Manager Dashboard Widgets

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==People & Culture – HR Questions Widget==
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The HR Questions Widget allows People and Culture users to view, track and manage HR Questions to ensure they are sent to the right person and responded to in a timely manner. People & Culture Users can also create FAQs, which are then available to all Users via the FAQs Tab.
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===HR Questions Widget - Questions Folder===
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Allows the People and Culture Users to create and assign Questions to other Employees, or to Reassign Questions that they are not the best placed person to answer.
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<table border="1" width="100%" cellspacing="0">
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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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<td width="206"><font face="Arial" size="2"><b>Search</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>This is a free text field that allows Users to filter the list based on specific keywords entered here.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>+ Create New</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Allows the User to create a new HR Question for an Employee using the [[New-HR-Issues-and-Questions_Wizard|HR Questions Wizard]].</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Active Tab</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Displays all the currently active HR Questions (that have not yet been responded to and Completed).</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Completed Tab</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Displays all the HR Questions that have been responded to and Completed.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>All Tab</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Displays all the HR Questions - both Active and Completed.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Reassigned to Me</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Displays all the HR Questions that have been Reassigned to that User. If an HR Question is initially sent to someone who is not the most appropriate person to respond to that Question, the Receiver can Reassign it to someone more appropriate to respond.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Filter</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Allows the User to "Filter" HR Questions by level of importance: E.g. high, medium, low.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Date/Timeframe Search</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month.</b></font></td>
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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">Displays the name of the Employee who submitted the Question.</font></td>
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<td width="206"><font face="Arial" size="2">Ticket Number</font></td>
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<td width="484"><font face="Arial" size="2">Displays a ticket number for each HR Question submitted, the higher the number, the more recently the Question was submitted.</font></td>
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<td width="206"><font face="Arial" size="2">Question Details</font></td>
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<td width="484"><font face="Arial" size="2">Displays the type of Question asked. The options are:
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*Company Policy.
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*Training.
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*General Question.
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*Holidays.</font></td>
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<td width="206"><font face="Arial" size="2">Days Open</font></td>
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<td width="484"><font face="Arial" size="2">Displays the number of days the Question has been open (without being answered).</font></td>
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<td width="206"><font face="Arial" size="2">Level of Importance</font></td>
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<td width="484"><font face="Arial" size="2">Displays the level of importance related to the Incident. The options are:
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*High: Red.
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*Medium: Orange.
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*Low: Blue.</font></td>
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<td width="206"><font face="Arial" size="2">Date Sent</font></td>
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<td width="484"><font face="Arial" size="2">Displays the date on which the Question was sent.</font></td>
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<td width="206"><font face="Arial" size="2">Actions</font></td>
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<td width="484"><font face="Arial" size="2">
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*<b>Create New</b> - allows the User to create a new Question.
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*<b>View</b> - allows the User to view the Question.
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*<b>Reassign</b> - allows the User to Reassign the Question to a more appropriate responder.
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*<b>Respond</b> - allows the User to respond to the Question.
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*<b>Complete</b> - allows the User to complete the Question and close it.
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===HR Questions Widget - FAQs Folder===
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Allows the People and Culture Users to create FAQs that are then available as a resource for all Employees.
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<table border="1" width="100%" cellspacing="0">
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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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<td width="206"><font face="Arial" size="2"><b>Search</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>This is a free text field that allows Users to filter the list based on specific keywords entered here.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>+ Create New</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Allows the User to create a new FAQ.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Active Tab</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Displays all the currently Active FAQs.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Unpublished Tab</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Displays all the draft/unpublished FAQs.</b></font></td>
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<td width="206"><font face="Arial" size="2"><b>Archived Tab</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Displays all the Archived FAQs.</b></font></td>
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<td width="206"><font face="Arial" size="2">Category</font></td>
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<td width="484"><font face="Arial" size="2">Displays the type of the FAQ. The options are:
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*Company Policy.
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*Training.
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*General Question.
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*Holidays.
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</font></td>
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<td width="206"><font face="Arial" size="2">Details</font></td>
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<td width="484"><font face="Arial" size="2">Displays a short summary of the FAQ.</font></td>
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<td width="206"><font face="Arial" size="2">Owner</font></td>
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<td width="484"><font face="Arial" size="2">Displays the Departmental owner of the FAQ. The options are:
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*Company Policy.
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*Training.
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*General Question.
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*Holidays.
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*Customer Service.
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*Environmental.
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*Executive Management.
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*Finance & Admin.
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*Operations.
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*Sales.
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*Sales & Marketing.
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*Information Technology.
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*Human Resources.
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*OH&S.</font></td>
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<td width="206"><font face="Arial" size="2">Created Date</font></td>
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<td width="484"><font face="Arial" size="2">Displays the date the FAQ was created.</font></td>
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<td width="206"><font face="Arial" size="2">Updated Date</font></td>
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<td width="484"><font face="Arial" size="2">Displays the date the FAQ was updated (if it has been updated).</font></td>
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<td width="206"><font face="Arial" size="2">Actions</font></td>
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<td width="484"><font face="Arial" size="2">
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*<b>View</b> - allows the User to view the FAQ.
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</font></td>
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Revision as of 04:11, 11 October 2021

Manager Dashboard Option

To Navigate to this Dashboard and the Widgets (and access Manager level functionality) follow these steps:

  • Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
  • Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
  • Scroll down and select "Manager."
  • When the Manager Dashboard opens, scroll down to the Widget you need in order to manage the Employee Management process.

This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:

  • Team training hours.
  • Team tasks.
  • Team annual leave
  • Training hours.

2. Personal Details (Team Search).
3. Time Off and Pay (Team Search).
4. Tasks and Notifications (Team Search).
5. Company Policies (Team Search).
6. Training (Team Search) [Coming Soon].
7. Performance Management (Team).
8. Announcements & Acknowledgements (Team).
8. Timesheets Management (Team Search).
10. Time Off Management (Team Search)

These widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to Widgets.


Manager - Search Team Member Personal Details Widget

The following information is displayed in the "Personal Details" Widget:

  1. Name.
  2. Job.
  3. Email address.
  4. Phone Number.
  5. Department.
  6. Location.
  7. Salary.
  8. Manager.

The following functionality is also available via this Widget:

  • View Team.
  • Change password.
  • View internal vacancies.
  • Search Team Member details - which enables Managers to search all Team Members and view their Personal Details.


Manager - Search Time off and Pay Widget

The following information is displayed in the "Time off and Pay" Widget:

  1. Annual leave.
  2. Personal leave.
  3. Time in Lieu.
  4. Timesheets.
  5. Payslips.
  6. Next holidays.

The following functionality is also available via this Widget:

  • Search Team Member details - which enables Managers to search all Team Members and view their Time off and Pay.


Manager - Tasks and Notifications Widget

The Tasks and Notifications Widget for Managers allows the Manager to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on Team Members. These Task and Notification items are also delivered into the System "Inbox." "Quick Tasks" can be sent from, the Quick Tasks Wizard, or from the "Tasks and Notifications" Widget itself. If someone has Delegated Tasks and Notifications to their Manager, they will see these in their Manager Tasks and Notifications Widget.

Because the number of notifications can be quite high (especially for Managers and System Administrators/People & Culture Users), notifications emails (that go to the User's email inbox) have to be manually activated via System settings. However, all notifications (for tasks and reminders) will appear in the online/System "Inbox" for each User. This Inbox can be accessed via the envelope in the top right-hand corner of the System, next to the User's name and photo. Alternatively, Users can choose to activate a "Summary" email to their email Inbox (see below for instructions).

Field Name Description
Manage Delegation Allows User to Delegate Tasks and Notifications to their Manager. Managers will be able to delegate to other Managers and/or System Administrators.
Notifications This functionality allows the User to trigger a "Summary" email of all Tasks and Notifications relevant to them/their User Group. To enable a notification summary email:
  1. Click on "Notifications" (top right-hand corner of the Widget).

The settings options for Summary Emails are:

  • Notification Frequency - Daily or Once a Week.
  • Notification Start Day and Time - specify the start day and time, and you will then continue to receive a Summary email at the same time, according to the option you selected in the previous step (daily or weekly).
  1. Click "Activate" to activate these settings.
  2. To change or deactivate the summary email, click on "Notifications" to reopen the Wizard.
  • For changes, simply change the notification frequency, notification start day or time settings, then click "Update."
  • To disable the email summary altogether, simply click "Disable."

Depending on the Employee's User Group/Permissions (Employee, Manager, HR/People & Culture Manager), the User will receive the following information in their Summary Email:

  • Employees - will receive a summary of only their own Tasks & Notifications (as displayed in their Inbox).
  • Managers - will receive a summary of their own Tasks & Notifications (as displayed in their Inbox), as well as those in the Inboxes of the Employees in their team.
+ Quick Task This allows the User to send a Task or Notification to another User or to themselves. The recipient list will indicate who their Manager is and HR users.
Today Tab Shows the User what Tasks and Notifications for "Today." The numbers will indicate how many items are relevant.
Upcoming Tab Shows the User what Tasks and Notifications are "Upcoming." The numbers will indicate how many items are relevant.
Overdue Tab Shows the User what Tasks and Notifications are "Overdue." The numbers will indicate how many items are relevant.
Completed Tab Shows the User what Tasks and Notifications are "Completed." The numbers will indicate how many items are relevant.
My Sent Tasks Tab Shows the User what Tasks and Notifications have been sent by that User. The number will indicate how many items are relevant.
Filter Allows the User to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Onboarding, Performance, Note to Self, Delegated etc.
Search Search Tasks and Notifications by keyword. E.g. Search on Task Name, Birthdate or Person's Name
Task Name Name of Task. E.g. Birthdate Reminder
Assigned To The Employee/User that the Task or Notification is assigned to. You can re-assign who the task is assigned to. This will send them the Task or Notification by clicking on the User Name / Icon.
Relates To The Employee/User that the Task or Notification relates to/is about.
Due Date The Date the Reminder is Due.
Filter (column) Filter tags selected against the task/notificaiton will appear under here.
Actions This dropdown allows the User to perform either of the following:
Approve - approve the Task/Notification
View Message - view the task/notification message

Manager - Company Policies Widget

The Manager Company Policies Widget allows Managers to access their Team's Company Policy Activity. The Manager can search for a Team Member and then use Filters to see which Company Policies Need to be attended to. Managers can Resend a notification to an Employee if that person has unopened/unread policies. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Navigation Option Description
Search Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.
Incomplete Tab Shows Policies for the User that are not yet Opened and Read.
Completed Tab Shows Policies that have been Opened and Read.
No Policies Tab Shows Employees that have not been assigned any Company Policies to complete.
Filter Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.
Policy Allows you to Search all Policies based on the Filters you have applied.


Manager Widget - Company Policies – Incomplete Tab

Field Name Description
Assigned To The name of the Employee that a Company Policy has been assigned to.
Policy Name The name of the Company Policy assigned to the Employee.
Opened If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.
Link This column displays a link to the Company Policy.
Received This column specifies the date when the Company Policy was sent to the Employee.
Action Required If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.


Manager Widget - Company Policies – Completed Tab

Field Name Description
Assigned To The name of the Employee that a Company Policy has been assigned to.
Policy Name The name of the Company Policy assigned to the Employee.
Opened If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee ,New Policy Update, New Employee, Auto Renew etc.
Link This column displays a link to the Company Policy.
Received This column specifies the date when the Company Policy was sent to the Employee.
Read Date This column specifies the date on which the Company Policy was read by the Employee.


Manager Widget - Company Policies – No Policies Tab

Field Name Description
Employee ID The Employee ID for the User who has not been assigned any Company Policies.
Employee Name The name of the Employee who has not been assigned any Company Policies.
User Account This colmn will specify if the Employee has a User Account.
Action Required If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.


Manager - Announcements and Acknowledgements Widget

This widget allows for Managers to receive and view their relevant Announcements and Acknowledgements, as well as those of their Employees. Recipients and Managers can view relevant Announcements, complete Surveys and view Employees who have been linked to their related Announcements and Acknowledgements. All Announcements and Acknowledgements, once completed/sent, will appear in the Announcements & Acknowledgements Widget for both Mangers and the Employees to whom they were addressed. They will also appear in the Inbox of all addressees/recipients.

Field Name Description
Announcements Tab This tab displays all active and expired announcements posted by users.
Active (Under Announcements Tab) Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcements Tab) Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcements Tab) This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Title (Under Announcements Tab) This is the title of the created Announcement.
Type (Under Announcements Tab) This is the type of the Announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcements Tab) This is the date and time the Announcement was created.
Expire Date (Under Announcements Tab) The Announcement's expiry date. Once this date has passed, the announcement will move over to the Expired section.
Acknowledgement (Under Announcements Tab) Acknowledgements made to employees and/or locations and/or departments will display here.
Survey (Under Announcements Tab) If a Survey has been linked, you can click "Check Answers" to view the status of answered Surveys. If no Survey linked, "N/A" will display.
Acknowledgements Tab Clicking this tab will display all acknowledgements posted by users.
Create Acknowledgement (Under Acknowledgements Tab) Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" options
Search Keyword (Under Acknowledgements Tab) This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Create Date (Under Acknowledgements Tab) This is the date and time the Acknowledgement was created.
Keyword (Under Acknowledgements Tab) Keywords entered upon creation of Acknowledgement will display here as hashtags.
Likes (Under Acknowledgements Tab) Clicking the "thumbs up" icon will Like the Acknowledgement. The number beside it displays the total number of likes the Acknowledgement has received.
Comments (Under Acknowledgements Tab) Clicking the speech bubble icon will allow you to enter in comments related to the Acknowledgement. The number beside it will display the total number of comments made against the Acknowledgement.
Acknowledgement (Under Acknowledgements Tab) Employees, locations and/or departments that have been acknowledged will display here.
Action (Under Announcements Tab) Use this dropdown to action the following:
  • View - view Announcements.
  • View Survey - view an Surveys attached to/sent with the Announcement.
Action (Under Acknowledgements Tab) Use this dropdown to action the following:
  • View - view Acknowledgements.


Manager - Training Widget

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

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Manager - Performance Management Widget

The Performance Management Widget allows Managers to view and manage all the Performance Reviews that have been created for the Employees in their Team/s that are currently in the System.


How to Navigate to the Performance Management Widget

This widget allows for Users to quickly and easily manage Performance Management through each of the following processes by clicking on the relevant “Folder”:

  • Reviews - manage Performance Reviews.
  • Goals - create/manage Employee Goals related to Performance Reviews.
  • Catch-Ups - create/manage Catch-Ups related to the Performance Reviews.

In each of these Folders, there are a series of "Tabs" that provide different functionality for managing Performance Reviews. Within each Tab, there is a table that contains different columns. The Folders, Tabs, and Columns are explained below.

From within the Performance Management Widget there are a series of Wizards related to creating Performance Management Reviews. These Wizards include:

  • + Create Goal - allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard which is available via the Wizards "START" menu.
  • + Create Catch Up - allows HR/P&C Managers to create Catch-Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard which is available via the Wizards "START" menu.

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.


Performance Management Widget – Reviews Folder

Within the Reviews Folder, there are a series of “Tabs” where you can manage the Performance Reviews of Employees. Those Tabs are:

  • Active.
  • Completed.
  • Overdue
  • Not Started.

The Reviews Folder contains all Employee Reviews related to that Manager.

Field Name Description
Active Tab Clicking this Tab will display all currently active Performance Reviews. The number in brackets displays the total number of active Reviews.
Completed Tab Clicking this Tab will display all completed Performance Reviews. The number in brackets displays the total number of completed Reviews.
Overdue Tab Clicking this Tab will display all Performance Reviews that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Reviews.
Not Started Tab Clicking this Tab will display all Performance Reviews that have not been started by the Employee.
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
ID This is the ID of the Performance Review that has been sent to the Employee.
Review Name The name of the Performance Review will be displayed here.
Employee The name of the Employee that this Performance Review has been assigned to.
Current Step The current step of the Performance Review process that Employee is currently at will be displayed here.
Status Click on “View Status” in this column and a window will open that displays which part of the Performance Workflow the Review is at, e.g. with Employee with Manager etc. and the Due Date of the Review.
Start Date The date the Performance Review/Workflow was sent/triggered.
End Date The due date of the of the Performance Review.
Progress The percentage bar here represents the progress of the Review starting from 0% (not started) to 100% (complete)
Action Open Review - allow user to open and complete current performance step.


Performance Management Widget – Goals Folder

Within the Goals Folder, there are a series of “Tabs” where Managers can manage and create the Goals of Employees. Those Tabs are:

  • Active.
  • Completed.
  • Overdue
  • Not Started.
  • Cancelled.

The Goals Folder contains all Employee Goals. New Goals can also be entered without using a Review Cycle. If your Performance Workflow Cycle includes a “Goals Define” step, you can create the Goals within the Review Process or directly from this Tab using "Create Goal.” If you have a PDP step in your Performance Workflow Cycle, Goals which are created as part of the Review process can be linked to the PDP. They will show up in this Widget as having a relationship. If you are using a PDP step in the Review Cycle, and you enter a Goal through the Widget, you can link this Goal to the PDP and create Training Intervention.

Field Name Description
Active Tab Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Completed Tab Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Overdue Tab Clicking this Tab will display all Performance Goals that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Goals.
Not Started Tab Clicking this Tab will display all Performance Goals that have not been started by the Employee.
Cancelled Tab Clicking this Tab will display all Performance Goals assigned to Employees that have not yet been started. The number in brackets displays the total number of Employees with Goals that haven’t been started.
+ Create Goal The “Create Goal” Wizard allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu.
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
Employee The name of the Employee that this Goal has been assigned to.
Goal Name The Name of the Goal.
PDP The related Performance Development Plan in which this Goal was create will be displayed here (if/when relevant).
Review If a Review Cycle us being used, when the Goal is created, it will show the relationship to the Review it was created for.
Status The status of the Goal will display here. This can be Incomplete, Complete or Cancelled.
Due Date The Goal's due date will be displayed here.
Action This dropdown will allow Manager to edit Employee Goals.


Performance Management Widget – Catch Ups Folder

Within the Catch Ups Folder, there are a series of “Tabs” where Managers can manage and create Catch Ups for Employees. Those Tabs are:

  • Active.
  • Upcoming.
  • Completed.

The Catch Ups Folder contains all Employee Catch Ups.

Field Name Description
Active Tab Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Upcoming Tab Clicking this Tab will display Catch-ups that are yet to happen at a future date.
Completed Tab Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
+ Create Catch Up Allows HR/P&C Managers to create Catch Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard (coming soon) which is available via the Wizards "START" menu.
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
Topic The relevant topic of the Catch Up will be displayed here.
Employee The name of the Employee that this Catch Up has been assigned to.
Catch Up Date The date of the Catch Up will be displayed here.
Action Reply - Use this option to Start the conversation for the Catch Up.
Complete Catch Up - Use this option to reply to the conversation.
Create Next Catch-up - Use this option to create a follow-up Catch Up.


Manager - Timesheets Management Widget

This widget display information regarding all timesheets related to the logged in Manager.

Field Name Description
In Progress Tab Displays all saved but not submitted timesheets. Number in brackets outline the total number of "In Progress" timesheets.
Requested Tab 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.
Authorised Tab Displays all timesheets that have been authorised by the authoriser. Number in brackets outline the total number of Authorised timesheets.
Rejected Tab Displays all timesheets that have been rejected by the authoriser. Number in brackets outline the total number of Rejected timesheets.
Cancelled Tab Displays all timesheets that have been cancelled. Number in brackets outline the total number of cancelled timesheets.
+ Create Timesheet Clicking this button will allow users to quickly create a timesheet through the New Timesheet Wizard.
Search by name This is a free text field which allows you to specifically search for timesheets by employee name.
Name Employee name will appear under here.
Period Duration of timesheet will display here in DD/MM/YYY - DD/MM/YYYY format.
Submitted Date The date the timesheet was submitted will appear under here.
Total Hours Total number of hours recorded within the timesheet will appear under here.
Time Off Total number of hours employee was away will appear here.
Authoriser The name of the timesheet's authoriser will appear here.
Action This dropdown allows user to perform either of the following:
Cancel - Cancel the timesheet
View - View the timesheet
Authorise - Authorise the timesheet
Reject - Reject the timesheet
Export to CSV - Export the timesheet into a CSV file


Manager - Time Off Management Widget

This widget displays information regarding absence requests related to the logged in manager and their team.

Field Name Description
+ Create Time Off Logged in manager will be able to create an absence request made by themselves or by an employee they manage. Clicking this will take them through the Time Off Wizard.
Requested Tab 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.
Authorised Tab Displays all absences requests that have been authorised by the authoriser. Number in brackets outline the total number of Authorised absence requests.
Rejected Tab Displays all absence requests that have been rejected by the authoriser. Number in brackets outline the total number of Rejected absence requests.
Cancelled Tab Displays all absences requests that have been cancelled. Number in brackets outline the total number of cancelled absence requests.
Search Team Member This is a free text field which allows you to specifically search for absence requested by employee name.
Employee Name Employee's full name will appear under here.
Requested Date Date the request was made will display here in DD/MM/YYYY format.
From Date The date the absence begins will display here in DD/MM/YYYY format.
Until Date The date the absence ends will display here in DD/MM/YYYY format.
Days/Hours This will outline whether the employee has taken the whole day off or part of the day off..
Authoriser The name of the absence request's authoriser will appear here.
Action This dropdown allows user to perform either of the following:
View - view the request
Cancel - Cancel the request
Reject - Decline the request
Authorise - Accept the request
View accruals - view the accrual levels of the related employee
View Team Leaver Planner - access the team leaver planner functionality


Manager – Compliance Management Widget

The Compliance Management Widget allows Managers to view, track and manage Employee compliance. Managers can validate (or reject) the records supplied by Applicants during the application process (and transferred to the Employee Record when a New Employee was created from Applicant), as well as creating new records.

This widget allows for Users to quickly and easily manage Employees through the each of the following processes by clicking on the relevant “Folder”:

  • Certificates & Licences.
  • Background Checks.
  • Education & Qualifications.

Depending on which of the above Folders you’re in, “Create New” (top right of the “Compliance Management” Widget) will trigger the Wizard for Certificates & Licences, Background Checks or Education & Qualifications, and enable you to create a new compliance record 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:

  • Expiring.
  • Expired.
  • Active.
  • From Applicant.

On each of these Tabs, there is a table that contains different columns. The Tabs and Columns are explained below.


Compliance Management Widget – Certificates & Licences Folder

This Folder displays all the Certificates & Licences held by Employees and their current status. It also allows Users to create new and/or validate Certificates & Licences for Employees.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new Certificate & Licence record for an Employee using the Compliance Management Wizard.
Filter Allows the User to "Filter" Certificates/Licences records by Tag or Filter: E.g. Licence name/type, Certificate name/type.
Expiring Filter Contains a dropdown list of timeframe filters. The default is set to three months, but Users can also change the view to display what's expiring in different timeframes (up to a year).
Expiring Tab Displays all the Certificates & Licences that are expiring within the next three months.
Expired Tab Displays all the Certificates & Licences that have expired and need renewing.
Active Tab Displays all the Certificates & Licences that are current (and don’t fall under the other two tabs/categories above).
From Applicant Tab Displays all the Certificates & Licences that need to be validated by HR to ensure that all Certificates/Licences nominated by the Applicant during the recruitment process are in fact valid.
ID This is the ID of the Certificate/Licence.
Employee The name of the Employee that this Certificate/Licence relates/belongs to is displayed here.
Status The status of the Certificate/Licence is displayed here.
Checked By The name of the Employee who validated/rejected the Certificate/Licence is displayed here.
Expiry Date The date on which the Certificate/Licence expires is displayed here.
Certificate/Licence Name The name of the Certificate/Licence is displayed here. Users can click on the name and this will open/display the Certificate/Licence in a pop-up/lightbox.
Previous If the current Certificate/Licence has been renewed based on a previously existing Certificate/Licence, the ID of the previous Certificate/Licence record is is displayed here.
Current If the Certificate/Licence has expired and a new Certificate/Licence record created based on renewing that Certificate/Licence, the ID of the new record is is displayed here.
Applicant The name of the Applicant (from which the Employee record was created) that this Certificate/Licence relates/belongs to is displayed here (on the 'From Applicant' Tab only).
Cost The cost (if any) of the Certificate/Licence is displayed here.
Action

Create New - allows the User to create a new Certificate/Licence. It is mandatory as part of this step for Users to attach a copy of the Certificate/Licence to validate/keep a record of it.
Edit - allows the User to edit the Certificate/Licence.
View - allows the User to view a copy of the Certificate/Licence.
Add to Course Waiting List - allows the User to add that Employee to a Course Waiting list to renew or do any extra training required to maintain that Certificate/Licence.
Add to Event Waiting List - allows the User to add that Employee to an Event waiting list to renew or do any extra training required to maintain that Certificate/Licence.
Renew - allows the User to renew the Certificate/Licence.
Validate - allows the User to validate the Certificate/Licence of an Applicant/Employee (on the 'From Applicant' Tab only).
Reject - allows the User to reject an invalid Certificate/Licence that has been transferred from an Applicant record (on the 'From Applicant' Tab only).


Compliance Management Widget – Background Checks Folder

This Folder displays all the Background Checks held by Employees and their current status. It also allows Users to create new and/or validate Background Checks for Employees.

The types of Background checks include:

  • Visas.
  • Police checks.
  • Working with Children checks.
Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new Background Check record for an Employee using the Compliance Management Wizard. It is mandatory as part of this step for Users to attach a copy of the Background Check to validate/keep a record of it.
Filter Allows the User to "Filter" Background Check records by Tag or Filter: E.g. Visa, Police check etc.
Expiring Tab Displays all the Background Checks that are expiring within the next three months.
Expired Tab Displays all the Background Checks that have expired and need renewing.
Active Tab Displays all the Background Checks that are current (and don’t fall under the other two tabs/categories above).
Pending Tab Displays all the Background Checks that need to be conducted/completed.
From Applicant Tab Displays all the Background Checks that need to be validated by HR to ensure that all Background Checks nominated by the Applicant during the recruitment process are in fact valid.
Failed Tab Displays all the Background Checks that have resulted in a negative/failed result.
All Tab Displays all the Background Checks (from each of the above categories) on one tab.
ID This is the ID of the Background Check.
Employee The name of the Employee that this Background Check relates/belongs to is displayed here.
Status The status of the Background Check is displayed here.
Checked By The name of the Employee who validated/rejected the Background Check is displayed here.
Check Date The date the Background Check was passed or failed is displayed here.
Background Check Type The type of Background Check is displayed here. Users can click on the name and this will open/display the Background Check in a pop-up/lightbox.
Cost The cost (if any) of the Background Check is displayed here.
Supplier The organisation or governing body from which the Background Check was sourced is displayed here.
Action
  • Edit - allows the User to edit a Background Check.
  • View - allows the User to view the Background Check.
  • Validate - allows the User to validate a Background Check.
  • Reject - allows the User to reject a Background Check.


Compliance Management Widget – Education & Qualifications Folder

This Folder displays all the Education & Qualifications held by Employees and their current status. It also allows Users to create new and/or validate Education/Qualifications for Employees.

The types of Education/Qualifications include:

  • Degrees.
  • Diplomas.
  • Certificates.
Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new Education/Qualification record for an Employee using the Compliance Management Wizard.
Filter Allows the User to "Filter" Education/Qualification records by Tag or Filter: E.g. Degree, Diploma etc.
Active Tab Displays all the Education/Qualifications that are current (and don’t fall under the other two tabs/categories above).
Active Tab Displays all the Education/Qualifications that are current and have been validated.
Failed Displays all the Education/Qualifications that failed to be validated.
From Applicant Tab Displays all the Education/Qualifications that need to be validated by HR to ensure that all Education/Qualifications nominated by the Applicant during the recruitment process are in fact valid.
ID This is the ID of the Education/Qualification.
Education/Qualification Name The name of the Education/Qualification is displayed here. Users can click on the name and this will open/display the Education/Qualification in a pop-up/lightbox.
Education/Qualification Institute The name of the Institute at which the Education/Qualification was gained is displayed here.
Employee The name of the Employee that this Education/Qualification relates/belongs to is displayed here.
Status The status of the Education/Qualification is displayed here.
Checked By The name of the Employee who validated/rejected the Education/Qualification is displayed here.
Check Date The date on which the Education/Qualification was validated is displayed here.
Qualification Type The type of the Education/Qualification is displayed here.
Previous If there was a previous Education/Qualification, it is displayed here.
Action
  • Edit - allows the User to edit a Education/Qualification.
  • View - allows the User to view the Education/Qualification.
  • Validate - allows the User to validate a Education/Qualification.
  • Reject - allows the User to reject a Education/Qualification.


People & Culture – WHS Incident Widget

The WHS Incident Widget allows People and Culture users to view, track and manage WHS Incidents to ensure compliance with Work, Health and Safety regulations.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new WHS Incident for an Employee using the WHS Incident Wizard.
Active Tab Displays all the currently active WHS Incidents.
Resolved Tab Displays all the WHS Incidents that have been resolved.
Filter Allows the User to "Filter" WHS Incident records by level of importance: E.g. high, medium, low.
Date/Timeframe Search Allows the User to "Filter" WHS Incident records based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month.
Employee Name Displays the name of the Employee who was injured.
Incident Details Displays a description of Incident reported.
Incident Type Displays the type of Incident reported.
Level of Importance Displays the level of importance related to the Incident. The options are:
  • High: Red.
  • Medium: Orange.
  • Low: Blue.
Date Reported Displays the number date on which the Incident was reported.
Days Open Displays the number of days the Incident has been open (if not yet resolved).
Reported By Displays the Employee by whom the Incident was reported.
Action
  • View - allows the User to view the Incident.
  • Resolve - allows the User to resolve and close the Incident.


People & Culture – HR Questions Widget

The HR Questions Widget allows People and Culture users to view, track and manage HR Questions to ensure they are sent to the right person and responded to in a timely manner. People & Culture Users can also create FAQs, which are then available to all Users via the FAQs Tab.


HR Questions Widget - Questions Folder

Allows the People and Culture Users to create and assign Questions to other Employees, or to Reassign Questions that they are not the best placed person to answer.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new HR Question for an Employee using the HR Questions Wizard.
Active Tab Displays all the currently active HR Questions (that have not yet been responded to and Completed).
Completed Tab Displays all the HR Questions that have been responded to and Completed.
All Tab Displays all the HR Questions - both Active and Completed.
Reassigned to Me Displays all the HR Questions that have been Reassigned to that User. If an HR Question is initially sent to someone who is not the most appropriate person to respond to that Question, the Receiver can Reassign it to someone more appropriate to respond.
Filter Allows the User to "Filter" HR Questions by level of importance: E.g. high, medium, low.
Date/Timeframe Search Allows the User to "Filter" HR Questions based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month.
Employee Name Displays the name of the Employee who submitted the Question.
Ticket Number Displays a ticket number for each HR Question submitted, the higher the number, the more recently the Question was submitted.
Question Details Displays the type of Question asked. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
Days Open Displays the number of days the Question has been open (without being answered).
Level of Importance Displays the level of importance related to the Incident. The options are:
  • High: Red.
  • Medium: Orange.
  • Low: Blue.
Date Sent Displays the date on which the Question was sent.
Actions
  • Create New - allows the User to create a new Question.
  • View - allows the User to view the Question.
  • Reassign - allows the User to Reassign the Question to a more appropriate responder.
  • Respond - allows the User to respond to the Question.
  • Complete - allows the User to complete the Question and close it.


HR Questions Widget - FAQs Folder

Allows the People and Culture Users to create FAQs that are then available as a resource for all Employees.

Field Name Description
Search This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New Allows the User to create a new FAQ.
Active Tab Displays all the currently Active FAQs.
Unpublished Tab Displays all the draft/unpublished FAQs.
Archived Tab Displays all the Archived FAQs.
Category Displays the type of the FAQ. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
Details Displays a short summary of the FAQ.
Owner Displays the Departmental owner of the FAQ. The options are:
  • Company Policy.
  • Training.
  • General Question.
  • Holidays.
  • Customer Service.
  • Environmental.
  • Executive Management.
  • Finance & Admin.
  • Operations.
  • Sales.
  • Sales & Marketing.
  • Information Technology.
  • Human Resources.
  • OH&S.
Created Date Displays the date the FAQ was created.
Updated Date Displays the date the FAQ was updated (if it has been updated).
Actions
  • View - allows the User to view the FAQ.

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