Team-Dashboard

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 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.