System Administrator Dashboard (SA) Dashboard Widgets

System Summary Dashboard

To Navigate to this Dashboard and the Widgets (and access System Summary information) 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 "System Summary."
• When the System Summary Dashboard opens, scroll down to the Widget you need to view.

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

• Leavers.
• Active employees.
• Excess data.
• SA Users.

2. 9 Large Information Display Widgets:

• SA Solution Summary.
• SA System Summary.
• SA Billing Summary.
• SA GAP Summary.
• SA Users Summary.
• SA SMS Summary.
• SA Disk Space Summary.
• SA Inactive Records Summary.
• SA Service Order Summary.

These widgets can be moved around in the Dashboard. The large Widgets can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to Widgets.

SA Solution Summary

This widget allows System Administrator Users to see key information based on the amount of data being processed by Subscribe-HR. E.g. Vacancies, Applicants, Employee etc.

Field Name	Description
Total Applicants	Total Number of Applicants managed. Since System Implementation
Total Vacancies	Total Number of Vacanices managed. Since System Implementation
Total Onboarding	Total Number of people Onboarded. Since System Implementation
Total Crossboarding	Total Number of people Crossboarded. Since System Implementation
Total Offboarding	Total Number of people Offboarded. Since System Implementation
Total Employees	Total Number of Employees including Leavers. Since System Implementation
Total SHaRe Canvases	Total Number of SHaRe Canvses - Surveys in the system. Regardless of type
Total Performance Reviews	Total Number of Performance Reviews Conducted
Total Leavers	Total number of people who have left the business but are in the system marked as "Leavers".

SA System Summary

The SA System Summary widget shows key System stats to to with over usage of other key part of the system including: Number of user Logins. Number of Workflows Sent etc.

Field Name	Description
Standard Workflows	Standard Number of Workflows that come with the system
Custom Workflows	Workflows that have been set-up for you or ones that your users have created that are not standard
Total Workflows	Addition of Standard + Customer Workflow. Showing Total
Custom Reports	Total Number of Reports that have been Written outside of the Standard Reports
Standard Reports	Total Number of Standard Reports that come with the system
Total Workflows Sent	Number of Workflows sent out by the system
Total Logins	Total Number of Logins into the system
Total Custom Fields	Number of user fields that have been added into the system over and above the fields that come with the system as standard
Total Custom Objects	Total Number of Objects that have been added, over and above the standard Objects that come with the system

SA Billing Summary

The SA System Summary widget shows key System stats to to with over usage of other key part of the system including: Number of user Logins. Number of Workflows Sent etc.

Field Name	Description
ID	System Generated ID
Period Start	Billing Period. Based on Month by Month Recording. Snapshot. Based on Contract Start.
Period End	Monthly Period based on Contract Start.
Active Employees	Number of Active Employees in the Period.
Inactive Employees	Number of Inactive Employees in the Period
Excess Data	Excess Data in the Period. Which is based on Excess over the standard allocation provided at no charge
Number of SA Users	Total Number of SA User

SA GAP Summary

Recording of GAP information which is based on what you signed up at and what the number of Employees Active are either above or below that for the quarterly period - each period from Contract Signing. Average of the + and -.

Field Name	Description
ID	ID of the Bill for that Period
Start Date	Based on Quartely Billing
End Date	End of Quarterly Billing
Signed Number/font></td>	Number of Employees signed on when Contract Started</td> </tr>
Previous Employees</td>	Number of Employees in the Previous Period - Quarterly</td> </tr>
Current Employees</td>	Current Employee Active Number</td> </tr>
GAP Number</td>	Based on Contracted Employee Number and the + or - based on this on this period</td> </tr>
GAP Price Per Employee</td>	Based on Current Price Per Employee</td> </tr>
GAP Cost</td>	Based on the most recent Period. Calculated in arrears</td> </tr> </table> SA - SA User Summary Shows the Number SA System Admin Users. Field Name Description ID ID of the Bill for that Period Start Date Based on Monthly Billing End Date End of Monthly Billing SA Free Number of Free Licences. Which is 5. Previous SA users Number carried forward from last Period / Month Current SA Users Number of Current including Previous + Current. Non include Free. Cost Number of Paid Licences. $100.00 per month per licence. SA SMS Summary Shows all of the SMS purchases. There are two buttons available on the Top Left of this Widget. One is to Activate Auto Top-up which turns to Cancel Auto Top-up if the Auto Top-up is on. The other is Buy SMS Credit. If you press the Buy SMS Credit Button, you will be able to Purchase SMS's. The initial activation of the SMS function needs to be done through the Activation Hub. Via the Push Notifications Widget. Once SMS is activated. These buttons will appear. If you press the Green Button. "Buy SMS Credits" button, you will be able to purchase SMS Credits. Min Purchase is 1,000 = $140.00. This is based on each SMS costing 14c. Please note we do not refund unused SMS Credits. You can schedule an Auto Top-up via the Screen where you make each purchase. If you tick the "Auto Top-up" Checkbox, you can define the parameter that Top-up is trigger from. Top-up Credit which is a min of 1,000. This means that this amount will be purchased when the Top-up Credit Trigger is reached. E.g. When Top-up credit Trigger of 100 sms is reached, Auto Top-up with another X Top up Credits (Min 1,000 SMS). To Cancel Auto Top up Click the Red Button "Cancel Auto Top-up". Field Name Description ID ID of the Transaction Amount Amount spent on the SMS purchase based on the number of SMS purchase. Min 1,000 SMS Name Account / User / Name who mane the purchase Price per SMS Price of each SMS Credit Amount of SMS purchase Previous Credit Number of SMS remaining - carried forward Auto Top up Shows Top up amount and Trigger. Trigger is based on when the min amount of SMS hits this mark, the Auto Top-up is triggered Auto Top up Canceled Shows when the Top-up was Cancelled and the Date of the Cancellation SA Disk Space Summary Shows Disk Space Usage Information. Field Name Description ID ID of the Transaction Start Date Start Date of the Period. Based on Contract Signing. 1 Month End Date End Date of the Period. Based on Contract Signing. 1 Month Free Disk Space Based on Current Free Allotment Previous Disk Space Previous Snapshot of Disk Space Current Disk Space Current Snapshot of Disk Space Over Free Is there excess Disk Space over the Free Allotment. How Much Usage Cost Price Per Gig for excess usage Cost Cost of the Excess which is based on the amount over the Free Allotment (Number of Gigs) X Price Per Gig SA Billing Summary The SA Billing Summary shows a snap shot of the billing invoice which is used for invoicing. Field Name Description ID ID of the Bill for that Period Period Billing Period Active Employees Total Number of Total Inactive Employees. Non Leavers Inactive Employees Total Number of Inactive Employees. Marked as Leaver Excess Data Excess Data used in the system. Over and above the 5 GB each customer gets as part of their standard system Number of SA Users Total Number of SA (System Admin) User. Each system comes with 5 as part of the subscription Action You can view this information in a form by selecting this option Inactive Summary The Widget Shows all the Service Orders that have been Authorised for Completion once the Service Order has been signed off by the Customer. Field Name Description ID ID for the Service Order. Auto Generated. Start Date Start Date of the Period. Which will be monthly from the contract signing date End Date End Date of the Monthly Period. Based on Contract Signing Inactives Free Number of Free Inactive Records Previous Inactives Inactive Records for the previous period Current Inactive Number of actual Current Inactive Records Chargeable Inactives Based on the Number above the Free Allotment which is charged x Price Per Employee Price Per Employee Your Current Price Per Employee Cost Number of Excess Inactives X Price Per Employee. Cost is Total Cost of the Excess above Free Allotment Service Order Summary The Widget Shows all the Service Orders that have been Authorised for Completion once the Service Order has been signed off by the Customer. Field Name Description ID ID for the Service Order. Auto Generated. Service Order Name Free Text Field. Name describing the Service Order. SignOff Date The Date the Service Order was signed. Completed The Date the Service Order is Due for Completion. Based on the Delivery Estimate. Attachment Used to Attach the Service Order to the Record. PDF Version of the Signed - Authorised Service Order. Total Amount Service Order value Including GST Authorised By The Customer Contact that Authorised the Service Order. Status This can be marked as Completed.