Difference between revisions of "My-Info-Widgets"

Revision as of 05:31, 30 November 2020

My Info Dashboard Option

This User Tab Contains Widgets:

1. 4 Small Information Display Widgets
2. Personal Details
3. Time Off and Pay
4. Tasks and Notifications
5. Company Policies

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.

My Info Widget - Personal Information

1. Name
2. Job
3. Location

My Info Widget - Time off and Pay

1. Name
2. Job
3. Location

My Info Widget - Tasks and Notifications

The Tasks and Notifications Widget allow 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 "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself.
This is a list of Standard "Tasks and Notifications" functionality.

1. Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
   
2. Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
   
3. Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
   
4. Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
   
5. Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
   
6. Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
   
7. My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
   
8. Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
   
9. Date Range - Search Tasks and Notifications by Date Range.
   

Summary Tasks and Notifications

My Info Widget - Company Policies

Company Policies can be sent into the Employees Dashboard from: Onboarding, or when they are an Employee and a New Policy is created or an Existing Policy needs to be renewed. The reason for the new Policy Sign being delivered is defined against the Company Policy. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

My Info Widget - Announcements and Acknowledgements

This widget allows for Employees to receive Announcements and Acknowledgements. Recipients can view the Announcement, Complete a Survey and view people who have been linked to the Announcement through the Acknowledgement Area.