Revision as of 02:20, 1 October 2021

Dashboard Widgets and Wizards

• Dashboards and Dashboard Widgets
• Dashboard Activation Hub
• Dashboard and Start Wizards

Dashboards, Widget, and Wizards Colours - Themes

It is possible to change the colours of several elements in the Subscribe-HR system. You can change the default colours of the following:

• Dashboard menu and navigation.
• Dashboard Widget headings.
• Two of the four small 'Stat' Dashboard Widgets (which appear at the top of all Dashboards except Standard Reporting and Advanced Reporting & Metrics).
• Wizard START button.
• Wizard menu icons.

Free Trial Activation Wizard

Free Trial Activation Wizard – Colour Settings

The first time you log into a Free Trial, you will be given the option to use a “Colour Picker” palette to change the colour of the main system elements. If you choose to change the colour at this stage, the colour you choose will over-ride the system defaults. If you change the colour during setup, that colour change will be applied to the following:

• Dashboard menu and navigation.
• Dashboard Widget Headings.
• Top four Dashboard Widgets.
• Wizard START button.
• Wizard Menu icons.

The colour you select will also be set as the default colour in Core-HR and the Jobs Board created as part of your Free Trial.

If you choose to change the colour during this process, and you decide (upon seeing this colour applied to the system) that you don’t like it, you can go back and “Reset” to the default.

Free Trial Activation Wizard – Logo Settings

The first time you log into a Free Trial, you will also be required to upload your Company Logo and a photo (which is used to create your User Account profile). The Company logo will be displayed as the default logo in the following places:

• Throughout the Free Trial System, including the Jobs Board and Recruitment careers page.
• Email header/footer.

User Navigation Menu – Colour Settings

If you choose not to use the colour picker during the Free Trial activation process/your first login, you can still change the system colours. To do this following this process:

1. Go to your name at the top right-hand corner of the screen and click on the black dropdown arrow.
2. Select “Settings” from the dropdown menu.
3. Go to the “Theme” section and update the colours of the individual system elements that you want to change.
4. Click on the green “Save” button (at the top right-hand side of the screen) to save your settings.
5. To navigate back to the main Dashboards page (Advanced Metrics & Reports), click on “Home,” which is located towards to top left-hand side of the screen (under your photo and name).

Changing the default colour settings will not affect the following:

1. Beta – any “Beta” features in the system, including those in Team Dashboards, will be identified with the label “Beta” in red.
2. Pinned Dashboard – the default Dashboard you see when you log into the system is “Advanced Reporting & Metrics.” If you have changed the default by “Pinning” a different Dashboard as the default view, this Pinned Dashboard will be identified with a green label in the Dashboards menu.
3. Green defaults – any features that are green or red within the system (some buttons and fields) to highlight them for specific purposes will remain as the default colours and cannot be changed.

Team Dashboards - Configuration and Adding a New Dashboard

Team Dashboards - Configuration

Standard Dashboards can be reconfigured in the following ways:

1. The 4 small Stat Widgets at the top of the Dashboard (if present) can be moved around and ordered to suit your preference (they can't be deleted or replaced).
2. The 12 large Standard Widgets can be moved/reordered or deleted/replaced with other Widgets.

To move/reorder Widgets, simply click on the Widget you want to move then drag it into a new position and then release it.

To add, delete and replace large Widgets, follow these steps:

1. To delete a Widget, click on the 'X' on the top left of the widget - this will remove it from the Dashboard.
2. In its place, an orange 'Plus' sign (+) will appear in the middle of the space/empty container left after the removal of the Widget.
3. Click on the 'Plus' sign and a 'Choose Widget' Wizard will open:

• Select a Widget from the dropdown menu.
• Specify if you want the Widget to be full or half-width.
• Click 'Confirm.'

1. The Widget selected will then appear in the empty container left by the removal of the previous Widget.

Note: Dashboards only hold a total of 12 large Widgets. If all 12 Widget containers are full, it is not possible to add more Widgets and you will instead need to create a new Dashboard. If there are vacant Widget containers (because that Dashboard is not yet full) you will see an empty Widget container at the bottom of the Dashboard with an orange 'Plus' sign in it. If there are no empty Widget containers at the bottom of a Dashboard that means one of two things:

• All the Widget containers are full.
• There are no more Widgets for that Dashboard type available.

Dashboards can only hold Widgets that are relative to the Dashboard type (for example, you can't add an 'Onboarding' Widget to the Recruitment Dashboard, and you can't add the Performance Management Widget to the Onboarding Dashboard). If you try to add the wrong type of Widget to the wrong type of Dashboard, it will not work.

Team Dashboards - Adding a New Dashboard

Users can Add New Dashboards to allow for custom display of associated Widgets.

To add a New Dashboard follow thesis steps:

1. Click on the '+' sign next to the Dashboards menu. This will open a dropdown menu with the following options:
2. PDF - allows the User to export a .Pdf of the Dashboard.
3. Clear Pinned Dashboard - clears the 'pinned' Dashboard and reverts to the Standard (which is Advanced Reports & Metrics).
4. Create New Dashboard - allows Users to create a New Dashboard.
5. Reset Dashboard - resets the Dashboard to original/standard settings:

• Standard Dashboards Reset - resetting the Standard (original) Dashboards will result in the removal/deletion of all non-standard Widgets that have been added by Users and will revert all Widgets to the Standard/original ones included with that Dashboard type.
• New Dashboards Reset - resetting the New Dashboards will result in the removal/deletion of all Widgets that have been added by Users (this will return the Dashboard to its original/empty status.

NOTE: When creating a 'New' Dashboard, the Dashboard type created will be linked to the Dashboard type that the User is on at the time that the 'Create New Dashboard' option is selected. For example, if an Employee with Self-Service access is on the 'My Info' Dashboard, they will only be able to create 'New' My Info Dashboard type (but will have the freedom to give that New Dashboard a custom name). Thereafter, only Widgets available/related to 'My Info' Dashboards and User Group permissions will be able to be added to that New Dashboard. For example, Employee Self-Service Users with access to the My Info Dashboard will not be able to add Widgets that relate to Manager Dashboards or People & Culture dashboards.

Team Dashboard Widget Standard Types

The Dashboard types available in Subscribe-HR Team Dashboards include:

1. Recruitment - For Recruiters who need to manage the Recruitment Process.
2. Onboarding - For Onboarding New People.
3. My Info - Personal Information for Employees with Self-Service access.
4. Manager - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
5. People and Culture - HR Manager and HR Team can use this Tab to Manage the organisation. People and Culture will have this Tab + Manager Tab + My Info Tab.
6. Standard Reports - Contains Standard Reports + HR Metrics based information.
7. Advanced Reports & Metrics - Contains Standard Reports + HR Metrics based information.
8. System Info - Contains system usage and system configuration including billing information.
9. Activation Hub - fast, efficient START to set yourself up in the Subscribe-HR system - coming soon.
10. Apps - fast, efficient configuration of self-installing Apps in the Subscribe-HR system - coming soon.

Please note that you can create any type of Widget that is needed. This can be done using the Widget Builder which is located in the Developer Solution. You can set up Widget permissions in Groups / Permissions.

There is a restriction of 12 large (half or full-width) Widgets and 4 small 'Stat' Widgets per standard Dashboard Tab. If the number of Widgets you want to display don't all fit on one Dashboard, you can add an extra Dashboard as required. Extra Dashboards can hold up to 12 (half or full-width) Widgets only.

The standard Dashboard Widgets types that are available for display across these Dashboards are:

• Onboarding.
• Recruitment.
• Core-HR.
• Performance.
• System Summary.
• Activation Hub.
• Apps.

These Widget types can only be added to the associated/corresponding Dashboard. For Example, Recruitment Widgets can only be added to the Recruitment Dashboard (and will not appear/can't be added to the Onboarding Dashboard.