My Info Dashboard Widgets
From Subscribe-HR Wiki Help
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==My Info Widget - Tasks and Notifications== | ==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 " | + | 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 "Quick Task" Wizard, or from the "Tasks and Notifications" Widget itself. |
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| − | <td width="206"><font face="Arial" size="2"><b>My Sent Tasks</font></td> | + | <td width="206"><font face="Arial" size="2"><b>My Sent Tasks</b></font></td> |
<td width="484"><font face="Arial" size="2">Shows the user what Tasks and Notifications have been sent by the user. The number will indicate how many items are relevant.</font></td> | <td width="484"><font face="Arial" size="2">Shows the user what Tasks and Notifications have been sent by the user. The number will indicate how many items are relevant.</font></td> | ||
</tr> | </tr> | ||
Revision as of 07:11, 1 July 2021
Contents
- 1 My Info Dashboard Option
- 1.1 My Info Widget - Personal Details
- 1.2 My Info Widget - Time off and Pay
- 1.3 My Info Widget - Tasks and Notifications
- 1.4 My Info Widget - Company Policies
- 1.5 My Info Widget - Announcements and Acknowledgements
- 1.6 My Info Widget - Performance Management
- 1.7 My Info Widget - Timesheets Management
- 1.8 My Info Widget - Time Off Management
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 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 Widget - Personal Details
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 Widget - Time off and Pay
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 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 "Quick Task" Wizard, 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, Onboarding, Performance, Note to Self, Delegated etc. |
| 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 | Search Tasks and Notifications by keyword. E.g. Search on Task Name - Birthdate or Persons 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/notificaiton 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 Widget - Company Policies
Company Policies can be sent into the Employees Dashboard from Onboarding, or when they are an Employee and a New Policy is created or an Existing Policy needs to be renewed. The reason for the new Policy Sign 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. |
| No Policies Tab | Shows Employees that have not been assigned any Company Policies to complete. |
| Filter | Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread. |
| Policy | Allows you to Search all Policies based on the Filters you have applied. |
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
| Field Name | 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 |
| 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 Acknowledgements 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. |
My Info Widget - Performance Management
This Widget displays 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. |
My Info Widget - 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 - 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 Widget - 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 |
