Difference between revisions of "Manager-Widgets"

Revision as of 05:57, 25 January 2021

Manager Dashboard Option

This User Tab Contains Widgets:

1. 4 Small Information Display Widgets
2. Search Team Personal Details
3. Search Team Time Off and Pay
4. Search Team Tasks and Notifications
5. Search Team 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.

Manager Widget - Search Team Member Personal Information

1. Name
2. Job
3. Location

Manager Widget - Search Time off and Pay

1. Name
2. Job
3. Location

Line Item / Tasks in Widget - Search Team Members Tasks and Notifications

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 "Inbox". "Quick Tasks" can be sent from, the "Start" option, 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.
This is a list of Standard "Tasks and Notifications" functionality.

1. Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
   
2. 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.
   
3. Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
   
4. Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
   
5. Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
   
6. Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
   
7. My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
   
8. Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
   
9. Date Range - Search Tasks and Notifications by Date Range.
   

Summary Tasks and Notifications

Manager Widget - Tasks and Notifications

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 "Inbox". "Quick Tasks" can be sent from, the "Start" option, 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.

Manager Widget - Company Policies

The Manager Company Policies Widget allow 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 too. Managers 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.

Manager Widget - Training

The Manager Training Widget allow Managers to access their Team's Training Activity. The Manager can search for a Team Members Training, Course and Event Information. The Training Widget respects the User Group Permissions on the person accessing the system.