HR Issues and Questions Wizard

HR Issues and Questions Wizard

Coming Soon.

Stay tuned, the HR Issues and Questions Wizard will be coming soon.

HR Issues and Questions Wizard Navigation Functionality

There are multiple navigation options available to you throughout the HR Issues and Questions Wizard. These navigation options are outlined below.

1. START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - allows you to create a New Record within a particular Wizard (where relevant).
5. Create - allows you to 'save' a New Record you've created.
6. Edit - allows you to Edit a Record.
7. Save - allows you to Save a Record.
8. Delete - allows you to Delete a Record.
9. Previous - allows you to go back one step.
10. Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

How to Trigger the HR Questions Wizard

You can trigger the HR Questions Wizard from the Wizard popup menu:

1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "HR Questions" option from the menu, then click "Select."

The HR Questions Wizard allows Users to quickly and easily ask a question and assign it to someone (Manager of People & Culture) for a response. If the originator of the HR Question sends it to someone who is not best placed to respond, the receive can Reassign the HR Question to someone else who is better placed to be able to answer the question.

HR Questions Wizard Steps

1. Type – use the dropdown menu to specify the type of Question being asked. The options are:

• Company Policy.
• Training.
• General Question.
• Holidays.

2. Question Details – use the free text field to type the HR Question.
3. Owner – use the dropdown menu to specify the appropriate Owner of the Question. The options are:

• Customer Service.
• Environmental.
• Executive Management.
• Finance & Admin.
• Operations.
• Sales.
• Sales & Marketing.
• Information Technology.
• Human Resources.
• OH&S.

FAQ Wizard Steps

The FAQ Wizard is available via the HR Questions Widget and allows Users to create an FAQ which is then added to the FAQs Tab of the HR Questions Widget.

1. Type – use the dropdown menu to specify the type of Question being added. The options are:

• Company Policy.
• Training.
• General Question.
• Holidays.

2. Question Details – use the free text field to type the HR Question. Users can add file attachments and embed a video (hosted on Youtube) as a reference if needed.
3. Owner – use the dropdown menu to specify the appropriate Owner of the Question. The options are:

• Customer Service.
• Environmental.
• Executive Management.
• Finance & Admin.
• Operations.
• Sales.
• Sales & Marketing.
• Information Technology.
• Human Resources.
• OH&S.

4. Summary – the final screen for the FAQs Wizard option 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 Wizard click “Submit.”
5. Success – if your FAQs 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.