View source for Dashboard-Activation-Hub

{{page.name: Team Dashboard: Activation Hub}}
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To Navigate to this Dashboard and the Widgets (and access Activation Hub 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 (this is the second the second dropdown menu from the top of the system/screen and will default to 'Standard Reports' for Free Trial Users).
*Scroll down and select "Activation Hub."
*When the Activation Hub Dashboard opens, there are 12 Widgets that you need to work through in the following order to configure and set up a Free Trial account for your organisation:
# Free Trial/Staff System Details.
# Create Key System Settings.
# User Management.
# Data Manager.
# Recruitment.
# Free On/Cross/Offboarding.
#Core-HR.
#Performance Management.
#SHaRe Surveys/Digital Forms.
#Reporting and Dashboards.
#Push Notifications &and Workflows.
#Calculate Pricing.


Subscribe-HR's Activation Hub Dashboard is the central hub for the self-configuration and self-activation of all the System's HR Software solutions as well as the basic System settings. The Activation Hub has been set up to enable both Free Trial Users and Customers to activate and configure the entire System from one location. From creating Key System Settings and Uploading Data, to managing the creation and activation of Users or configuring Performance Review cycles, everything the User needs to set up the System can be done via the Activation Hub. This one-of-a-kind feature makes it faster and easier for Users to get the System set up to meet the unique needs of their organisation, or it enables the Subscribe-HR Implementation Team to get Customers up and running quickly.

<b>NOTE: It is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>

The [[Dashboard-Activation-Hub|Activation Hub]] is Subscribe-HR's one-of-a-kind feature that enables Users to configure and activate the main features of Subscribe-HR's Codeless Cloud HR Software. The self-activating and self-configuring nature of the Activation Hub means it can be used by you, the User, or the Subscribe-HR set-up Team to set your system up quickly.

<b>Widgets on the Activation Hub can only be maximised (not minimised) and display a maximum of 10 menu items only. If there are more than 10 menu items in a Widget, 'More Available....' will be displayed on the top right of the Widget, next to the 'small square (with rounded corners). To view the full list of menu items, click the small square to maximise the Widget and this will display all menu items.</b>


==Free Trial/Staff System Details==

The Free Trial Details Widget enables Free Trial Users to configure the settings necessary to create and brand a Free Trial account for their company. It is the first Widget you will see in the “Activation Hub.” The details entered in this Widget are also used if/when a Free Trial User is converted to an official Customer Account, including calculation of the pricing). It is important to enter all information into this Widget accurately to ensure that your Free Trial account is created and activated correctly.

The Free Trial Details Widget contains the following functionality that enables Users to create their account, refer other Users (and receive a commission for the sale), or delete Demo data if/when converting a Free Trial Account to an official Customer Account.

All the information that is input into Free Trial Details Widget will be retained and transferred to the official Customer Account (if/when one is created). This information will also be used to create a Pricing Estimate via the “Calculate Pricing” Widget if/when a Free Trial User decides to convert to a Customer Account.

<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>ABN / ACN</b></font></td>
<td width="484"><font face="Arial" size="2"> Enter the ABN /ACN for your organisation.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Primary Contact</b></font></td>
<td width="484"><font face="Arial" size="2"> Enter the contact details for the Primary Account contact, including:
*First name.
*Last name.
*Email address.
*Contact number.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Address</b></font></td>
<td width="484"><font face="Arial" size="2"> Enter the address details for your business/organisation.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Number of Active Employees</b></font></td>
<td width="484"><font face="Arial" size="2">The Free Trial System includes a certain number “Trial” employee records, plus Trial Users can also add two of their own [‘X’ Trial Users + 2].

If/when converting a Trial Account to an official Customer account, Users can “Delete Demo Data” (see below) and keep the +2 Trial Records (if entered). For the purpose of calculating the correct Pricing for your Customer Account (including the number of Employees you want to include in your Account), refer to the “Calculate Pricing” Widget below.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Free Trial Start / End Date</b></font></td>
<td width="484"><font face="Arial" size="2">The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-hr to make that request.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Free Trial Start / End Date</b></font></td>
<td width="484"><font face="Arial" size="2">The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-HR to make that request.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Brand My System</b></font></td>
<td width="484"><font face="Arial" size="2">Upload your Company logo and use the colour palette settings to brand and style your Account.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Refer Subscribe-HR</b></font></td>
<td width="484"><font face="Arial" size="2">Users can refer Subscribe-HR to friends and associates via the “Refer” step. The referral process works as follows:
*Click on “Refer Subscribe-HR.”
*In the lightbox there is a table (which will hold all the referrals you make).
*Click “New Referral.”
*Complete the following information for the referral (all of which are mandatory):
**Company Name.
**First Name.
**Last Name.
**Email Address.

The Referee will the receive a series of emails from “Subscribe-HR,” including:
#Your Free Trial is being created.
#Your Free Trial has been activated and here are your login details.
#An introduction to the Subscribe-HR system.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Delete Demo Data</b></font></td>
<td width="484"><font face="Arial" size="2">If/when you convert your Free Trial Account to an official Customer Account, you can delete all the Demonstration data (including trial Employee records) to purge your Account and start from scratch with a clean slate.</font></td>
</tr>
</table>


==Create Key System Settings==

The Create Key System Settings Widget allows Users to configure the following settings:
*Locations.
*Departments.
*Divisions.
*Business Areas.
*Cost Centres.
*Multi-Currency.
*CPD Settings.
*Public Holidays.
*Entitlement Profiles.
*Job Description Library.

<b>NOTE: Before getting started on the Key System Settings Widget please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Location/s</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create the Location/s that your organisation operates/has offices in.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Department/s</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create the Department/s within your Organisation.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Division/s</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create the Division/s within your Organisation.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Business Area/s</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create the Business Areas within your Organisation.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Cost Centre/s</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create the Cost Centre/s within your Organisation.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Multi-Currency</b></font></td>
<td width="484"><font face="Arial" size="2">For Users with offices/locations in multiple countries (making payments to Employees in multiple currencies), you can 'Activate' the Multi-Currency feature here.

To activate Multi-Currency settings:
*Click 'Activate Multi-Currency Support.'
*Select 'System Base Currency' from the dropdown menu.
*Click "Save."

When activated, the Multi-Currency setting applies as follows:
*The currency selected/specified will be set as the 'base' currency for the entire system.
*When creating a 'New Employee,' if that Employee is located in a different country/paid in a different currency, you can specify the local currency for their Salary in the 'Currency' step of the [[New-Employee-Wizard|New Employee Wizard]]. You then enter the amount they will be paid in the local currency specified.
*The base and local currencies will then be displayed on the 'Salary' page of the Employee Record, as well as the conversion rate. The conversion rate is updated every 24 hours.
To change the local currency for an Employee (if they move to a different country to fill  Job Role), follow these steps:
*A System Admin User changes the 'Local Currency' for that Employee via the Activation Hub > User Management > 'User Management Control Centre.'
*A new 'Salary' is created for the Employee via Core-HR > Employee > Salary.
*Enter the Salary amount in the new local currency.

The new 'Local Currency' will then be applied to the new 'Salary' from that point forward. The local currency type will not be applied to current/active or previous salaries for the Employee - only to Salary records that are created AFTER the currency has been changed.

<b>NOTES:</b>
*If the Multi-Currency option is not activated, the System will default to AUD for all Users and a different/local currency option will not be available in the Employee Wizard (when setting up a New Employee).
*The Multi-Currency functionality does not apply retrospectively to Employee Salary records that were created prior to 'Multi-Currency' being activated in the Activation Hub. To apply a local currency (different to the 'base' currency) to an Employee's Salary - follow the steps outlined above (where it says 'To change the local currency for an Employee...).</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>CPD Settings</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create the Public Holiday settings, including:
*Job Name.
*CPD Start Date.
*CPD End Date.
*CPD Hour Target.
*Current/Active.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Public Holidays</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create the Public Holiday settings. The Public Holiday for all States and Territories in Australia are updated annually in advance based on an API provided by the Australian Government.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Entitlement Profiles</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create Leave Entitlement Profile settings, including:
*Leave Type.
*Name.
*Basis of Calculation.
*Percentage Value.
*Carry Balance Forward.
*Leave Exemptions.

<b>NOTE:</b> Entitlement Profiles are accrual-based. If there is a Payroll Integration, Entitlement Profiles in Subscribe-HR will need to align with/be synced to the Entitlement Profiles in the Payroll Solution.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Job Description Library</b></font></td>
<td width="484"><font face="Arial" size="2">View, Edit and Create Entitlement Profile settings, including:
*Job Description name.
*Description.
*Interview Questions.
*Date.
*Authorised By.

<b>NOTE:</b> In order for a Job Description to appear (and be selected from the dropdown menu) in the Job Description step of the following Wizards, it must first be created in the Job Description Library:
*New Employee Wizard.
*New Job Wizard (within the New Employee Wizard).
*Onboarding Wizard.
*Crossboarding Wizard.
*Vacancy Requisition Wizard.
*New Vacancy Wizard.
</font></td>
</tr>
</table>


==User Management==

The User Management Widget allows Users to:
*Create and assign User Groups.
*Create a New Employee and assign User Group/s.
*Bulk Assign Employees to User Group/s. 
*Manage active and inactive Users.
*Update Employee settings, including:
**Update User Groups.
**Update Timezone and Currency.
**Deactivate Users.
**Change User Email address.
**Reset User password.

The User Management Widget is the Hub of System access settings for managing Employees. This functionality has been designed to enable “touchless” configurability and customisation for Users. The configurability options available within the Data Manager Tool make it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business right from the Free Trial and all the way through to conversion and implementation of their official Customer Account.

<b>NOTE: Before getting started on the Data Manager Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY WILL RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>User Groups</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create new User Groups, edit User Group details and edit User Group permissions.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Launch Single User</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create and a assign (a) User Group/s to an Employee.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Bulk Assign</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to bulk assign (a) User Group/s to multiple Employees.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>User Management Control Centre</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to update and manage the following settings for Employees:
*Update User Group.
*Update Currency.
*Update timezone.
*De-activate User.
*Send reset password.
</font></td>
</tr>
</table>


==Data Manager==

The Data Manager Widget enables Free Trial Users to configure all the data related settings for setting up a Free Trial (and if/when converted, official Customer) account. Within the Data Manager Tool, Users can view, edit and/or create all the System and Employee related data needed in the Subscribe-HR System using their own organisational data if desired (as opposed to relying on the standard content provided by Subscribe-HR). This functionality has been designed to enable “touchless” configurability and customisation for Users. The configurability options available within the Data Manager Tool make it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business right from the Free Trial and all the way through to conversion and implementation of their official Customer Account.

<b>NOTE: Before getting started on the Data Manager Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY WILL RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>

<b>IMPORTANT NOTE: Workflows are temporarily deactivated during the data upload process into the Subscribe-HR System so that the data being uploaded without triggered any active workflows.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Lookup Data Management</b></font></td>
<td width="484"><font face="Arial" size="2">The “Lookup Table Data” contains the Code Library of all data used/available in the Free Trial and within the Subscribe-HR System. Users can view codes, create, edit or delete Code Library data to configure/customise the Free Trial/System to suit their needs. To create a new Lookup Table – simply click on “the green +Create New” button.

<b>NOTE:</b> Do not move forward to the data export/upload steps until all the data related to creating Employees has been set up in the system including:
*Locations.
*Departments.
*Divisions.
*Business Areas.
*Cost Centres.
*Multi-Currency.
*CPD Settings.
*Public Holidays.
*Entitlement Profiles.
*Job Description Library.

Failure to create all necessary records for the above will result in errors during the data export/upload process.</b></font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Superannuation Funds</b></font></td>
<td width="484"><font face="Arial" size="2">Subscribe-HR’s System contains all the Super Funds available via the APRA Super Funds list called “List of RSES and RSE Licensees and MySuper Authorised products.” This list will automatically sync on a monthly basis and there is no further action needed by Users. Users can view and search the list all available Super Funds and Fund details via this Tool. This list can’t be edited or added to.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Bank Feed</b></font></td>
<td width="484"><font face="Arial" size="2">Subscribe-HR’s System contains a list of all the Banks available to Australian Users. This list will automatically sync on a monthly basis and there is no further action needed by Users. Users can view and search the list all available Banks and BSBs via this Tool. This list can’t be edited or added to.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Export Template (Support Data)</b></font></td>
<td width="484"><font face="Arial" size="2">Subscribe-HR makes it possible for Users to do a bulk upload of relevant organisational data into the Free Trial (and/or official Customer Account). Instead of having to set up this information manually, one record at a time, the export/upload process for Support data makes it possible for Users to upload data via these Tools. Support Data is classified as any type of data that needs to be uploaded into the system <b>before</b> Employee related data is uploaded. For example, to upload Employee Job data, you first need to upload Jobs into the System (so that the Job types that Employees might hold, and to which they will be assigned, are already present in the System).

Before you get started on uploading Support Data, please note that the correct process for uploading data into the systems is as follows:
# Format and export the “Export Template – Support Data” spreadsheet for each of the Support Data types (if necessary).
# Add data to each of the Support Data spreadsheets (see below for further explanation) and upload the spreadsheet via the “Upload Template – Support Data step.”
# Format and export the “Export Template – Employee Data spreadsheet for each of the Support Data types (if necessary).”
# Add data to each of the Employee Data spreadsheets (see below for further explanation) and upload the spreadsheet via the “Upload Template – Employee Data.”

Users are requested to complete these steps in the order specified below or the process will not work.

Outlined in this section is the format and export the “Export Template – Support Data” step. For the remaining steps, see the relevant section below.

To format the Support Data spreadsheet/s, click on “Export Template (Support Data)” and specify the following information:
*Select the Template type you want to create/export from the dropdown list.
*Search the available fields to find the ones you want to upload data for.
*It is the fields in the right-hand side table that will be exported into the spreadsheet, so drag each field from the table on the left to the table on the right to add and remove fields that you want to include in the spreadsheet (you can reorder these fields too – to do so simply drag the fields up and down to reorder them). Mandatory fields are in red and can’t be removed from the right-hand column.
*Once complete, click “Export.”

Users will need to create and export a formatted spreadsheet for each of the following 'Support' data types <b>one at a time and specifically in the following order</b> if those Support data types are required:
*Locations.
*Jobs.
*Company Property.
*Leave Settings.

As an example, to create and export a spreadsheet for 'Locations' follow these steps:
#Click 'Export Template (Support Data).'
#Select 'Locations' from the 'Choose Template' dropdown menu.
#Select and reorder the fields in the table on the right-hand side to ensure it contains all the fields types you want to upload data for. <b>Note:</b> Fields in red are mandatory and can’t be removed from the table on the right-hand side. If they are removed, this will cause an error at the next step 'Upload Template (Support Data). If Location related fields that you need to use do not appear please add new fields (via Maintenance > Locations) before creating the export template for Locations.
#Click 'Export.'

Once the Locations template has been exported, repeat this process for Jobs, Company Property and Leave settings. Once data has been added to these spreadsheets and they are complete, they will then need to be uploaded back into the System in the next step: Upload Template – Support Data.

<b>If you do not format, fill and upload data for ALL FOUR support data types BEFORE uploading Employee data in the next step (if the Employee data is predicated on any of the Support data types), the Employee data upload process may not work.</b>

<b>IMPORTANT NOTES:
*The Excel file that is created by the Export Template tool is formatted to appear with specific columns, column headings and formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account. Mandatory System fields will be highlighted with red headings in the spreadsheet.
*DO NOT change the file name after export.
*DO NOT move the file to a different location (only open the file and add data from the location where the file was saved on download - this may be in your downloads folder).
*Save the file when complete and then upload the file from the same location.
*DO NOT change the heading row content/names, format or formulas on any of the tabs in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool.
*DO NOT reorder the columns.
*If you copy and paste data from other sources (especially other spreadsheets) the data must match the format specified for each column (hover over the red triangle on the top right corner of each heading row cell to see the correct format).
*The cells in some columns will contain dropdown/lookup menus. Depending on where you copy data from - if you copy and paste data into these cells, you may erase the lookup function and copy over it with a different data type. If you are copying data from a previous version of the Subscribe-HR Data Upload tool, you may copy and paste data into these fields, but only if the lookup data you’re copying for a particular column type matches exactly in both spreadsheets (old spreadsheet and new spreadsheet). If not, or if you have a data source that doesn’t contain the lookups, you MUST use the lookup dropdown menus to select the appropriate data for each cell for at least one of each response/answer types. Failure to do this will result in errors. If there are multiple records in a column that contains a data lookup with the same result, it is possible to copy and paste from one cell to another. 
*The columns in the spreadsheet have been formatted to force Users to input the correct data type. If you do not input the correct type of data in the right field, the spreadsheet will not validate upon upload back in the Subscribe-HR System and the upload process will fail/result in errors.
*There is an inbuilt data validation process during upload and the Subscribe-HR System will flag and give you the opportunity to correct any/all errors during the upload/validation process (which is explained further below).</b>
</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Upload Template (Support Data)</b></font></td>
<td width="484"><font face="Arial" size="2">The Upload Template creator for “Support” related information enables Users to upload correctly formatted bulk 'Support' data for the fields and records specified in the previous step (instead of having to input the data manually, one record/field at a time).

To upload the Support Data spreadsheet, click on “Upload Template (Support Data)” and specify the type of data you want to import from the dropdown list:
*Locations.
*Jobs.
*Company Property.
*Leave Settings.
*Select the relevant/appropriate file to upload.
*Click on “Preview.” Preview runs a validation process on the spreadsheet/data. If you have selected the incorrect spreadsheet/file to go with the relevant/associated data type, you will receive an error message.

‘Preview’ runs a validation process on the data in the spreadsheet. If there are any errors in the spreadsheet, the type of error will be identified in the top row of the data table. The top row of the table you will see a list of colour coded fields and data types s well as a calculation of the number of errors (if any) for that data/field type. If there is an error you can click on the name of the error type (e.g. mandatory field, email address) and this will show only/all the row/s in the spreadsheet that contain that validation error type. The data with the error will also be highlighted in the colour associated with the error type (for example, a Boolean Value error will be purple). You can then click on ‘Clear Filter’ next to the name of the error type to clear those rows and return to an ‘all rows’ view.

Validation error types are colour coded in the following manner:
*Boolean values: purple.
*Date format: orange.
*Numeric value: blue.
*Email address: pink.
*Lookup Row: brown.
*Mandatory field: green.

In the table below the top validation errors row, you will see all the data (columns and rows) being imported into the System. Any validation errors will appear in the colour related to the type of validation error listed above. To edit/fix data issues, click on the green ‘Edit’ button for the row in which the error occurs, then once you've corrected the cell with the error in it, click the Orange ‘Review’ button to check and complete. Users can also ‘Delete’ data rows by clicking on ‘Delete.’

When all data is correct and has been validated, you will see an orange bar across the top of the table that indicates that your data is ready to upload and the ‘Upload Now’ button appears at the bottom of the data table. Click ‘Upload Now’ to upload data.

<b>NOTE: the data upload process takes a few minutes to complete. DO NOT leave the page, go to another tab, move to another App or browser window, or close the tab. Doing so may cancel the data upload process. Allow the upload process to run and complete itself before taking any further steps (you will see a green progress bar that indicates progress and confirms when the data Upload process is complete.

If the data Upload process works without error, you will see a Data Table with no errors and you can click ‘Finish’ to complete the process. If further errors have been identified, the data table will be divided into two halves:
*Data without errors – this data has been uploaded into the System and no further action is needed.
*Data with errors – this data needs to be corrected and re-uploaded.

There are three options for correcting data with errors, and by clicking on the ‘Fix Errors’ button, you will be able to choose which method you want to choose. The options are:

*Edit Now The Interface - Fix the data upload error/s by editing the record(s) through the interface. As per the preview step, you can edit each error/cell in the data table via the interface. Once all errors have been corrected, the orange upload bar will reappear, as will the ‘Upload Now’ button. Re-upload the corrected data. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded.
*Export Errors – there are two ‘Export Errors’ options:
**If you can fix these errors quickly. Click ‘Export Errors' and this will allow you to save the Spreadsheet (which will be saved with ‘_Errors’ in the file name (e.g. Locations_Errors.xls). Update the quickly, save it, return to this popup window (don’t close it while you’re fixing the errors), make sure the you’ve got the correct name in the ‘Choose Template’ field, click ‘Re-Upload Corrected Errors File’ and then re-upload the corrected errors Spreadsheet. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded.
**If you need more time to fix these errors in the exported error Spreadsheet, click ‘Export Errors’ and please take the time needed to do so. Close this window by scrolling to the bottom of the data table and clicking ‘Close and Come Back Later’ and once you’ve resolved all the errors, please return to the Data Manager Widget, select 'Upload Template (File Name-Errors - e.g. Locations_Errors.xls)' step and re-upload the data (make sure the you’ve got the correct name in the ‘Choose Template’ field). Repeat the data upload process (outlined above) from scratch. Only after data has been uploaded correctly can you click ‘Finish.’ </b></font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Assign Job Reporting</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to assign (and reassign) reporting relationships between Jobs.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b> Export Template (Employee Data)</b></font></td>
<td width="484"><font face="Arial" size="2">Subscribe-HR makes it possible for Users to do a bulk upload of relevant Employee data into the Free Trial (and/or official Customer Account). Instead of having to set up this information manually, one at a time, the export/import process for Employee data makes it possible for Users to upload data via these Tools. Employee Data is classified as any type of data that needs to be uploaded into the system that is related directly to an Employee record. Please note that to upload Employee Job data (for example), you first need to upload Jobs (which is classified as 'Support' data - see previous 'Support' data export/upload step) into the System (so that the Job types that Employees might hold, and to which they will be assigned are already present in the System).

Users will need to create and export a formatted spreadsheet for each of the following 'Employee' data types <b>one at a time and specifically in the following order</b> if those Employee data types are required:
*Employee.
*Employee Address.
*Employee next of kin.
*Employee bank details.
*Employee jobs.
*Employee working hours.
*Employee leave profiles.
*Employee salary.
*Employee training records.
*Employee incident.

To create and export a spreadsheet for 'Employee Data' follow these steps:
#Click 'Export Template (Employee Data).'
#Select 'Employee' from the 'Choose Template' dropdown menu.
#Select and reorder the fields in the table on the right hand side to ensure it contains all the fields types you want to upload data for. <b>Note:</b> Fields in red are mandatory and CAN'T be removed from the table on the right hand side. If they are removed, this will cause an error at the next step 'Upload Template (Employee Data). If Location related fields that you need to use do not appear - return to the 'Locations' step in the 'Create Key System Settings' Widget and add them before creating the export template for Employees.
#Click 'Export.'

Once the Employee template is complete, repeat this process for all the other Employee related options listed above. Once data has been added to these spreadsheets and they are complete, they will then need to be uploaded back into the System in the next step: Upload Template – Employee Data.

<b>IMPORTANT NOTES:
*The Excel file that is created by the Export Template tool is formatted to appear with specific columns, column headings and formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account. Mandatory System fields will be highlighted with red headings in the spreadsheet.
*DO NOT change the file name after export.
*DO NOT move the file to a different location (only open the file and add data from the location where the file was saved on download - this may be in your downloads folder).
*Save the file when complete and then upload the file from the same location.
*DO NOT change the heading row content/names, format or formulas on any of the tabs in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool.
*DO NOT reorder the columns.
*If you copy and paste data from other sources (especially other spreadsheets) the data must match the format specified for each column (hover over the red triangle on the top right corner of each heading row cell to see the correct format).
*The cells in some columns will contain dropdown/lookup menus. Depending on where you copy data from - if you copy and paste data into these cells, you may erase the lookup function and copy over it with a different data type. If you are copying data from a previous version of the Subscribe-HR Data Upload tool, you may copy and paste data into these fields, but only if the lookup data you’re copying for a particular column type matches exactly in both spreadsheets (old spreadsheet and new spreadsheet). If not, or if you have a data source that doesn’t contain the lookups, you MUST use the lookup dropdown menus to select the appropriate data for each cell for at least one of each response/answer types. Failure to do this will result in errors. If there are multiple records in a column that contains a data lookup with the same result, it is possible to copy and paste from one cell to another. 
*The columns in the spreadsheet have been formatted to force Users to input the correct data type. If you do not input the correct type of data in the right field, the spreadsheet will not validate upon upload back in the Subscribe-HR System and the upload process will fail/result in errors.
*There is an inbuilt data validation process during upload and the Subscribe-HR System will flag and give you the opportunity to correct any/all errors during the upload/validation process (which is explained further below).</b>
</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Upload Template (Employee Data)</b></font></td>
<td width="484"><font face="Arial" size="2">The Upload Template creator for “Employee” related information enables Users to upload correctly formatted bulk Employee data for the fields and records specified in the above step (instead of having to input the data manually, one record/field at a time).

To upload the Employee Data spreadsheet, click on “Upload Template (Employee Data)” and specify the type of data you want to import from the dropdown list:
*Employee.
*Employee Address.
*Employee next of kin.
*Employee bank details.
*Employee jobs.
*Employee working hours.
*Employee leave profiles.
*Employee salary.
*Employee training records.
*Employee incident.
*Select the relevant/appropriate file to upload.
*Click on “Preview.” Preview runs a validation process on the spreadsheet. If you have selected the incorrect spreadsheet/file to go with the relevant/associated data type, or if there are other validation issues then you will receive an error message.

‘Preview’ runs a validation process on the data in the spreadsheet. If there are any errors in the spreadsheet, the type of error will be identified in the top row of the data table. The top row of the table you will see a list of colour coded fields and data types s well as a calculation of the number of errors (if any) for that data/field type. If there is an error you can click on the name of the error type (e.g. mandatory field, email address) and this will show only/all the row/s in the spreadsheet that contain that validation error type. The data with the error will also be highlighted in the colour associated with the error type (for example, a Boolean Value error will be purple). You can then click on ‘Clear Filter’ next to the name of the error type to clear those rows and return to an ‘all rows’ view.

Validation error types are colour coded in the following manner:
*Boolean values: purple.
*Date format: orange.
*Numeric value: blue.
*Email address: pink.
*Lookup Row: brown.
*Mandatory field: green.

In the table below the top validation errors row, you will see all the data (columns and rows) being imported into the System. Any validation errors will appear in the colour related to the type of validation error listed above. To edit/fix data issues, click on the green ‘Edit’ button for the row in which the error occurs, then once you've corrected the cell with the error in it, click the Orange ‘Review’ button to check and complete. Users can also ‘Delete’ data rows by clicking on ‘Delete.’

When all data is correct and has been validated, you will see an orange bar across the top of the table that indicates that your data is ready to upload and the ‘Upload Now’ button appears at the bottom of the data table. Click ‘Upload Now’ to upload data.

<b>NOTE: the data upload process takes a few minutes to complete. DO NOT leave the page, go to another tab, move to another App or browser window, or close the tab. Doing so may cancel the data upload process. Allow the upload process to run and complete itself before taking any further steps (you will see a green progress bar that indicates progress and confirms when the data Upload process is complete.

If the data Upload process works without error, you will see a Data Table with no errors and you can click ‘Finish’ to complete the process. If further errors have been identified, the data table will be divided into two halves:
*Data without errors – this data has been uploaded into the System and no further action is needed.
*Data with errors – this data needs to be corrected and re-uploaded.

There are three options for correcting data with errors, and by clicking on the ‘Fix Errors’ button, you will be able to choose which method you want to choose. The options are:

*Edit Now The Interface - Fix the data upload error/s by editing the record(s) through the interface. As per the preview step, you can edit each error/cell in the data table via the interface. Once all errors have been corrected, the orange upload bar will reappear, as will the ‘Upload Now’ button. Re-upload the corrected data. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded.
*Export Errors – there are two ‘Export Errors’ options:
**If you can fix these errors quickly. Click ‘Export Errors' and this will allow you to save the Spreadsheet (which will be saved with ‘_Errors’ in the file name (e.g. Employees_Errors.xls). Update the quickly, save it, return to this popup window (don’t close it while you’re fixing the errors), make sure the you’ve got the correct name in the ‘Choose Template’ field, click ‘Re-Upload Corrected Errors File’ and then re-upload the corrected errors Spreadsheet. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded.
**If you need more time to fix these errors in the exported error Spreadsheet, click ‘Export Errors’ and please take the time needed to do so. Close this window by scrolling to the bottom of the data table and clicking ‘Close and Come Back Later’ and once you’ve resolved all the errors, please return to the Data Manager Widget, select 'Upload Template (File Name-Errors - e.g. Employees_Errors.xls)' step and re-upload the data (make sure the you’ve got the correct name in the ‘Choose Template’ field). Repeat the data upload process (outlined above) from scratch. Only after data has been uploaded correctly can you click ‘Finish.’ b></font></td>
</tr>
</table>


==Recruitment==

The Recruitment Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable recruitment related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.

The e-Recruitment Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

<b>NOTE: Before getting started on the Recruitment Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Careers Page Branding</b></font></td>
<td width="484"><font face="Arial" size="2">Configure your Recruitment Portal settings including Company logo upload and colour updates to match your organisations’ brand.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Applicant Processing Workflows</b></font></td>
<td width="484"><font face="Arial" size="2"> This tool enables Users to create, view, edit and delete Applicant Processing workflows/processes. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>External Job Board Export Settings</b></font></td>
<td width="484"><font face="Arial" size="2">Configure your external Jobs Board settings for data that will be exported to external Job Boards (like SEEK, Adzuna etc.).</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>External Job Board Accounts</b></font></td>
<td width="484"><font face="Arial" size="2">Displays a list of the Jobs Board Accounts your are connected to, E.G. SEEK, Adzuna etc.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Apply and Confirm</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view, edit and create texts that will be sent to Applicants pre and post application submission.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Privacy Policy</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view, edit and update the Privacy Policy for the collection and handling of Applicant data during the Application process.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Email Header and Footer</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view, edit and update the header & footer for Recruitment correspondence templates.</font></td>

</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Email Templates</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Recruitment correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Advanced Recruitment Settings</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view, edit and configure General System Settings for the Recruitment solution.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Careers Page Steps</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to specify if education, work history, referees and certificates & licences are mandatory (or disabled) in Applicant Processing Workflows.</font></td>
</tr>
</table>


==Free On/Cross/Offboarding==

The Free Onboarding Widget enables Free Trial Users to create, view, edit and delete the full suite of configurable/customisable Onboarding, Crossboarding and Offboarding related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.

The Free Onboarding Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

<b>NOTE: Before getting started on the Free On/Cross/Offboarding Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Contracts</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Contracts and Employment Agreements. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Letters</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Letters and Letters of Offer. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Company Policies</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Company Policies. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Onboarding/Offboarding Workflows</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Onboarding, Crossboarding or Offboarding Workflows/Packs. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Default Super Fund</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to select and update the Organisation's default Superannuation Fund. When Employees are Onboarded, if they select the Company's Super Fund (instead of nominating their own, or selecting the SMSF option, then the Fund specified here will be the Fund assigned to the Employee.

<b>NOTE:</b> If there is no Default Super Fund selected here, and the Super Choices Form is part of the Onboarding Welcome Pack sent to New Employees, then the Welcome Pack will not be sent and Users will receive an error message telling them to 'Set up the Default Super Fund in the Onboarding Widget in the Activation Hub.' This step must be completed in the Activation Hub in order to successfully complete and send an Onboarding Welcome Pack. For more information, refer to the [[New-Onboarding|New Employee Wizard]].</font></td>
</tr>
</table>


==Core-HR==

The Core-HR Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable Employee related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.

The Core-HR Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

<b>NOTE: Before getting started on the Core-HR Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Email Templates</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Core-HR related correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Working Hours</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create and assign Working Hours and Public Holiday profiles to Employees. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Leave Profiles</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Employee Leave Profiles. Use Subscribe-HR’s standard content templates (included with the System) or create your own.

<b>NOTE:</b> Leave Profiles are accrual-based and related to Entitlement Profiles. If there is a Payroll Integration, Leave Profiles in Subscribe-HR will need to align with/be synced to the Leave Profiles in the Payroll Solution.
To add to or update the 'Type of Request' field on the Time Off Wizard, change must be made to the 'Absence Reason' in the Code Library: General Menu > Core-HR > Code Library > Absence Reason.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>OrgChart Settings</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to specify the following settings around which the OrgChart will be organised:
*Top Person in OrgChart.
* Top Job in OrgChart.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Company Policies</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Company Policies. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Company Property</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Company Property. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>New Job</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Jobs. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>New Employee</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create a New Employee record and assign Company Policies to that Employee/Job.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Courses</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Training Courses. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Multi-Job</b></font></td>
<td width="484"><font face="Arial" size="2">For Users with Employees that hold more than on Job role, you can 'Activate' the Multi-Job feature here.

To activate Multi-Job settings:
*Click 'Activate Multi-Job Support.'
*Click "Save."

When activated, the Multi-Job setting applies as follows:
*Users can assign multiple Jobs to an Employee via Core-HR > Employees > Jobs.
<b>Note:</b> The 'Multi-Job' settings defaults to no, so assigning multiple Jobs to an Employee will not work unless/until the Multi-Job setting is activated.
*Select Job Description from Library.
<b>Note:</b> If the 'Multi Job' setting is activated, and an Employee has been assigned more than one Job, new Employees will only receive information about the first/primary Job as part of the Onboarding Welcome Pack (if they're sent one during Onboarding).</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Enable Company Directory</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to activate the Company Directory feature.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Training Manager</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to assign Training to Jobs. There are two options:
*Assign Face-to-Face Training for a Job: to assign Face-To-Face Training, select 'Assign Training' from the Action menu and select options from the Face-to-Face Training menu. Specify which Courses are 'Mandatory at the Start of Employment.' All Courses specified as Mandatory will appear on the 'Mandatory Tab' of the Training Widget.
*Assign e-Learning Training for a Job: to assign e-Learning Training, select 'Assign Training' from the Action menu and select options from the menu for each of the from Groups:
**General Training - (for all Employees) -  - all Courses selected here will be will appear on the e-Learning Tab of the Training Widget.
**Mandatory Training (Job specific) - all Courses selected here will be will appear on the 'Mandatory Tab' of the Training Widget and on the e-Learning Tab.
**Induction Training (Job specific) - all Courses selected here will be will appear on the e-Learning Tab of the Training Widget.
**Job Training (Job specific) - all Courses selected here will be will appear on the e-Learning Tab of the Training Widget.

<b>NOTE:</b> The 'e-Learning' option will only appear if a third-party e-Learning App integration is installed/active.</font></td>
</tr>
</table>


==Performance Management==

The Performance Management Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable Performance Management related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.

The Performance Management Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

<b>NOTE: Before getting started on the Performance Management Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Email Templates</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Performance Management related correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Performance Cycles</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Performance Management Cycles. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Performance Review Forms</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Performance Review Forms. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Rating Scales</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Performance Rating Scales. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Skills</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Employee Skills. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Goals</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Employee Goals. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Values</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Employee Values. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Behaviours</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete Employee Behaviours. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Review Method</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to specify and activate their preferred Performance Review method.

The Review Method options are:
*<b>Based on Cycles</b> - this will tie individual Employees and /or Groups of Employees to the same Performance Review Cycle/s. This means that everyone assigned to that Cycle gets a Performance Review at the same time.
*<b>Based on Start Date</b> - this will tie the Performance Review Cycle to the Start Date of the Employee, and Reviews will be sent annually on the anniversary of their start date.

Click on the "Select Review Process" button. If a Review Process is already being used, you will instead see a red "Stop Review Process" button which enables you to stop the current Review Process being used and select another option by following the instructions below.
*Select the Review Type from the dropdown. The two options are:
*Based on Cycles.
*Based on Start Date.

To activate a Cycles based review - select "Based on Cycles."
*Click "Submit."
<b>NOTE:</b> you must click "on" again, which will open the next step, and then select "Activate" to activate this Review Cycle type (this step must be completed for the remainder of the process to work).
*To start creating a 'Cycle' based performance review, click on "Create Review."
*A lightbox appears confirming the review method being created is based on 'Cycles'.
*To stop the Review process and change it to the 'Start Date' based option, click "Stop Review Process." Or, to send a review, click "Send Review," which will open the Wizard to create and send a Performance Review to selected Employees.

To activate a Start Date based review - select "Start Date."
*Click "Submit."
<b>NOTE:</b> you must click "on" again, which will open the next step, and then specify the following options:
*Name.
*Template.
*Workflow.
*Copy From Previous Review: allows you to copy Skills and Behaviours from previous Performance Reviews.
*Select "Activate" to activate that Review Cycle type (this step must be completed for the remainder of the process to work).
*To stop the Review process and change it to the 'Start Date' based option, click "Stop Review Process."</font></td>
</tr>
</table>


==SHaRe Surveys/Digital Forms==

The SHaRe Surveys/Digital Forms Widget enables Free Trial Users to create, view, edit and delete the full suite of Forms, Surveys and Documents within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation of Surveys and Digital Forms for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.

The SHaRe Surveys/Digital Forms Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

<b>NOTE: Before getting started on the SHaRe Surveys/Digital Forms Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Email Templates</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create and edit allemail correspondence templates related to Surveys, Forms and Documents. Use Subscribe-HR’s standard content templates (included with the System) or create your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>All Surveys</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit and check usage of all Survey, Form and Document templates. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Onboarding Surveys, Forms & Documents</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit and check usage of all On/Cross/Offboarding Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Recruitment Surveys, Forms & Documents</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit and check usage of all Recruitment Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Performance Surveys, Forms & Documents</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit and check usage of all Performance Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Core-HR Surveys, Forms & Documents</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit and check usage of all Core-HR Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.</font></td>
</tr>
</table>


==Reporting & Dashboards==

The Reporting & Dashboards Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable Reporting and System Dashboards related data settings within the Subscribe-HR System, including Standard and Advanced Reports. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.

The Reporting & Dashboards Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

<b>NOTE: Before getting started on the Reporting & Dashboards Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>e-Recruitment Standard Reports</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view and edit all e-Recruitment Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>On/Cross/Offboarding Standard Reports</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view and edit all On/Cross/Offboarding Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Core-HR Standard Reports</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view and edit all Core-HR Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Performance Management Standard Reports</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view and edit all Performance Management Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Other Standard Reports</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view and edit any 'Other' Standard Report types that have been created. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>My Standard Reports</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view and edit any custom Standard Reports created by the User.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Advanced Reports & Metrics</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to view and edit all Advanced Reporting & Metrics. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>My Advanced Reports & Metrics</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view and edit any custom Advanced Reporting & Metrics created by the User.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Dashboards Configuration</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, view, edit and delete all System Dashboards. Use Subscribe-HR’s Standard Dashboards (included with the System) or add your own. <b>NOTE:</b> Widget content is related to User Group permissions, therefore not all Widgets can be displayed on all Dashboards. E.G. The HR Surveys Widget is for People & culture Users only and can't be displayed on the My Info or Manager Dashboards. Please refer to the [[Team-Dashboard|Team Dashboards page]] for further information about Standard Dashboard types and Dashboard configuration.</font></td>
</tr>
</table>


==Push Notifications & Workflows==

The Push Notifications & Adding Functionality Widget enables Users to create, view, edit and delete Workflows and Push Notifications, as well as System Folder and Fields.

<b>NOTE: Before getting started on the Push Notifications & Adding Functionality Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>


<table border="1" width="100%" cellspacing="0">
<tr>
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Standard Workflows</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit, preview and delete the following Workflow types:
*Recruitment.
*Core-HR.
*Performance.

Use one of Subscribe-HR’s standard Workflow templates (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Manage Folders</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit, preview and delete the following Folder types:
*Recruitment.
*Core-HR.
*Performance.

Use one of Subscribe-HR’s standard Folders (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Add New Fields</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to create, edit, preview and delete the following Field types:
*Recruitment.
*Core-HR.
*Performance.

Use one of Subscribe-HR’s standard Fields (included with the System) or add your own.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Dashboards Configuration</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to configure [[Dashboard-Widgets|Dashboards]] including the Widgets that appear on each one.</font></td>
</tr>
<tr>
<td width="206"><font face="Arial" size="2"><b>Dashboards Tools & Widgets</b></font></td>
<td width="484"><font face="Arial" size="2">This tool enables Users to configure Tools and Widgets available in the Team Dashboards System.</font></td>
</tr>
</table>


==Calculate Pricing==

The Pricing Estimator tool enables Users to estimate the cost of subscribing to use Subscribe-HR's Cloud HR Software Platform. Users specify which solutions they want to use and how many Employees/Users would be using/subscribing to the system, and the Pricing Estimator will provide a quote/estimate of the total cost of use per annum. It will also provide an estimate of any setup costs associated with the solutions you've selected to be part of your subscription.


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