System Administrator Dashboard (SA) Dashboard Widgets
| Line 127: | Line 127: | ||
</table> | </table> | ||
| + | ==SA Billing Summary== | ||
| + | The SA System Summary widget shows key System stats to to with over usage of other key part of the system including: Number of user Logins. Number of Workflows Sent etc. | ||
| + | |||
| + | <table border="1" width="100%" cellspacing="0"> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td> | ||
| + | <td width="484"><font face="Arial" size="2"><b>Description</b></font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Standard Workflows</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Standard Number of Workflows that come with the system</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Custom Workflows</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Workflows that have been set-up for you or ones that your users have created that are not standard</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Total Workflows</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Addition of Standard + Customer Workflow. Showing Total</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Custom Reports</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Total Number of Reports that have been Written outside of the Standard Reports</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Standard Reports</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Total Number of Standard Reports that come with the system</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Total Workflows Sent</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Number of Workflows sent out by the system</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Total Logins</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Total Number of Logins into the system</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Total Custom Fields</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Number of user fields that have been added into the system over and above the fields that come with the system as standard</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Total Custom Objects</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Total Number of Objects that have been added, over and above the standard Objects that come with the system</font></td> | ||
| + | </tr> | ||
| + | </table> | ||
==SA User== | ==SA User== | ||
Revision as of 05:29, 1 February 2024
Contents
System Summary Dashboard
To Navigate to this Dashboard and the Widgets (and access System Summary 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 "System Summary."
- When the System Summary Dashboard opens, scroll down to the Widget you need to view.
This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:
- Leavers.
- Active employees.
- Excess data.
- SA Users.
2. 9 Large Information Display Widgets:
- SA Solution Summary.
- SA System Summary.
- SA Billing Summary.
- SA GAP Summary.
- SA Users Summary.
- SMS Summary.
- Disk Space Summary.
- Inactive Records Summary.
- Service Order Summary.
These widgets can be moved around in the Dashboard. The large Widgets can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to Widgets.
SA Solution Summary
This widget allows System Administrator Users to see key information based on the amount of data being processed by Subscribe-HR. E.g. Vacancies, Applicants, Employee etc.
| Field Name | Description |
| Total Applicants | Total Number of Applicants managed. Since System Implementation |
| Total Vacancies | Total Number of Vacanices managed. Since System Implementation |
| Total Onboarding | Total Number of people Onboarded. Since System Implementation |
| Total Crossboarding | Total Number of people Crossboarded. Since System Implementation |
| Total Offboarding | Total Number of people Offboarded. Since System Implementation |
| Total Employees | Total Number of Employees including Leavers. Since System Implementation |
| Total SHaRe Canvases | Total Number of SHaRe Canvses - Surveys in the system. Regardless of type |
| Total Performance Reviews | Total Number of Performance Reviews Conducted |
| Total Leavers | Total number of people who have left the business but are in the system marked as "Leavers". |
SA System Summary
The SA System Summary widget shows key System stats to to with over usage of other key part of the system including: Number of user Logins. Number of Workflows Sent etc.
| Field Name | Description |
| Standard Workflows | Standard Number of Workflows that come with the system |
| Custom Workflows | Workflows that have been set-up for you or ones that your users have created that are not standard |
| Total Workflows | Addition of Standard + Customer Workflow. Showing Total |
| Custom Reports | Total Number of Reports that have been Written outside of the Standard Reports |
| Standard Reports | Total Number of Standard Reports that come with the system |
| Total Workflows Sent | Number of Workflows sent out by the system |
| Total Logins | Total Number of Logins into the system |
| Total Custom Fields | Number of user fields that have been added into the system over and above the fields that come with the system as standard |
| Total Custom Objects | Total Number of Objects that have been added, over and above the standard Objects that come with the system |
SA Billing Summary
The SA System Summary widget shows key System stats to to with over usage of other key part of the system including: Number of user Logins. Number of Workflows Sent etc.
| Field Name | Description |
| Standard Workflows | Standard Number of Workflows that come with the system |
| Custom Workflows | Workflows that have been set-up for you or ones that your users have created that are not standard |
| Total Workflows | Addition of Standard + Customer Workflow. Showing Total |
| Custom Reports | Total Number of Reports that have been Written outside of the Standard Reports |
| Standard Reports | Total Number of Standard Reports that come with the system |
| Total Workflows Sent | Number of Workflows sent out by the system |
| Total Logins | Total Number of Logins into the system |
| Total Custom Fields | Number of user fields that have been added into the system over and above the fields that come with the system as standard |
| Total Custom Objects | Total Number of Objects that have been added, over and above the standard Objects that come with the system |
SA User
Shows the Number SA System Admin Users.
| Field Name | Description |
| ID | ID of the Bill for that Period |
| Start Date | Based on Monthly Billing |
| End Date | End of Monthly Billing |
| SA Free | Number of Free Licences. Which is 5. |
| Previous SA users | Number carried forward from last Period / Month |
| Current SA Users | Number of Current including Previous + Current. Non include Free. |
| Cost | Number of Paid Licences. $100.00 per month per licence. |
SMS
Shows all of the SMS purchases.
There are two buttons available on the Top Left of this Widget. One is to Activate Auto Top-up which turns to Cancel Auto Top-up if the Auto Top-up is on. The other is Buy SMS Credit.
If you press the Buy SMS Credit Button, you will be able to Purchase SMS's. The initial activation of the SMS function needs to be done through the Activation Hub. Via the Push Notifications Widget. Once SMS is activated. These buttons will appear. If you press the Green Button. "Buy SMS Credits" button, you will be able to purchase SMS Credits. Min Purchase is 1,000 = $140.00. This is based on each SMS costing 14c. Please note we do not refund unused SMS Credits. You can schedule an Auto Top-up via the Screen where you make each purchase. If you tick the "Auto Top-up" Checkbox, you can define the parameter that Top-up is trigger from. Top-up Credit which is a min of 1,000. This means that this amount will be purchased when the Top-up Credit Trigger is reached. E.g. When Top-up credit Trigger of 100 sms is reached, Auto Top-up with another X Top up Credits (Min 1,000 SMS). To Cancel Auto Top up Click the Red Button "Cancel Auto Top-up".
| Field Name | Description |
| ID | ID of the Transaction |
| Amount | Amount spent on the SMS purchase based on the number of SMS purchase. Min 1,000 SMS |
| Name | Account / User / Name who mane the purchase |
| Price per SMS | Price of each SMS |
| Credit | Amount of SMS purchase |
| Previous Credit | Number of SMS remaining - carried forward |
| Auto Top up | Shows Top up amount and Trigger. Trigger is based on when the min amount of SMS hits this mark, the Auto Top-up is triggered |
| Auto Top up Canceled | Shows when the Top-up was Cancelled and the Date of the Cancellation |
SA Billing Summary
The SA Billing Summary shows a snap shot of the billing invoice which is used for invoicing.
| Field Name | Description |
| ID | ID of the Bill for that Period |
| Period | Billing Period |
| Active Employees Total | Number of Total Inactive Employees. Non Leavers |
| Inactive Employees | Total Number of Inactive Employees. Marked as Leaver |
| Excess Data | Excess Data used in the system. Over and above the 5 GB each customer gets as part of their standard system |
| Number of SA Users | Total Number of SA (System Admin) User. Each system comes with 5 as part of the subscription |
| Action | You can view this information in a form by selecting this option |
Service Order Summary
The Widget Shows all the Service Orders that have been Authorised for Completion once the Service Order has been signed off by the Customer.
| Field Name | Description |
| ID | ID for the Service Order. Auto Generated. |
| Service Order Name | Free Text Field. Name describing the Service Order. |
| SignOff Date | The Date the Service Order was signed. |
| Completed | The Date the Service Order is Due for Completion. Based on the Delivery Estimate. |
| Attachment | Used to Attach the Service Order to the Record. PDF Version of the Signed - Authorised Service Order. |
| Total Amount | Service Order value Including GST |
| Authorised By | The Customer Contact that Authorised the Service Order. |
| Status | This can be marked as Completed. |
