Team Dashboards - Onboarding and Offboarding Widgets
From Subscribe-HR Wiki Help
| Line 5: | Line 5: | ||
# User Management | # User Management | ||
| + | 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=== | ||
| + | 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. | ||
| + | |||
| + | <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> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Assign</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">No User Group</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have not been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Only</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all Users in the system who do not have an employee profile linked.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Employee Name</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">The name of the employee. The number in brackets represents employees ID number within the system.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Assigned group permissions will display under here. Number in brackets represent the Group ID number.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details.</font></td> | ||
| + | </tr> | ||
| + | </table> | ||
| + | |||
| + | ===User Management - User Group Assigned Tab=== | ||
| + | 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. | ||
| + | |||
| + | <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> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Assign</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">No User Group</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have not been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Only</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all Users in the system who do not have an employee profile linked.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Employee Name</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">The name of the employee. The number in brackets represents employees ID number within the system.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Assigned group permissions will display under here. Number in brackets represent the Group ID number.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details.</font></td> | ||
| + | </tr> | ||
| + | </table> | ||
| + | |||
| + | ===User Management - User Group Assigned Tab=== | ||
| + | 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. | ||
| + | |||
| + | <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> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Assign</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">No User Group</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all employees who have not been assigned a User Account.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group Only</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Clicking this option will display all Users in the system who do not have an employee profile linked.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Employee Name</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">The name of the employee. The number in brackets represents employees ID number within the system.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">User Group</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">Assigned group permissions will display under here. Number in brackets represent the Group ID number.</font></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="206"><font face="Arial" size="2">Action</font></td> | ||
| + | <td width="484"><font face="Arial" size="2">You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details.</font></td> | ||
| + | </tr> | ||
| + | </table> | ||
===User Management - User Group Assigned Tab=== | ===User Management - User Group Assigned Tab=== | ||
Revision as of 03:22, 16 February 2021
Contents
Team Dashboard Onboarding and Offboarding
This User Tab Contains Widgets:
- User Management
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.
User Management - User Group Assigned Tab
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.
| Field Name | Description |
| User Group Assign | Clicking this option will display all employees who have been assigned a User Account. |
| No User Group | Clicking this option will display all employees who have not been assigned a User Account. |
| User Group Only | Clicking this option will display all Users in the system who do not have an employee profile linked. |
| Employee Name | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action | You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details. |
User Management - User Group Assigned Tab
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.
| Field Name | Description |
| User Group Assign | Clicking this option will display all employees who have been assigned a User Account. |
| No User Group | Clicking this option will display all employees who have not been assigned a User Account. |
| User Group Only | Clicking this option will display all Users in the system who do not have an employee profile linked. |
| Employee Name | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action | You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details. |
User Management - User Group Assigned Tab
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.
| Field Name | Description |
| User Group Assign | Clicking this option will display all employees who have been assigned a User Account. |
| No User Group | Clicking this option will display all employees who have not been assigned a User Account. |
| User Group Only | Clicking this option will display all Users in the system who do not have an employee profile linked. |
| Employee Name | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action | You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details. |
User Management - User Group Assigned Tab
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.
| Field Name | Description |
| User Group Assign | Clicking this option will display all employees who have been assigned a User Account. |
| No User Group | Clicking this option will display all employees who have not been assigned a User Account. |
| User Group Only | Clicking this option will display all Users in the system who do not have an employee profile linked. |
| Employee Name | The name of the employee. The number in brackets represents employees ID number within the system. |
| User Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| Action | You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details. |
