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| Line 123: |
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| | </tr> | | </tr> |
| | <tr> | | <tr> |
| − | <td width="206"><font face="Arial" size="2">"><b>Search</font></b></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> | | <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> |
| | <tr> | | <tr> |
| − | <td width="206"><font face="Arial" size="2">"><b>Incomplete Tab</b></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> | | <td width="484"><font face="Arial" size="2">Shows Policies for the User that are not yet Opened and Read.</font></td> |
| | </tr> | | </tr> |
| | <tr> | | <tr> |
| − | <td width="206"><font face="Arial" size="2">"><b>Completed Tab</b></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> | | <td width="484"><font face="Arial" size="2">Shows Policies that have been Opened and Read.</font></td> |
| | </tr> | | </tr> |
| | <tr> | | <tr> |
| − | <td width="206"><font face="Arial" size="2">"><b>No Policies Tab</b></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> | | <td width="484"><font face="Arial" size="2">Shows Employees that have not been assigned any Company Policies to complete.</font></td> |
| | </tr> | | </tr> |
| | <tr> | | <tr> |
| − | <td width="206"><font face="Arial" size="2">"><b>Filter</b></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> | | <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> |
| | <tr> | | <tr> |
| − | <td width="206"><font face="Arial" size="2">"><b>Policy</b></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> | | <td width="484"><font face="Arial" size="2">Allows you to Search all Policies based on the Filters you have applied.</font></td> |
| | </tr> | | </tr> |
Revision as of 02:25, 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 |
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 |
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