People and Culture Widgets
From Subscribe-HR Wiki Help
Contents
- 1 People and Culture Dashboard Option
- 2 People and Culture Widget - Search Team Member Personal Information
- 3 People and Culture Widget - Search Time off and Pay
- 4 People and Culture Widget - Tasks and Notifications
- 5 People and Culture Widget - Company Policies
- 6 People and Culture - Announcements and Acknowledgements
- 7 People and Culture Widget - Training
People and Culture Dashboard Option
This User Tab Contains Widgets:
- 4 Small Information Display Widgets
- Search All Personal Details
- Search All Time Off and Pay
- Search All Tasks and Notifications
- Search All 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.
People and Culture Widget - Search Team Member Personal Information
- Name
- Job
- Location
People and Culture Widget - Search Time off and Pay
- Name
- Job
- Location
People and Culture Widget - Tasks and Notifications
The Tasks and Notifications Widget for People and Culture allows the People and Culture to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on All people. 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. If a Manager has Delegated their Tasks and Notifications to SA Users / People and Culture, People and Culture Users will see these Tasks and Notifications in this Widget.
| 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 People and Culture users to search for an employee and delegate tasks and notifications to their Manager or other People and Culture SA Users |
| + 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 or task 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 and Culture Widget - Company Policies
The People ad Culture Company Policies Widget allow HR - SA Users to access their Team's Company Policy Activity. The People and Culture user can search for Any Employee and then use Filters to see which Company Policies need to be attended too. People and Culture users 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.
| Search | Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for |
| 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 |
| Policy | Select the Policy that you want to use in Filter. E.g. Search for Employee, Select Filter and then Policy |
| 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 |
| Send Reminder | Allows People and Culture to Resend Notification if the Person has not Open, Read - Confirmed the Policy. This option will not be available if the Company Policy has Expired |
| No Policies | Shows People that have received "No Policies". Allows People and Culture to send Company Policies to people/employees that have not received any as this is a Risk to the business as they will not be aware of Company Policies. |
| Created | Date when the Policy was created for the Employee to Read and Agree too |
People and Culture - Announcements and Acknowledgements
This widget allows for People and Culture users to view Announcements and Acknowledgements that have been posted by them through the START Wizard - 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. |
| Create Announcement (Under Announcement Tab) | Top Right of the Widget. Starts the New Announcement Wizard, for you to be able to create a new announcement. This is also available from the "START" options |
| 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. |
| Action (Under Announcement Tab) | Use this dropdown to edit or delete an announcement. Clicking Edit will allow you to update details such as the Announcement Title, Announcement Type, To Date, Content, Acknowledgements linked to the announcement. |
| 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. |
People and Culture Widget - Training
The People and Culture Training Widget allow HR users to access their Team's Training Activity. The Manager can access Training Course and Event Information and Current Training Records for their team members. The Training Widget respects the User Group Permissions on the person accessing the system.
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