My Team Info
There are multiple navigation options available to you throughout the "Folders" in the My Team Info Wizard. These navigation options are outlined below.
- START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
- View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
- Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
- Create New - allows you to create a New Record within a particular Wizard (where relevant).
- Create - allows you to 'save' a New Record you've created.
- Edit - allows you to Edit a Record.
- Save - allows you to Save a Record.
- Delete - allows you to Delete a Record.
- Previous - allows you to go back one step.
- Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
- Submit - allows you to Submit the data or Record/s you've added into a Wizard.
- Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
- Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
- Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
- Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).
NOTE: There is a 6MB file limit on all files that are uploaded into Subscribe-HR's Team Dashboards System. Please ensure that large files are compressed/reduced and that the file size is less than 6MB (the smaller the file size, the better).
How to Trigger The My Team Info Wizard
The My Team Info option is for Manager Self-Service (so that Managers can access their own information) and also access information for all team members (which you have Permission to access). You can View and Update information for all your team members by selecting the My Team Info Wizard.
1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "My team Info" option from the menu, then click "Select."
3. A new window will open and you will be required to "Select Employee." Click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list.
NOTES for using the START Wizard menu option for My Info, Manager and People & Culture Dashboards:
Managers (with Line Manager User Group Assigned), can create/edit Employee record information for other Employees, but those Employees must be their direct report (just because an Employee is a ‘Manager’ and has ‘Line Manager’ User Group assigned, this does not allow them to create/edit Employee record information for any/all Employees). Creating/editing Employee record information works as follows:
- System Administrators and People & Culture Users can create/edit Employee record information via 'My Team Info' for all Users.
- To do so, the User must be on the People & Culture Dashboard (and can then use the My Team Info Wizard via the 'Start' Wizard menu).
- Managers can create/edit some/limited Employee record information on behalf of their direct reports only (such Managers need to have 'Line Manager' User Group assigned, they have to be set in the System as a 'Manager,' and specified as the Employee's Manager to be able to do this). Other Line Managers can't create/edit Employee record information on behalf of Employees for whom they are not the specified/assigned Manager. Only one Manager can/has the capacity to do this.
- To do so, the User must be on the Manager Dashboard (and can then use the My Team Info Wizard via the 'Start' Wizard menu).
4. Scroll down and click on the "Employee" whose information you want to view or edit then click "Select."
5. Click on the "Folder" you would like to access. These folders and the information they contain are shown to you based on your Permissions.
The My Team Info Wizard contains the following "Folders" for you to choose from (these Folders spread across tabs 1, 2, 3 and 4 located at the bottom right of the popup window):
- Absence.
- Address.
- Allowances.
- Background Check.
- Bank Details.
- Benefits.
- Bonus.
- Canvases & Documents.
- Certificates and Licences.
- Contract.
- Dependants.
- Discipline.
- Disclosure.
- Education & Qualifications.
- Employee Performance Responder.
- Entitlements.
- Expense Claim Form.
- Flexible Working.
- Grievance.
- Incidents.
- My Info.
- Jobs.
- Leave Balances.
- Medical
- Next of Kin.
- Path.
- Payslips.
- Property.
- Salary.
- Shares.
- Superannuation.
- My Info.
- Tasks.
- Timesheets.
- Training Records.
- Work History.
- Working Hours.
6. When you click on a Folder, you will see the information related to that folder. E.G. Absence will show all of the Absence records for the User/Employee you have selected.
7. The View, Create New, Edit and Delete options available to you are based on your Permissions (which Permissions you have been given to be able to access that Folder, or information contained in that Folder).
8. If you create a New Record, it will be shown highlighted in green at the top of the List. The green highlight will be shown for 5 seconds after creating the new record.
