Revision as of 02:21, 30 June 2021

My Info Dashboard Option

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

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

2. Personal Information.
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

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

Name
Job
Location

My Info Widget - Time off and Pay

Name
Job
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.

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.

People & Culture 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.

Navigation Option

Description

">Search</font></td>

Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.</td>

</tr>

">Incomplete Tab</td>

Shows Policies for the User that are not yet Opened and Read.</td>

</tr>

">Completed Tab</td>

Shows Policies that have been Opened and Read.</td>

</tr>

">No Policies Tab</td>

Shows Employees that have not been assigned any Company Policies to complete.</td>

</tr>

">Filter</td>

Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.</td>

</tr>

">Policy</td>

Allows you to Search all Policies based on the Filters you have applied.</td>

</tr> </table>

People & Culture Widget - Company Policies – Incomplete Tab

Field Name	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

People & Culture Widget - Company Policies – Completed Tab

Field Name</b>	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee ,New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Read Date	This column specifies the date on which the Company Policy was read by the Employee.

People & Culture Widget - Company Policies – No Policies Tab

<b>Field Name</b>	Description
Employee ID	The Employee ID for the User who has not been assigned any Company Policies.
Employee Name	The name of the Employee who has not been assigned any Company Policies.
User Account	This colmn will specify if the Employee has a User Account.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

My Info Widget - Announcements and Acknowledgements

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..

Field Name	Description
Announcement Tab	This tab displays all active and expired announcements posted by users.
Acknowledgement Tab	Clicking this tab will display all acknowledgements posted by users.
Active (Under Announcement Tab)	Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcement Tab)	Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcement Tab)	This is a free text field that you can use to filter down the list to specific wording you enter here.
Title (Under Announcement Tab)	This is the title of the created announcement.
Type (Under Announcement Tab)	This is the type of the announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcement Tab)	This is the date and time the announcement was created.
Expire Date (Under Announcement Tab)	The announcement's expiry date. Once this date has come, the announcement will move over to the Expired section.
Acknowledgement (Under Announcement Tab)	Acknowledgements made to employees and/or locations and/or departments will display here.
Survey (Under Announcement Tab)	If a survey has been linked, you can click "Check Answers" to view the status of answered surveys. If no survey linked, "N/A" will display.
Create Acknowledgement (Under Acknowledgement Tab)	Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" options
Search Keyword (Under Acknowledgement Tab)	This is a free text field which allows you to filter acknowledgement list down to specific keywords you enter here.
Create Date (Under Acknowledgement Tab)	This is the date and time the acknowledgement was created.
Keyword (Under Acknowledgement Tab)	Keywords entered upon creation of acknowledgement will display here as hashtags.
Likes (Under Acknowledgement Tab)	Clicking the "thumbs up" icon will Like the acknowledgement. The number beside it displays the total number of likes the acknowledgement has received.
Comments (Under Acknowledgement Tab)	Clicking the speech bubble icon will allow you to enter in comments related to the acknowledgement. The number beside it will display the total number of comments made against the acknowledgement.
Acknowledgement (Under Acknowledgement Tab)	Employees, locations and/or departments that have been acknowledged will display here.
Action (Under Acknowledgement Tab)	Use this dropdown to edit or delete acknowledgements. When you click Edit, you are able to edit the keywords of acknowledgement, the content and the acknowledged employees.

Performance Management

This widget display information regarding performance reviews related to the logged in user.

Field Name	Description
Reviews Tab	Clicking this tab will display all reviews related to the logged in user.
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 step assignee will appear here. This will either be the logged in user or the other party.
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.
Goals Tab	Clicking into this tab will display all Goals and Performance Development Plans relating to the logged in employee.
+ Create Goal	Clicking this will allow users to create goals for themselves. Goals will be created through the New Performance Goal wizard.
Active	Clicking this will display 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/PDP to specific keywords entered here.
Employee	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 goals.
Catch-ups Tab	Clicking this will display all catch ups relating to the logged in employee 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 employee.

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 (only in "In Progress tab") - Cancel the timesheet View - View the timesheet

Time Off Management

This widget displays information regarding absence requests related to the logged in employee.

Field Name	Description
+ Create Time Off	Logged in employee will be able to create an absence request. 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

@@ Line 123: / Line 123: @@
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Search</font></td>
+<td width="206"><font face="Arial" size="2">"><b>Search</font></b></td>
 <td width="484"><font face="Arial" size="2">Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Incomplete Tab</font></td>
+<td width="206"><font face="Arial" size="2">"><b>Incomplete Tab</b></font></td>
 <td width="484"><font face="Arial" size="2">Shows Policies for the User that are not yet Opened and Read.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Completed Tab</font></td>
+<td width="206"><font face="Arial" size="2">"><b>Completed Tab</b></font></td>
 <td width="484"><font face="Arial" size="2">Shows Policies that have been Opened and Read.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">No Policies Tab</font></td>
+<td width="206"><font face="Arial" size="2">"><b>No Policies Tab</b></font></td>
 <td width="484"><font face="Arial" size="2">Shows Employees that have not been assigned any Company Policies to complete.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Filter</font></td>
+<td width="206"><font face="Arial" size="2">"><b>Filter</b></font></td>
 <td width="484"><font face="Arial" size="2">Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Policy</font></td>
+<td width="206"><font face="Arial" size="2">"><b>Policy</b></font></td>
 <td width="484"><font face="Arial" size="2">Allows you to Search all Policies based on the  Filters you have applied.</font></td>
 </tr>
@@ Line 157: / Line 157: @@
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Assigned To</font></td>
+<td width="206"><font face="Arial" size="2"><b>Assigned To</b></font></td>
 <td width="484"><font face="Arial" size="2">The name of the Employee that a Company Policy has been assigned to.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Policy Name</font></td>
+<td width="206"><font face="Arial" size="2"><b>Policy Name</b></font></td>
 <td width="484"><font face="Arial" size="2">The name of the Company Policy assigned to the Employee.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Opened</font></td>
+<td width="206"><font face="Arial" size="2"><b>Opened</b></font></td>
 <td width="484"><font face="Arial" size="2">If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Read</font></td>
+<td width="206"><font face="Arial" size="2"><b>Read</b></font></td>
 <td width="484"><font face="Arial" size="2">If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Type</font></td>
+<td width="206"><font face="Arial" size="2"><b>Type</b></font></td>
-<td width="484"><font face="Arial" size="2">This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee ,New Policy Update, New Employee, Auto Renew etc.</font></td>
+<td width="484"><font face="Arial" size="2">This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Link</font></td>
+<td width="206"><font face="Arial" size="2"><b>Link</b></font></td>
 <td width="484"><font face="Arial" size="2">This column displays a link to the Company Policy.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Received</font></td>
+<td width="206"><font face="Arial" size="2"><b>Received</b></font></td>
 <td width="484"><font face="Arial" size="2">This column specifies the date when the Company Policy was sent to the Employee.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Action Required</font></td>
+<td width="206"><font face="Arial" size="2"><b>Action Required</b></font></td>
 <td width="484"><font face="Arial" size="2">If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.</font></td>
 </tr>
@@ Line 195: / Line 195: @@
 <table border="1" width="100%" cellspacing="0">
 <tr>
-<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
+<td width="206"><font face="Arial" size="2"><b>Field Name</b></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">Assigned To</font></td>
+<td width="206"><font face="Arial" size="2"><b>Assigned To</b></font></td>
 <td width="484"><font face="Arial" size="2">The name of the Employee that a Company Policy has been assigned to.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Policy Name</font></td>
+<td width="206"><font face="Arial" size="2"><b>Policy Name</b></font></td>
 <td width="484"><font face="Arial" size="2">The name of the Company Policy assigned to the Employee.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Opened</font></td>
+<td width="206"><font face="Arial" size="2"><b>Opened</b></font></td>
 <td width="484"><font face="Arial" size="2">If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Read</font></td>
+<td width="206"><font face="Arial" size="2"><b>Read</b></font></td>
 <td width="484"><font face="Arial" size="2">If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Type</font></td>
+<td width="206"><font face="Arial" size="2"><b>Type</b></font></td>
 <td width="484"><font face="Arial" size="2">This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee ,New Policy Update, New Employee, Auto Renew etc.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Link</font></td>
+<td width="206"><font face="Arial" size="2"><b>Link</b></font></td>
 <td width="484"><font face="Arial" size="2">This column displays a link to the Company Policy.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Received</font></td>
+<td width="206"><font face="Arial" size="2"><b>Received</b></font></td>
 <td width="484"><font face="Arial" size="2">This column specifies the date when the Company Policy was sent to the Employee.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Read Date</font></td>
+<td width="206"><font face="Arial" size="2"><b>Read Date</b></font></td>
 <td width="484"><font face="Arial" size="2">This column specifies the date on which the Company Policy was read by the Employee.</font></td>
 </tr>
@@ Line 237: / Line 237: @@
 <table border="1" width="100%" cellspacing="0">
 <tr>
-<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
+<td width="206"><font face="Arial" size="2"><b><b>Field Name</b></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">Employee ID</font></td>
+<td width="206"><font face="Arial" size="2"><b>Employee ID</b></font></td>
 <td width="484"><font face="Arial" size="2">The Employee ID for the User who has not been assigned any Company Policies.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Employee Name</font></td>
+<td width="206"><font face="Arial" size="2"><b>Employee Name</b></font></td>
 <td width="484"><font face="Arial" size="2">The name of the Employee who has not been assigned any Company Policies.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">User Account</font></td>
+<td width="206"><font face="Arial" size="2"><b>User Account</b></font></td>
 <td width="484"><font face="Arial" size="2">This colmn will specify if the Employee has a User Account.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Action Required</font></td>
+<td width="206"><font face="Arial" size="2"><b>Action Required</b></font></td>
 <td width="484"><font face="Arial" size="2">If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.</font></td>
 </tr>
 </table>

My Info Dashboard Widgets

Revision as of 02:21, 30 June 2021

Contents

My Info Dashboard Option

My Info Widget - Personal Information

My Info Widget - Time off and Pay

My Info Widget - Tasks and Notifications

People & Culture Widget - Company Policies

People & Culture Widget - Company Policies – Incomplete Tab

People & Culture Widget - Company Policies – Completed Tab

People & Culture Widget - Company Policies – No Policies Tab

My Info Widget - Announcements and Acknowledgements

Performance Management

Timesheets Management

Time Off Management

Navigation menu

Views

Personal tools

Navigation

Search

Tools