My Info Widget
From Subscribe-HR Wiki Help
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# <b>Delegation</b> - Allows User to Delegate Tasks and Notifications to their Manager.<br> | # <b>Delegation</b> - Allows User to Delegate Tasks and Notifications to their Manager.<br> | ||
| − | === | + | ===My Info Widget - Tasks and Notifications=== |
<table border="1" width="100%" cellspacing="0"> | <table border="1" width="100%" cellspacing="0"> | ||
Revision as of 03:45, 25 January 2021
Contents
My Info Dashboard Option
This User Tab Contains Widgets:
- 4 Small Information Display Widgets
- Personal Details
- Time Off and Pay
- Tasks and Notifications
- 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.
My Info Widget - Personal Information
- Name
- Job
- Location
My Info Widget - Time off and Pay
- Name
- Job
- Location
My Info Widget - Tasks and Notifications
The Tasks and Notifications Widget allow users who have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows. 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.
- Delegation - Allows User to Delegate Tasks and Notifications to their Manager.
My Info Widget - 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's what needs to be done |
| Delegation | Allows User to Delegate Tasks and Notifications to their Manager. |
My Info Widget - Company Policies
Company Policies can be sent into the Employees Dashboard from: Onboarding, or when they are an Employee and a New Policy is created or an Existing Policy needs to be renewed. The reason for the new Policy Sign being delivered is defined against the Company Policy. The Company Policy Widget respects the User Group Permissions on the person accessing the system.
| Field Name | Description |
| 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 |
| 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 |
| Created | Date when the Policy was created for the Employee to Read and Agree too |
My Info Widget - Announcements and Acknowledgements
This widget allows for Employees to receive and view their relevant Announcements and Acknowledgements. Recipients can view relevant announcements, complete Surveys and view people who have been linked to their related Announcements and Acknowledgements..
| Field Name | Description |
| Announcement Tab | This tab displays all active and expired announcements posted by users. |
| Acknowledgement Tab | Clicking this tab will display all acknowledgements posted by users. |
| Active (Under Announcement Tab) | Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements |
| Expired (Under Announcement Tab) | Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements. |
| Search Title (Under Announcement Tab) | This is a free text field that you can use to filter down the list to specific wording you enter here. |
| Title (Under Announcement Tab) | This is the title of the created announcement. |
| Type (Under Announcement Tab) | This is the type of the announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy. |
| Create Date (Under Announcement Tab) | This is the date and time the announcement was created. |
| Expire Date (Under Announcement Tab) | The announcement's expiry date. Once this date has come, the announcement will move over to the Expired section. |
| Acknowledgement (Under Announcement Tab) | Acknowledgements made to employees and/or locations and/or departments will display here. |
| Survey (Under Announcement Tab) | If a survey has been linked, you can click "Check Answers" to view the status of answered surveys. If no survey linked, "N/A" will display. |
| Create Acknowledgement (Under Acknowledgement Tab) | Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" options |
| Search Keyword (Under Acknowledgement Tab) | This is a free text field which allows you to filter acknowledgement list down to specific keywords you enter here. |
| Create Date (Under Acknowledgement Tab) | This is the date and time the acknowledgement was created. |
| Keyword (Under Acknowledgement Tab) | Keywords entered upon creation of acknowledgement will display here as hashtags. |
| Likes (Under Acknowledgement Tab) | Clicking the "thumbs up" icon will Like the acknowledgement. The number beside it displays the total number of likes the acknowledgement has received. |
| Comments (Under Acknowledgement Tab) | Clicking the speech bubble icon will allow you to enter in comments related to the acknowledgement. The number beside it will display the total number of comments made against the acknowledgement. |
| Acknowledgement (Under Acknowledgement Tab) | Employees, locations and/or departments that have been acknowledged will display here. |
| Action (Under Acknowledgement Tab) | Use this dropdown to edit or delete acknowledgements. When you click Edit, you are able to edit the keywords of acknowledgement, the content and the acknowledged employees. |
