Onboarding and Offboarding Dashboard Widgets

Team Dashboard Onboarding, Crossboarding and Offboarding

How to Navigate to the Onboarding, Crossboarding & Offboarding Dashboard

To Navigate to this Dashboard (and access Onboarding, Crossboarding and Offboarding functionality) Widget 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 "Onboarding/Offboarding."
• When the Onboarding/Offboarding Dashboard opens, scroll down to the Widget you need in order to On, Cross, or Offboard Employees.

This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:

• Need User Group.
• Onboarding time.
• Onboarding complete.
• Crossboarding incomplete.

2. Employee Processing.
3. User Management.

Employee Processing Widget

This widget allows for Users to quickly and easily manage Employees through each of the following processes by clicking on the relevant “Folder”:

• Onboarding - manage Employee Onboarding.
• Crossboarding - manage Employee Crossboarding.
• Offboarding - manage Employee Offboarding.

In each of these folders, there are a series of "Tabs" that provide different functionality for managing Employees during the On/Cross/Offboarding process. Within each Tab, there is a table that contains different columns. The Folder, Tabs and Columns are explained below.

From within the majority of these Folders/Tabs in this Widget there is a "+ Create New" link (top right-hand side of the Widget). Clicking on this link will trigger the New Employee Wizard, which will enable you to create a New Employee and then Onboard them (by triggering the Onboarding Wizard)

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 the Widgets.

Employee Processing Widget – Onboarding Folder

Within the Onboarding Folder, there are a series of “Tabs” where you can manage the Onboarding of Employees. Those Tabs are:

• Active.
• Completed.
• Non-Starter.
• Cancelled.
• To Do.
• No Onboarding.
• All.

Employee Processing Widget – Onboarding Folder – Active Tab

Field Name	Description
+ Create New	This link will trigger the New Employee Wizard, which will enable you to create a New Employee and then Onboard them (by triggering the Onboarding Wizard).
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Onboarding Workflow.
Onboarding Name	This column contains the name of the Onboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Onboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Onboarding Workflow.
Date Sent	This column lists the date that the Onboarding Workflow was sent.
Date Started	This column lists the date that the Onboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are: Complete – you can complete the Onboarding Workflow on the Employee’s behalf. Resend – you can resend the Onboarding Workflow to the Employee. Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why. Cancel – you can the Onboarding Workflow send to the Employee.

Employee Processing Widget – Onboarding Folder – Completed Tab

Field Name	Description
The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Onboarding Workflow.
Onboarding Name	This column contains the name of the Onboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Onboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Onboarding Workflow.
Date Sent	This column lists the date that the Onboarding Workflow was sent.
Date Started	This column lists the date that the Onboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are: View Result – you view the result/s of the Onboarding Workflow. Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why.

Employee Processing Widget – Onboarding Folder – Non-Starter Tab

Field Name	Description
+ Create New	This link will trigger the New Employee Wizard, which will enable you to create a New Employee and then Onboard them (by triggering the Onboarding Wizard).
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Onboarding Workflow.
Onboarding Name	This column contains the name of the Onboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Onboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Onboarding Workflow.
Date Sent	This column lists the date that the Onboarding Workflow was sent.
Date Started	This column lists the date that the Onboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow.

Employee Processing Widget – Onboarding Folder – Cancelled Tab

Field Name	Description
+ Create New	This link will trigger the New Employee Wizard, which will enable you to create a New Employee and then Onboard them (by triggering the Onboarding Wizard).
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Onboarding Workflow.
Onboarding Name	This column contains the name of the Onboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Onboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Onboarding Workflow.
Date Sent	This column lists the date that the Onboarding Workflow was sent.
Date Started	This column lists the date that the Onboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Onboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Onboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Onboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow.

Employee Processing Widget – Onboarding Folder – To Do Tab

Field Name	Description
+ Start Onboarding	This link will trigger the Onboarding Wizard, which will enable you to Onboard any New Employees for whom an Employee Record has been created, but they have not yet been Onboarded.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Onboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Department	This column contains the Department that the Employee will be working in.
Start Date	This column specifies the Employee’s Start Date.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow.

Employee Processing Widget – Onboarding Folder – No Onboarding Tab

Field Name	Description
+ Start Onboarding	This link will trigger the Onboarding Wizard, which will enable you to Onboard any New Employees for whom an Employee Record has been created, but they have not yet been Onboarded.
+ Move to To Do	To use this link to move any of the Employees in the "No Onboarding" Tab to the "To Do" Tab, first tick the checkbox for that Employee, then click on "Move to To Do."
+ Remove From list	To use this link to remove any of the Employees from the "No Onboarding" Tab, first tick the checkbox for that Employee, then click on "Move to To Do."
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Onboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Department	This column contains the Department that the Employee will be working in.
Start Date	This column specifies the Employee’s Start Date.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are: Start Onboarding – if you change your mind, you choose to Onboard the Employee from here by triggering the Onboarding process, which will open the Onboarding Wizard. Move to To Do – if there is something else you need to do to Onboard this Employee, you can move them to the To Do Tab. Remove From List – if there is nothing else you need to do in relation to this Employee, you can remove them from the list.

Employee Processing Widget – Onboarding Folder – All Tab

Field Name	Description
+ Create New	This link will trigger the New Employee Wizard, which will enable you to create a New Employee and then Onboard them (by triggering the Onboarding Wizard).
+ Send New/Deploy New	This link will trigger the Onboarding Wizard, which will enable you to Onboard any New Employees for whom an Employee Record has been created, but they have not yet been Onboarded.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Onboarding Workflow.
Created	This column specifies the date and time that the Onboarding Workflow was created.
Schedule	This column indicates when the Onboarding Workflow was/is scheduled to be sent.
Deployed	This column indicates when the Onboarding Workflow was actually to be sent.
Name	This column contains the name of the Employee that Onboarding Workflow was sent to.
Name	This column contains the name of the Onboarding Workflow was sent to the Employee named in the previous column.
Employees	This column indicates the number of Employees that the Onboarding Workflow has been assigned to.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are: Cancel Deployment – enables you to cancel sending the Onboarding Workflow, or to stop the Onboarding Workflow at its current step.

Employee Processing Widget – Crossboarding Folder

Within the Crossboarding Folder, there are a series of “Tabs” where you can manage the Crossboarding of Employees. Those Tabs are:

• Active.
• Completed.
• Cancelled.
• To Do.
• No Crossboarding.
• All.

Employee Processing Widget – Crossboarding Folder – Active Tab

Field Name	Description
+ Create New	This link will trigger the Crossboarding Wizard, which will enable you to Crossboard the selected Employee.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Crossboarding Workflow.
Crossboarding Name	This column contains the name of the Crossboarding Workflow.
Employee	This column contains the Employee that the Crossboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Crossboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Crossboarding Workflow.
Date Sent	This column lists the date that the Crossboarding Workflow was sent.
Date Started	This column lists the date that the Crossboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Crossboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Crossboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Crossboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.

Employee Processing Widget – Crossboarding Folder – Completed Tab

Field Name	Description
+ Create New	This link will trigger the Crossboarding Wizard, which will enable you to Crossboard the selected Employee.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Crossboarding Workflow.
Crossboarding Name	This column contains the name of the Crossboarding Workflow.
Employee	This column contains the Employee that the Crossboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Crossboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Crossboarding Workflow.
Date Sent	This column lists the date that the Crossboarding Workflow was sent.
Date Started	This column lists the date that the Crossboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Crossboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Crossboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Crossboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.

Employee Processing Widget – Crossboarding Folder – Cancelled Tab

ID	This column contains the ID assigned to that Crossboarding Workflow.
+ Create New	This link will trigger the Crossboarding Wizard, which will enable you to Crossboard the selected Employee.
Search	The Search field allows you to search all the records in this Tab.
Crossboarding Name	This column contains the name of the Crossboarding Workflow.
Employee	This column contains the Employee that the Crossboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Crossboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Crossboarding Workflow.
Date Sent	This column lists the date that the Crossboarding Workflow was sent.
Date Started	This column lists the date that the Crossboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Crossboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Crossboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Crossboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.

Employee Processing Widget – Crossboarding Folder – To Do Tab

Field Name	Description
+ Start Crossboarding	To use this link to Crossboard any of the Employees in the "No Crossboarding" Tab, first tick the checkbox for that Employee, then click on "Start Crossboarding." This link will trigger the Crossboarding Wizard, which will enable you to Crossboard existing Employees.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Crossboarding Workflow.
Employee	This column contains the Employee that the Crossboarding Workflow has been assigned to.
Department	This column contains the Department that the Employee will be working in.
Start Date	This column specifies the Employee’s Start Date.
Action	This enables you to “Start Crossboarding.”.

Employee Processing Widget – Crossboarding Folder – No Crossboarding Tab

Field Name	Description
+ Start Crossboarding	To use this link to Crossboard any of the Employees in the "No Crossboarding" Tab, first tick the checkbox for that Employee, then click on "Start Crossboarding." This link will trigger the Crossboarding Wizard, which will enable you to Crossboard existing Employees.
+ Move to To Do	To use this link to move any of the Employees in the "No Onboarding" Tab to the "To Do" Tab, first tick the checkbox for that Employee, then click on "Move to To Do."
+ Remove From list	To use this link to remove any of the Employees from the "No Onboarding" Tab, first tick the checkbox for that Employee, then click on "Move to To Do."
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Crossboarding Workflow.
Employee	This column contains the Employee that the Crossboarding Workflow has been assigned to.
Department	This column contains the Department that the Employee will be working in.
Start Date	This column specifies the Employee’s Start Date.
Action	This column provides you with a list of “Actions” that can be taken in related to the Onboarding Workflow. The options are: Start Crossboarding – if you change your mind, you choose to Crossboard the Employee from here by triggering the Crossboarding process, which will open the Crossboarding Wizard. Move to To Do – if there is something else you need to do to Crossboard this Employee, you can move them to the To Do Tab. Remove From List – if there is nothing else you need to do in relation to this Employee, you can remove them from the list.

Employee Processing Widget – Crossboarding Folder – All Tab

Field Name	Description
+ Send New/Deploy New	This link will trigger the Crossboarding Wizard, which will enable you to Crossboard Existing Employees into their new Job.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Crossboarding Workflow.
Created	This column specifies the date and time that the Crossboarding Workflow was created.
Schedule	This column indicates when the Crossboarding Workflow was/is scheduled to be sent.
Deployed	This column indicates when the Crossboarding Workflow was actually to be sent.
Name	This column contains the name of the Employee that Crossboarding Workflow was sent to.
Name	This column contains the name of the Crossboarding Workflow was sent to the Employee named in the previous column.
Employees	This column indicates the number of Employees that the Crossboarding Workflow has been assigned to.
Action	This column provides you with a list of “Actions” that can be taken in related to the Crossboarding Workflow.

Employee Processing Widget – Offboarding Folder

Within the Offboarding Folder, there are a series of “Tabs” where you can manage the Offboarding of Employees. Those Tabs are:

• Active.
• Completed.
• Cancelled.
• To Do.
• Active Employees.
• Completed.
• All.

Employee Processing Widget – Offboarding Folder – Active Tab

Field Name	Description
+ Create New	This link will trigger the Offboarding Wizard, which will enable you to Offboard the selected Employee.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Offboarding Workflow.
Onboarding Name	This column contains the name of the Offboarding Workflow.
Employee	This column contains the Employee that the Offboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Offboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Offboarding Workflow.
Date Sent	This column lists the date that the Offboarding Workflow was sent.
Date Started	This column lists the date that the Offboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Offboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Offboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Offboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow. The options are: Complete – you can complete the Offboarding Workflow on the Employee’s behalf. Resend – you can resend the Offboarding Workflow to the Employee. Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why. Cancel – you can the Offboarding Workflow send to the Employee.

Employee Processing Widget – Offboarding Folder – Completed Tab

Field Name	Description
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Offboarding Workflow.
Onboarding Name	This column contains the name of the Offboarding Workflow.
Employee	This column contains the Employee that the Offboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Offboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Offboarding Workflow.
Date Sent	This column lists the date that the Offboarding Workflow was sent.
Date Started	This column lists the date that the Offboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Offboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Offboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Offboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow. The options are: View Result – you view the result/s of the Offboarding Workflow. Set as Non-Starter – if the Applicant is offered a Job, but doesn’t show up for work, then you can flag them as a Non-Starter and investigate why.

Employee Processing Widget – Offboarding Folder – Cancelled Tab

Field Name	Description
+ Create New	This link will trigger the Offboarding Wizard, which will enable you to Offboard the selected Employee.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Offboarding Workflow.
Onboarding Name	This column contains the name of the Offboarding Workflow.
Employee	This column contains the Employee that the Offboarding Workflow has been assigned to.
Current Step	This column indicates the step of the Offboarding Workflow that the Employee is currently at.
Status	This column specifies the status of the Offboarding Workflow.
Date Sent	This column lists the date that the Offboarding Workflow was sent.
Date Started	This column lists the date that the Offboarding Workflow was started by the Employee.
Date Completed	This column lists the date that the Offboarding Workflow was completed by the Employee (if completed), otherwise it displays “Not Completed.”
Authorisation	This columns specifies if authorisation is required for the Offboarding Workflow to be shared with the Employee, and if that authorisation has been granted.
Progress	This column displays the percentage of the Offboarding Workflow that has been completed by the Employee.
Action	This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow.

Employee Processing Widget – Offboarding Folder – To Do Tab

Field Name	Description
+ Start Offboarding	To use this link to Offboard any of the Employees in the "To Do" Tab, first tick the checkbox for that Employee, then click on "Start Offboarding." This link will trigger the Offboarding Wizard, which will enable you to Offboard Leavers.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Offboarding Workflow.
Employee	This column contains the Employee that the Offboarding Workflow has been assigned to.
Department	This column contains the Department that the Employee will be working in.
Start Date	This column specifies the Employee’s Start Date.
Action	This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow.

Employee Processing Widget – Offboarding Folder – Active Employees Tab

Field Name	Description
+ Create Leavers	To use this link to Offboard any of the Employees in the "Active Employees" Tab, first tick the checkbox for that Employee, then click on "Create Leavers." This link will trigger the Offboarding Wizard, which will first enable you to mark the Employee/User as a "Leaver" and then Offboard that Employee by completing the Offboarding Wizard.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Offboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Department	This column contains the Department that the Employee will be working in.
Start Date	This column specifies the Employee’s Start Date.
Property	This column enables you to start the “Return Property” Wizard, which enables you to ensure that the Employee returns all Company Property prior to departure.
Action	This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow, which involves setting the Employee’s status to “Leaver.”

Employee Processing Widget – Offboarding Folder – Completed Tab

Field Name	Description
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Offboarding Workflow.
Employee	This column contains the Employee that the Onboarding Workflow has been assigned to.
Department	This column contains the Department that the Employee will be working in.
Start Date	This column specifies the Employee’s Start Date.
Property	This column enables you to start the “Return Property” Wizard, which enables you to ensure that the Employee returns all Company Property prior to departure.
Action	This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow.

Employee Processing Widget – Offboarding Folder – All Tab

Field Name	Description
+ Send New/Deploy New	This link will trigger the Offboarding Wizard, which will enable you to Offboard Leavers using the Offboarding Workflow of your choice.
Search	The Search field allows you to search all the records in this Tab.
ID	This column contains the ID assigned to that Offboarding Workflow.
Created	This column specifies the date and time that the Offboarding Workflow was created.
Schedule	This column indicates when the Offboarding Workflow was/is scheduled to be sent.
Deployed	This column indicates when the Offboarding Workflow was actually to be sent.
Name	This column contains the name of the Employee that Offboarding Workflow was sent to.
Name	This column contains the name of the Offboarding Workflow was sent to the Employee named in the previous column.
Employees	This column indicates the number of Employees that the Offboarding Workflow has been assigned to.
Action	This column provides you with a list of “Actions” that can be taken in related to the Offboarding Workflow. The options are: Cancel Deployment – enables you to cancel sending the Offboarding Workflow, or to stop the Offboarding Workflow at its current step.

User Management Widget

This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked. 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 the Widgets Widgets.

User Management - User Group Assigned Tab

Selecting this tab will display all employees who have been assigned a User Group. Further Actions can be made as detailed in the table below.

Field Name	Description
Employee Name	The name of the employee. The number in brackets represents employees ID number within the system.
User Group	Assigned group permissions will display under here. Number in brackets represent the Group ID number.
Action	You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details.
Action: De-Activate User	Select this action to de-activate an employee's user account.
Action: Update User Group	Select this action to update an employee's user group permission.
Action: Change User Name / Email Address	Select this action to update a User's username i.e. the email address the employee enters to log into the system.
Action: Send Reset Password	Select this action to send a password reset link to the employee's email address..
Action: Update Timezone	Select this action to update the timezone the employee is based in.
Action: Update Currency	Select this action to update the currency the employee is based in.

User Management - No User Group Tab

Clicking this option will display all employees in the who have not been assigned a User Account.

Field Name	Description
Employee Name	The name of the employee. The number in brackets represents employees ID number within the system.
Action	You can use this dropdown to assign a user group, Change User Name / Email Address, Update Timezone details and Update Currency details.
Action: Assign User Group and Profile	Select this action to assign a user group to this employee and update their currency/timezone details.

User Management - User Group Only Tab

Clicking this option will display all Users in the system who do not have an employee profile linked.

Field Name	Description
User Name	The name of the user. The number in brackets represents user's ID number within the system.
User Group	Assigned group permissions will display under here. Number in brackets represent the Group ID number.
Email	The User's email address will display under this column. This is the email address they enter in to log into the system.
Action	You can use this dropdown to de-activate a user, update a user's group permissions, change user name / email address, send reset password link and create employee record.
Action: De-Activate User	Select this action to de-activate a user account.
Action: Update User Group	Select this action to update the user's assigned group permissions.
Action: Change User Name / Email Address	Select this action to update the user's username/email address used to log into the system.
Action: Send Reset Password	Select this action to send the user a password reset link.
Action: Create Employee Record	Select this action to create an employee record in the system and link to the selected user.

User Management - De-Activated User Tab

Clicking this tab will display all Users who have been deactivated from your system.

Field Name	Description
Name	The name of the user. The number in brackets represents user's ID number within the system.
User Group	Assigned group permissions will display under here. Number in brackets represent the Group ID number.
De-Activated Date	The date the user account was de-activated.
De-Activated User	The User that de-activated the account will display here.
Action	You can use this dropdown to reactivate a user account.

User Management – Onboarding Completed Tab

Clicking this tab will display all Users who have completed Onboarding within your system.

Field Name	Description
User Name	The name of the user who has completed Onboarding. The number in brackets represents user's ID number within the system.
User Group	Assigned group permissions will display under here. Number in brackets represent the Group ID number.
Email	The email address associated with the User’s Onboarding process.
Action	You can use this dropdown to reactivate a user account.