People and Culture Dashboard Option

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

Active employees.
Leavers.
Total absence hours.
New starters.

2. Personal Details (Access to All Business).
3. Time Off and Pay (Access to All Business).
4. Tasks and Notifications (Access to All Business).
5. Company Policies (Access to All Business).
6. Training (Access to All Business).
7. Performance Management (Access to All Business).
8. Timesheets Management (Access to All Business).
9. Time Off and Pay Management (Access to All Business).

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.

People and Culture Widget - Search Team Member Personal Information

Name
Job
Location

People and Culture Widget - Search Time off and Pay

Name
Job
Location

People and Culture Widget - Tasks and Notifications

The Tasks and Notifications Widget for People and Culture allows the People and Culture user to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on all people. 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. If a Manager has Delegated their Tasks and Notifications to System Administration Users / People and Culture, People and Culture Users will see these Tasks and Notifications in this Widget.

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 People and Culture users to search for an employee and delegate tasks and notifications to their Manager or other People and Culture SA Users
+ 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 or task 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.

People & Culture Widget - Company Policies

The Manager Company Policies Widget allow Managers to access their Team's Company Policy Activity. The Manager can search for a Team Member and then use Filters to see which Company Policies Need to be attended too. Managers can Resend an notification to an Employee if that person has unopened / unread policies. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Navigation Option	Description
Search	Allows Managers to search Team to see the Company Policy Information for the Team Member being searched for.
Incomplete Tab	Shows Policies for the User that are not yet Opened and Read.
Completed Tab	Shows Policies that have been Opened and Read.
No Policies Tab	Shows Employees that have not been assigned any Company Policies to complete.
Filter	Allows you to Filter the Company Policies Table based on: Opened, Unopened, Read, Unread.
Policy	Allows you to Search all Policies based on the Filters you have applied.

People & Culture Widget - Company Policies – Incomplete Tab

Field Name	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee, New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

People & Culture Widget - Company Policies – Completed Tab

Field Name</b>	Description
Assigned To	The name of the Employee that a Company Policy has been assigned to.
Policy Name	The name of the Company Policy assigned to the Employee.
Opened	If the Employee has opened the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t opened it, a cross will be displayed.
Read	If the Employee has read the Company Policy they have been assigned, a tick will be displayed in this column. If they’re haven’t read it, a cross will be displayed.
Type	This column indicates what type of Company Policy it is E.g. Onboarding, Existing Employee ,New Policy Update, New Employee, Auto Renew etc.
Link	This column displays a link to the Company Policy.
Received	This column specifies the date when the Company Policy was sent to the Employee.
Read Date	This column specifies the date on which the Company Policy was read by the Employee.

People & Culture Widget - Company Policies – No Policies Tab

Field Name	Description
Employee ID	The Employee ID for the User who has not been assigned any Company Policies.
Employee Name	The name of the Employee who has not been assigned any Company Policies.
User Account	This colmn will specify if the Employee has a User Account.
Action Required	If the Company Policy is not yet complete, this column will display a recommended Action, e,g, Send Reminder.

People and Culture Widget - Training

The People and Culture Training Widget allow HR users to access their Team's Training Activity. The Manager can access Training Course and Event Information and Current Training Records for their team members. The Training Widget respects the User Group Permissions on the person accessing the system.

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Performance Management

The Performance Management Widget allows People and Culture users to track employee performance reviews deployed within the system.

How to use the Deployment Wizard for Cycle based Performance Reviews

Click onto "Select Review Process" button which is located on the top right corner of the Performance Management widget.
A light box will appear prompting you to select from a dropdown the review type. Select "Based on Cycle"
Click "Submit"
The system will take you back to the Performance Management widget. "Current Review Method = (Cycles)" with a green "ON" status will display on the top right of the widget.
To start creating 'Cycle' based performance review, click on "Create Review".
A light box appear confirming the review method being based on 'Cycles'. Click "Delete" to remove the 'Cycle' method. Otherwise click "Activate" to turn it on and start deploying reviews.
You can now click onto "Deploy Review" to deploy a new performance review based on 'Cycles'. This will take the user through the "New Performance Review" wizard.
You can remove the 'Cycle' method by clicking onto "Stop Review Process". Confirmation will appear allowing you to cancel or user can click "OK" to remove the method.

How to use the Wizard for Start based Performance Reviews

Click onto "Select Review Process" button which is located on the top right corner of the Performance Management widget.
A light box will appear prompting you to select from a dropdown the review type. Select "Based on Start Date"
Click "Submit"
The system will take you back to the Performance Management widget. "Current Review Method = (Start Date)" with a green "ON" status will display on the top right of the widget.
To start creating 'Start Date' based performance review, click on "Create Review".
You will then be prompted to enter in details for the review. This includes:
1. Name - The name of the performance review.
2. Performance Review Template - Select the performance canvas that will be used to review.
3. Workflow - Select the performance workflow.
4. Copy From Previous Review - You can choose to copy Skills and/or Behaviours from a previous review. Note that Goals are copied over by default.
Once you are happy click "Activate" or "Delete" to remove the 'Start Date' method.
You can click "Stop Review Process" to remove the 'Start Date' method. Confirmation will appear allowing you to cancel or proceed.

Field Name	Description
Reviews Tab	Clicking this tab will display all employee reviews.
Select Review Process	Clicking this will trigger a popup that will enable users to select whether reviews should be deployed based on a cycle or by employee start date.
Create Review	If based on Cycle, popup will display enabling users to activate cycle review deployment. If based on Start Date, popup will display enabling you to enter in performance workflow details including Name, Template, Workflow and Copy From Previous Review prior to activation.
Current Review Method	This is shown to display the type of Review process being run e.g. Deployment Cycle or Based on Start Date.
Stop Review Process - RED Button Allows you to STOP the review proces being used.	Stop for START Date or Cycle Method. Please note that this will complete all review as of that date. Information in the review can be seen up until that date.
Deploy - GREEN Button	If you have activated a Cycle based Deployment method, using this Button, you can Define each Cycle's Profile and send to People, Departments etc.
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.
No Review - Only Relevant to Cycle - Deployments	Clicking this will display all employees who currently have no deployed performance review. The number in brackets displays the total number of employees with no current reviews.
Deployments	Clicking this will display all performance workflows that have been created. The number in brackets displays the total number of deployments.
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 name of the employee that this performance review is for will display here.
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	Open Review - allow user to open and complete current performance step Reopen Step - allow user to reopen completed task on a completed step. This will display a popup with responder names. Simply tick the relevant step for the relevant responder. Force Start Next Step - allow user to force start the next step. Delete - allows user to delete the employee performance review Manage Peers - Allow users to manage peers if there is a "Define Step - Peers" and the review is not yet completed. Create Deployment (No Review Tab) - Top right link will be activated if review method is based on 'Cycles'. Selecting employees and clicking this link will auto select selected employees for deployment. Action link will allow deployment performance review for a single user. Cancel Deployment (Deployments Tab) - Cancel deployed employee performance review. View Reporting (Deployment Tab) - View reporting for this particular deployment.
Goals Tab	Clicking into this tab will display all Goals relating to the all employees within the system. Goals can be entered without using a Review Cycle. If your Performance Workflow Cycle includes a Goals Define step, you can create the Goals in the Review Process or directly from this Tab using "Create Goals". If you have a PDP step in your Performance Workflow Cycle, Goals which are created as part of the Review process, can be linked to the PDP. They will show up in this widget as having a relationship. If you are using a PDP step in the Review Cycle, and you enter a Goal through the Widget, you can link this Goal to the PDP and create Training Intervention.
+ Create Goal	Clicking this will allow users to create goals for employees. Goals will be created through the New Performance Goal wizard.
Active	Clicking this will display all Goals that are set to an active status. The number in brackets displays the total number of Active Goals/PDP.
Completed	Clicking this will display all Goals that have been completed. The number in brackets displays the total number of Completed Goals/PDP.
Overdue	Clicking this will display all Goals that have not been completed and have passed their Due Date. The number in brackets displays the total number of Overdue Goals/PDP.
Not Started	Clicking this will display all Goals that have a Not Started status. The number in brackets displays the total number of Goals/PDP that have yet to be started.
Cancelled	Clicking this will display all Goals that have been cancelled. The number in brackets displays the total number of cancelled Goals.
Search Topic	This is a free text field that allows the user to filter down the list of Goals to specific keywords entered here.
Employee	The relevant employee's name will appear under here.
Goal Name	Name of the Goal
PDP	The related Performance Development Plan will display here.
Review	If a Review Cycle us being used, when the Goal is created, it will show the relationship to the review it was created for.
Training	This is show if you click on PDP - YES. Click on the Yes Link to view the PDP and the training that has been linked. Note - A Course Waiting List can be selected if you choose Training Intervention for a Goal.
Status	The status of the goal will display here. This can be Incomplete, Complete or Cancelled.
Due Date	The goal's due date will appear here.
Action	This dropdown will allow user to edit their team's and their own goals.
Catch-ups Tab	Clicking into this tab will display all Catch-ups relating to all employees within the system.
+ Create Catch-up	Clicking onto this will allow the user to create a Catch-up for an employee. This will be created through the Create a Catch-up wizard.
Active	Clicking this will display all Catch-ups with an active status.
Upcoming	Clicking this will display Catch-ups that are yet to happen at a future date.
Completed	Clicking this will display completed Catch-ups.
Search Topic	This is a free text field which allows users to filter down the list of Catch-ups to keywords entered here.
Topic	The relevant topic of the Catch-up will display under this column.
Employee	The relevant employee the Catch-up is related to will display here.
Catch-up Date	The date of the catch-up will display under this column.
Action	Start Conversation - Use this to Start the conversation for the Catch-up. Reply - Use this to reply to the conversation Complete Catch-up - Set status on a Catch-up as "Complete" Create Next Catch-up - Use this to create a following Catch-up.

Timesheets Management

This widget display information regarding all timesheets made within the system.

Field Name	Description
In Progress Tab	Displays all saved but not submitted timesheets. Number in brackets outline the total number of "In Progress" timesheets.
Requested Tab	Displays all timesheets that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending timesheets.
Authorised Tab	Displays all timesheets that have been authorised by the authoriser. Number in brackets outline the total number of Authorised timesheets.
Rejected Tab	Displays all timesheets that have been rejected by the authoriser. Number in brackets outline the total number of Rejected timesheets.
Cancelled Tab	Displays all timesheets that have been cancelled. Number in brackets outline the total number of cancelled timesheets.
+ Create Timesheet	Clicking this button will allow users to quickly create a timesheet through the New Timesheet Wizard.
Search by name	This is a free text field which allows you to specifically search for timesheets by employee name.
Name	Employee name will appear under here.
Period	Duration of timesheet will display here in DD/MM/YYY - DD/MM/YYYY format.
Submitted Date	The date the timesheet was submitted will appear under here.
Total Hours	Total number of hours recorded within the timesheet will appear under here.
Time Off	Total number of hours employee was away will appear here.
Authoriser	The name of the timesheet's authoriser will appear here.
Action	This dropdown allows user to perform either of the following: Cancel - Cancel the timesheet View - View the timesheet Authorise - Authorise the timesheet Reject - Reject the timesheet Export to CSV - Export the timesheet into a CSV file

Time Off Management

This widget displays information regarding absence requests made by employees within the system.

Field Name	Description
+ Create Time Off	Allows logged in User to create an absence request made by an employee within the system. Clicking this will take them through the Time Off Wizard.
Requested Tab	Displays all absence requests that have been submitted but are have yet to be authorised/rejected. Number in brackets outline the total number of pending requests.
Authorised Tab	Displays all absences requests that have been authorised by the authoriser. Number in brackets outline the total number of Authorised absence requests.
Rejected Tab	Displays all absence requests that have been rejected by the authoriser. Number in brackets outline the total number of Rejected absence requests.
Cancelled Tab	Displays all absences requests that have been cancelled. Number in brackets outline the total number of cancelled absence requests.
Search Team Member	This is a free text field which allows you to specifically search for absence requested by employee name.
Employee Name	Employee's full name will appear under here.
Requested Date	Date the request was made will display here in DD/MM/YYYY format.
From Date	The date the absence begins will display here in DD/MM/YYYY format.
Until Date	The date the absence ends will display here in DD/MM/YYYY format.
Days/Hours	This will outline whether the employee has taken the whole day off or part of the day off..
Authoriser	The name of the absence request's authoriser will appear here.
Action	This dropdown allows user to perform either of the following: View - view the request Cancel - Cancel the request Reject - Decline the request Authorise - Accept the request View accruals - view the accrual levels of the related employee View Team Leaver Planner - access the team leaver planner functionality

People and Culture Dashboard Widgets

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