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| </table> | | </table> |
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− | ===My Info Widget - Announcements and Acknowledgements===
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− | 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..
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| | | |
− | <table border="1" width="100%" cellspacing="0">
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Announcement Tab</font></td>
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− | <td width="484"><font face="Arial" size="2">This tab displays all active and expired announcements posted by users.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Acknowledgement Tab</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this tab will display all acknowledgements posted by users.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Active (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Expired (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Search Title (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">This is a free text field that you can use to filter down the list to specific wording you enter here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Title (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">This is the title of the created announcement.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Type (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">This is the type of the announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Create Date (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">This is the date and time the announcement was created.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Expire Date (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">The announcement's expiry date. Once this date has come, the announcement will move over to the Expired section.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Acknowledgement (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">Acknowledgements made to employees and/or locations and/or departments will display here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Survey (Under Announcement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">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.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Create Acknowledgement (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">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</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Search Keyword (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">This is a free text field which allows you to filter acknowledgement list down to specific keywords you enter here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Create Date (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">This is the date and time the acknowledgement was created.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Keyword (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">Keywords entered upon creation of acknowledgement will display here as hashtags.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Likes (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking the "thumbs up" icon will Like the acknowledgement. The number beside it displays the total number of likes the acknowledgement has received.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Comments (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">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.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Acknowledgement (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">Employees, locations and/or departments that have been acknowledged will display here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Action (Under Acknowledgement Tab)</font></td>
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− | <td width="484"><font face="Arial" size="2">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.</font></td>
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− | </tr>
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− | </table>
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− |
| |
− | ===Performance Management===
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− | This widget display information regarding performance reviews related to the logged in user.
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− |
| |
− | <table border="1" width="100%" cellspacing="0">
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Reviews Tab</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Clicking this tab will display all reviews related to the logged in user.</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Active</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all currently active performance reviews. The number in brackets displays the total number of active reviews.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Completed</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all completed performance reviews. The number in brackets displays the total number of completed reviews.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Overdue</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all performance reviews that are incomplete and is past their due date. The number in brackets displays the total number of overdue performance reviews.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Not Started</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all reviews that have not been started by the employee.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Search</font></td>
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− | <td width="484"><font face="Arial" size="2">This is a free text field that allows user to filter down the list to specific keywords entered here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">ID</font></td>
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− | <td width="484"><font face="Arial" size="2">This is the ID of the deployed performance review.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Review Name</font></td>
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− | <td width="484"><font face="Arial" size="2">The name of the review will display here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Employee</font></td>
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− | <td width="484"><font face="Arial" size="2">The step assignee will appear here. This will either be the logged in user or the other party.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Status</font></td>
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− | <td width="484"><font face="Arial" size="2">The current step of the review will appear highlighting the assignees to complete. A green tick will appear next to the assignees that have completed their task. The current step and step due date will also appear.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Due Date</font></td>
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− | <td width="484"><font face="Arial" size="2">The due date of the performance review will appear here</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Progress</font></td>
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− | <td width="484"><font face="Arial" size="2">The percentage bar here represents the progress of the review starting from 0% (not started) to 100% (complete)</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Action</font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Open Review</b> - allow user to open and complete current performance step<br><b>Reopen Step</b> - allow user to reopen completed task on a completed step. This will display a popup with responder names. Simply tick the relevant step for the relevant responder.<br><b>Force Start Next Step</b> - allow user to force start the next step.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Goals Tab</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Clicking into this tab will display all Goals and Performance Development Plans relating to the logged in employee.</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">+ Create Goal</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will allow users to create goals for themselves. Goals will be created through the New Performance Goal wizard.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Active</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display Goals that are set to an active status. The number in brackets displays the total number of Active Goals/PDP.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Completed</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all Goals that have been completed. The number in brackets displays the total number of Completed Goals/PDP.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Overdue</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all Goals that have not been completed and have passed their Due Date. The number in brackets displays the total number of Overdue Goals/PDP.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Not Started</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all Goals that have a Not Started status. The number in brackets displays the total number of Goals/PDP that have yet to be started.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Cancelled</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all Goals that have been cancelled. The number in brackets displays the total number of cancelled Goals.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Search Topic</font></td>
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− | <td width="484"><font face="Arial" size="2">This is a free text field that allows the user to filter down the list of Goals/PDP to specific keywords entered here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Employee</font></td>
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− | <td width="484"><font face="Arial" size="2">Relevant employee's name will appear under here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Related PDP</font></td>
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− | <td width="484"><font face="Arial" size="2">The related Performance Development plan will display here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Goal Name</font></td>
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− | <td width="484"><font face="Arial" size="2">The name of the goal will display here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Training</font></td>
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− | <td width="484"><font face="Arial" size="2">Related training record will be linked under here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Status</font></td>
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− | <td width="484"><font face="Arial" size="2">The status of the goal will display here. This can be Incomplete, Complete or Cancelled.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Due Date</font></td>
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− | <td width="484"><font face="Arial" size="2">The goal's due date will appear here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Action</font></td>
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− | <td width="484"><font face="Arial" size="2">This dropdown will allow user to edit their goals.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Catch-ups Tab</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Clicking this will display all catch ups relating to the logged in employee that have been organised within the system.</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">+ Catch Up</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will allow the user to create a catch-up. Clicking this takes the user through the New Catch Up wizard.</font></td>
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− | </tr>
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− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Active</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all catch-ups with an active status.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Upcoming</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all catch-ups that are yet to occur at a future date.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Completed</font></td>
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− | <td width="484"><font face="Arial" size="2">Clicking this will display all catch-ups that have been completed.</font></td>
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− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Search Topic</font></td>
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− | <td width="484"><font face="Arial" size="2">This is a free text field which allows users to filter down the list of catch-ups to keywords entered here.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Topic</font></td>
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− | <td width="484"><font face="Arial" size="2">The relevant topic of the catch up will display under this column.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Employee</font></td>
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− | <td width="484"><font face="Arial" size="2">The employee's name will display under this column.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Catch Up Date</font></td>
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− | <td width="484"><font face="Arial" size="2">The date of the catch-up will display under this columnn.</font></td>
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− | </tr>
| |
− | <tr>
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− | <td width="206"><font face="Arial" size="2">Action</font></td>
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− | <td width="484"><font face="Arial" size="2">Start Conversation - Use this to Start the conversation for the Catch-up.<br>Reply - Use this to reply to the conversation<br>Complete Catch Up - Set status on a catch up as "Complete"<br>Create Next Catch Up - Use this to create a following catch up.</font></td>
| |
− | </tr>
| |
− |
| |
− | </table>
| |
− |
| |
− | ===Timesheets Management===
| |
− | This widget display information regarding all timesheets related to the logged in employee.
| |
− |
| |
− | <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"><b>In Progress Tab</b></font></td>
| |
− | <td width="484"><font face="Arial" size="2"><b>Displays all saved but not submitted timesheets. Number in brackets outline the total number of "In Progress" timesheets.</b></font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2"><b>Requested Tab</b></font></td>
| |
− | <td width="484"><font face="Arial" size="2"><b>Displays all timesheets that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending timesheets.</b></font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2"><b>Authorised Tab</b></font></td>
| |
− | <td width="484"><font face="Arial" size="2"><b>Displays all timesheets that have been authorised by the authoriser. Number in brackets outline the total number of Authorised timesheets.</b></font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2"><b>Rejected Tab</b></font></td>
| |
− | <td width="484"><font face="Arial" size="2"><b>Displays all timesheets that have been rejected by the authoriser. Number in brackets outline the total number of Rejected timesheets.</b></font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2"><b>Cancelled Tab</b></font></td>
| |
− | <td width="484"><font face="Arial" size="2"><b>Displays all timesheets that have been cancelled. Number in brackets outline the total number of cancelled timesheets.</b></font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">+ Create Timesheet</font></td>
| |
− | <td width="484"><font face="Arial" size="2">Clicking this button will allow users to quickly create a timesheet through the New Timesheet Wizard.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Search by name</font></td>
| |
− | <td width="484"><font face="Arial" size="2">This is a free text field which allows you to specifically search for timesheets by employee name.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Name</font></td>
| |
− | <td width="484"><font face="Arial" size="2">Employee name will appear under here.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Period</font></td>
| |
− | <td width="484"><font face="Arial" size="2">Duration of timesheet will display here in DD/MM/YYY - DD/MM/YYYY format.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Submitted Date</font></td>
| |
− | <td width="484"><font face="Arial" size="2">The date the timesheet was submitted will appear under here.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Total Hours</font></td>
| |
− | <td width="484"><font face="Arial" size="2">Total number of hours recorded within the timesheet will appear under here.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Time Off</font></td>
| |
− | <td width="484"><font face="Arial" size="2">Total number of hours employee was away will appear here.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Authoriser</font></td>
| |
− | <td width="484"><font face="Arial" size="2">The name of the timesheet's authoriser will appear here.</font></td>
| |
− | </tr>
| |
− | <tr>
| |
− | <td width="206"><font face="Arial" size="2">Action</font></td>
| |
− | <td width="484"><font face="Arial" size="2">This dropdown allows user to perform either of the following:<br><b>Cancel (only in "In Progress tab")</b> - Cancel the timesheet<br><b>View</b> - View the timesheet</font></td>
| |
− | </tr>
| |
− |
| |
− | </table>
| |
− |
| |
− | ===Time Off Management===
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− | This widget displays information regarding absence requests related to the logged in employee.
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− | <table border="1" width="100%" cellspacing="0">
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>+ Create Time Off</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Logged in employee will be able to create an absence request. Clicking this will take them through the Time Off Wizard..</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Requested Tab</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Displays all absence requests that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending requests.</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Authorised Tab</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Displays all absences requests that have been authorised by the authoriser. Number in brackets outline the total number of Authorised absence requests.</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Rejected Tab</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Displays all absence requests that have been rejected by the authoriser. Number in brackets outline the total number of Rejected absence requests.</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2"><b>Cancelled Tab</b></font></td>
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− | <td width="484"><font face="Arial" size="2"><b>Displays all absences requests that have been cancelled. Number in brackets outline the total number of cancelled absence requests.</b></font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Search Team Member</font></td>
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− | <td width="484"><font face="Arial" size="2">This is a free text field which allows you to specifically search for absence requested by employee name.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Employee Name</font></td>
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− | <td width="484"><font face="Arial" size="2">Employee's full name will appear under here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Requested Date</font></td>
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− | <td width="484"><font face="Arial" size="2">Date the request was made will display here in DD/MM/YYYY format.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">From Date</font></td>
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− | <td width="484"><font face="Arial" size="2">The date the absence begins will display here in DD/MM/YYYY format.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Until Date</font></td>
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− | <td width="484"><font face="Arial" size="2">The date the absence ends will display here in DD/MM/YYYY format.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Days/Hours</font></td>
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− | <td width="484"><font face="Arial" size="2">This will outline whether the employee has taken the whole day off or part of the day off.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Authoriser</font></td>
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− | <td width="484"><font face="Arial" size="2">The name of the absence request's authoriser will appear here.</font></td>
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− | </tr>
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− | <tr>
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− | <td width="206"><font face="Arial" size="2">Action</font></td>
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− | <td width="484"><font face="Arial" size="2">This dropdown allows user to perform either of the following:<br><b>View</b> - view the request<br><b>Cancel</b> - Cancel the request<br><b>Reject</b> - Decline the request<br><b>Authorise</b> - Accept the request<br><b>View accruals</b> - view the accrual levels of the related employee<br><b>View Team Leaver Planner</b> - access the team leaver planner functionality</font></td>
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− | </tr>
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− | </table>
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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.
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.
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.