Manager-Widgets
Contents
Manager Dashboard Option
This User Tab Contains Widgets:
- 4 Small Information Display Widgets
- Search Team Personal Details
- Search Team Time Off and Pay
- Search Team Tasks and Notifications
- Search Team 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.
Manager Widget - Search Team Member Personal Information
- Name
- Job
- Location
Manager Widget - Search Time off and Pay
- Name
- Job
- Location
Manager Widget - Tasks and Notifications
The Tasks and Notifications Widget for Managers allows the Manager to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on Team Members. 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 someone has Delegated Tasks and Notifications to their Manager, they will see these in their Manager Tasks and Notifications 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 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 | 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 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. |
Manager Widget - Company Policies
The Manager Company Policies Widget allow Managers to access their Team's Company Policy Activity. The Manager can search for a Team Member and then use Filters to see which Company Policies Need to be attended too. Managers 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 |
| Send Reminder | Allows Manager to Resend Notification if the Person has not Open, Read - Confirmed the Policy |
| Type | This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew |
| No Policies | Shows people who have received "No Policies" which represent a risk to the business as they are not aware of Company Policies. |
| Created | Date when the Policy was created for the Employee to Read and Agree too |
Manager Widget - Training
The Manager Training Widget allow Managers to access their Team's Training Activity. The Manager can search for a Team Members Training, Course and Event Information. The Training Widget respects the User Group Permissions on the person accessing the system.
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| XXXXXX | XXXXXXXXXXXXX |
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| XXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXXXXX |
| XXXXX | XXXXXXXXXXXXXXXXXXX |
| XXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXX |
| XXXXXXX | XXXXXXXXXXXXXXXXXXX |
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Performance Management
The Performance Management widget will allow managers to have better overall vision on all the performance reviews that have been made relating to their in the system.
| Field Name | Description |
| Reviews Tab | Click this tab will display all employee reviews. |
| 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 name of the employee that this performance review is for will display here. |
| 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 | XXXXXXXXXXXXXXXXXXXXXXXXX |
| Goals / PDP Tab | XXXXXXXXXXXXXXXXXXXXXXXXX |
| Active | XXXX |
| Completed | XXXX |
| Overdue | XXXX |
| Not Started | XXXX |
| Search Topic | XXXX |
| Review Name | XXXX |
| Employee | XXXX |
| Status | XXXX |
| Progress | XXXX |
| Catch-ups Tab | XXXX |
| Create Catch-Up | XXXX |
| Active | XXXX |
| Upcoming | XXXX |
| Completed | XXXX |
| Search Topic | XXXX |
| Topic | XXXX |
| Employee | XXXX |
| Catch Up Date | XXXX |
| Action | XXXX |
