My-Info-Widgets

My Info Dashboard Option

This User Tab Contains Widgets:

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

My Info Widget - Personal Information

1. Name
2. Job
3. Location

My Info Widget - Time off and Pay

1. Name
2. Job
3. 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.
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.
   

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's what needs to be done

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.

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
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
Created	Date when the Policy was created for the Employee to Read and Agree too