learning content has been assigned to the 'Mandatory Training' content Group for the Job that the Employee holds, then those Courses will also appear in the e-Learning Folder.

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Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
To Do Tab Displays the current Mandatory Training Requirements that need to be actioned by the Employee. Records that appear on this Tab are only ‘requirements,’ not actual Training Records. Training 'requirements' only become active, or ‘In Progress’ Training once the requirement is actioned. This is done either by an Employee (because the Training Requirement has been assigned to them and they have started it), or, when a People & Culture User or Manager enrols the Employee on an internal Training Course Event, an external one-off Training Course/Event, or they enrol the Employee in an e-Learning Course.
In Progress Tab Displays all Mandatory Training Requirements that are in progress, that is, the Employee has either started their e-Learning training so as to fulfil that requirement, or they’ve been placed on a Course Waiting List/scheduled for a Course/Event.
Completed Tab Displays all Mandatory Training Requirements that have been completed and for which a Training record has now been created.
All Tab Displays all of the Mandatory Training Requirements listed above.
Mandatory Training Guide This column contains the Training/Course type that has is assigned to the Employee as a 'Mandatory Training Requirement.' This requirement needs to be actioned, either by adding the Employee to a Course/Event Waiting list (for Face-to-Face Training), or enrolling them in e-Learning Training.
Delivery Method This column specifies if the Mandatory Training Requirement is e-Learning or Face-to-Face.
Record Created This column indicates how many days have elapsed since the Mandatory Training Requirement was assigned to the Employee. If more than 90 days have elapsed, the date on which the requirement was created will be displayed.
Start Date This column indicates the Training start date if/when the Employee has been booked on a Course/Event or enrolled on an e-Learning Course.
End Date This column indicates the Training end date if/when the Employee has been booked on a Course/Event or enrolled on an e-Learning Course.
Record Created This column specifies the number of days since the Mandatory Training Requirement was created.
Actions The options are:
  • Add Employee to Course Waiting List - allows the User to add the Employee to the Course Waiting list so that they are then enrolled when an internal Training Event for that Course type is next scheduled.
  • Add Employee to Event Waiting List - allows the User to add the Employee to an Event Waiting when a Course is scheduled.
  • New Training Record – No Event - allows the User to create a ‘One-Off’ Training Record for training activity completed by the Employee outside the business (no internal ‘Training Event’ was attended by the Employee, but they did attend/complete Training elsewhere).
  • History - displays the Training history related to that Mandatory Training Requirement.
Statuses
  • Assigned: This means that the Mandatory Training Requirement is assigned to the person, but it has not been Action. Action meaning the person has not bee placed onto a Wait List for a Course or Event (or Attendee List), or they have not had a Training Record created without a Wait List (new Training Record No Event).
  • Assigned Overdue. This means that the Mandatory Training has not been Actioned for a week based on the creation date of the Mandatory Training requirement (Following it being Assigned). Action should be taken e.g. New Training No Event or place the person onto a Wait List for a Course or Event.
  • Renewal Required These records will show with this status, if a Mandatory Training is recorded as needing to be renewed. The renewal can be based on the Renewal Date in the Mandatory Training Record. So if a Training Record is Mandatory and a renewal is recorded it will show up in both the Training Tab and also the Mandatory Training Tab. Renewals be be either annual or based on the selected parameter.
  • Completed This will show if the one of Training Record has been recorded as completed. It will also show here if the person was put onto a Training Event and they attended the Event. Attendees will be assigned a completed Training Record / Mandatory Training.


Note: Mandatory Training Required is what is called a filtered record and will not show as a Completed Training record until there is an outcome for the Requirements which is a completed Training Record. From either creating a Training Record - No Event or attending a Training Event.

My Info - Training Widget – Training Records Folder

There are three types of Training Records:

  • One-Off Face-to-Face Training: this relates to ad-hoc/one-off Training attended and completed by the Employee.
  • Face-to-Face Training Course/Event: this relates to Training scheduled and provided by the business and completed by the Employee.
  • e-Learning: if a third-party e-Learning App is installed, then e-Learning is Training is completed via the Subscribe-HR Training Widget.

The Training Records Folder contains all the current Training assigned to and completed by Employees. Training Records are not created until the Employee has completed the Training requirement (attended the Course Event, or completed the e-Learning Training).

Once completed, People & Culture Users can, where relevant, create a Certificate/Licence based on the Training Record.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
To Do Tab Displays the Training that has been assigned to an Employee, but not yet commenced.
In Progress Tab Displays the Training that has been the Employee has started and is now in progress.
Completed Tab Displays all the Training that has been completed by the Employee and for which a Training Record has now been created.
Did Not Attend Tab Displays all the Face-to-Face Training the Employee was assigned/booked to attend, but did not. No Training Record is created if the Employee is scheduled but does not attend a Training Course/Event.
All Tab Displays all of the Training Records listed above.
Course Name This column contains the Course Name that was assigned to the Employee – either as a Face-to-Face or e-Learning requirement.
Start Date This column contains the date the Course started.
End Date This column contains the date the Course ended.
Type This column contains the type of Training assigned to the Employee. The options are:
  • Internal,
  • External.
Delivery Method This column specifies if the Training requirement is e-Learning or Face-to-Face.
Actions The options are:
  • History - displays the Training history related to that Training.
  • Update - allows the User to Update the Training Record by adding notes, attaching the completion certificate etc.
Statuses
  • Renewal Required: This status shows if Training needs to be renewed based on the renewal parameters in the Training Record. E.g. Annually or other renewal date. If Training is Mandatory, and a Renewal is required, it will also show in the Mandatory Training Tab as requiring renewal/refresh.
  • Assigned Overdue This status means that the Training renewal is older than 7 days from record creation and nothing has been done with the requirement.
  • Assigned This is for e-Learning and Training that has been assigned. E.g. if Someone has been assigned e-learning from the Catalogue but the Course is not started is will be Assigned. This will also be used for Mandatory Training. When someone starts, the Mandatory Training Filtered Record is Assigned, in the "To Do" Tab.
  • Renewal Required Overdue This Status shows if the Renewal of a Training Course has passed 30 Days. It becomes Overdue.
  • Booked This is used for identifying people that are Booked onto a Training Event, but the Event start date has not been reached. This will show in the "To Do" Tab with the Status 'Booked.'


My Info - Training Widget – e-Learning Folder

If a third-party e-Learning App is installed, then the e-Learning Folder will appear in the Training Widget (if not, this Tab will be absent).

The e-Learning Folder displays all e-Learning courses that have been assigned to Employees across one of four content Groups:

  • General Training - this Group contains standard e-Learning Training that all Employees must complete as part of the Employment.
  • Induction Training - this Group contains e-Learning Induction Training that is specific to the job the Employee holds.
  • Mandatory Training - this Group contains e-Learning Mandatory Training that is specific to the job the Employee holds.
  • Job Training - this Group contains e-Learning Job Training that is specific to the job the Employee holds.

NOTE: Managers and People & Culture users are only able to ‘View’ e-Learning Courses that they have enrolled other Employees in. For Compliance reasons, Managers and People & Culture Users can’t start/play the Course. The only e-Learning content they can play/start is content assigned to them.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
Assigned Tab This Tab displays all the e-Learning Courses that have been assigned to the Employee (that they’ve been enrolled in), but not yet started.
In Progress Tab This Tab displays all the e-Learning Courses that the Employee has started (but not yet completed).
Completed Tab This Tab displays all the e-Learning Courses that the Employee has completed.
Course Name This column contains the e-Learning Course name that has been assigned to the Employee.
Assigned Date This column specifies the date that the e-Learning Course was assigned to the Employee.
Completed Date This column specifies the date that the e-Learning Course was completed by the Employee.
Type This column contains the type of Training assigned to the Employee. The options are:
  • General Training.
  • Mandatory Training (this is Job specific).
  • Induction Training (this is Job specific).
  • Job Training (this is Job specific).
Actions The options are:
  • Enrol - allows the User to Enrol an Employee in a course.
  • Play - allows the User to Play a course that has been assigned to them.

NOTE: for compliance reasons, only Employees can ‘Play’ e-Learning content via the ‘My Info’ Training Widget. Managers and People & Culture Users can’t ‘Play’ (or ‘Resume’) any e-Learning content assigned to other Employees.

  • Start - allows the User to start a course.
  • Resume - allows the User to Resume a Course they’ve started, but haven’t yet finished.
  • History - displays the Training history related to that Training.


My Info - Training Widget – e-Learning Catalogue Folder

If a third-party e-Learning App is installed, then the Online Training Catalogue Folder will appear in the Training Widget (if not, it will be absent).

The e-Learning Catalogue Folder displays a list of all courses in the third-party e-Learning provider’s course catalogue. The content Table for this Tab will appear blank unless/until the User searches for content. After searching the e-Learning Catalogue using a keyword search, a list of relevant Training content will be displayed. Managers and People & Culture users can enrol Employees in Courses, or Employees can enrol themselves in a Course.

Once an Employee is enrolled in a Course, that Course will appear under the e-Learning Folder on the ‘To Do’ Sub-Tab until the Employee starts/plays the Course, at which time it will move to the ‘In Progress’ Tab.

NOTE: Managers and People & Culture users are only able to ‘View’ e-Learning Courses that they have enrolled other Employees in. For Compliance reasons, Managers and People & Culture Users can’t start/play the Course. The only e-Learning content they can play/start is content assigned to them.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here. Note: Users must enter a search term to generate a list of results in the Widget (otherwise this Tab will remain empty).
Course Name This column contains the name of the Course that is related to the search term used.
Description This column displays the thumbnail for the Course provided by the third-party e-Learning provider. Click on the thumbnail and a popup window appears including a Course description.
Type This column specifies the type of Course. The options are:
  • Video
  • Course.
  • Interactive.
Duration This column displays the duration of the Course content, or the time it will take to completed the Course (both in minutes).
Action
  • Enrol Me - allows the User to enrol themselves to take this Course.


My Info - Training Widget – Training Catalogue Folder

The Training Catalogue Folder enables Users to create and manage Face-to-Face Courses run by the Organisation (either in-house or by an external third-party provider).

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here. Note: Users must enter a search term to generate a list of results in the Widget (otherwise this Tab will remain empty).
Course Name This column contains the name of the Training Course.
Max Attendee This column displays the maximum number of attendees allowed for that Course type.
Min Attendee This column displays the minimum number of attendees required to run a Face-to-Face event for that Course type.
Desired Attendee Count This column shows the desired level/number of attendees at which point the Course can be run as an Event.
Waiting List Count This column displays the current number of attendees wait listed for that Course type.
Actions:
  • Waiting List - allows the User to view the Waiting List, enrol other Employees to take this Course type, or create a Course Event.
  • Events - allows the User to see all linked events for this Course type.
  • Edit - allows the User to edit information for this Course type.


Note: System e-mails will send to Employees, Managers and People and Culture users notifying of Course Wait List bookings.


My Info - Training Widget – Training Events Folder

The Training Events Folder enables Users to create and manage Face-to-Face Training Events run by the Organisation (either in-house or by an external third-party provider).

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Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here. Note: Users must enter a search term to generate a list of results in the Widget (otherwise this Tab will remain empty).
Upcoming Tab Displays a list of all upcoming Course Events.
In Progress Tab Displays a list of all Course Events currently in progress.
Completed Tab Displays a list of all completed Course Events.
All Tab Displays a list of all Course Events related activity across the Organisation.
Calendar Displays a calendar view of all Course Events across the Organisation.
Event Name This column contains the name of the Course Event.
Provider This column displays the Course Event Provider.
Start Date This column displays the start date of the Course Event.
Finish Date This column displays the finish date of the Course Event.
Actions:
  • Waiting List - allows the User to add Employees to the Attendee List for this Course Event.
  • Attendee List - allows the User to see the Attendee List for this Course Event.
  • Edit - allows the User to edit information for this Course Event.


Note: System e-mails will send to Employees, Managers and People and Culture users notifying of Event Wait List bookings. They will also be sent if someone is moved from the Wait List to the Attendee List. As well as notifications being sent notifying of successful attendance of the Event, or No Show if the person was recorded as not showing up. There are buttons on the Attendee list. The "Invitation Button", will be available prior to the start date of the Training Event. The "No Show" and "Confirmation" buttons will show following the completion of the Training Event.


My Info - Training Widget – CPD Folder

The CPD (Continuing Professional Development) Folder provides a status of all the CPD Training for each Employee at a glance. People & Culture users can also view the CPD requirements for the Job that each Employee holds to see how much of their annual CPD Training requirement that Employee has completed.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
Points Dropdown/Filter Filter CPD Training Hours based on total points (options provided).
Timeframe Dropdown/Filter Filter CPD Training Hours based on CPD points in a specified timeframe.
Current CPD This column contains the total current CPD hours the Employee has completed in the annual cycle. The annual cycle options are:
  • Calendar year (1 January to 31 December).
  • Financial year (1 July to 30 June).
Total Required CPD This column contains the total annual CPD requirement for that Employee during the annual CPD cycle.
CPD Training Cycle This column contains indicates if the Employee has a current CPD Training Cycle (and Cycle timeframe) assigned.
Action:
  • View CPD Training Breakdown - displays the Face-to-Face and e-Learning (if a third-party solution is integrated) CPD requirements for that Employee.


My Info - Training Widget – Skills Folder

The Skills Folder contains the current Skills that all Employees have been assessed for during a Performance Review Cycle, or which have been assigned/assessed on an Ad Hoc basis. A 'current' skill is defined as the 'most recent' record of a Skill that has been created/assigned to an Employee. The Employee may have 'previous' records of assignment/assessment for a particular Skill (for example if they were assessed for that Skill in a previous/older Performance Review Cycle). Older versions of Skills are not displayed in the Tab and can be found via the Employee's Skills record in Performance Management.

People & Culture Users are the only Users who can create 'Ad Hoc' Skills (outside of a Performance Review Cycle) for Employees. However, if there is a 'Performance Review Cycle' (Cycles or Start Date-based) activated in the System, the '+Create New' option on the Skills Tab will be deactivated. Users can only create Skills using one method or the other (not both at the same time).

When enrolling Employees in Courses, Events or e-Learning based on 'Skills' - the Skill/s will be 'matched' to Courses/Course Events. However, for e-Learning (if a third-party App is installed/integrated), the User will need to search the 'Catalogue' to find e-Learning Courses related to the Skilled then enrol Employees in an e-Learning Course.

Field Name Description
Search Keyword This is a free text field that you can use to search the Skill s Tab for an Employee name, or for a Skill Type.
Current Sub-Tab Displays the Skills that the Employee was assigned/assessed for during the current/most recent Performance Review Cycle.
Gaps Sub-Tab Displays the gap/s between the Skills that Job requires and the Skills that Employee currently does/does not have.
Employee This column contains the Employee name that the CPD Training is assigned to.
Skill Name The name of the Skill assigned to/for which the Employee was assessed.
Date Created Displays the Date that the Skill was assigned to the Employee for assessment. Or, if the Skill was created Ad Hoc by a People & culture User (not via a Performance Review Cycle), the date the Skill was created/assigned to the Employee.
Linked Cycle If the Skill was assigned to an Employee and assessed by the Employee/Manager as part of a Performance Review Cycle - a link to the most recent/current Performance Review Cycle will appear here. There will be a record for the Skill assessed by the Employee, and another for that Skill assessed by their Manager.
Score Displays the Score that the Assessor gave to the Employee for that Skill Type.
Date Created The date the the Skill listed for the Employee was created.
Assessed By The name of the Individual who assessed the Employee for that Skill Type.
Assessed Date Displays the Date that the Skill was assigned to the Employee and assessed (as part of a Performance Review Cycle).
Skill Gap Specifies if the Employee has a 'Gap' for the Skill listed.
Required for Job Specifies Job that the 'Skill/Gap' relates to.
Actions Use this dropdown to action the following:
  • Edit - edit a Skill.
  • Delete - delete a Skill.
  • View - view a Skill.
  • Add Employee to Course Waiting List - allows the User to add the Employee to the Course Waiting list so that they are then enrolled when an internal Training Event for that Course type is next scheduled.
  • Add Employee to Event Waiting List - allows the User to add the Employee to an Event Waiting when a Course is scheduled.
  • Enrol - allows the User/Employee to Enrol in an e-Learning course related to that Skill.


My Info - Talent Profile Widget

The Talent Profile widget contains summary information for all of the key areas of an Employee Talent based information. Including: Certificates and Licences, Goals, PDP, Catch-ups, Mentors and so on. There is also a Summary View and PDF available which is located at the top right of the Talent Profile Widget. The Talent Profile Widget can work in conjunction with the Compliance Widget, Performance Widget and the Training Widget. The data listed in the Talent Profile Widget is an aggregation of all the data in these Widgets. There are functions within the Light Boxes to take the user to the respective widgets so that processing of data can occur. E.g. Certificate and Licences drill down - opens a light box which allows you to see all data, then you can open the widget for that data by clicking the button at the Top Left. This works regardless if the User has that widget in their Dashboard.

Field Name Description
Education And Qualifications This number represents the number of ACTIVE Education and Qualification Records. If you click on the Icon or Number a light Box will appear showing ALL Education and Qualifications records. Grouped by Active, Expiring and Expired. Click the "View Compliance Widget", button to be taken to the Compliance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data.
Certificates And Licences This number represents the number of ACTIVE Certificate and Licence Records. If you click on the Icon or Number a light Box will appear showing ALL Certificate and Licence records. Grouped by Active, Expiring and Expired. Click the "View Compliance Widget", button to be taken to the Compliance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data.
Training This number represents the number of Training Records. If you click on the Icon or Number a light Box will appear showing ALL Training records. Grouped by To-do, In Progress and Completed. Click the "View Training Widget", button to be taken to the Training Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data.
Catch-ups This number represents the number of "Active and Upcoming" Catch-ups. If you click on the Icon or Number a light Box will appear showing Active and Upcoming Catch-ups. Grouped by Active and Upcoming. Click the "View Performance Widget", button to be taken to the Performance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data.
Acknowledgements This number represents the number of "Received and Sent" Acknowledgements. If you click on the Icon or Number a light Box will appear showing Received and Sent Acknowledgements. Grouped by Received and Sent. Click the "View Performance Widget", button to be taken to the Performance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data.
Work History This number represents the number of "Work History" records for the Employee. If you click on the Icon or Number a light Box will appear showing Past Work History. Grouped by Past. Click Export PDF to export a PDF version of the data.
Background Checks This number represents the number of "Background Check" records for the Employee. If you click on the Icon or Number a light Box will appear showing Past Background Checks. Grouped by Past. Click Export PDF to export a PDF version of the data.
Goals This number represents the number of "Not Started, On Track, Behind, At Risk, Completed" Goals. If you click on the Icon or Number a light Box will appear showing Not Started, On Track, Behind, At Risk, CompletedGoals. Grouped by Not Started, On Track, Behind, At Risk, Completed</b>. Click the "View Performance Widget", button to be taken to the Performance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data. Click the "Update Status" button to update the "Goal" status.
Skills This number represents the number of "Current and Gaps" for Skills. If you click on the Icon or Number a light Box will appear showing Current and Gap Skills. Grouped by Current and Gap. Click the "View Performance Widget", button to be taken to the Performance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data.
Performance Score There is no drilldown here. It just displays the most recent Performance Review Score. Based on how the formula being used in the Review. E.g. Average of all assessment criteria. Like Skills, Goals, Values and Behaviours. Click Export PDF to export a PDF version of the data.
Mentors This will show the number of Mentors which are current. These may have been linked in a PDP or created as Mentor records under the Employee - Mentors folder. Click Export PDF to export a PDF version of the data.
Current PDP This will show the current PDP including current GOALS. You can update the status of the Goals by using the Update Status button. Click the "View Performance Widget", button to be taken to the Performance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data. The Employee has the ability to send a Summary on Weekly, Fortnightly or Monthly basis. The summary function will work within the Period of the PDP. To Cancel the Summary, Press Cancel. If you are an Employee you can choose to send a Summary to yourself and or your Manager. If the send summary is not on, it will say "Send Summary - Off". Goals can only be linked to a PDP, through the PDP step or through the Performance Review if a Performance Review / Cycle is Active. PDP can only be used if there is a PDP Step in the Performance Cycle - Review process. E-mail notifications for Reminders will be sent to the Subscribe-HR inbox and e-mail. Recipients can click on the URL to view the PDP in Subscribe-HR. NOTE the e-mails sent are system e-mails not workflow e-mails. Only S-HR developers can use manage these.
Next Review Date This will show the next review date for the Person. There is no Drill Down.


My Info - Talent Profile Summary PDF

The Talent Profile Summary contains the following Employee Summary Information. This Summary can be PDF'd.

Field Name Description
First Name and Surname Name of the Employee
Photo Shows Photo of the Employee
Role The Role of the Employee
Employee ID The Indentification Number for the Employee which can be used to find the Employee in Subscribe-HR
Department The Department the Employee is in
Location Location of the Employee
Start Date The Start Date of the Employee
Manager The Primary Manager of the Employee
Length of Service The time which the Employee has been employed
Annual Leave Balance Current Balance for Annual Leave for the Employee
Personal Leave Balance Current Balance for Personal Leave for the Employee
Roles Lists the Roles of the Employee. Current Role/Job is at the Top. Dates Represent the Start and End Date for the Roles/Jobs
Work History List of Previous Jobs prior to Employment with your Company. This information could have been entered during the Recruitment Process and or it is stored against the Employee - Work History Sub Folder.
Education and Qualifications List of Active Education and Qualifications Records. This information could have been entered during the Recruitment Process and or it is stored against the Employee - Education and Qualifications Sub Folder
Certificates and Licences List of Current Certificates and Licence Records. This information could have been entered during the Recruitment Process and or it is stored against the Employee - Certificates and Licences Sub Folder
Acknowledgements List of received Acknowledgements.This information comes from the Performance Widget - Process
Mentors Shows List of Current Mentor/s
Top Right - Reviews Shows current Review which is active. It shows the Progress of the current review. Shows the Final Score. Shows Next Review Date if there is one
Skills Shows Current Skills. No Scores
Goals Shows Current Goals. No Scores. Shows the Status of the Goals
Export PDF Button Bottom Left of Screen. Allows you to Export the PDF to Print. Save to Desktop.


My Info - Performance Management Widget

This Widget displays information regarding Performance Reviews related to the logged-in User.


My Info - How to Navigate to the Performance Management Widget

This widget allows for Users to quickly and easily manage Performance through each of the following processes by clicking on the relevant “Folder”:

  • Reviews - view/create/manage Performance Reviews and Performance Workflow process/es.
  • Goals - view/create/manage Employee Goals related to the Performance Review and Performance Cycles, (or those created on a one-off/ad hoc basis). Goals can be linked to Business Objectives also. Completed Goals can also be brought into a current Goal Define step to be used again in a Review.
  • Catch Ups - view/create/manage Catch Ups related to the Performance Review and Performance Cycles, (or those created on a one-off/ad hoc basis).
  • Acknowledgements - view/create/manage Acknowledgements related to the Performance Review and Performance Cycles, (or those created on a one-off/ad hoc basis).
  • Skills - view/create/manage Skills related to the Performance Review and Performance Cycles, (or those created on a one-off/ad hoc basis. Note - only People & Culture Users can create ad hoc Skills).

In each of these Folders, there are a series of 'Tabs' that provide different functionality for managing Performance Reviews and Performance Review Cycles (related to Reviews). Within each Tab, there is a table that contains different columns. The Folders, Tabs, and Columns are explained below.

From within the Performance Management Widget itself, there are a series of buttons (that launch Wizards) related to creating or managing Performance Reviews, or specifying and activating Performance Review Cycles. These Wizards include:

  • + Create Goal - allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu. Goals can be linked to Business Objectives also.
  • + Create Catch Up - allows HR/P&C Managers to create Catch-Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard which is available via the Wizards "START" menu.

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 the Widgets.


My Info - Performance Management Widget – Goals Tab: + Create Goal Wizard

People & Culture Users, Managers and Employees can create 'Ad Hoc' Goals (outside of a Performance Review Cycle). Goals created/assigned as part of a Performance Review Cycle will appear in and be assessable as part of the Review Cycle in which they were created. Ad Hoc Goals will be included in any subsequent Performance Review Cycles (assuming that Goals are Defined/Assessed (rated) as part of the Performance Review). Managers can create ‘Ad Hoc’ Goals for their direct reports throughout the year. These Goals will appear in the ‘Goals’ Step of subsequent Review Cycles/Performance Reviews for the Employee to whom the Goal was assigned (if there is a ‘Define Goals’ or ‘Ratings’ Step included). People & Culture Users can create ‘Ad Hoc’ Objectives/Goals for all Employees throughout the year. These Objectives/Goals will appear in the ‘Goals’ Step of subsequent Review Cycles/Performance Reviews for the Employee to whom the Goal was assigned (if there is a ‘Define Goals’ or ‘Ratings’ Step included). Note: if a Goal is assigned to an Employee, either as part of the ‘Define’ Step in a Review Cycle, or on an ‘Ad Hoc’ basis, and that Goal is ‘completed’ – it will no longer continue to appear in the Goal Define/Rate Step of subsequent Review Cycle Steps. However, it is possible to ‘add’ the Goal back into the Define/Rate Step if required (so that the Employee and/or Manager can rate the Employee’s performance per that Goal). To create a Goal input the following information:
1. Employee: Select the Employee to create the Goal for (if creating it for someone else).
2. Business Objectives: select a Business Objective from the dropdown menu.
3. Goal Type: select the Goal type from the dropdown menu.
4. Goal Name: specify a Goal name.
5. Description: provide a description of the Goal.
6. Target Date of Completion: specify a target date for the completion of the Goal.
7. Goal Completed Date: specify the actual date the Goal was completed/achieved (this can be completed at a future point in time).
8. Notes: add notes regarding the Goal including feedback, process, experience etc. if required. 9. Goal Status: specify the status of the Goal. Click “Next."
10. Summary: the final screen for the Employee Goal Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete the Goal, click “Submit.”
11. Success: if your Employee Goal Wizard has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.


People & Culture - Performance Management Widget – Catch Ups Tab: + Create Catch Up Wizard

The Catch-Up Wizard allows Users to create a Catch-Up with other Employees in the following ways:

  • Manager to Employee.
  • Employee to Manager.
  • People & Culture to Manager or Employee (essentially all Users).

1. Catch-Up Date – specify the date and time of the Incident using the calendar and clock dropdown menus.
2. Topic – specify the topic to be discussed during the Catch-Up.
3. Employee – select the Employee with whom to schedule the Catch-Up.
4. Does this Link to an Objective/Goal – tick the check-box if "yes," leave bank if "no." If yes, select the 'Goal' from the dropdown menu that appears.
5. Next Catch-Up Date – if this is to be a recurring Catch-Up, specify the date for the next one.
6. Comments/Notes/Questions – specify any questions, notes or comments that are relevant to the discussion so the other attendee can prepare. This field is mandatory because it is the comments, questions or notes that drive the communication between the two parties in relation to the Catch-up.
7. Attachment/s – Allows the user to add (an) attachment/s.
NOTE: Both participants in the Catch-Up can upload additional attachments (after the initial creation of the Catch-Up) as part of the ongoing Catch-Up 'Conversation'). Click “Next."
8. Summary – the final screen for the Catch-Up Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete the Catch-Up, click “Submit.”
9. Success – if your Catch-Up Wizard has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.


My Info - Performance Management Widget – Reviews Folder

Within the Reviews Folder, there are a series of “Tabs” where HR/P&C Managers can manage the Performance Reviews of Employees. Those Tabs are:

  • Active.
  • Completed.
  • Overdue
  • Not Started.
  • New Review.
  • Review Cycle.

The Reviews Folder contains all Employee Reviews.

Field Name Description
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab Clicking this Tab will display all currently active Performance Reviews. The number in brackets displays the total number of active Reviews.
Completed Tab Clicking this Tab will display all completed Performance Reviews. The number in brackets displays the total number of completed Reviews.
Overdue Tab Clicking this Tab will display all Performance Reviews that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Reviews.
Not Started Tab Clicking this Tab will display all Performance Reviews that have not been started by the Employee.
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
ID This is the ID of the Performance Review that has been sent to the Employee.
Review Name The name of the Performance Review will be displayed here.
Employee The name of the Employee that this Performance Review has been assigned to.
Current Step The current step of the Performance Review process that Employee is currently at will be displayed here.
View Status Click on “View Status” in this column and a window will open that displays which part of the Performance Workflow the Review is at, e.g. with Employee with Manager etc. and the Due Date of the Review.
Start Date The date the Performance Review/Workflow was sent/triggered.
End Date The due date of the of the Performance Review.
Opening Date The opening date of the next Step in the Performance Review if there is a delay (if not this will display N/A).
Action The options are:
  • Open Review: Allows Users to open and complete the current performance step (if the current Step is assigned to them. If the current Step is assigned to someone else/the other respondent in the Performance Review Cycle Step, then the User will see a message that says ‘You do not have permissions to access this Step.’ If you see this message it means that the current Step in the Review Cycle belongs to the other participant and only they can complete the next Step.


My Info - Performance Management Widget – Goals Folder

Within the Goals Folder, there are a series of “Tabs” where HR/People & Culture Managers can manage the Goals of Employees. Those Tabs are:

  • Not Started.
  • On Track.
  • Behind.
  • At Risk.
  • Completed.
  • All.

The definitions for these statuses are:

On Track: This is the default status.
Behind: Overall progress is less than 60% complete.
At Risk: Overall progress is less than 25% complete with 30 days remaining.
Completed: Overall goal progress is 100%.

The Goals Folder contains all Employee Goals. New Goals can also be entered without using a Review Cycle. If your Performance Workflow Cycle includes a “Goals Define” step, you can create the Goals within the Review Process or directly from this Tab using "Create Goal.” If you have a PDP step in your Performance Workflow Cycle, Goals which are created as part of the Review process can be linked to the PDP. They will show up in this Widget as having a relationship. If you are using a PDP step in the Review Cycle, and you enter a Goal through the Widget, you can link this Goal to the PDP and create Training Intervention. Completed Goals can also be brought into a current Goal Define step to be used again in a Review.

Field Name Description
+ Create Goal The “Create Goal” Wizard allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu. Business Objectives can be entered against Goals
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
Not Started Tab Clicking this Tab will display all currently active Performance Goals that have not yet been started by the Employee they've been assigned to. The number in brackets displays the total number of active Goals.
On Track Tab Clicking this Tab will display all Performance Goals that are 'On Track' for completion by the Due Date. The number in brackets displays the total number of On Track Goals.
Behind Tab Clicking this Tab will display all Performance Goals that are 'Behind' for completion by the Due Date. The number in brackets displays the total number of Behind Goals.
At Risk Tab Clicking this Tab will display all Performance Goals that are 'At Risk' of not being completed by the Due Date. The number in brackets displays the total number of At Risk Goals.
Completed Tab Clicking this Tab will display all Performance Goals that have been 'Completed.' The number in brackets displays the total number of Completed Goals.
All Tab Clicking this Tab will display all Performance Goals, including their Status. The number in brackets displays the total number of Performance Goals currently assigned to Employees. The All Tab also contains a filter that allows Users to filter Goals based on their Status.
Employee The name of the Employee that this Goal has been assigned to.
Business Objective The Name of the Business Objective
Goal Name The Name of the Goal.
PDP The related Performance Development Plan in which this Goal was created will be displayed here (if/when relevant). This will show the current PDP including current Goals. You can update the status of the Goals by using the Update Status button. Click the "View Performance Widget", button to be taken to the Performance Widget - Full: Maximized View. Click Export PDF to export a PDF version of the data. The Employee and Manager have the ability to send a Summary on Weekly, Fortnightly or Monthly basis. The summary function will work within the Period of the PDP. To Cancel the Summary, Press Cancel. If you are an Employee you can choose to send a Summary to yourself and or your Manager. If the send summary is not on, it will say "Send Summary - Off". Goals can only be linked to a PDP, through the PDP step or through the Performance Review if a Performance Review / Cycle is Active. PDP can only be used if there is a PDP Step in the Performance Cycle - Review process. E-mail notifications for Reminders will be sent to the Subscribe-HR inbox and e-mail. Recipients can click on the URL to view the PDP in Subscribe-HR. NOTE the e-mails sent are system e-mails not workflow e-mails. Only S-HR developers can use manage these.
Review If a Review Cycle us being used, when the Goal is created, it will show the relationship to the Review it was created for.
Status The status of the Goal will display here. This can beNot Start, On Track, Behind, At Risk or Completed..
Due Date The Goal's due date will be displayed here.
Target Completion Date The Date the Goal is supposed to be completed.
Enable Reminder Select this to be able to send a reminder based on the Target Completion Date.
Target Date Completion Reminder (Mandatory) You can select one or multiple of: 1, 2, 7, 14, 30 Days before the reminder date arrives. Pre-defined e-mail templates will send based on these triggers.
Target Date Completion Recipients (Mandatory) Manager and or Employee can select to send to Manager and or Employee.
Description Notes field for the Description of the Goal.
Notes This is a field for making notes.
Action This dropdown will allow Managers to view and edit Employee Goals. Update Status Action can be used to update the Goal Status. The options are:
  • View - allows the user to View the Goal.
  • Edit - allows the user to Edit the Goal.
  • Update Status - allows the user to update the Status the Goal.


My Info - Performance Management Widget – Catch Ups Folder

Within the Catch Ups Folder, there are a series of “Tabs” where HR/P&C Managers can manage Catch Ups for Employees. Those Tabs are:

  • Active.
  • Upcoming.
  • Completed.

The Catch Ups Folder contains all Employee Catch Ups. Catch Ups can be added as a Step in a Cycle/Review or as an Ad Hoc Catch Up.

Field Name Description
+ Create Catch Up Allows HR/P&C Managers to create Catch Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard (coming soon) which is available via the Wizards "START" menu.
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Upcoming Tab Clicking this Tab will display Catch-ups that are yet to happen at a future date.
Completed Tab Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Topic The relevant topic of the Catch Up will be displayed here.
Employee The name of the Employee that this Catch Up has been assigned to.
Catch Up Date The date of the Catch Up will be displayed here.
Comments/Notes/Questions Free type text here.
Attachments Link attachments here.
NOTE: Both participants in the Catch-Up can upload additional attachments (after the initial creation of the Catch-Up) as part of the ongoing Catch-Up 'Conversation').
Actions This dropdown allows user to perform either of the following:
  • Reply - Use this option to Start the conversation for the Catch Up.
  • Complete Catch Up - Use this option to reply to the conversation.
  • Create Next Catch-up - Use this option to create a follow-up Catch Up.


My Info - Performance Management Widget – Acknowledgements Folder

The Acknowledgements Folder contains all Acknowledgements that have been sent to Employee/s, Location/s, or Department/s. People & Culture Users can see Acknowledgements for the entire organisation. Users can also create new Acknowledgements from this Tab on the Performance Management Widget, via '+Create Acknowledgement' (the 'Acknowledgements' Tab in the Announcements & Acknowledgements Widget), or by triggering the Acknowledgement Wizard via the ‘START’ menu.

Field Name Description
+ Create Acknowledgement) Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" options
Search Keyword This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
My Received Sub-Folder Contains acknowledgements sent to/received by the Employee.
My Sent Sub-Folder Contains acknowledgements sent by Employees.
Create Date This is the date and time the Acknowledgement was created.
Title The Title of the Acknowledgement is displayed here.
Likes Clicking the "thumbs up" icon will Like the Acknowledgement. The number beside it displays the total number of likes the Acknowledgement has received.
Comments Clicking the speech bubble icon will allow you to enter in comments related to the Acknowledgement. The number beside it will display the total number of comments made against the Acknowledgement.
Sent To Employees, locations and/or departments that have been acknowledged will be displayed here.
Actions Use this dropdown to action the following:
  • Edit - edit an Acknowledgement.
  • Delete - delete an Acknowledgement.
  • View - view an Acknowledgement.


My Info - Performance Management Widget – Skills Folder

The Skills Folder contains the current Skills that all Employees have been assessed for during a Performance Review Cycle, or which have been assigned/assessed on an Ad Hoc basis. A 'current' skill is defined as the 'most recent' record of a Skill that has been created/assigned to an Employee. The Employee may have 'previous' records of assignment/assessment for a particular Skill (for example if they were assessed for that Skill in a previous/older Performance Review Cycle). Older versions of Skills are not displayed in the Tab and can be found via the Employee's Skills record in Performance Management.

Field Name Description
+ Create Skill Top Right of the Widget. Starts the Skill Wizard, and allows the User to select a Skill from the 'Skills Library' and assign it to an Employee.
Search Keyword This is a free text field that you can use to search the Skill s Tab for an Employee name, or for a Skill Type.
Current Sub-Tab Displays the Skills that the Employee was assigned/assessed for during the current/most recent Performance Review Cycle.
Gaps Sub-Tab Displays the Employees that have Gaps in their Skills (in relation to the Skills required for the Job they hold).
Employee Name The name of the Employee that the Skill (or Skills Gap) relates to.
Skill Name The name of the Skill assigned to/for which the Employee was assessed.
Skill Gap The name of the Skill the Employee has a Gap for (in relation to the Job they hold).
Required for the Job The name of the Job the Skill is required for.
Date Created Displays the Date that the Skill was assigned to the Employee for assessment. Or, if the Skill was created Ad Hoc by a People & culture User (not via a Performance Review Cycle), the date the Skill was created/assigned to the Employee.
Linked Cycle If the Skill was assigned to an Employee and assessed by the Employee/Manager as part of a Performance Review Cycle - a link to the most recent/current Performance Review Cycle will appear here. There will be a record for the Skill assessed by the Employee, and another for that Skill assessed by their Manager.
Score Displays the Score that the Assessor gave to the Employee for that Skill Type.
Date Created Displays the date that the Skill record wa created.
Assessed By The name of the Individual who created/assessed the Employee for that Skill Type.
Date Assessed Displays the Date that the Skill was assigned to the Employee and assessed (as part of a Performance Review Cycle).
Current Specifies if the Skill is current (Yes) or not (No).
Actions Use this dropdown to action the following:
  • Edit - edit a Skill.
  • Delete - delete a Skill.
  • View - view a Skill.
  • Add Employee to Course Waiting List - allows the User to add the Employee to the Course Waiting list so that they are then enrolled when an internal Training Event for that Course type is next scheduled.
  • Add Employee to Event Waiting List - allows the User to add the Employee to an Event Waiting when a Course is scheduled.
  • Create Training Record - allows the User to a Training Record for that Employee.


My Info - Timesheets Management Widget

This Widget display information regarding all timesheets related to the logged-in Employee.

Field Name Description
+ Create Timesheet Clicking this button will allow users to quickly create a Timesheet through the New Timesheet Wizard. Submit the Timesheet using the "Submit" button.
In Progress Tab Displays all saved but not submitted Timesheets. Number in brackets outline the total number of "In Progress" Timesheets.
Requested Tab Displays all Timesheets that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending timesheets.
Authorised Tab Displays all Timesheets that have been authorised by the authoriser. Number in brackets outline the total number of Authorised Timesheets.
Rejected Tab Displays all Timesheets that have been rejected by the authoriser. Rejected Timesheets can not be edited and resubmitted, however, if/when a new Timesheet is started (after one has been rejected), the new Timesheet will pick up/include the entries from the most recently saved/submitted Timesheet (the rejected one). If a new Timsheet is submitted after the rejection of a previously submitted Timesheet - that Timesheet record will disappear from the 'Rejected' subtab (however, there will be a record of it in the 'Workflow History' (via the System Inbox or the Tasks & Notifications Widget). The newly created/submitted Timesheet will then appear on the 'Requested' subtab. The number in brackets indicates the total number of Rejected Timesheets.
Resubmit Tab Displays all Timesheets that have been cancelled. Cancelled Timesheets can be edited and resubmitted. The number in brackets indicates the total number of cancelled Timesheets.
Search by name This is a free text field which allows you to specifically search for Timesheets by employee name.
Name Employee name will appear under here.
Period Duration of Timesheet/Pay period will display here in DD/MM/YYY - DD/MM/YYYY format. Depending on the 'Timesheet Settings' in the Core-HR Widget on the Activation Hub, this will either be:
  • Weekly.
  • Fortnightly.
Submitted Date The date the Timesheet was submitted will appear under here.
Total Hours Total number of hours recorded within the Timesheet will appear under here.
Authoriser The name of the Timesheet's Authoriser will appear here.
Actions This dropdown allows user to perform either of the following:
  • View - View the timesheet.
  • Edit - Edit the timesheet (Timesheets can only be edited prior to submission, or post cancellation. If a Timesheet has been submitted for authorisation (and not cancelled/rejected) it is locked and can't be edited).
  • Edit & Resubmit - Edit the timesheet and resubmit it (Timesheets can only be edited and resubmitted via the 'Resubmit' subtab (post-cancellation). If a Timesheet has been submitted for authorisation (and not cancelled/rejected) it is locked and can't be edited).
  • Cancel - Cancel the timesheet (cancelled Timesheets will appear under the 'Resubmit' subtab and can be edited and resubmitted).


My Info - Time Off Management Widget

This Widget displays information regarding absence requests related to the logged-in Employee.

Field Name Description
+ Create Time Off Logged in employee will be able to create an absence request. Clicking this will take them through the Time Off Wizard.
Requested Tab Displays all absence requests that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending requests.
Authorised Tab Displays all absences requests that have been authorised by the authoriser. Number in brackets outline the total number of Authorised absence requests.
Rejected Tab Displays all absence requests that have been rejected by the authoriser. Number in brackets outline the total number of Rejected absence requests.
Cancelled Tab Displays all absences requests that have been cancelled. Number in brackets outline the total number of cancelled absence requests.
Search Team Member This is a free text field which allows you to specifically search for absence requested by employee name.
Employee Name Employee's full name will appear under here.
Requested Date Date the request was made will display here in DD/MM/YYYY format.
From Date The date the absence begins will display here in DD/MM/YYYY format.
Until Date The date the absence ends will display here in DD/MM/YYYY format.
Days/Hours This will outline whether the employee has taken the whole day off or part of the day off.
Absence Type E.g. Sick - Personal Carers, LSL, Annual. If Personal (Sick Leave): You can attach a Doctors Certificate or Self Certify. If Personal (Carer's Leave): You can record Illness and also link a Dependent.
Authoriser The name of the absence request's authoriser will appear here.
Actions This dropdown allows user to perform either of the following:
  • View - view the Time Off request.
  • Cancel - cancels a Time Off request (requests can only be cancelled via the Time Off Widget prior to 'Authorisation')

NOTE: If a Time Off request has already been authorised, then only a People and Culture User can cancel it. This needs to be done via the Employee's record > 'Absence.' Please review the information/instructions about cancelling an 'Authorised' Time Off request in the 'Notes' related to the 'Actions' on the People & Culture Dashboard > Time Off Widget.

  • View Accruals - view the accrual levels of the related employee.
  • View Team Leaver Planner - access the team leaver planner functionality

My Info – Compliance Management Widget

The Compliance Management Widget allows Employees to manage in relation to their:

  • Certificates & Licences.
  • Background Checks.
  • Education & Qualifications.

Depending on which of the above Folders you’re in, “Create New” (top right of the “Compliance Management” Widget) will trigger the Wizard for Certificates & Licences, Background Checks or Education & Qualifications, and enable you to create a new compliance record for any/all of these three options.

Within each of the above Folders, there are a series of “Tabs,” which are:

  • Expiring.
  • Expired.
  • Active.
  • From Applicant.

On each of these Tabs, there is a table that contains different columns. The Tabs and Columns are explained below.

The preferred document/file types that can be uploaded in the System for Compliance documentation are:

  • Word (docx).
  • Pdf.
  • Rich Text (rtf).
  • Png.


My Info Compliance Management Widget – Certificates & Licences Folder

This Folder displays all the Certificates & Licences held by Employees and their current status. It also allows Employees to create new and/or renew Certificates & Licences.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new Certificate & Licence record for an Employee using the Compliance Management Wizard.
Filter Allows the User to "Filter" Certificates/Licences records by Tag or Filter: E.g. Licence name/type, Certificate name/type.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Expiring Filter Contains a dropdown list of timeframe filters. The default is set to three months, but Users can also change the view to display what's expiring in different timeframes (up to a year).
Expiring Tab Displays all the Certificates & Licences that are expiring within the next three months.
Expired Tab Displays all the Certificates & Licences that have expired and need renewing.
Active Tab Displays all the Certificates & Licences that are current (and don’t fall under the other two tabs/categories above).
Pending Tab Displays all the Certificates & Licences that need to be conducted/completed.
Failed Tab Displays all the Certificates & Licences that have resulted in a negative/failed result.
ID This is the ID of the Certificate/Licence.
Employee The name of the Employee that this Certificate/Licence relates/belongs to is displayed here.
Status The status (active, expiring or expired) of the Certificate/Licence is displayed here.
Checked By The name of the Employee who validated/rejected the Certificate/Licence is displayed here.
Expiry Date The date on which the Certificate/Licence expires is displayed here.
Certificate/Licence Name The name of the Certificate/Licence is displayed here. Users can click on the name and this will open/display the Certificate/Licence in a pop-up/lightbox.
Previous If the current Certificate/Licence has been renewed based on a previously existing Certificate/Licence, the ID of the previous Certificate/Licence record is is displayed here.
Current If the Certificate/Licence has expired and a new Certificate/Licence record created based on renewing that Certificate/Licence, the ID of the new record is is displayed here.
Cost The cost (if any) of the Certificate/Licence is displayed here.
Actions

Add to Course Waiting List - allows the User to add themselves to a Course Waiting list to renew or do any extra training required to maintain that Certificate/Licence.
Add to Event Waiting List - allows the User to add themselves to an Event waiting list to renew or do any extra training required to maintain that Certificate/Licence.


My Info Compliance Management Widget – Background Checks Folder

This Folder displays all the Background Checks held by Employees and their current status. It also allows Users to create new and/or validate Background Checks for Employees.

The types of Background checks include:

  • Visas.
  • Police checks.
  • Working with Children checks.
Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new Background Check record for an Employee using the Compliance Management Wizard. It is mandatory as part of this step for Users to attach a copy of the Background Check to validate/keep a record of it.
Filter Allows the User to "Filter" Background Check records by Tag or Filter: E.g. Visa, Police check etc.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Expiring Tab Displays all the Background Checks that are expiring within the next three months.
Expired Tab Displays all the Background Checks that have expired and need renewing.
Active Tab Displays all the Background Checks that are current (and don’t fall under the other two tabs/categories above).
Pending Tab Displays all the Background Checks that need to be conducted/completed.
Failed Tab Displays all the Background Checks that have resulted in a negative/failed result.
All Tab Displays all the Background Checks (from each of the above categories) on one tab.
ID This is the ID of the Background Check.
Employee The name of the Employee that this Background Check relates/belongs to is displayed here.
Status The status of the Background Check is displayed here.
Checked By The name of the Employee who validated/rejected the Background Check is displayed here.
Check Date The date the Background Check was passed or failed is displayed here.
Background Check Type The type of Background Check is displayed here. Users can click on the name and this will open/display the Background Check in a pop-up/lightbox.
Expires In The number of days until the Background Check expires.
Cost The cost (if any) of the Background Check is displayed here.
Supplier The organisation or governing body from which the Background Check was sourced is displayed here.
Actions
  • View - allows the User to view the Background Check.
  • Renew - allows the User to renew a Background Check.


My Info Compliance Management Widget – Education & Qualifications Folder

This Folder displays all the Education & Qualifications held by Employees and their current status. It also allows Users to create new and/or validate Education/Qualifications for Employees.

The types of Education/Qualifications include:

  • Degrees.
  • Diplomas.
  • Certificates.


Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new Education/Qualification record for an Employee using the Compliance Management Wizard.
Filter Allows the User to "Filter" Education/Qualification records by Tag or Filter: E.g. Degree, Diploma etc.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Active Tab Displays all the Education/Qualifications that are current and have been validated.
Pending Tab Displays all the Education/Qualifications records that have been entered into the System and are awaiting validation.
Failed Tab Displays all the Education/Qualifications that failed to be validated.
ID This is the ID of the Education/Qualification.
Education/Qualification Name The name of the Education/Qualification is displayed here. Users can click on the name and this will open/display the Education/Qualification in a pop-up/lightbox.
Education/Qualification Institute The name of the Institute at which the Education/Qualification was gained is displayed here.
Employee The name of the Employee that this Education/Qualification relates/belongs to is displayed here.
Status The status of the Education/Qualification is displayed here.
Checked By The name of the Employee who validated/rejected the Education/Qualification is displayed here.
Check Date The date on which the Education/Qualification was validated is displayed here.
Qualification Type The type of the Education/Qualification is displayed here.
Previous If there was a previous Education/Qualification, a link to it is displayed here.
Actions
  • View - allows the User to view the Education/Qualification.
  • Create New - allows the User to caret a new Education/Qualification.


My Info – WHS Incident Widget

The WHS Incident Widget allows People and Culture users to view, track and manage WHS Incidents to ensure compliance with Work, Health and Safety regulations.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new WHS Incident for an Employee using the WHS Incident Wizard.
Expiring Tab Displays all the Memberships related to Education & Qualifications that are expiring within the next three months.
Expired Tab Displays all the Memberships related to Education & Qualifications that have expired and need renewing.
Active Tab Displays all the currently active WHS Incidents.
Resolved Tab Displays all the WHS Incidents that have been resolved.
Filter Allows the User to "Filter" WHS Incident records by level of importance: E.g. high, medium, low.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month. When active/a date range search parameter/filter is being applied, the looking glass square will be green.
Date/Timeframe Search Allows the User to "Filter" WHS Incident records based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month.
Employee Name Displays the name of the Employee who was injured.
Incident Details Displays a description of Incident reported.
Incident Type Displays the type of Incident reported.
Level of Importance Displays the level of importance related to the Incident. The options are:
  • High: Red.
  • Medium: Orange.
  • Low: Blue.
Date Reported Displays the number date on which the Incident was reported.
Days Open Displays the number of days the Incident has been open (if not yet resolved).
Reported By Displays the Employee by whom the Incident was reported.
Attachment Displays any attachments related to the Incident.
Action
  • View - allows the User to view the Incident.


My Info – HR Questions Widget

The HR Questions Widget allows People and Culture users to view, track and manage HR Questions to ensure they are sent to the right person and responded to in a timely manner. People & Culture Users can also create FAQs, which are then available to all Users via the FAQs Tab.


My Info HR Questions Widget - Questions Folder

Allows People and Culture Users to create and assign Questions to other Employees, or to Reassign Questions that they are not the best placed person to answer.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new HR Question for an Employee using the HR Questions Wizard.
Active Tab Displays all the currently active HR Questions (that have not yet been responded to and Completed).
Completed Tab Displays all the HR Questions that have been responded to and Completed.
All Tab Displays all the HR Questions - both Active and Completed.
Reassigned to Me Displays all the HR Questions that have been Reassigned to that User. If an HR Question is initially sent to someone who is not the most appropriate person to respond to that Question, the Receiver can Reassign it to someone more appropriate to respond.
Filter Allows the User to "Filter" HR Questions by level of importance: E.g. high, medium, low.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month.
Employee Name Displays the name of the Employee who submitted the Question.
Ticket Number Displays a ticket number for each HR Question submitted, the higher the number, the more recently the Question was submitted.
Question Type Displays the type of Question asked. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
Question Details Displays a snippet of the Question asked (approximately 15 characters)
Days Open Displays the number of days the Question has been open (without being answered).
Level of Importance Displays the level of importance related to the Incident. The options are:
  • High: Red.
  • Medium: Orange.
  • Low: Blue.
Date Sent Displays the date on which the Question was sent.
Attachments Displays any attachments associated with the Question.
Actions
  • View - allows the User to view a Question.
  • Start Conversation - allows the User to start a conversation about the Question/Question topic.
  • Respond - allows the User to respond to the Question.
  • Complete - allows the User to complete the Question and close it.


HR Questions Widget - FAQs Folder

Allows the People and Culture Users to create FAQs that are then available as a resource for all Employees.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new FAQ.
Active Tab Displays all the currently Active FAQs.
Unpublished Tab Displays all the draft/unpublished FAQs.
Archived Tab Displays all the Archived FAQs.
Category Displays the type of the FAQ. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
Details Displays a short summary of the FAQ.
Owner Displays the Departmental owner of the FAQ. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
  • Customer Service.
  • Environmental.
  • Executive Management.
  • Finance & Admin.
  • Operations.
  • Sales.
  • Sales & Marketing.
  • Information Technology.
  • Human Resources.
  • OH&S.
Created Date Displays the date the FAQ was created.
Updated Date Displays the date the FAQ was updated (if it has been updated).
Action
  • View - allows the User to view the FAQ.


My Info - Change Request

The Change Request Widget allows Employees the ability to Create New Records and Update Existing Records via a Change Request process, which sends the request through an Authorisation process prior to the Record being Change or Created. Upon Authorisation, the records get created or updated depending on the Request.

Field Name Description
Create New At the Top Right of the Widget there is a "New Change" option. This can be used to Create a Change Request. Create New you can do a Max of 4 Records at a time (this option will be available if there are no existing records in that Object". Create and Replace you can do this with a Max of 4 Records. Add Additional you can do this with a Max of 4 records at a time.
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
Inprogress This will show Requests that are sent for Authorisation.
Authorised Shows Authorised Change Requests for the Employee
Rejected Shows Rejected Change Requests for the Employee
Requested Date Date the Change Request was done.
Change Request For Which Object / Employee Information the Change Request for for.
Authorizer Who was the Change Request Sent to for Authorisation.
Change Date If Authorised, this is that date for when the Change Request will take place.




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