Latest revision as of 02:11, 10 August 2023

Creating New Dashboards in Subscribe-HR

The Subscribe-HR Platform allows for users to create customised dashboards within the system. Dashboards refer to the different dashboards that are available via the Dashboards menu. of the Home page.

The Types of Dashboards that are available in Subscribe-HR are:

1. Community - For the Whole Organisation showing Engagement based information.
2. Recruitment - For Recruiters who need to manage the Recruitment Process.
3. Onboarding - For Onboarding, Crossboarding and Offboarding Employees.
4. My Info - Personal Information for Employees/Self-Service Users.
5. Manager - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
6. People and Culture - HR Manager and HR Team can use this Tab to Manage the organisation. People and Culture will have this Tab + Manager Tab + My Info Tab.
7. Standard Reports - Contains Standard Reports + HR Metrics based information.
8. Advanced Reports & Metrics - Contains Standard Reports + HR Metrics based information.
9. System Info - Contains system usage and system configuration including billing information.
10. Activation Hub - fast, efficient START to set yourself up in the Subscribe-HR system - coming soon.
11. Apps - fast, efficient START to self-install Apps like Payroll in the Subscribe-HR system - coming soon.

Dashboards hold a total of 4 Stat Widgets and 14 large (full or half-width) Dashboard Widgets.

Team Dashboards Users can create extra Dashboards and add extra/different Widgets, for example, if all the Widgets that Users want to view don't fit on one of the other Dashboards. Extra Dashboards will hold a total of 13 large (full or half-width) Dashboard Widgets only.

Searching For, Creating and Modifying Dashboards Within Your System

1. After logging into the Subscribe-HR portal, select the Development Item, under "General" on the main System menu (left-hand side).
2. Select the Dashboards Folder.
3. Use the search field to help locate the Dashboard you wish to modify, or or click on your preference in the Dashboard list.

Modify an Existing Dashboard

1. Select the dashboard you wish to modify.
2. Name - you can adjust the name of the dashboard in the "NAME" field.
3. Frontend can close Widgets - if selected, this setting enables Users to add Widgets to their Dashboards.
4. Frontend can add Widgets - if selected, this setting enables Users to delete Widgets from their Dashboards.
5. Widgets sortable - if selected, this setting enables Users to move Widgets around and reposition them in their Dashboards.

Stat Dashboard Widgets

Stat Widgets are statistical Widgets. Only 4 Stat Widgets can appear on each standard Dashboard. No Stat Widgets can be added to 'extra' Dashboards.

There are four standard Stat Widgets included with each of the following Dashboards:

• Recruitment
• Onboarding
• My Info
• Manager

These standard Stat Widgets are fixed, and the list of standard Stat Widgets for each Dashboard type are listed at the beginning of the Wiki page for that Dashboard.

Large Dashboard Widgets

The Large Dashboard Widgets (full and half-width) are Widgets that contain data related to different types of records, functionality or solutions, e.g. Personal Details, Performance Management, HR Surveys, On/Cross/Offboarding etc. Only 14 large (full or half-width) Dashboard Widgets can appear on each Dashboard.

1. To configure the Dashboard Widgets, first you will have to delete one (if there are already 13 there, you will need to make room for a new one by deleting one of the other 13). Otherwise click the "+Create New" button to create a new dashboard.
2. If there are less than 14 Widgets, go straight to the search field and search for the Widget you want to add.
3. Search for the name of the Widget you want to add in the "Search Dashboard Widgets" search field.
4. Click on the name of the Widget you want and it will be added to the Dashboards Widgets section of the associated Dashboard.

Dashboard Widgets provide an extra layer of Configuration that enables you to specify the following:

• Access Level - there are three options for assigning the access level for a Widget:
  • Employee.
  • Manager.
  • System Administrator or HR/P&C Manager.

Depending on which access level is specified, that Widget will only display data relative to the User's Permissions when it is added to a Dashboard. This means that Users will only ever be able to see data relevant to their User Group and Permissions.

System Admin Users can change the User Groups and Permissions in Objects > Permissions.

About Widget functionality and flexibility:

• Each dashboard can have a combination of Widgets and there are four categories of Widgets including Stat Widgets, Dashboard Widgets, Advanced Reports Widgets and Standard Reports Widgets.
• You can utilise the search fields under each Widget section to search for specific widgets and add them. When a Widget is added, it will appear under the relevant section, e.g. searching and adding a Stat Widget will appear under the "Stat Widget" section of the corresponding Dashboard.
• To rearrange Widgets, simply click and drag widget to the desired position.
• To delete a Widget, simply click the "X" button located on the top left corner of each Widget.
• You can apply further specific Widget configuration by clicking onto the gear icon located on the top right corner of the Widget and to the left of the "X" (delete) button. NOTE: This functionality is only available on Dashboard Widgets (not Stat or Reporting Widgets).

The Dashboard configurations available via the gear icon include:

• Access Levels - this determines what details Users are able to see based on User Groups and Permissions. E.g. only the User's details (Employee), their team's details (Manager) or every users' details (System Administrator or HR/P&C Manager).
• Search Mode (for Manager/Admin) - This is only available to Managers and System Administrators. This controls the filters to what can be searched within the widget. E.g. The team relevant to logged in user (Team) or everyone in the system (Admin).
• Widget Title Settings - allows Users to change the title of the Widget.

Side Dashboard Widgets

The Side Dashboard Widgets are Widgets that contain Data and Information like Surveys, Company Links, Celebration and Who's Out.

Dashboard Widgets provide an extra layer of Configuration that enables you to specify the following:

• Access Level - there are three options for assigning the access level for a Widget:
  • Employee.
  • Manager.
  • System Administrator or HR/P&C Manager.

Depending on which access level is specified, that Widget will only display data relative to the User's Permissions when it is added to a Dashboard. This means that Users will only ever be able to see data relevant to their User Group and Permissions.

System Admin Users can change the User Groups and Permissions in Objects > Permissions.

About Widget functionality and flexibility:

• Each dashboard can have a combination of Widgets and there are four categories of Widgets including Stat Widgets, Side Widgets, Dashboard Widgets, Advanced Reports Widgets and Standard Reports Widgets.
• You can utilise the search fields under each Widget section to search for specific widgets and add them. When a Widget is added, it will appear under the relevant section, e.g. searching and adding a Stat Widget will appear under the "Stat Widget" section of the corresponding Dashboard.
• To rearrange Widgets, simply click and drag widget to the desired position. To Re order and Remove Side Widgets from chosen Dashboard. So for Community Dashboard you can Re-Order and Remove side Widgets. In My Info, Manager and People & Culture.
• To delete a Widget, simply click the "X" button located on the top left corner of each Widget.
• You can apply further specific Widget configuration by clicking onto the gear icon located on the top right corner of the Widget and to the left of the "X" (delete) button. NOTE: This functionality is only available on Dashboard Widgets (not Stat or Reporting Widgets).

The Dashboard configurations available via the gear icon include:

• Access Levels - this determines what details Users are able to see based on User Groups and Permissions. E.g. only the User's details (Employee), their team's details (Manager) or every users' details (System Administrator or HR/P&C Manager).
• Search Mode (for Manager/Admin) - This is only available to Managers and System Administrators. This controls the filters to what can be searched within the widget. E.g. The team relevant to logged in user (Team) or everyone in the system (Admin).
• Widget Title Settings - allows Users to change the title of the Widget.

Standard Reports Widgets

Standard Reports Widgets are graphical Widgets. Only 13 Standard Reports Widgets can appear on each Dashboard.

1. To configure the Standard Reports Widgets, first you will have to delete one (if there are already 13 there, you will need to make room for a new one by deleting one of the other 13).
2. If there are less than 13 widgets, go straight to the search field and search for the Widget you want to add.
3. Search for the name of the Widget you want to add in the "Search Standard Reports Widgets" search field.
4. Click on the name of the Widget you want and it will be added to the Standard Reports Widgets section of the associated Dashboard.

Advanced Reports & Metrics Widgets

Advanced Reports & Metrics Widgets are HR Metrics Reports Widgets. Only 13 Advanced Reports & Metrics Widgets can appear on each Dashboard.

1. To configure the Advanced Reports & Metrics Widgets, first you will have to delete one (if there are already 13 there, you will need to make room for a new one by deleting one of the other 13).
2. If there are less than 13 widgets, go straight to the search field and search for the Widget you want to add.
3. Search for the name of the Widget you want to add in the "Search Advanced Reports & Metrics Widgets" search field.
4. Click on the name of the Widget you want and it will be added to the Advanced Reports & Metrics Widgets section of the associated Dashboard.

Remember to always click "Save" to save your changes.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.

When a Dashboard has been created, they can be selected from the Dashboard menu (dropdown from the top left corner of the Home screen/page). After a User has accessed a Dashboard once, it is "saved" to their User profile.

NOTE: Any changes or adjustments a User makes to their own Dashboard configuration will apply only to them / their Dashboards and Widgets. To make global Dashboard configuration changes (that apply to the entire organisation), this can by done by System Administrators via General > Development > Dashboards.