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| Line 5: |
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| | =Team Dashboard Onboarding, Crossboarding and Offboarding= | | =Team Dashboard Onboarding, Crossboarding and Offboarding= |
| | | | |
| − | [Insert something about the 4 small widgets at the top]
| + | This User Tab Contains the following Widgets: |
| | | | |
| − | The Team Dashboard for Onboarding, Crossboarding, and Offboarding contains the following Widgets:
| + | ==User Management== |
| − | *Employee Processing.
| + | |
| − | *User Management.
| + | |
| − | | + | |
| − | ==Employee Processing Widget==
| + | |
| − | | + | |
| − | This widget allows for Users to quickly and easily manage Employees through each of the following processes by clicking on the relevant “Folder:
| + | |
| − | *Onboarding.
| + | |
| − | *Crossboarding.
| + | |
| − | *Offboarding.
| + | |
| − | | + | |
| − | Depending on which of the above Folders you’re in, “Create New” (top right of the “Employee Processing” Widget) will trigger the Wizard for Onboarding, Crossboarding or Offboarding, and enable you to create a new process 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:
| + | |
| − | *Active.
| + | |
| − | *Completed.
| + | |
| − | *Non-Starter.
| + | |
| − | *Cancelled.
| + | |
| − | *To Do.
| + | |
| − | *No Onboarding.
| + | |
| − | *All.
| + | |
| − | | + | |
| − | On each of these Tabs, there is a table that contains different columns. The Tabs and Columns are explained below.
| + | |
| − | | + | |
| − | They can also quickly review employees who have/do not have access and users with access but no employee profile linked.
| + | |
| − | 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 Widgets.
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder ===
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder – Active Tab===
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Onboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Onboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Onboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are:
| + | |
| − | *Complete – you can complete the Onboarding Workflow on the Employee’s behalf.
| + | |
| − | *Resend – you can resend the Onboarding Workflow to the Employee.
| + | |
| − | *Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why.
| + | |
| − | *Cancel – you can the Onboarding Workflow send to the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder – Completed Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Onboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Onboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Onboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are:
| + | |
| − | *View Result – you view the result/s of the Onboarding Workflow.
| + | |
| − | *Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder – Non-Starter Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Onboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Onboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Onboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder – Cancelled Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Onboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Onboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Onboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder – To Do Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Department</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Department that the Employee will be working in.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Start Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the Employee’s Start Date.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder – No Onboarding Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Department</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Department that the Employee will be working in.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Start Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the Employee’s Start Date.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are:
| + | |
| − | *Start Onboarding – if you change your mind, you choose to Onboard the Employee from here by triggering the Onboarding process, which will open the Onboarding Wizard.
| + | |
| − | *Move to To Do – if there is something else you need to do to Onboard this Employee, you can move them to the To Do Tab.
| + | |
| − | *Remove From List – if there is nothing else you need to do in relation to this Employee, you can remove them from the list.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Onboarding Folder – All Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Onboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Created</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the date and time that the Onboarding Workflow was created.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Schedule</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates when the Onboarding Workflow was/is scheduled to be sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Deployed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates when the Onboarding Workflow was actually to be sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Employee that Onboarding Workflow was sent to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Onboarding Workflow was sent to the Employee named in the previous column.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employees</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the number of Employees that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are:
| + | |
| − | *Cancel Deployment – enables you to cancel sending the Onboarding Workflow, or to stop the Onboarding Workflow at its current step.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Crossboarding Folder===
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Crossboarding Folder – Active Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Crossboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Crossboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Crossboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Crossboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Crossboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Crossboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Crossboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Crossboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Crossboarding Folder – Completed Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Crossboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Crossboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Crossboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Crossboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Crossboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Crossboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Crossboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Crossboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Crossboarding Folder – Cancelled Tab===
| + | |
| − | | + | |
| − | <table border="1" width="100%" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Crossboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Crossboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Crossboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Crossboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Crossboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Crossboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Crossboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Crossboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Crossboarding Folder – To Do Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Crossboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Department</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Department that the Employee will be working in.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Start Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the Employee’s Start Date.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This enables you to “Start Crossboarding.”.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Crossboarding Folder – No Crossboarding Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Crossboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Department</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Department that the Employee will be working in.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Start Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the Employee’s Start Date.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are:
| + | |
| − | *Start Crossboarding – if you change your mind, you choose to Crossboard the Employee from here by triggering the Crossboarding process, which will open the Crossboarding Wizard.
| + | |
| − | *Move to To Do – if there is something else you need to do to Crossboard this Employee, you can move them to the To Do Tab.
| + | |
| − | *Remove From List – if there is nothing else you need to do in relation to this Employee, you can remove them from the list.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Crossboarding Folder – All Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Created</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the date and time that the Crossboarding Workflow was created.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Schedule</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates when the Crossboarding Workflow was/is scheduled to be sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Deployed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates when the Crossboarding Workflow was actually to be sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Employee that Crossboarding Workflow was sent to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Crossboarding Workflow was sent to the Employee named in the previous column.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employees</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the number of Employees that the Crossboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder===
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder – Active Tab===
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Onboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Offboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Offboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Offboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Offboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Offboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Offboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Offboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow. The options are:
| + | |
| − | *Complete – you can complete the Offboarding Workflow on the Employee’s behalf.
| + | |
| − | *Resend – you can resend the Offboarding Workflow to the Employee.
| + | |
| − | *Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why.
| + | |
| − | *Cancel – you can the Offboarding Workflow send to the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder – Completed Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Onboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Offboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Offboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Offboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Offboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Offboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Offboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Offboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow. The options are:
| + | |
| − | *View Result – you view the result/s of the Offboarding Workflow.
| + | |
| − | *Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder – Cancelled Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Onboarding Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Offboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Step</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the step of the Offboarding Workflow that the Employee is currently at.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Status</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the status of the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Sent</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column lists the date that the Offboarding Workflow was sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Offboarding Workflow was started by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This column lists the date that the Offboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Authorisation</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This columns specifies if authorisation is required for the Offboarding Workflow to be shared with the Employee, and if that authorisation has been granted.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the percentage of the Offboarding Workflow that has been completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder – To Do Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Offboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Department</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Department that the Employee will be working in.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Start Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the Employee’s Start Date.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder – Active Employees Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Department</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Department that the Employee will be working in.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Start Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the Employee’s Start Date.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Property</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column enables you to start the “Return Property” Wizard, which enables you to ensure that the Employee returns all Company Property prior to departure.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow, which involves setting the Employee’s status to “Leaver.”</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder – Completed Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employee</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Employee that the Onboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Department</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the Department that the Employee will be working in.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Start Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the Employee’s Start Date.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Property</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column enables you to start the “Return Property” Wizard, which enables you to ensure that the Employee returns all Company Property prior to departure.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ===Employee Processing Widget – Offboarding Folder – All Tab===
| + | |
| − | | + | |
| − | <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>
| + | |
| − | <td width="206"><font face="Arial" size="2">ID</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the ID assigned to that Offboarding Workflow.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Created</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column specifies the date and time that the Offboarding Workflow was created.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Schedule</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates when the Offboarding Workflow was/is scheduled to be sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Deployed</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates when the Offboarding Workflow was actually to be sent.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Employee that Offboarding Workflow was sent to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column contains the name of the Offboarding Workflow was sent to the Employee named in the previous column.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Employees</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column indicates the number of Employees that the Offboarding Workflow has been assigned to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow. The options are:
| + | |
| − | *Cancel Deployment – enables you to cancel sending the Offboarding Workflow, or to stop the Offboarding Workflow at its current step.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | | + | |
| − | ==User Management Widget== | + | |
| | | | |
| | This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked. | | This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked. |
| | 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 Widgets. | | 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 Widgets. |
| − |
| |
| | | | |
| | ==User Management - User Group Assigned Tab== | | ==User Management - User Group Assigned Tab== |
| − |
| |
| | Selecting this tab will display all employees who have been assigned a User Group. Further Actions can be made as detailed in the table below. | | Selecting this tab will display all employees who have been assigned a User Group. Further Actions can be made as detailed in the table below. |
| | | | |
| Line 808: |
Line 57: |
| | </tr> | | </tr> |
| | </table> | | </table> |
| − |
| |
| | | | |
| | ==User Management - No User Group Tab== | | ==User Management - No User Group Tab== |
| − |
| |
| | Clicking this option will display all employees in the who have not been assigned a User Account. | | Clicking this option will display all employees in the who have not been assigned a User Account. |
| | | | |
| Line 832: |
Line 79: |
| | </tr> | | </tr> |
| | </table> | | </table> |
| − |
| |
| | | | |
| | ==User Management - User Group Only Tab== | | ==User Management - User Group Only Tab== |
| − |
| |
| | Clicking this option will display all Users in the system who do not have an employee profile linked. | | Clicking this option will display all Users in the system who do not have an employee profile linked. |
| | | | |
| Line 880: |
Line 125: |
| | </tr> | | </tr> |
| | </table> | | </table> |
| − |
| |
| | | | |
| | ==User Management - De-Activated Tab== | | ==User Management - De-Activated Tab== |
| − |
| |
| | Clicking this tab will display all users who have been deactivated from your system | | Clicking this tab will display all users who have been deactivated from your system |
| | | | |
| Line 916: |
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| | </tr> | | </tr> |
| | </table> | | </table> |
| | + | |
| | + | |
| | + | <br><br>[[File:subscribehr_logo.gif]] |
