Latest revision as of 03:47, 15 October 2024

Manager Dashboard Option

To Navigate to this Dashboard and the Widgets (and access Manager level functionality) 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 "Manager."
• When the Manager Dashboard opens, scroll down to the Widget you need in order to manage the Employee Management process.

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

• Team training hours.
• Team tasks.
• Team annual leave
• Training hours.

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

These widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to Widgets.

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

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

Manager - Search Team Member Personal Details Widget

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

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

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

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

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

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

Manager - Search Time off and Pay Widget

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

1. Annual leave. This information is linked to Employment Country which is assigned to an Employee in the New Employee Wizard or against their Employee Masterfile Record. If this is selected as New Zealand, Leave Information will be displayed differently. Based on Entitled and Number of Hours Accrued for New Zealand. Available and Taken for Australia.
2. Personal leave. If Employment Country is New Zealand, this will be labelled Sick Leave.
3. Time in Lieu.
4. Timesheets.
5. Away Today.
6. Next Holidays.
7. Start Date.
8. Forecast.
9. Long Service Leave.
10. Accrual Rate.
11. Last Personal Leave Length.
12. Last Annual Leave Length.

NOTES:

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

The following functionality is also available via this Widget:

• Search Team Member details - which enables Managers to search all Team Members and view their Time off and Pay.

Manager - Tasks and Notifications Widget

The Tasks and Notifications Widget for Managers allows the Manager to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on Team Members. These Task and Notification items are also delivered into the System "Inbox." "Quick Tasks" can be sent from, the Quick Tasks Wizard, or from the "Tasks and Notifications" Widget itself. If someone has Delegated Tasks and Notifications to their Manager, they will see these in their Manager Tasks and Notifications Widget.

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

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

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

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

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

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

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

Manager - Company Policies Widget

The Manager Company Policies Widget allows Managers to access their Team's Company Policy Activity. The Manager can search for a Team Member and then use Filters to see which Company Policies Need to be attended to. Managers can Resend a notification to an Employee if that person has unopened/unread policies. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Manager - Company Policies Widget – Incomplete Tab

Manager - Company Policies Widget – Completed Tab

Manager - Company Policies Widget – No Policies Tab

The 'No Policies' Tab is where Employees who have not been sent any Company Policies (that is, the Employee wasn't Onboarded, or they weren't sent any Company Policy/ies after their Employee record was created and there was no Company Policies 'Step' including in the Onboarding Welcome pack/Workflow) are listed. People & Culture users can 'Send Policies' to Employees, however, to send Policy/ies via this pathway requires that these Company Policies are 'Linked' to the Job the Employee holds, the Department the Employee works in, or the Location the Employee works at. The Onboarding Wizard Wiki contains more information about 'Linking' Company Policies to Jobs, Departments, or locations. It is not possible to send Company Policy/ies directly to an Employee. via this 'Send Policies' action/link. 'New' or 'Current/Existing' Company Policy/ies can be sent to (an) Employee/s via the Company Policies Wizard.

People & Culture Users can 'Send Policies' to 'All Employees,' whereas Managers can only 'Send Policies' to their Direct Reports.

Manager - Announcements and Acknowledgements Widget

This widget allows for Managers to receive and view their relevant Announcements and Acknowledgements, as well as those of their Employees. Recipients and Managers can view relevant Announcements (which can only be created by People & Culture Users), complete Surveys and view Employees who have been linked to their related Announcements and Acknowledgements. All Announcements and Acknowledgements, once completed/sent, will appear in the Announcements & Acknowledgements Widget for both Mangers and the Employees to whom they were addressed. They will also appear in the Inbox of all addressees/recipients.

Manager – Training Widget

The Manager Training Widget allow Managers to access and manage their Team's Training Activity (direct reports only). Managers can access Training Course, Event Information, Current Training and CPD Records for their team members (however, Line-Manage user Group doesn't provide the capacity to create Training related content. Only P&C User Group, or System Administrators can do this).

The Training Widget provides access to the following Training information and related features:

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

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

Manager - Training Widget – Training Analysis Folder

The Training Analysis Folder provides a status of all the Training for each Employee at a glance. Managers can also view the Training Guide for the Job that each Employee holds to compare it to their Training Analysis.

Manager - Training Widget – Mandatory Training Folder

There are two types of Mandatory Training requirements:

• Face-to-face: this requires an Employee to attend face-to-face training conducted by either the Employer, or a third-party. Employees are usually first placed on a waiting list a Course type, and then when the Course/Event is scheduled, they are added to the waiting list for the Course/Event and then booked to attend.
• e-Learning: if a third-party e-Learning App is installed, then e-Learning is available within Subscribe-HR and all e-Learning content can be viewed and completed via the Training Widget.
• Content: relates to content which has been assigned to a Job as Mandatory. Content can be a PDF, Video or Text. A Certificate & Licence record can be created from a Completed Content Acknowledgement. A Training Record will show in the Employee Training Sub Folder and the Training Tab in the Training Widget, when the Content has been Acknowledged.

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

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

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

For Training to be recognised as Mandatory - it must be flagged/marked as such. There are multiple ways to mark Training as 'Mandatory' (either when creating a Training type, or retrospectively if needed)

• Via the Activation Hub > Core-HR Widget > Training Manager > Action > Assign Training > Create New > Tick ‘Mandatory at Start.’
• Via the Activation Hub > Core-HR Widget > Training Manager > Face-to-Face Training > Select Training Record > Action > Assign Training > Action > 'Make Mandatory.'
• Via the Activation Hub > Core-HR Widget > Training Manager > e-Learning Training > Select Training Record > Action > Assign Training > add Course/s to the 'Mandatory Training' field.
• Via the Activation Hub > Core-HR Widget > Training Manager > Content > Select Training Record > Action > Assign Training > add Content and Make it Mandatory at the Start of Employment.

All Face-to-Face Mandatory Training 'Requirements' must be actioned (to create an actual Training Record) by the People & Culture User or System Administrator in one of two ways:

• The Employee attends (and completes) an ad-hoc/one-off Course (usually with a third-party provider).
• The Employee is added to a Course Waiting List (and then enrolled to attend the Face-to-Face Training Event) when that Course is next scheduled by the business.

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

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

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

Manager - Training Widget – Training Records Folder

There are three types of Training Records:

• One-Off Face-to-Face Training: this relates to ad-hoc/one-off Training attended and completed by the Employee.
• Face-to-Face Training Course/Event: this relates to Training scheduled and provided by the business and completed by the Employee.
• e-Learning: if a third-party e-Learning App is installed, then e-Learning is Training is completed via the Subscribe-HR Training Widget.
• Content: if Training Method is content, which means PDFs, Text or Videos are being used for Mandatory Training Purposes. This can be assigned through Job, Training Sub Folder or through the Core-HR Widget - Training Manager in the Activation Hub.

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

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

Manager - Training Widget – +Create New Training Record Wizard

Managers can also create 'Ad Hoc' Training Records. This option is available for Users/Organisations that don't send Employees on Training Courses/Events Managed via Subscribe-HR's Core-HR Training Solution. The Ad Hoc '+Create New Training Record' Wizard provides a more efficient way to create and keep track of Training Records and 'Requirements.'

The '+Create New Training Record' Wizard is accessible via the 'Training Records' Tab of the Training Widget for People & Culture Users and Managers only (not Employees).

Manager - Training Widget – +Create New Training Record Wizard - Who Is This Request For?

1. Requesting for – the options are:

• Myself - enables the User to create an Ad Hoc Training Record for themselves.
• Team Member - enables the User to create an Ad Hoc Training Record for a Team Member.

1. Team Member - appears if 'Team Member' selected in the previous/above field. Search and select the Team Member you're creating the Ad Hoc Training Record for. NOTE: People & Culture Users can create an Ad Hoc Training Record for anyone/all Employees in the organisation. Managers can only create Ad Hoc Training Records for their Team Members. Click "Next.'

Manager - Training Widget – +Create New Training Record Wizard - Job Training Guide

1. Job Training Guide - This Step in the Wizard displays the ‘Training Guide,’ which provides a summary of all the Training assigned to that Employee/Employee’s Job, which therefore makes that Training either a requirement or a suggestion for the Employee to complete. Click "Next.'

Manager - Training Widget – +Create New Training Record Wizard - Job Training Guide

1. Mandatory Training Guide (non-editable) – provides a list of the ‘Mandatory Training’ assigned to the ‘Job’ that the Employee holds (and therefore that the Employee is required to complete as part of their Employment)

Manager - Training Widget – +Create New Training Record Wizard - Training Record

1. Course – When creating an ‘Ad Hoc’ Training Record (that is a Training Record for Training completed outside of an officially run Course/Training Event via Subscribe-HR’s Core-HR Training features. E.G. by a third party provider, or for an historical Training Course that was completed in the past), Course = the name of the Course the Employee completed.
2. Start Date – the date when the Course started.
3. Finish Date – the date when the Course finished.
4. Renewal Required – if the Training needs to be repeated/renewed in the future, tick this box.
5. Renewal Date – a new ‘Training Requirement’ will be generated when this anniversary date is met. This will assign a new ‘Mandatory Training’ requirement (if ‘Mandatory for Job’ is ticked), or the same ‘Non-Mandatory’ Training requirement if ‘Mandatory for Job’ is not ticked):

• If the Training requirement is ‘Mandatory’ – when the renewal date occurs, the ‘Requirement’ will appear in the Training Widget under ‘Mandatory Training’ Tab > ‘To Do’ Subtab.
• If the Training requirement is ‘Non-Mandatory’ – when the renewal date occurs, the ‘Requirement’ will appear in the Training Widget under the ‘Training Records’ > Tab > ‘To Do’ Subtab.
  

6. Notify Days Before Renewal – a notification will go out to the Employee’s Manager when this date is reached.
7. Training Reason – Specify the reason for the Training. E.G. selecting ‘CPD’ will result in the Training Record appearing in the CPD Tab of the Training Widget.
8. Status – this is locked to ‘Completed’ for Ad Hoc Training Records (in progress training records will have to be created via the LHS (General > Core-HR > Employees > [Select Employee] > Training Records > Create New) menu.
9. Mandatory for Job – If checked/ticked, this Training Record will appear on the ‘Mandatory’ Tab of the Training Widget and be considered/classified as a ‘Mandatory Training Requirement’ for the Employee (until that requirement is completed/fulfilled by completing a Course/attending a live Course/Event).
10. Type – specify a Training type.
11. Attachment – add Attachment/s here (proof of completion for example).
12. Notes – use this field to record notes about the Training/Employee/attendance etc. Click "Next."
13. Summary – the final screen for the New Training Record Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete your "New Training Record Wizard" click “Submit.”
14. Success – if your New Training Record 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.

Manager - Training Widget – e-Learning Folder

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

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

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

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

Manager - Training Widget – e-Learning Catalogue Folder

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

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

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

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

Manager - Training Widget – Training Catalogue Folder

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

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

Manager - Training Widget – Training Events Folder

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

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

Manager - Training Widget – CPD Folder

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

Manager - Training Widget – Skills Folder

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

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

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

Manager - Talent Profile Widget

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

Talent Profile Summary PDF

The Talent Profile Summary contains the following Employee Summary Information. This Summary can be PDF'd. People and Culture users can PDF any Talent Profile summary for any Employee. Search the Talent Profile Widget for the Employee. Then View Summary and Export the Profile from there.

Manager - Performance Management Widget

The Performance Management Widget allows Manager to view and interact with/complete Employee Performance Reviews within the System.

How to Navigate to the Performance Management Widget

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

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

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

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

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

These Widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to the Widgets.

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

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

Manager - Performance Management Widget – Catch Ups Tab: + Create Catch Up Wizard

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

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

Manager - Performance Management Widget – Reviews Folder

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

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

The Reviews Folder contains all Employee Reviews.

Manager - Performance Management Widget – Individual Summary Reports

Individual Reports for each Employee’s Performance Review/Cycle are available via the Performance Management Widget > Reviews Tab > Active/Completed Subtab > Action > View Review Report. These Reports contain:

• Results Tab: Scores for each of the Skills, Values, Goals and Behaviours assessed in the Review.
• Text Tab: Responses to all text-based questions included in the Review.
• Score Tab: Average Scores for each of the Skills, Values, Goals and Behaviours assessed in the Review, plus the Overall Performance Score.

Manager - Performance Management Widget – Goals Folder

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

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

The definitions for these statuses are:

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

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

Manager - Performance Management Widget – Catch-Ups Folder

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

• Active.
• Upcoming.
• Cancelled.
• Completed.

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

Manager - Performance Management Widget – Acknowledgements Folder

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

Manager - Performance Management Widget – Skills Folder

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

Manager - Timesheets Management Widget

This Widget displays information regarding Timesheets related to the logged in 'Manager' and their 'Team' (direct reports).

Managers (with Line Manager User Group Assigned), can submit and Authorise Timesheets for other Employees, but those Employees must be their direct report (just because an Employee is a ‘Manager’ and has ‘Line Manager’ User Group assigned, this does not allow them to create/submit Timesheets for any/all Employees). Submitting requests for Timesheets works as follows:

• System Administrators and People & Culture Users can create/submit/apply for Time Off/Leave for all Users.
  • To do so, the User must be on the People & Culture Dashboard (and can then use the Timesheet Wizard vis the 'Start' Wizard menu, or via the Timesheet Wizard that is accessible via the Timesheet Widget on the People & Culture Dashboard).
• Managers can submit Timesheets on behalf of their direct reports only (such Managers need to have 'Line Manager' User Group assigned, they have to be set in the System as a 'Manager,' and specified as the Employee's Manager to be able to do this). Other Line Managers can't submit Timesheets on behalf of Employees for whom they are not the specified/assigned Manager. Only one Manager can/has the capacity to do this.
  • To do so, the User must be on the Manager Dashboard (and can then use the Timesheet Wizard vis the 'Start' Wizard menu, or via the Timesheet Wizard that is accessible via the Timesheet Widget on the Manager Dashboard).

Manager - Time Off Management Widget

This Widget displays information regarding Time off/Absence requests related to the logged in 'Manager' and their 'Team' (direct reports).

Managers (with Line Manager User Group Assigned), can submit and Authorise Time Off/Leave for other Employees, but those Employees must be their direct report (just because an Employee is a ‘Manager’ and has ‘Line Manager’ User Group assigned, this does not allow them to create/submit Time Off/Leave requests for any/all Employees). Submitting requests for Time Off/Leave works as follows:

• System Administrators and People & Culture Users can create/submit/apply for Time Off/Leave for all Users.
  • To do so, the User must be on the People & Culture Dashboard (and can then use the Time Off Wizard vis the 'Start' Wizard menu, or via the Time Off Wizard that is accessible via the Time Off Widget on the People & Culture Dashboard).
• Managers can apply for Time Off/Leave on behalf of their direct reports only (such Managers need to have 'Line Manager' User Group assigned, they have to be set in the System as a 'Manager,' and specified as the Employee's Manager to be able to do this). Other Line Managers can't apply for Time Off/Leave on behalf of Employees for whom they are not the specified/assigned Manager. Only one Manager can/has the capacity to do this.
  • To do so, the User must be on the Manager Dashboard (and can then use the Time Off Wizard vis the 'Start' Wizard menu, or via the Time Off Wizard that is accessible via the Time Off Widget on the Manager Dashboard).

Manager – Compliance Management Widget

The Compliance Management Widget allows Managers to view, track and manage Employee compliance. Managers can validate (or reject) the records supplied by Applicants during the application process (and transferred to the Employee Record when a New Employee was created from Applicant), as well as creating new records.

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

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

Depending on which of the above Folders you’re in, “Create New” (top right of the “Compliance Management” Widget) will trigger the Wizard for Certificates & Licences, Background Checks or Education & Qualifications, and enable you to create a new compliance record for the Employee you nominate at the start of that particular Wizard.

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

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

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

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

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

Compliance Management Widget – Certificates & Licences Folder

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

Compliance Management Widget – Background Checks Folder

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

The types of Background checks include:

• Visas.
• Police checks.
• Working with Children checks.

Compliance Management Widget – Education & Qualifications Folder

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

The types of Education/Qualifications include:

• Degrees.
• Diplomas.
• Certificates.

Manager – WHS Incident Widget

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

Manager – HR Questions Widget

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

HR Questions Widget - Questions Folder

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