Difference between revisions of "People-and-Culture-Widgets"

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(People and Culture Widget - Company Policies)
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<td width="206"><font face="Arial" size="2">No Policies</font></td>
<td width="484"><font face="Arial" size="2">Shows People in their Team that have received "No Policies". Allows the Manager to Send Current Company Policies to Team Members.</font></td>
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<td width="484"><font face="Arial" size="2">Shows People that have received "No Policies". Allows the Manager to Send Current Company Policies to Team Members.</font></td>
 
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Revision as of 01:49, 13 January 2021

People and Culture Dashboard Option

This User Tab Contains Widgets:

  1. 4 Small Information Display Widgets
  2. Search All Personal Details
  3. Search All Time Off and Pay
  4. Search All Tasks and Notifications
  5. Search All Company Policies

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.

People and Culture Widget - Search Team Member Personal Information

  1. Name
  2. Job
  3. Location

People and Culture Widget - Search Time off and Pay

  1. Name
  2. Job
  3. Location

Line Item / Tasks in Widget - Search All Tasks and Notifications

The Tasks and Notifications Widget for People and Culture allows the People and Culture to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on All people. These Task and Notification items are also delivered into the "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself. If a Manager has Delegated their Tasks and Notifications to SA Users / People and Culture, People and Culture Users will see these Tasks and Notifications in this Widget.
This is a list of Standard "Tasks and Notifications" functionality.

  1. Search - Text Search e.g. Search on Task Name - Birthdate or Persons Name.
  2. Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
  3. Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
  4. Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
  5. Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
  6. Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
  7. My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
  8. Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
  9. Date Range - Search Tasks and Notifications by Date Range.
  10. Delegation - Allows for People and Culture to Delegate Workflows to the Persons Manager, or People and Culture SA user.

Summary Tasks and Notifications

Field Name Description
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 Task Tags
Actions Text that show what needs to be done
Delegation Allows People and Culture user to search for an Employee and Delegate Tasks and Notifications to their Manager or People and Culture User.

People and Culture Widget - Company Policies

The People ad Culture Company Policies Widget allow HR - SA Users to access their Team's Company Policy Activity. The People and Culture user can search for Any Employee and then use Filters to see which Company Policies need to be attended too. People and Culture users can Resend an notification to an Employee if that person has unopened / unread policies. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Search Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for
Incomplete Shows Policies for the User that are no yet Opened and Read
Completed Show Policies that are Opened and Read
Filter Allows for Filter to be formed based on: Opened, Unopened, Read, Unread
Policy Select the Policy that you want to use in Filter. E.g. Search for Employee, Select Filter and then Policy
Select A Policy Allows User to Select the Policy they want to see details on
Policy Name The name of the Policy entered by the creator of the Policy
Opened Tick showing if the person has Opened the Policy. This will automatically tick if this is done
Read This will automatically tick once the Person has Agreed to the Policy after opening
Type This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew
Send Reminder Allows People and Culture to Resend Notification if the Person has not Open, Read - Confirmed the Policy. This option will not be available if the Company Policy has Expired
No Policies Shows People that have received "No Policies". Allows the Manager to Send Current Company Policies to Team Members.
Created Date when the Policy was created for the Employee to Read and Agree too

People and Culture - Announcements and Acknowledgements

This widget allows for People and Culture users to view Announcements and Acknowledgements that have been posted by them through the START Wizard - 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.
Create Announcement (Under Announcement Tab) Top Right of the Widget. Starts the New Announcement Wizard, for you to be able to create a new announcement. This is also available from the "START" options
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.
Action (Under Announcement Tab) Use this dropdown to edit or delete an announcement. Clicking Edit will allow you to update details such as the Announcement Title, Announcement Type, To Date, Content, Acknowledgements linked to the announcement.
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.

People and Culture Widget - Training

The People and Culture Training Widget allow HR users to access their Team's Training Activity. The Manager can access Training Course and Event Information and Current Training Records for their team members. The Training Widget respects the User Group Permissions on the person accessing the system.

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