Community Dashboard Widgets
(→Community Dashboard Options) |
|||
Line 5: | Line 5: | ||
=Community Dashboard Options= | =Community Dashboard Options= | ||
− | + | To Navigate to this Dashboard and the Widgets (and access Community Dashboard functionality) follow these steps: | |
*Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen). | *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). | *Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen). | ||
Line 32: | Line 32: | ||
This Widget allow you to post Surveys here. When you are sending a Survey from the START option - HR Surveys, you can choose to place a Survey here. Like NPS, Pulse or Normal Surveys. Only one Survey at a time can be put here. If there is a normal Survey place here, there will be text saying "Respond to Survey". If the user Clicks this they will be taken to a Lightbox to Respond. For the NPS and Pulse Surveys, you can respond directly in the Widget by clicking on the relevant image/response and submitting. If a Comment has been included in the NPS / Pulse Survey, you will be prompted to comment. | This Widget allow you to post Surveys here. When you are sending a Survey from the START option - HR Surveys, you can choose to place a Survey here. Like NPS, Pulse or Normal Surveys. Only one Survey at a time can be put here. If there is a normal Survey place here, there will be text saying "Respond to Survey". If the user Clicks this they will be taken to a Lightbox to Respond. For the NPS and Pulse Surveys, you can respond directly in the Widget by clicking on the relevant image/response and submitting. If a Comment has been included in the NPS / Pulse Survey, you will be prompted to comment. | ||
+ | |||
+ | ==Who's out== | ||
+ | |||
+ | This Widget shows whos out for Today, Tomorrow and two weeks forward facing from the day after tomorrow. For Any authorised absence. | ||
==Celebrations== | ==Celebrations== | ||
+ | This shows people who are either having a Birthday or have a Work Anniversary. The information is shown for Yesterday, Today and two weeks forward facing from Today. | ||
+ | |||
+ | ==Company Links== | ||
+ | |||
+ | SA users can use this Widget to create URL Links for users to Click on and Access Information on other website. There can be 10 Links before there is pagination. | ||
+ | |||
+ | ==What's Happening== | ||
+ | |||
+ | Shows the user any new skills that have been obtained by Staff (Will show the Skills here for 7 Days following the creation of the Skill). Any Overdue Tasks for that User and Who is starting on the current day (Today). | ||
+ | |||
+ | ==Welcome to (Company Name)== | ||
+ | This shows New Starters. The widget will show these people here for 2 weeks following the "Start Date'. | ||
− | == | + | ==Announcements and Acknowledgements== |
− | + | Shows All Announcements and Acknowledgements across the Organisation. Acknowledgements can be created from this widget. | |
Revision as of 03:13, 11 August 2023
Contents
Community Dashboard Options
To Navigate to this Dashboard and the Widgets (and access Community Dashboard 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 "Community."
- When the Community Dashboard opens, use the Widgets that are relevant to your needs. There is a Setting in "System Settings" - "Details" which allows SA users to remove the ability for users to Remove and or Insert Widgets into Dashboards. Please note that Widgets can be permanently removed from Dashboards by using the "Development Tool" and the "Dashboards" Configuration options in this Solution.
This Dashboard contains the following Widgets:
7 Widgets in this Dashboard
- Survey - When there is a Survey Active. When there is not. This Widget will not appear.
- Celebrations - Shows peoples Birthdays and Work Anniversaries.
- Company Links - Links that have been inserted into this widget by SA Users. Takes the User to the website relating to that link.
- Who's Out - Shows people who are Absent.
- Acknowledgements and Announcements - Replicated from Core-HR, though this show's the information for All Employees.
- What's Happening - Checking to see if there are any Incomplete Tasks, Showing people that have new Skills, People Who Started today.
- Welcome - New Starters.
The widgets on the right hand side can be moved around, removed and inserted. They cannot be maximised. The Widgets on the left cannot be moved around or removed in the User Interface. You need to remove them or move them up or down via the Dashboard configuration in the Developer Solution.
Survey Community Dashboard - Survey
This Widget allow you to post Surveys here. When you are sending a Survey from the START option - HR Surveys, you can choose to place a Survey here. Like NPS, Pulse or Normal Surveys. Only one Survey at a time can be put here. If there is a normal Survey place here, there will be text saying "Respond to Survey". If the user Clicks this they will be taken to a Lightbox to Respond. For the NPS and Pulse Surveys, you can respond directly in the Widget by clicking on the relevant image/response and submitting. If a Comment has been included in the NPS / Pulse Survey, you will be prompted to comment.
Who's out
This Widget shows whos out for Today, Tomorrow and two weeks forward facing from the day after tomorrow. For Any authorised absence.
Celebrations
This shows people who are either having a Birthday or have a Work Anniversary. The information is shown for Yesterday, Today and two weeks forward facing from Today.
Company Links
SA users can use this Widget to create URL Links for users to Click on and Access Information on other website. There can be 10 Links before there is pagination.
What's Happening
Shows the user any new skills that have been obtained by Staff (Will show the Skills here for 7 Days following the creation of the Skill). Any Overdue Tasks for that User and Who is starting on the current day (Today).
Welcome to (Company Name)
This shows New Starters. The widget will show these people here for 2 weeks following the "Start Date'.
Announcements and Acknowledgements
Shows All Announcements and Acknowledgements across the Organisation. Acknowledgements can be created from this widget.
The Vacancy Management Widget can be used to transition a User from Applicant to New Employee via the "Action" menu option > Create Employee.
Alternatively, Users can create a New Employee via the New Employee Wizard menu option > Applicant.
In both instances, the following Applicant data will be transferred to the New Employee record as part of this process:
- Name.
- DOB.
- Address.
- Education.
- Certificates & Licences.
- Background Checks.
Field Name | Description |
+ New Vacancy | This Allows the User to create a New Vacancy using the ”New Vacancy” Wizard. This Wizard is also available via the "START" Button. |
Search Application Name (Under Employees Tab) | This is a free text field that you can use to search Applications/Applicants based on keywords you enter in the search field. |
Action (Dropdown Menu) | This dropdown allows the User to manage, process and communicate with Applicants. The options are:
|
Move To (Dropdown Menu) | This dropdown allows the User to Move the Applicant to the next stage of the Recruitment Workflow. Options include:
|
Location (Dropdown Menu) | This dropdown allows the User to view, manage and process Applicants for different Business locations (if you have different locations set up in your System). |
Position (Dropdown Menu) | This dropdown allows the User to view, manage and process Applicants for all the different Positions with active Vacancies. |
Step (Dropdown Menu) | This dropdown allows the User to view which Vacancies are at which step in the Recruitment Workflow used for the particular Vacancy. Options include:
|
Manage Tool | The Manage Tool allows Users to view, manage and process Applicants based on the options selected in the “Position” and “Step” dropdowns. |
Applicant Name | The name of the Applicant who has applied for one of your Vacancies is displayed here. Applicant 'Details' can be viewed by clicking on the Applicant's name, which triggers a popup that includes:
1. Applicant and application engagement/actions details.
Under the Applicant Vacancy History on the left handside, the Applicants Certificate and Licence Records, Background Check Records, References, Work History records can be seen. NOTE:
3. Applicant summary export - generates a summary of the Applicant's profile.
|
Attachments | Files attached by an Applicant during their application process are available/accessible here. The standard files that Applicants can attach (and which can be 'Viewed' here) include:
NOTES:
|
Reference Check | This column displays the the name (and a link to) the Reference questionnaire sent to any Referees via the Recruitment Surveys Widget. |
Progress / Reject Buttons | This column allows the User to take action in relation to the Applicant. There are two options:
|
CVCheck Result - Document Icon | If CVCheck APP is installed and being used, the Check Results will appear here. Click on the Document Icon to View. |
Score (Auto) | The Auto Score for the Applicant (which is based on the parameters entered when creating a New Vacancy) is displayed here. This feature uses data from the following steps/fields and calculates an 'Auto Score' (if a 'score' amount is assigned in the New Vacancy Wizard):
Notes:
|
Score (Manual) | The Manual Score for the Applicant, which is based on the parameters you added when creating the Vacancy is displayed here. |
Source | This is the Source via which the Applicant saw and applied for the Vacancy. |
Repeat Applicant Flag | This will appear based on the setting being activated in Recruitment settings that show if someone has applied for X number of Vacancies without being hired |
Action Button - Right Hand Side of Screen | If the "Step" in the Recruitment Workflow - Applicant Processing option is either Background Check or Reference Check Type, there will be "Action" Buttons available. These Actions Buttons allow for the P&C user to run Manual Checks or if the CVCheck App is installed, you can run Automated CVCheck Checks based on the Packages you have set-up with CVCheck. CVCheck Reference/Background Check. Select this option, in the Wizard and you will see the Applicant Name and Vacancy Name you are running the Check for. Click Next to "Select" the Package you want to run the check based on. If the Checks/Packages selected have already been done, you will be notified of this in the next step of the Wizard. Click Next to view the Packages you have selected. If you want to link a Record to the check from Subscribe-HR which has been created by the Applicant through the Job Board, you can do this, or you can create a New Record. If neither is done, Subscribe-HR will create an Auto generated record. Last Step is Submit. Once you do this the check is Submitted and the Check Results will be returned by CVCheck to Subscribe-HR when this check is done (speak to CVCheck about times for returned checks). The Results can be seen by Clicking on "CVCheck Result". Note if you run a CVCheck Reference Check, you can link a Reference to Work History / Experience. |
Bulk Checks | If you select "Multiple" Applicants using the Checkbox's on the left hand side of the Widget next to the Applicant names, the Bulk option will appear Top Right of the Widget. Select this button and you will see the names of the Applicants you have selected. You can select the "+" icon on the left hand side of the screen to view the History of the Orders for each Applicant. Select next in the Wizard and you will be able to select the Packages. If there is anyone who already has these checked for this Vacancy, the Validation will let you know. |
Recruitment - Recruitment Surveys Widget
This Widget allows People and Culture Users and Hiring Managers to View and Action Recruitment Surveys that have been assigned to Applicants, Referees, Recruitment etc. New Recruitment Surveys can also be created from the Recruitment Surveys Wizard which is available via the Wizards "START" menu.
Field Name | Description |
Applicants Tab | This tab displays all Active and Completed Recruitment Surveys. |
Active (under Applicants Tab) | Displays all Recruitment Surveys that are currently Active within the System. |
Filter | Allows the user to "Filter" items by Tag or Filter: E.g. Recruitment, Referee, Hiring Manager, Active Vacancies, etc. |
Date dropdown | Allows the user to specify a date range that will then list only HR Surveys that match that date range: E.g. 1 day, 1 week, fortnight, 1 month, 3 months, 6 months, 1 year, custom (a date picker will open if you select this option) etc. |
+ Create New | Allows the user to create a new Recruitment Survey using the Recruitment Survey Wizard. This Wizard is also available via the "START" Button. |
Search (Under Applicants Tab) | This is a free text field that you can use to search Recruitment Surveys based on keywords you enter in the search field. |
Survey (Under Active Tab) | This lists the Recruitment Survey ID number. |
Created On (Under Active Tab) | This specifies the date on which that Recruitment Survey type was created. |
Canvas Name (Under Active Tab) | This specifies the type of Canvas/Survey that this particular Recruitment Survey is. |
Type (Under Active Tab) | This specifies what Type of Recruitment Surveys it is. |
Relates To (Under Active Tab) | This specifies which Applicant the Recruitment Survey relates to. |
Date Started (Under Active Tab) | This specifies the date on which that Recruitment Survey was started by the Employee listed in the previous column. |
Date Completed (Under Active Tab) | This specifies the date on which that Recruitment Survey was completed. |
Actions (Under Active Tab) | This dropdown allows user to perform any/all of the following:
|
Completed (under Applicants Tab) | Displays all Recruitment Surveys that have been completed. |
Survey (Under Completed Tab) | This lists the Recruitment Survey ID number. |
Created On (Under Completed Tab) | This specifies the date on which that Recruitment Survey type was created. |
Canvas Name (Under Completed Tab) | This specifies the type of Canvas/Survey that this particular Recruitment Survey is. |
Type (Under Completed Tab) | This specifies what Type of Recruitment Surveys it is. |
Relates To (Under Completed Tab) | This specifies which Applicant the Recruitment Survey relates to. |
Date Started (Under Completed Tab) | This specifies the date on which that Recruitment Survey was started by the Employee listed in the previous column. |
Date Completed (Under Completed Tab) | This specifies the date on which that Recruitment Survey was completed by the Employee. |
Actions (Under Completed Tab) | This dropdown allows user to perform any/all of the following:
|
All (under Applicants Tab) | Displays all Recruitment Surveys (Active and Completed) that are currently Active within the System. |