Revision as of 01:39, 28 September 2021

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

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 - Personal Details Widget

The following information is displayed in the "Personal Details" Widget:

Name.
Job.
Email address.
Phone Number.
Department.
Location.
Salary.
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:

Annual leave.
Personal leave.
Time in Lieu.
Timesheets.
Payslips.
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 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. Alternatively, Users can choose to activate a "Summary" email to their email Inbox (see below for instructions).

Field Name	Description
Manage Delegation	Allows User to Delegate Tasks and Notifications to their Manager. Managers will be able to delegate to other Managers and/or System Administrators.
Notifications	This functionality allows the User to trigger a "Summary" email of all Tasks and Notifications relevant to them/their User Group. To enable a notification summary email: Click on "Notifications" (top right-hand corner of the Widget). The settings options for Summary Emails are: Notification Frequency - Daily or Once a Week. Notification Start Day and Time - specify the start day and time, and you will then continue to receive a Summary email at the same time, according to the option you selected in the previous step (daily or weekly). Click "Activate" to activate these settings. To change or deactivate the summary email, click on "Notifications" to reopen the Wizard. For changes, simply change the notification frequency, notification start day or time settings, then click "Update." To disable the email summary altogether, simply click "Disable." Depending on the Employee's User Group/Permissions (Employee, Manager, HR/People & Culture Manager), the User will receive the following information in their Summary Email: Employees - will receive a summary of only their own Tasks & Notifications (as displayed in their Inbox).
+ 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.
Today Tab	Shows the User what Tasks and Notifications for "Today." The numbers will indicate how many items are relevant.
Upcoming Tab	Shows the User what Tasks and Notifications are "Upcoming." The numbers will indicate how many items are relevant.
Overdue Tab	Shows the User what Tasks and Notifications are "Overdue." The numbers will indicate how many items are relevant.
Completed Tab	Shows the User what Tasks and Notifications are "Completed." The numbers will indicate how many items are relevant.
My Sent Tasks Tab	Shows the User what Tasks and Notifications have been sent by that 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, Onboarding, Performance, Note to Self, Delegated etc.
Search	Search Tasks and Notifications by keyword. E.g. Search on Task Name, Birthdate or Person's Name
Task Name	Name of Task. E.g. Birthdate Reminder
Assigned To	The Employee/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.
Relates To	The Employee/User that the Task or Notification relates to/is about.
Due Date	The Date the Reminder is Due.
Filter (column)	Filter tags selected against the task/notification will appear under here.
Actions	This dropdown allows the User to perform either of the following: Approve - approve the Task/Notification View Message - view the task/notification message

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.

Navigation Option	Description
Search	Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.
Incomplete Tab	Shows Policies for the User that are not yet Opened and Read.
Completed Tab	Shows Policies that have been Opened and Read.
Filter	Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.
Search	Allows you to Search all Policies based on keywords.

People & Culture - Company Policies Widget – Incomplete Tab

Field Name	Description
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.
Created	This column displays date this Company Policy was created.

People & Culture - Company Policies Widget – Completed Tab

Field Name	Description
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.
Created	This column displays date this Company Policy was created.

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.

Field Name	Description
Announcements Tab	This tab displays all active and expired announcements posted by users.
Active (Under Announcements Tab)	Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcements Tab)	Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcements Tab)	This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Title (Under Announcements Tab)	This is the title of the created Announcement.
Type (Under Announcements Tab)	This is the type of the Announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcements Tab)	This is the date and time the Announcement was created.
Expire Date (Under Announcements Tab)	The Announcement's expiry date. Once this date has passed, the announcement will move over to the Expired section.
Acknowledgement (Under Announcements Tab)	Acknowledgements made to employees and/or locations and/or departments will display here.
Survey (Under Announcements 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.
Acknowledgements Tab	Clicking this tab will display all acknowledgements posted by users.
+ Create Acknowledgement (Under Acknowledgements 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 Announcements Tab)	This is a free text field that you can use to search Acknowledgements based on keywords you enter in the search field.
Search Keyword (Under Acknowledgements Tab)	This is a free text field that you can use to search Announcements based on keywords you enter in the search field.
Create Date (Under Acknowledgements Tab)	This is the date and time the Acknowledgement was created.
Keyword (Under Acknowledgements Tab)	Keywords entered upon creation of Acknowledgement will display here as hashtags.
Likes (Under Acknowledgements 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 Acknowledgements 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 Acknowledgements Tab)	Employees, locations and/or departments that have been acknowledged will display here.
Action (Under Announcements Tab)	Use this dropdown to action the following: View - view Announcements. View Survey - view an Surveys attached to/sent with the Announcement.
Action (Under Acknowledgements Tab)	Use this dropdown to action the following: View - view Acknowledgements.

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 - manage/complete Performance Reviews.
Goals - manage/create Employee Goals related to Performance Reviews or generally.
Catch-Ups - manage/create Catch-Ups related to Performance Reviews.

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.

Field Name	Description
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Reviews. The number in brackets displays the total number of active Reviews.
Completed Tab	Clicking this Tab will display all completed Performance Reviews. The number in brackets displays the total number of completed Reviews.
Overdue Tab	Clicking this Tab will display all Performance Reviews that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Reviews.
Not Started Tab	Clicking this Tab will display all Performance 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 Performance Review that has been sent to the Employee.
Review Name	The name of the Performance Review will be displayed here.
Employee	The name of the Employee that this Performance Review has been assigned to.
Current Step	The current step of the Performance Review process that Employee is currently at will be displayed here.
Status	Click on “View Status” in this column and a window will open that displays which part of the Performance Workflow the Review is at, e.g. with Employee with Manager etc. and the Due Date of the Review.
Start Date	The date the Performance Review/Workflow was sent/triggered.
End Date	The due date of the of the Performance Review.
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.

Performance Management Widget – Goals Folder

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

Active.
Completed.
Overdue
Not Started.
Cancelled.

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 Workflow 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.

Field Name	Description
+ Create Goal	The “Create Goal” Wizard allows HR/P&C Managers to create Goals for all Employees. New Goals can also be created from the Employee Goal Wizard (coming soon) which is available via the Wizards "START" menu.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Completed Tab	Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Overdue Tab	Clicking this Tab will display all Performance Goals that are incomplete and/or past their due date. The number in brackets displays the total number of overdue Goals.
Not Started Tab	Clicking this Tab will display all Performance Goals that have not been started by the Employee.
Cancelled Tab	Clicking this Tab will display all Performance Goals assigned to Employees that have not yet been started. The number in brackets displays the total number of Employees with Goals that haven’t been started.
Employee	The name of the Employee that this Goal has been assigned to.
Goal Name	The Name of the Goal.
PDP	The related Performance Development Plan in which this Goal was create will be displayed here (if/when relevant).
Review	If a Review Cycle us being used, when the Goal is created, it will show the relationship to the Review it was created for.
Status	The status of the Goal will display here. This can be Incomplete, Complete or Cancelled.
Due Date	The Goal's due date will be displayed here.
Action	This dropdown will allow the Employee to edit their Goals.

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.

Field Name	Description
+ Create Catch Up	Allows HR/P&C Managers to create Catch Ups for all Employees. New Catch Ups can also be created from the Catch Up Wizard (coming soon) which is available via the Wizards "START" menu.
Search	This is a free text field that allows user to filter down the list to specific keywords entered here.
Active Tab	Clicking this Tab will display all currently active Performance Goals. The number in brackets displays the total number of active Goals.
Upcoming Tab	Clicking this Tab will display Catch-ups that are yet to happen at a future date.
Completed Tab	Clicking this Tab will display all completed Performance Goals. The number in brackets displays the total number of completed Goals.
Topic	The relevant topic of the Catch Up will be displayed here.
Employee	The name of the Employee that this Catch Up has been assigned to.
Catch Up Date	The date of the Catch Up will be displayed here.
Action	Reply - Use this option to Start the conversation for the Catch Up. Complete Catch Up - Use this option to reply to the conversation. Create Next Catch-up - Use this option to create a follow-up Catch Up.

My Info - Timesheets Management Widget

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 - 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

My Info - Time Off Management Widget

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

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.

</td>

<tr> <td width="206">Employee</td> <td width="484">The name of the Employee that this Certificate/Licence relates/belongs to is displayed here.</td> </tr> <tr> <td width="206">Status</td> <td width="484">The status (active, expiring or expired) of the Certificate/Licence is displayed here.</td> </tr> <tr> <td width="206">Checked By</td> <td width="484">The name of the Employee who validated/rejected the Certificate/Licence is displayed here.</td> </tr> <tr> <td width="206">Expiry Date</td> <td width="484">The date on which the Certificate/Licence expires is displayed here.</td> </tr> <tr> <td width="206">Certificate/Licence Name</td> <td width="484"> The name of the Certificate/Licence is displayed here. Users can click on the name and this will open/display the Certificate/Licence in a pop-up/lightbox.</td> </tr> <tr> <td width="206">Previous</td> <td width="484">If the current Certificate/Licence has been renewed based on a previously existing Certificate/Licence, the ID of the previous Certificate/Licence record is is displayed here.</td> </tr> <tr> <td width="206">Current</td> <td width="484">If the Certificate/Licence has expired and a new Certificate/Licence record created based on renewing that Certificate/Licence, the ID of the new record is is displayed here.</td> </tr> <tr> <td width="206">Cost</td> <td width="484">The cost (if any) of the Certificate/Licence is displayed here.</td> </tr> <tr> <td width="206">Action</td> <td width="484"> Add to Course Waiting List - allows the User to add themselves to a Course Waiting list to renew or do any extra training required to maintain that Certificate/Licence.
Add to Event Waiting List - allows the User to add themselves to an Event waiting list to renew or do any extra training required to maintain that Certificate/Licence. </tr> </table>

Compliance Management Widget – Background Checks Folder

This Folder displays all the Background Checks held the Employee and their current status. It also allows Users to create new and/or renew Background Checks.

The types of Background checks include:

Visas.
Police checks.
Working with Children checks.

Field Name	Description
Search	This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New	Allows the User to create a new Certificate & Licence record for an Employee using the Compliance Management Wizard.
Filter	Allows the User to "Filter" Certificates/Licences records by Tag or Filter: E.g. Licence name/type, Certificate name/type.
Expiring Filter	Contains a dropdown list of timeframe filters. The default is set to three months, but Users can also change the view to display what's expiring in different timeframes (up to a year).
Expiring Tab	Displays all the Certificates & Licences that are expiring within the next three months.
Expired Tab	Displays all the Certificates & Licences that have expired and need renewing.
Active Tab	Displays all the Certificates & Licences that are current (and don’t fall under the other two tabs/categories above).
From Applicant Tab	Displays all the Certificates & Licences that need to be validated by HR to ensure that all Certificates/Licences nominated by the Applicant during the recruitment process are in fact valid.
ID	This is the ID of the Certificate/Licence.

Field Name	Description
Search	This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New	Allows the User to create a new Background Check record.
Filter	Allows the User to "Filter" Background Check records by Tag or Filter: E.g. Visa, Police check etc.
Expiring Filter	Contains a dropdown list of timeframe filters. The default is set to three months, but Users can also change the view to display what's expiring in different timeframes (up to a year).
Expiring Tab	Displays all the Background Checks that are expiring within the next three months for that Employee.
Expired Tab	Displays all the Background Checks that have expired and need renewing for that Employee.
Active Tab	Displays all the Background Checks that are current (and don’t fall under the other two tabs/categories above) for that Employee.
ID	This is the ID of the Background Check.
Background Check Name	The name of the Background Check is displayed here. Users can click on the name and this will open/display the Background Check in a pop-up/lightbox.
Status	The status of the Background Check is displayed here.
Checked By	The name of the Employee who validated/rejected the Background Check is displayed here.
Expires On	The date on which the Background Check expires is displayed here.
Cost	The cost (if any) of the Background Check is displayed here.
Action	Create New - allows the User to create a new Background Check. It is mandatory as part of this step for Users to attach a copy of the Background Check to validate/keep a record of it. Renew - allows the User to renew the Background Check.

Compliance Management Widget – Education & Qualifications Folder

This Folder displays all the Education & Qualifications held by the Employee and their current status. It also allows the Employee to create new and/or renew Education/Qualifications.

The types of Education/Qualifications include:

Degrees.
Diplomas.
Certificates.

Field Name	Description
Search	This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New	Allows the Employee to create a new Education/Qualification.
Filter	Allows the User to "Filter" Education/Qualification records by Tag or Filter: E.g. Degree, Diploma etc.
Expiring Filter	Contains a dropdown list of timeframe filters. The default is set to three months, but Users can also change the view to display what's expiring in different timeframes (up to a year).
Active Tab	Displays all the Education/Qualifications that are current (and don’t fall under the other two tabs/categories above) for that Employee.
ID	This is the ID of the Education/Qualification.
Education/Qualification Name	The name of the Education/Qualification is displayed here. Users can click on the name and this will open/display the Education/Qualification in a pop-up/lightbox.
Status	The status of the Education/Qualification is displayed here.
Checked By	The name of the Employee who validated/rejected the Education/Qualification is displayed here.
Expires On	The date on which the Education/Qualification expires (if it expires) is displayed here.
Cost	The cost (if any) of the Education/Qualification is displayed here.
Action	Create New - allows the User to create a new Education/Qualification record. It is mandatory as part of this step for Users to attach a copy of the Education/Qualification to validate/keep a record of it. Renew - allows the User to renew the Education/Qualification.

People & Culture – 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.

Field Name	Description
Search	This is a free text field that allows Users to filter the list based on specific keywords entered here.
+ Create New	Allows the User to create a new WHS Incident for an Employee using the WHS Incident Wizard.
Active Tab	Displays all the currently active WHS Incidents.
Resolved Tab	Displays all the WHS Incidents that have been resolved.
Filter	Allows the User to "Filter" WHS Incident records by level of importance: E.g. high, medium, low.
Date/Timeframe Search	Allows the User to "Filter" WHS Incident records based on the timeframes in the dropdown menu, which include: one day, one week, two weeks, one month.
Employee Name	Displays the name of the Employee who was injured.
Incident Details	Displays a description of Incident reported.
Incident Type	Displays the type of Incident reported.
Level of Importance	Displays the level of importance related to the Incident. The options are: High: Red. Medium: Orange. Low: Blue.
Date Reported	Displays the number date on which the Incident was reported.
Days Open	Displays the number of days the Incident has been open (if not yet resolved).
Reported By	Displays the Employee by whom the Incident was reported.
Action	View - allows the User to view the Incident.

@@ Line 741: / Line 741: @@
 <tr>
 <td width="206"><font face="Arial" size="2"><b>+ Create New</b></font></td>
-<td width="484"><font face="Arial" size="2"><b>Allows the User to create a new Certificate & Licence record.</b></font></td>
+<td width="484"><font face="Arial" size="2"><b>Allows the User to create a new Certificate & Licence record for an Employee using the [[New-Compliance Management|Compliance Management Wizard]].</b></font></td>
 </tr>
 <tr>
 <td width="206"><font face="Arial" size="2"><b>Filter</b></font></td>
-<td width="484"><font face="Arial" size="2"><b>Allows the User to "Filter" Certificates/Licences records by Tag or Filter: E.g. Licence name, Certificate name.</b></font></td>
+<td width="484"><font face="Arial" size="2"><b>Allows the User to "Filter" Certificates/Licences records by Tag or Filter: E.g. Licence name/type, Certificate name/type.</b></font></td>
 </tr>
 <tr>
@@ Line 757: / Line 757: @@
 <tr>
 <td width="206"><font face="Arial" size="2"><b>Expired Tab</b></font></td>
-<td width="484"><font face="Arial" size="2"><b>Displays all the Certificates & Licences that have expired and need renewing for that Employee.</b></font></td>
+<td width="484"><font face="Arial" size="2"><b>Displays all the Certificates & Licences that have expired and need renewing.</b></font></td>
 </tr>
 <tr>
 <td width="206"><font face="Arial" size="2"><b>Active Tab</b></font></td>
-<td width="484"><font face="Arial" size="2"><b>Displays all the Certificates & Licences that are current (and don’t fall under the other two tabs/categories above) for that Employee.</b></font></td>
+<td width="484"><font face="Arial" size="2"><b>Displays all the Certificates & Licences that are current (and don’t fall under the other two tabs/categories above).</b></font></td>
+</tr>
+<tr>
+<td width="206"><font face="Arial" size="2"><b>From Applicant Tab</b></font></td>
+<td width="484"><font face="Arial" size="2"><b>Displays all the Certificates & Licences that need to be validated by HR to ensure that all Certificates/Licences nominated by the Applicant during the recruitment process are in fact valid.</b></font></td>
 </tr>
 <tr>
 <td width="206"><font face="Arial" size="2">ID</font></td>
 <td width="484"><font face="Arial" size="2">This is the ID of the Certificate/Licence.</font></td>
+</td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Certificate/Licence Name</font></td>
+<td width="206"><font face="Arial" size="2">Employee</font></td>
-<td width="484"><font face="Arial" size="2"> The name of the Certificate/Licence is displayed here. Users can click on the name and this will open/display the Certificate/Licence in a pop-up/lightbox.</font></td>
+<td width="484"><font face="Arial" size="2">The name of the Employee that this Certificate/Licence relates/belongs to is displayed here.</font></td>
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Status </font></td>
+<td width="206"><font face="Arial" size="2">Status</font></td>
-<td width="484"><font face="Arial" size="2"> The status of the Certificate/Licence is displayed here.</font></td>
+<td width="484"><font face="Arial" size="2">The status (active, expiring or expired) of the Certificate/Licence is displayed here.</font></td>
 </tr>
 <tr>
@@ Line 780: / Line 785: @@
 </tr>
 <tr>
-<td width="206"><font face="Arial" size="2">Expires On</font></td>
+<td width="206"><font face="Arial" size="2">Expiry Date</font></td>
-<td width="484"><font face="Arial" size="2"> The date on which the Certificate/Licence expires is displayed here.</font></td>
+<td width="484"><font face="Arial" size="2">The date on which the Certificate/Licence expires is displayed here.</font></td>
+</tr>
+<tr>
+<td width="206"><font face="Arial" size="2">Certificate/Licence Name</font></td>
+<td width="484"><font face="Arial" size="2"> The name of the Certificate/Licence is displayed here. Users can click on the name and this will open/display the Certificate/Licence in a pop-up/lightbox.</font></td>
+</tr>
+<tr>
+<td width="206"><font face="Arial" size="2">Previous</font></td>
+<td width="484"><font face="Arial" size="2">If the current Certificate/Licence has been renewed based on a previously existing Certificate/Licence, the ID of the previous Certificate/Licence record is is displayed here.</font></td>
+</tr>
+<tr>
+<td width="206"><font face="Arial" size="2">Current</font></td>
+<td width="484"><font face="Arial" size="2">If the Certificate/Licence has expired and a new Certificate/Licence record created based on renewing that Certificate/Licence, the ID of the new record is is displayed here.</font></td>
 </tr>
 <tr>
 <td width="206"><font face="Arial" size="2">Cost</font></td>
-<td width="484"><font face="Arial" size="2"> The cost (if any) of the Certificate/Licence is displayed here.</font></td>
+<td width="484"><font face="Arial" size="2">The cost (if any) of the Certificate/Licence is displayed here.</font></td>
 </tr>
 <tr>
 <td width="206"><font face="Arial" size="2">Action</font></td>
 <td width="484"><font face="Arial" size="2">
-<b>Create New</b> - allows the User to create a new Certificate/Licence. It is mandatory as part of this step for Users to attach a copy of the Certificate/Licence to validate/keep a record of it.
+<b>Add to Course Waiting List</b> - allows the User to add themselves to a Course Waiting list to renew or do any extra training required to maintain that Certificate/Licence.
-<br>
-<b>Edit</b> - allows the User to edit the new Certificate/Licence.
-<br>
-<b>View</b> - allows the User to view a copy of the Certificate/Licence.
-<br>
-<b>Add to Course Waiting List</b> - allows the User to add that Employee to a Course Waiting list for that Certificate/Licence.
-<br>
-<b>Add to Event Waiting List</b> - allows the User to add that Employee to an Event waiting list for that Certificate/Licence.
-<br>
-<b>Renew</b> - allows the User to renew the Certificate/Licence.
-<br>
-<b>Validate</b> - allows the User to validate the Certificate/Licence of an Applicant/Employee.
 <br>
-<b>Reject</b> - allows the User to reject an invalid Certificate/Licence that has been transferred from an Applicant record.
+<b>Add to Event Waiting List</b> - allows the User to add themselves to an Event waiting list to renew or do any extra training required to maintain that Certificate/Licence.
-</font></td>
 </tr>
 </table>
 === Compliance Management Widget – Background Checks Folder ===

My Info Dashboard Widgets