Manager Dashboard Widgets
From Subscribe-HR Wiki Help
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=Manager Dashboard Option= | =Manager Dashboard Option= | ||
| − | This | + | This Dashboard contains the following Widgets: |
| − | # 4 Small Information Display Widgets: | + | <br> |
| + | 	1. 4 Small Information Display Widgets: | ||
*Team training hours. | *Team training hours. | ||
*Team tasks. | *Team tasks. | ||
*Team annual leave | *Team annual leave | ||
*Training hours. | *Training hours. | ||
| − | # Personal Information Details (Team Search) | + | 	2. Personal Information Details (Team Search). |
| − | # Time Off and Pay (Team Search) | + | <br> |
| − | # Tasks and Notifications (Team Search) | + | 	3. Time Off and Pay (Team Search). |
| − | # Company Policies (Team Search) | + | <br> |
| − | # Training (Team Search) | + | 	4. Tasks and Notifications (Team Search). |
| − | # Performance Management (Team) | + | <br> |
| − | # Timesheets Management (Team Search) | + | 	5. Company Policies (Team Search). |
| − | # Time Off Management (Team Search) | + | <br> |
| + | 	6. Training (Team Search). | ||
| + | <br> | ||
| + | 	7. Performance Management (Team). | ||
| + | <br> | ||
| + | 	8. Timesheets Management (Team Search). | ||
| + | <br> | ||
| + | 	. 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. | 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. | ||
Revision as of 03:24, 28 June 2021
Contents
Manager Dashboard Option
This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:
- Team training hours.
- Team tasks.
- Team annual leave
- Training hours.
2. Personal Information 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).
7. Performance Management (Team).
8. Timesheets Management (Team Search).
. 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 Widget - Search Team Member Personal Information
- Name
- Job
- Location
Manager Widget - Search Time off and Pay
- Name
- Job
- Location
Manager Widget - Tasks and Notifications
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 "Inbox". "Quick Tasks" can be sent from, the "Start" option, 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.
| Field Name | Description |
| Today | Shows the user what Tasks and Notifications for "Today". The numbers will indicate how many items are relevant. |
| Upcoming | Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant. |
| Overdue | Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant. |
| Completed | Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant. |
| My Sent Tasks | Shows the user what Tasks and Notifications have been sent by the 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, Delegated etc. |
| Date Range | Search Tasks and Notifications by a specified Date Range. |
| Delegation | Allows User to Delegate Tasks and Notifications to their Manager. Managers will be able to delegate to other managers and/or system administrators. |
| + 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. |
| Search | Test Search e.g. Search on Task Name - Birthdate or Persons Name. |
| Task Name | Name of Task. E.g. Birthdate Reminder |
| Assigned To | 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 |
| Due Date | The Date the Reminder is Due |
| Filter (column) | Filter tags selected against the task will appear under here. |
| Actions | Actions such as task approvals can be done through this selection. |
Manager Widget - Company Policies
The Manager Company Policies Widget allow 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 too. Managers can Resend an 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.
| Search | Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for |
| Incomplete | Shows Policies for the User that are no yet Opened and Read |
| Completed | Show Policies that are Opened and Read |
| Filter | Allows for Filter to be formed based on: Opened, Unopened, Read, Unread |
| Policy | Select the Policy that you want to use in Filter. E.g. Search for Employee, Select Filter and then Policy |
| Select A Policy | Allows User to Select the Policy they want to see details on |
| Policy Name | The name of the Policy entered by the creator of the Policy |
| Opened | Tick showing if the person has Opened the Policy. This will automatically tick if this is done |
| Read | This will automatically tick once the Person has Agreed to the Policy after opening |
| Send Reminder | Allows Manager to Resend Notification if the Person has not Open, Read - Confirmed the Policy |
| Type | This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew |
| No Policies | Shows people who have received "No Policies" which represent a risk to the business as they are not aware of Company Policies. |
| Created | Date when the Policy was created for the Employee to Read and Agree too |
Manager Widget - Training
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.
| XXXXXX | XXXXXXXXXXXXXXX |
| XXXXXX | XXXXXXXXXXXXX |
| XXXXXX | XXXXXXXXXXXXXXXXXXXXX |
| XXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXXXXX |
| XXXXX | XXXXXXXXXXXXXXXXXXX |
| XXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXX |
| XXXXXXX | XXXXXXXXXXXXXXXXXXX |
| XXXXX | XXXXXXXXXXXXXXXXXXXXXXX |
| XXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX |
| XXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXX |
Performance Management
The Performance Management widget will allow managers to have better overall vision on all the performance reviews that have been made relating to their in the system.
| Field Name | Description |
| Reviews Tab | Click this tab will display all employee reviews. |
| Active | Clicking this will display all currently active performance reviews. The number in brackets displays the total number of active reviews. |
| Completed | Clicking this will display all completed performance reviews. The number in brackets displays the total number of completed reviews. |
| Overdue | Clicking this will display all performance reviews that are incomplete and is past their due date. The number in brackets displays the total number of overdue performance reviews. |
| Not Started | Clicking this will display all 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 deployed performance review. |
| Review Name | The name of the review will display here. |
| Employee | The name of the employee that this performance review is for will display here. |
| Status | The current step of the review will appear highlighting the assignees to complete. A green tick will appear next to the assignees that have completed their task. The current step and step due date will also appear. |
| Due Date | The due date of the performance review will appear here. |
| 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 Reopen Step - allow user to reopen completed task on a completed step. This will display a popup with responder names. Simply tick the relevant step for the relevant responder. Force Start Next Step - allow user to force start the next step. Delete - allows user to delete the employee performance review |
| Goals Tab | Clicking into this tab will display all Goals and Performance Development Plans relating to the logged in manager and their team. |
| + Create Goal | Clicking this will allow users to create goals for their team as well as themselves. Goals will be created through the New Performance Goal wizard. |
| Active | Clicking this will display all Goals that are set to an active status. The number in brackets displays the total number of Active Goals/PDP. |
| Completed | Clicking this will display all Goals that have been completed. The number in brackets displays the total number of Completed Goals/PDP. |
| Overdue | Clicking this will display all Goals that have not been completed and have passed their Due Date. The number in brackets displays the total number of Overdue Goals/PDP. |
| Not Started | Clicking this will display all Goals that have a Not Started status. The number in brackets displays the total number of Goals/PDP that have yet to be started. |
| Cancelled | Clicking this will display all Goals that have been cancelled. The number in brackets displays the total number of cancelled Goals. |
| Search Topic | This is a free text field that allows the user to filter down the list of Goals to specific keywords entered here. |
| Employee | The relevant employee's name will appear under here. |
| Related PDP | The related Performance Development plan will display here. |
| Goal Name | The name of the goal will display here. |
| Training | Related training record will be linked under here. |
| Status | The status of the goal will display here. This can be Incomplete, Complete or Cancelled. |
| Due Date | The goal's due date will appear here. |
| Action | This dropdown will allow user to edit their team's and their own goals. |
| Catch-ups Tab | Clicking this will display all catch ups relating to the logged in manager and their team that have been organised within the system. |
| + Catch-up | Clicking this will allow the user to create a catch-up. Clicking this takes the user through the New Catch-up wizard. |
| Active | Clicking this will display all Catch-ups with an active status. |
| Upcoming | Clicking this will display all Catch-ups that are yet to occur at a future date. |
| Completed | Clicking this will display all Catch-ups that have been completed. |
| Search Topic | This is a free text field which allows users to filter down the list of catch-ups to keywords entered here. |
| Topic | The relevant topic of the catch up will display under this column. |
| Employee | The employee's name will display under this column. |
| Catch-up Date | The date of the Catch-up will display under this columnn. |
| Action | Start Conversation - Use this to Start the conversation for the Catch-up. Reply - Use this to reply to the conversation Complete Catch-up - Set status on a Catch-up as "Complete" Create Next Catch-up - Use this to create a following Catch-up. |
Timesheets Management
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 |
Time Off Management
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 |
