Revision as of 00:54, 17 August 2022

My Info Dashboard Option

To Navigate to this Dashboard and the Widgets (and access functionality to view and update your own personal information) 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 "My Info."
• When the My Info Dashboard opens, scroll down to the Widget you need in order to view and submit your information.

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

• Training hours.
• Incomplete tasks.
• Incidents.
• Certificates & Licences.

2. Personal Details.
3. Time Off and Pay.
4. Tasks and Notifications.
5. Company Policies.
6. Announcements and Acknowledgements.
7. Performance Management.
8. Timesheets Management.
9. Time Off Management.
10. WHS Incident.
11. Compliance Management.
12. HR Questions.
13. Training.

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.

Note: Notifications about Core-HR and Performance Management related Tasks and Reminders can be accessed via two locations:

• System Inbox: click on the small envelope in the top right corner of the System - just to the left of your name (after you click on it a menu opens - scroll down and select 'See all Alerts' - which will open the inbox).
• The Tasks & Notifications Widget on the My Info Dashboard.

My Info - 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.

My Info- 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.

My Info - Tasks and Notifications Widget

The Tasks and Notifications Widget allows Users who have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows. 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.

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 personal 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. Users can access a complete history of all Tasks & Notifications (current and previous) assigned/sent to them via the 'Workflow History' Tab in the Inbox. Alternatively, Users can choose to activate a "Summary" email to their email Inbox (see below for instructions).

All Tasks, Notifications and Reminders that are sent to the actual email inbox of Employees will contain a link that says: 'Please Click Here to login and view this notification.' The text 'Click Here' contains a hyperlink that will take the User directly to this notification in their System Inbox. It will also open the relevant/associated task (if there is one - e.g. to approve a Timesheet), or simply display the relevant/associated message.

Note: Tasks & Notifications will appear in this Widget in the following manner:

• My Info Dashboard - Users see Tasks & Notifications that relate to them as an Employee only.
• Manager Dashboard - Users see Tasks & Notifications that relate to their role as a Manager. Therefore only Tasks & Notifications for actions the Manager needs to take in relation to their Team Members appear in the Widget on this Dashboard.
• People & Culture Dashboard - Users see Tasks & Notifications that relate to them as a People & Culture User. Therefore Tasks & Notifications related to their management of all Employees appear in the Widget on this Dashboard.

My Info - Company Policies Widget

This Widget allows Users to view, edit, manage and complete Company Policies. Company Policies can be sent into the Employee's Dashboard from Onboarding, or when a New Policy is created (or an Existing Policy needs to be renewed), these Policies can be sent to the Employee from this Widget. The reason for the New Policy being delivered is defined against the Company Policy. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

People & Culture - Company Policies Widget – Incomplete Tab

People & Culture - Company Policies Widget – Completed Tab

My Info - Announcements and Acknowledgements Widget

This widget allows for Employees to receive and view their relevant Announcements and Acknowledgements. Recipients can view relevant announcements, complete Surveys and view people who have been linked to their related Announcements and Acknowledgements. 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. MyInfo Acknowledgements are separated into two Sub Tabs. "My Sent" and "My Received". You cannot send an Acknowledgement to yourself, but you can receive one from yourself if you send it to a Department which you are in.

My Info - Training Widget (BETA)

The My Info Training Widget allow Employees to access their Team's Training Activity. The Employee can search for Training, Course and Event Information. The Training Widget respects the User Group Permissions on the person accessing the system.

[Coming Soon]

My Info - Performance Management Widget

This Widget displays information regarding Performance Reviews related to the logged-in User.

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 - view/manage Performance Reviews.
• Goals - view/create/manage Employee Goals related to the Performance Review and Performance Cycles, (or those created on a one-off/ad hoc basis). Goals can link to Business Objectives. Completed Goals can also be brought into a current Goal Define step to be used again in a Review.
• Catch Ups - view/create/manage Catch Ups related to the Performance Review and Performance Cycles, (or those created on a one-off/ad hoc basis).
• Acknowledgements - view/create/manage Acknowledgements related to the Performance Review and Performance Cycles, (or those created on a one-off/ad hoc basis). For MyInfo, Acknowledgements are separated into two sub tavs. My Sent and My Received.
• Skills - view Skills related to the Performance Review and Performance Cycles.

In each of these Folders, there are a series of "Tabs" that provide different functionality for managing Performance Reviews and Performance Workflows (related to 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 Employees 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 Employees to create Catch-Ups. 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 Employees can manage and complete Performance Reviews assigned to them. Those Tabs are:

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

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

Performance Management Widget – Goals Folder

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

• Not Started.
• On Track.
• Behind.
• At Risk.
• Completed.
• All.

The definitions for these statuses are:

On Track: This is the default status.
Behind: Overall progress is less than 60% complete.
At Risk: Overall progress is less than 25% complete with 30 days remaining.
Completed: Overall goal progress is 100%.

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 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. Completed Goals can also be brought into a current Goal Define step to be used again in a Review.

Performance Management Widget – Catch Ups Folder

Within the Catch Ups Folder, there are a series of “Tabs” where create and Manage Catch-ups. Those Tabs are:

• Active.
• Upcoming.
• Completed.

The Catch Ups Folder contains all Employee Reviews.

Performance Management Widget – Acknowledgements Folder

The Acknowledgements Folder contains all Acknowledgements that have been sent to Employees, Locations, or Departments. Employees can see Acknowledgements for themselves only. Users can also create new Acknowledgements from this Tab on the Performance Management Widget, via '+Create Acknowledgement' on the 'Acknowledgements' Tab in the Announcements & Acknowledgements Widget, or by triggering the Acknowledgement Wizard via the ‘START’ menu.

Performance Management Widget – Skills Folder [Coming Soon]

The Skills Folder contains all Skills that Employees have been assessed for during a Performance Review Cycle, or which have been assigned/assessed on an Ad Hoc basis (by a People & Culture User). Employees can see all Skills that have been assigned to them/for which they have been assessed.

My Info - Timesheets Management Widget

This Widget display information regarding all timesheets related to the logged-in Employee.

My Info - Time Off Management Widget

This Widget displays information regarding absence requests related to the logged-in Employee.

My Info – Compliance Management Widget

The Compliance Management Widget allows Employees to manage in relation to their:

• 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 any/all of these three options.

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 Employees to create new and/or renew Certificates & Licences.

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.

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.

My Info – 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.

My Info – 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 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.

HR Questions Widget - FAQs Folder

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

My Info - Search Employee Widget

Allows Users to search for Employees and see their current details.