Activation Hub

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==User Permission Management==
 
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[Coming Soon]
 
  
 
==Create Key System Settings==
 
==Create Key System Settings==
  
 
[Coming Soon]
 
[Coming Soon]
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==Data Manager==
 
==Data Manager==
  
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[Coming Soon]
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The Data Manager Widget enables Free Trial to view, edit and delete the full suite of configurable/customisable Employee and Employee related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
  
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==Free Employee Onboarding==
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The Data Manager Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
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<table border="1" width="100%" cellspacing="0">
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<tr>
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<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
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<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Lookup Data Management</b></font></td>
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<td width="484"><font face="Arial" size="2">Users can access “Lookup Table Data” to view, edit or delete data and configure/customise it to suit their needs.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Export Template (Support Data)</b></font></td>
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<td width="484"><font face="Arial" size="2">The Export Template creator for “Support” related information (which is classified as all data needed to link to an “Employee” record) enables Users to create and export a correctly formatted Excel template, containing all the correct fields, that Users can then use to input, validate and import the correct Support data into their Free Trial or Customer Account (instead of having to input this data manually, one record at a time).
 +
 
 +
Users can then use the Excel spreadsheet to input relevant Company data and then upload that data into the System using the “Upload Template” (see below)
 +
 
 +
<b>NOTE:</b> The Excel file that is created by the Export Template tool is formatted to appear in a specific format with specific formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account/. Users should not try to change the format or formulas in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool.
 +
 
 +
To format the Support Data spreadsheet, click on #2 “Export Template (Support Data)” and specify the following information:
 +
*Select the Template type you want to create/export from the dropdown list.
 +
*Search the available fields to find the ones you want to upload data for.
 +
*Drag each field from the table on the left to the table on the right (you can reorder these fields too – to do so simply drag the fields up and down to reorder them).
 +
*Once complete, click “Export.”</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2"><b>Upload Template (Support Data)</b></font></td>
 +
<td width="484"><font face="Arial" size="2">The Upload Template creator for “Support” related information enables Users to upload data for specific fields and records in the Subscribe-HR System (instead of having to input the data manually, one record/field at a time).</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2"><b> Export Template (Employee Data)</b></font></td>
 +
<td width="484"><font face="Arial" size="2"> The Export Template creator for “Employee” related information enables Users to create and export a correctly formatted Excel template, containing all the correct fields, that Users can then use to input, validate and import the correct Employee data into their Free Trial or Customer Account (instead of having to input this data manually, one record at a time).
 +
 
 +
Users can then use the Excel spreadsheet to input relevant Company data and then upload that data into the System using the “Upload Template” (see below)
 +
 
 +
<b>NOTE:</b> The Excel file that is created by the Export Template tool is formatted to appear in a specific format with specific formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account/. Users should not try to change the format or formulas in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool.
 +
 
 +
To format the Support Data spreadsheet, click on #4 “Export Template (Employee Data)” and specify the following information:
 +
*Select the Template type you want to create/export from the dropdown list.
 +
*Search the available fields to find the ones you want to upload data for.
 +
*Drag each field from the table on the left to the table on the right (you can reorder these fields too – to do so simply drag the fields up and down to reorder them).
 +
*Once complete, click “Export.”</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2"><b>Upload Template (Employee Data)</b></font></td>
 +
<td width="484"><font face="Arial" size="2">The Upload Template creator for “Employee” related information enables Users to upload data for specific fields and records in the Subscribe-HR System (instead of having to input the data manually, one record/field at a time).</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2"><b>Support Information Management</b></font></td>
 +
<td width="484"><font face="Arial" size="2">This tool enables Users to see all the data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Support” data.</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Employee Data Management</font></td>
 +
<td width="484"><font face="Arial" size="2"> This tool enables Users to see all the data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Employee” data.</font></td>
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</tr>
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</table>
  
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[Coming Soon]
 
  
 
==e-Recruitment==
 
==e-Recruitment==
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[Coming Soon]
 
[Coming Soon]
  
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==Employee Core-HR & Employee Self-Service==
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==User Management==
  
 
[Coming Soon]
 
[Coming Soon]
  
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==Performance Management==
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==Free Onboarding==
  
 
[Coming Soon]
 
[Coming Soon]
  
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==Push Notifications & Workflows and Adding Functionality==
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==Core-HR==
  
 
[Coming Soon]
 
[Coming Soon]
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==Surveys/Digital Forms==
 
==Surveys/Digital Forms==
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[Coming Soon]
 
[Coming Soon]
  
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==HR Metrics & Reporting and Dashboards==
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==Performance Management==
  
 
[Coming Soon]
 
[Coming Soon]
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 +
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==Workflows and Adding Functionality==
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 +
[Coming Soon]
 +
 +
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==Reporting and Dashboards==
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 +
[Coming Soon]
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==Calculate Pricing==
 
==Calculate Pricing==
  
 
[Coming Soon]
 
[Coming Soon]

Revision as of 03:03, 16 August 2021

To Navigate to this Dashboard and the Widgets (and access Activation Hub information) 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 "Activation Hub."
  • When the Activation Hub Dashboard opens, scroll down to the Widget you need in order to the Activation process for either your Free Trial Account or when converting your Account to an official Customer Account.


Free Trial Details

The Free Trial Details Widget enables Free Trial Users to configure the settings necessary to create and brand a Free Trial account for their company. It is the first Widget your will see in the “Activation Hub.” The details entered in this Widget are also used if/when a Free Trial User is converted to a Customer, including calculation of the pricing). It is important to enter all information into this Widget accurately to ensure that your Free Trial account is created and activated correctly.

The Free Trial Details Widget contains the following functionality that enables Users to create their account, refer other Users (and receive a commission for the sale), or delete Demo data if/when converting a Free Trial Account to an official Customer Account.

All the information that is input into Free Trial Details Widget will be retained and transferred to the official Customer Account (if/when one is created). This information will also be used to create a Pricing Estimate via the “Calculate Pricing” Widget if/when a Free Trial User decides to convert to a Customer Account.

Field Name Description
ABN / CAN Enter the ABN /ACN for your organisation.
Primary Contact Enter the contact details for the Primary Account contact, including:
  • First name.
  • Last name.
  • Email address.
  • Contact number.
Address Enter the address details for your business/organisation.
Number of Active Employees The Free Trial System includes a certain number “Trial” employee records, plus Trial Users can also add two of their own [‘X’ Trial Users + 2]. If/when converting a Trial Account to an official Customer account, Users can “Delete Demo Data” (see below) and keep the +2 Trial Records (if entered). For the purpose of calculating the correct Pricing for your Customer Account (including the number of Employees you want to include in your Account), refer to the “Calculate Pricing” Widget below.
Free Trial Start / End Date The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-hr to make that request.
Free Trial Start / End Date The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-HR to make that request.
Brand My System Upload your Company logo and use the colour palette settings to brand and style your Account.
Refer Subscribe-HR Users can refer Subscribe-HR to friends and associates via the “Refer” step. The referral process works as follows:
  • Click on “Refer Subscribe-HR.”
  • In the lightbox there is a table (which will hold all the referrals you make).
  • Click “New Referral.”
  • Complete the following information for the referral (all of which are mandatory):
    • Company Name.
    • First Name.
    • Last Name.
    • Email Address.

The Referee will the receive a series of emails from “Subscribe-HR,” including:

  1. Your Free Trial is being created.
  2. Your Free Trial has been activated and here are your login details.
  3. An introduction to the Subscribe-HR system.
Delete Demo Data If/when you convert your Free Trial Account to an official Customer Account, you can delete all the Demonstration data (including trial Employee records) to purge your Account and start from scratch with a clean slate.


Create Key System Settings

[Coming Soon]


Data Manager

The Data Manager Widget enables Free Trial to view, edit and delete the full suite of configurable/customisable Employee and Employee related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.

The Data Manager Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

Field Name Description
Lookup Data Management Users can access “Lookup Table Data” to view, edit or delete data and configure/customise it to suit their needs.
Export Template (Support Data) The Export Template creator for “Support” related information (which is classified as all data needed to link to an “Employee” record) enables Users to create and export a correctly formatted Excel template, containing all the correct fields, that Users can then use to input, validate and import the correct Support data into their Free Trial or Customer Account (instead of having to input this data manually, one record at a time).

Users can then use the Excel spreadsheet to input relevant Company data and then upload that data into the System using the “Upload Template” (see below)

NOTE: The Excel file that is created by the Export Template tool is formatted to appear in a specific format with specific formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account/. Users should not try to change the format or formulas in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool.

To format the Support Data spreadsheet, click on #2 “Export Template (Support Data)” and specify the following information:

  • Select the Template type you want to create/export from the dropdown list.
  • Search the available fields to find the ones you want to upload data for.
  • Drag each field from the table on the left to the table on the right (you can reorder these fields too – to do so simply drag the fields up and down to reorder them).
  • Once complete, click “Export.”
Upload Template (Support Data) The Upload Template creator for “Support” related information enables Users to upload data for specific fields and records in the Subscribe-HR System (instead of having to input the data manually, one record/field at a time).
Export Template (Employee Data) The Export Template creator for “Employee” related information enables Users to create and export a correctly formatted Excel template, containing all the correct fields, that Users can then use to input, validate and import the correct Employee data into their Free Trial or Customer Account (instead of having to input this data manually, one record at a time).

Users can then use the Excel spreadsheet to input relevant Company data and then upload that data into the System using the “Upload Template” (see below)

NOTE: The Excel file that is created by the Export Template tool is formatted to appear in a specific format with specific formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account/. Users should not try to change the format or formulas in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool.

To format the Support Data spreadsheet, click on #4 “Export Template (Employee Data)” and specify the following information:

  • Select the Template type you want to create/export from the dropdown list.
  • Search the available fields to find the ones you want to upload data for.
  • Drag each field from the table on the left to the table on the right (you can reorder these fields too – to do so simply drag the fields up and down to reorder them).
  • Once complete, click “Export.”
Upload Template (Employee Data) The Upload Template creator for “Employee” related information enables Users to upload data for specific fields and records in the Subscribe-HR System (instead of having to input the data manually, one record/field at a time).
Support Information Management This tool enables Users to see all the data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Support” data.
Employee Data Management This tool enables Users to see all the data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Employee” data.


e-Recruitment

[Coming Soon]


User Management

[Coming Soon]


Free Onboarding

[Coming Soon]


Core-HR

[Coming Soon]


Surveys/Digital Forms

[Coming Soon]


Performance Management

[Coming Soon]


Workflows and Adding Functionality

[Coming Soon]


Reporting and Dashboards

[Coming Soon]


Calculate Pricing

[Coming Soon]

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