Revision as of 02:46, 13 July 2022

Manager Dashboard Option

To Navigate to this Dashboard and the Widgets (and access Manager level functionality) 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 "Manager."
• When the Manager Dashboard opens, scroll down to the Widget you need in order to manage the Employee Management process.

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

• Team training hours.
• Team tasks.
• Team annual leave
• Training hours.

2. Personal Details (Team Search).
3. Time Off and Pay (Team Search).
4. Tasks and Notifications (Team Search).
5. Company Policies (Team Search).
6. Performance Management (Team).
7. Announcements & Acknowledgements (Team).
8. Timesheets Management (Team Search).
9. Time Off Management (Team Search).
10. WHS Incident (Team Search).
11. Compliance Management (Team Search).
12. HR Questions (Team Search).
13. Training (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.

Note: Notifications about Core-HR and Performance Management related Tasks and Reminders can be accessed via two locations:

• System Inbox: click on the small envelope in the top right corner of the System - just to the left of your name (after you click on it a menu opens - scroll down and select 'See all Alerts' - which will open the inbox).
• The Tasks & Notifications Widget on the Manager Dashboard.

Manager - Search Team Member Personal Details Widget

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

1. Name.
2. Job.
3. Email address.
4. Phone Number.
5. Department.
6. Location.
7. Salary.
8. Manager.

The following functionality is also available via this Widget:

• View Team.
• Change password.
• View internal vacancies.
• Search Team Member details - which enables Managers to search all Team Members and view their Personal Details.

Manager - Search Time off and Pay Widget

The following information is displayed in the "Time off and Pay" Widget:

1. Annual leave.
2. Personal leave.
3. Time in Lieu.
4. Timesheets.
5. Payslips.
6. Next holidays.

The following functionality is also available via this Widget:

• Search Team Member details - which enables Managers to search all Team Members and view their Time off and Pay.

Manager - Tasks and Notifications Widget

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 System "Inbox." "Quick Tasks" can be sent from, the Quick Tasks Wizard, 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.

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 personal 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. Managers can access a complete history of all Tasks & Notifications (current and previous) assigned/sent to them directly, or in relation to their direct reports via the 'Workflow History' Tab in the Inbox. Alternatively, Users can choose to activate a "Summary" email to their email Inbox (see below for instructions).

All Tasks, Notifications and Reminders that are sent to the actual email inbox of Employees will contain a link that says: 'Please Click Here to login and view this notification.' The text 'Click Here' contains a hyperlink that will take the User directly to this notification in their System Inbox. It will also open the relevant/associated task (if there is one - e.g. to approve a Timesheet), or simply display the relevant/associated message.

Note: Tasks & Notifications will appear in this Widget in the following manner:

• My Info Dashboard - Users see Tasks & Notifications that relate to them as an Employee only.
• Manager Dashboard - Users see Tasks & Notifications that relate to their role as a Manager. Therefore only Tasks & Notifications for actions the Manager needs to take in relation to their Team Members appear in the Widget on this Dashboard.
• People & Culture Dashboard - Users see Tasks & Notifications that relate to them as a People & Culture User. Therefore Tasks & Notifications related to their management of all Employees appear in the Widget on this Dashboard.

Manager - Company Policies Widget

The Manager Company Policies Widget allows 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 to. Managers can Resend a 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.

Manager Widget - Company Policies – Incomplete Tab

Manager Widget - Company Policies – Completed Tab

Manager Widget - Company Policies – No Policies Tab

Manager - Announcements and Acknowledgements Widget

This widget allows for Managers to receive and view their relevant Announcements and Acknowledgements, as well as those of their Employees. Recipients and Managers can view relevant Announcements, complete Surveys and view Employees 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.

Manager - Training Widget (BETA)

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.

[Coming Soon]

Manager - Performance Management Widget

The Performance Management Widget allows Managers to view and manage all the Performance Reviews that have been created for the Employees in their Team/s that are currently in the System.

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 Performance Reviews.
• Goals - create/manage Employee Goals related to Performance Reviews.
• Catch-Ups - create/manage Catch-Ups related to the Performance Reviews.

In each of these Folders, there are a series of "Tabs" that provide different functionality for managing Performance 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 HR/P&C Managers 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 HR/P&C Managers to create Catch-Ups for all Employees. 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 you can manage the Performance Reviews of Employees. Those Tabs are:

• Active.
• Completed.
• Overdue
• Not Started.

The Reviews Folder contains all Employee Reviews related to that Manager.

Performance Management Widget – Goals Folder

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

• Not Started.
• On Track.
• Behind.
• At Risk.
• Completed.
• All.

The definitions for these statuses are:

On Track: This is the default status.
Behind: Overall progress is less than 60% complete.
At Risk: Overall progress is less than 25% complete with 30 days remaining.
Completed: Overall goal progress is 100%.

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.

Performance Management Widget – Catch Ups Folder

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

• Active.
• Upcoming.
• Completed.

The Catch Ups Folder contains all Employee Catch Ups.

Performance Management Widget – Acknowledgements Folder

The Acknowledgements Folder contains all Acknowledgements that have been sent to Employees, Locations, or Departments. Managers can see Acknowledgements for their Team (direct reports). Users can also create new Acknowledgements from this Tab on the Performance Management Widget, via '+Create Acknowledgement' on the 'Acknowledgements' Tab in the Announcements & Acknowledgements Widget, or by triggering the Acknowledgement Wizard via the ‘START’ menu.

Performance Management Widget – Skills Folder [Coming Soon]

The Skills Folder contains all Skills that Employees have been assessed for during a Performance Review Cycle, or which have been assigned/assessed on an Ad Hoc basis (by a People & Culture User).. Managers can see all Skills for their Direct Reports.

Manager - Timesheets Management Widget

This widget display information regarding all timesheets related to the logged in Manager.

Manager - Time Off Management Widget

This widget displays information regarding absence requests related to the logged in manager and their team.

Manager – Compliance Management Widget

The Compliance Management Widget allows Managers to view, track and manage Employee compliance. Managers can validate (or reject) the records supplied by Applicants during the application process (and transferred to the Employee Record when a New Employee was created from Applicant), as well as creating new records.

This widget allows for Users to quickly and easily manage Employees through the each of the following processes by clicking on the relevant “Folder”:

• 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 the Employee you nominate at the start of that particular Wizard.

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 Users to create new and/or validate Certificates & Licences for Employees.

Compliance Management Widget – Background Checks Folder

This Folder displays all the Background Checks held by Employees and their current status. It also allows Users to create new and/or validate Background Checks for Employees.

The types of Background checks include:

• Visas.
• Police checks.
• Working with Children checks.

Compliance Management Widget – Education & Qualifications Folder

This Folder displays all the Education & Qualifications held by Employees and their current status. It also allows Users to create new and/or validate Education/Qualifications for Employees.

The types of Education/Qualifications include:

• Degrees.
• Diplomas.
• Certificates.

Manager – 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.

Manager – HR Questions Widget

The HR Questions Widget allows People and Culture users to view, track and manage HR Questions to ensure they are sent to the right person and responded to in a timely manner. People & Culture Users can also create FAQs, which are then available to all Users via the FAQs Tab.

HR Questions Widget - Questions Folder

Allows People and Culture Users to create and assign Questions to other Employees, or to Reassign Questions that they are not the best placed person to answer.

HR Questions Widget - FAQs Folder

Allows the People and Culture Users to create FAQs that are then available as a resource for all Employees.

Manager - Search Employee Widget

Allows Users to search for Employees and see their current details.