Difference between revisions of "People-and-Culture-Widgets"
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===People and Culture Widget - Training=== | ===People and Culture Widget - Training=== | ||
| − | The People and Culture Training Widget allow HR users to access their Team's Training Activity. The Manager can access Training Course Information and Current Training Records for their team members. The Training Widget respects the User Group Permissions on the person accessing the system. | + | The People and Culture Training Widget allow HR users to access their Team's Training Activity. The Manager can access Training Course and Event Information and Current Training Records for their team members. The Training Widget respects the User Group Permissions on the person accessing the system. |
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Revision as of 02:10, 23 October 2020
Contents
- 1 People and Culture Dashboard Option
- 2 People and Culture Widget - Search Team Member Personal Information
- 3 People and Culture Widget - Search Time off and Pay
- 4 Line Item / Tasks in Widget - Search All Tasks and Notifications
- 5 Summary Tasks and Notifications
- 6 People and Culture Widget - Company Policies
- 7 People and Culture Widget - Training
People and Culture Dashboard Option
This User Tab Contains Widgets:
- 4 Small Information Display Widgets
- Search All Personal Details
- Search All Time Off and Pay
- Search All Tasks and Notifications
- Search All Company Policies
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.
People and Culture Widget - Search Team Member Personal Information
- Name
- Job
- Location
People and Culture Widget - Search Time off and Pay
- Name
- Job
- Location
Line Item / Tasks in Widget - Search All Tasks and Notifications
The Tasks and Notifications Widget for People and Culture allows the People and Culture to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on All people. These Task and Notification items are also delivered into the "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself.
This is a list of Standard "Tasks and Notifications" functionality.
- Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
- Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
- Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
- Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
- Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
- Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
- My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
- Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
- Date Range - Search Tasks and Notifications by Date Range.
Summary Tasks and Notifications
| Field Name | Description |
| Task Name | Name of Task. E.g. Birthdate Reminder |
| Assigned To | User that the Task or Notification is assigned to. You can re-assign who the task is assigned to. This will send them the Task or Notification by clicking on the User Name / Icon |
| Due Date | The Date the Reminder is Due |
| Filter | Task Tags |
| Actions | Text that show what needs to be done |
People and Culture Widget - Company Policies
The People ad Culture Company Policies Widget allow HR - SA Users to access their Team's Company Policy Activity. The People and Culture user can search for Any Employee and then use Filters to see which Company Policies need to be attended too. People and Culture users can Resend an 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.
| Search | Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for |
| Incomplete | Shows Policies for the User that are no yet Opened and Read |
| Completed | Show Policies that are Opened and Read |
| Filter | Allows for Filter to be formed based on: Opened, Unopened, Read, Unread |
| Policy | Select the Policy that you want to use in Filter. E.g. Search for Employee, Select Filter and then Policy |
| Select A Policy | Allows User to Select the Policy they want to see details on |
| Policy Name | The name of the Policy entered by the creator of the Policy |
| Opened | Tick showing if the person has Opened the Policy. This will automatically tick if this is done |
| Read | This will automatically tick once the Person has Agreed to the Policy after opening |
| Type | This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew |
| Send Reminder | Allows People and Culture to Resend Notification if the Person has not Open, Read - Confirmed the Policy. This option will not be available if the Company Policy has Expired |
| Created | Date when the Policy was created for the Employee to Read and Agree too |
People and Culture Widget - Training
The People and Culture Training Widget allow HR users to access their Team's Training Activity. The Manager can access Training Course and Event Information and Current Training Records for their team members. The Training Widget respects the User Group Permissions on the person accessing the system.
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