My Info Widget

My Info Dashboard Option

This User Tab Contains Widgets:

1. 4 Small Information Display Widgets
2. Personal Details
3. Time Off and Pay
4. Tasks and Notifications
5. 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.

My Info Widget - Personal Information

1. Name
2. Job
3. Location

My Info Widget - Time off and Pay

1. Name
2. Job
3. Location

My Info Widget - Tasks and Notifications

The Tasks and Notifications Widget allow users who have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows. 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.

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.

My Info Widget - Company Policies

Company Policies can be sent into the Employees Dashboard from: Onboarding, or when they are an Employee and a New Policy is created or an Existing Policy needs to be renewed. The reason for the new Policy Sign being delivered is defined against the Company Policy. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Field Name	Description
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
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
Type	This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew
Created	Date when the Policy was created for the Employee to Read and Agree too

My Info Widget - Announcements and Acknowledgements

This widget allows for Employees to receive and view their relevant Announcements and Acknowledgements. Recipients can view relevant announcements, complete Surveys and view people who have been linked to their related Announcements and Acknowledgements..

Field Name	Description
Announcement Tab	This tab displays all active and expired announcements posted by users.
Acknowledgement Tab	Clicking this tab will display all acknowledgements posted by users.
Active (Under Announcement Tab)	Displays all announcements that have not exceeded their expiry date. Number in brackets displays the total number of active announcements
Expired (Under Announcement Tab)	Displays all announcements that have exceeded their expiry date. Number in brackets displays the total number of expired announcements.
Search Title (Under Announcement Tab)	This is a free text field that you can use to filter down the list to specific wording you enter here.
Title (Under Announcement Tab)	This is the title of the created announcement.
Type (Under Announcement Tab)	This is the type of the announcement. E.g. Business Object, Highlight, People Related, Innovation, Policy.
Create Date (Under Announcement Tab)	This is the date and time the announcement was created.
Expire Date (Under Announcement Tab)	The announcement's expiry date. Once this date has come, the announcement will move over to the Expired section.
Acknowledgement (Under Announcement Tab)	Acknowledgements made to employees and/or locations and/or departments will display here.
Survey (Under Announcement Tab)	If a survey has been linked, you can click "Check Answers" to view the status of answered surveys. If no survey linked, "N/A" will display.
Create Acknowledgement (Under Acknowledgement Tab)	Top Right of the Widget. Starts the New Acknowledgement Wizard, for you to be able to create a new acknowledgement. This is also available from the "START" options
Search Keyword (Under Acknowledgement Tab)	This is a free text field which allows you to filter acknowledgement list down to specific keywords you enter here.
Create Date (Under Acknowledgement Tab)	This is the date and time the acknowledgement was created.
Keyword (Under Acknowledgement Tab)	Keywords entered upon creation of acknowledgement will display here as hashtags.
Likes (Under Acknowledgement Tab)	Clicking the "thumbs up" icon will Like the acknowledgement. The number beside it displays the total number of likes the acknowledgement has received.
Comments (Under Acknowledgement Tab)	Clicking the speech bubble icon will allow you to enter in comments related to the acknowledgement. The number beside it will display the total number of comments made against the acknowledgement.
Acknowledgement (Under Acknowledgement Tab)	Employees, locations and/or departments that have been acknowledged will display here.
Action (Under Acknowledgement Tab)	Use this dropdown to edit or delete acknowledgements. When you click Edit, you are able to edit the keywords of acknowledgement, the content and the acknowledged employees.

Performance Management

This widget display information regarding performance reviews related to the logged in user.

Performance Management - Reviews Tab

Clicking this tab will display all reviews related to the logged in user.

Field Name	Description
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 step assignee will appear here. This will either be the logged in user or the other party.
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

Performance Management - Goals / PDP Tab

XXXX

Field Name	Description
Active	XXXX
Completed	XXXX
Overdue	XXXX
Not Started	XXXX
Search Topic	XXXX
Review Name	XXXX
Employee	XXXX
Status	XXXX
Due Date	XXXX
Progress	XXXX

</table>

Performance Management - Catch-ups Tab

XXXX

Field Name	Description
Active	XXXX
Upcoming	XXXX
Completed	XXXX
Search Topic	XXXX
Topic	XXXX
Employee	XXXX
Catch Up Date	XXXX
Action	XXXX