Activation Hub Dashboard
Contents
To Navigate to this Dashboard and the Widgets (and access Activation Hub 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 (this is the second the second dropdown menu from the top of the system/screen and will default to 'Standard Reports' for Free Trial Users).
- Scroll down and select "Activation Hub."
- When the Activation Hub Dashboard opens, there are 12 Widgets that you need to work through in the following order to configure and set up a Free Trial account for your organisation:
- Free Trial/Staff System Details.
- Create Key System Settings.
- User Management.
- Data Manager.
- Recruitment.
- Free On/Cross/Offboarding.
- Core-HR.
- Performance Management.
- SHaRe Surveys/Digital Forms.
- Reporting and Dashboards.
- Push Notifications &and Workflows.
- Calculate Pricing.
NOTE: It is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
Free Trial/Staff System Details
The Free Trial Details Widget enables Free Trial Users to configure the settings necessary to create and brand a Free Trial account for their company. It is the first Widget you will see in the “Activation Hub.” The details entered in this Widget are also used if/when a Free Trial User is converted to an official Customer Account, including calculation of the pricing). It is important to enter all information into this Widget accurately to ensure that your Free Trial account is created and activated correctly.
The Free Trial Details Widget contains the following functionality that enables Users to create their account, refer other Users (and receive a commission for the sale), or delete Demo data if/when converting a Free Trial Account to an official Customer Account.
All the information that is input into Free Trial Details Widget will be retained and transferred to the official Customer Account (if/when one is created). This information will also be used to create a Pricing Estimate via the “Calculate Pricing” Widget if/when a Free Trial User decides to convert to a Customer Account.
| Field Name | Description |
| ABN / ACN | Enter the ABN /ACN for your organisation. |
| Primary Contact | Enter the contact details for the Primary Account contact, including:
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| Address | Enter the address details for your business/organisation. |
| Number of Active Employees | The Free Trial System includes a certain number “Trial” employee records, plus Trial Users can also add two of their own [‘X’ Trial Users + 2]. If/when converting a Trial Account to an official Customer account, Users can “Delete Demo Data” (see below) and keep the +2 Trial Records (if entered). For the purpose of calculating the correct Pricing for your Customer Account (including the number of Employees you want to include in your Account), refer to the “Calculate Pricing” Widget below. |
| Free Trial Start / End Date | The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-hr to make that request. |
| Free Trial Start / End Date | The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-HR to make that request. |
| Brand My System | Upload your Company logo and use the colour palette settings to brand and style your Account. |
| Refer Subscribe-HR | Users can refer Subscribe-HR to friends and associates via the “Refer” step. The referral process works as follows:
The Referee will the receive a series of emails from “Subscribe-HR,” including:
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| Delete Demo Data | If/when you convert your Free Trial Account to an official Customer Account, you can delete all the Demonstration data (including trial Employee records) to purge your Account and start from scratch with a clean slate. |
Create Key System Settings
The Create Key System Settings Widget allows Users to configure the following settings:
- Locations.
- Departments.
- Divisions.
- Business Areas.
- Cost Centres.
- Multi-Currency.
- CPD Settings.
- Public Holidays.
- Entitlement Profiles.
- Job Description Library.
NOTE: Before getting started on the Key System Settings Widget please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
| Field Name | Description |
| Location/s | View, Edit and Create the Location/s that your organisation operates/has offices in. |
| Department/s | View, Edit and Create the Department/s within your Organisation. |
| Division/s | View, Edit and Create the Division/s within your Organisation. |
| Business Area/s | View, Edit and Create the Business Areas within your Organisation. |
| Cost Centre/s | View, Edit and Create the Cost Centre/s within your Organisation. |
| Multi-Currency | For Users with offices/locations in multiple countries (making payments to Employees in multiple currencies), you can 'Activate' the Multi-Currency feature here.
To activate Multi-Currency settings:
When activated, the Multi-Currency setting applies as follows:
To change the local currency for an Employee (if they move to a different country to fill Job Role), follow these steps:
The new 'Local Currency' will then be applied to the new 'Salary' from that point forward. The local currency type will not be applied to current/active or previous salaries for the Employee - only to Salary records that are created AFTER the currency has been changed. NOTES:
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| CPD Settings | View, Edit and Create the Public Holiday settings, including:
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| Public Holidays | View, Edit and Create the Public Holiday settings. The Public Holiday for all States and Territories in Australia are updated annually in advance based on an API provided by the Australian Government. |
| Entitlement Profiles | View, Edit and Create Entitlement Profile settings, including:
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| Job Description Library | View, Edit and Create Entitlement Profile settings, including:
NOTE: In order for a Job Description to appear (and be selected from the dropdown menu) in the Job Description step of the following Wizards, it must first be created in the Job Description Library:
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User Management
The User Management Widget allows Users to:
- Create and assign User Groups.
- Manage active and inactive Users.
- Update Timezone and Currency settings for Employees.
| Field Name | Description |
| User Groups | This tool enables Users to create new User Groups, edit User Group details and edit User Group permissions. |
| Launch Single User | This tool enables Users to create and a assign (a) User Group/s to an Employee. |
| Bulk Assign | This tool enables Users to bulk assign (a) User Group/s to multiple Employees. |
| User Management Control Centre | This tool enables Users to update and manage the following settings for Employees:
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Data Manager
The Data Manager Widget enables Free Trial Users to configure all the data related settings for setting up a Free Trial (and if/when converted, official Customer) account. Within the Data Manager Tool, Users can view, edit and/or create all the System and Employee related data needed in the Subscribe-HR System using their own organisational data if desired (as opposed to relying on the standard content provided by Subscribe-HR). This functionality has been designed to enable “touchless” configurability and customisation for Users. The configurability options available within the Data Manager Tool make it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business right from the Free Trial and all the way through to conversion and implementation of their official Customer Account.
NOTE: Before getting started on the Data Manager Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY WILL RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
IMPORTANT NOTE: Workflows are temporarily deactivated during the data upload process into the Subscribe-HR System so that the data being uploaded without triggered any active workflows.
| Field Name | Description |
| Lookup Data Management | The “Lookup Table Data” contains the Code Library of all data used/available in the Free Trial and within the Subscribe-HR System. Users can view codes, create, edit or delete Code Library data to configure/customise the Free Trial/System to suit their needs. To create a new Lookup Table – simply click on “the green +Create New” button.
NOTE: Do not move forward to the data export/upload steps until all the data related to creating Employees has been set up in the system including:
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| Superannuation Funds | Subscribe-HR’s System contains all the Super Funds available via the APRA Super Funds list called “List of RSES and RSE Licensees and MySuper Authorised products.” This list will automatically sync on a monthly basis and there is no further action needed by Users. Users can view and search the list all available Super Funds and Fund details via this Tool. This list can’t be edited or added to. |
| Bank Feed | Subscribe-HR’s System contains a list of all the Banks available to Australian Users. This list will automatically sync on a monthly basis and there is no further action needed by Users. Users can view and search the list all available Banks and BSBs via this Tool. This list can’t be edited or added to. |
| Export Template (Support Data) | Subscribe-HR makes it possible for Users to do a bulk upload of relevant organisational data into the Free Trial (and/or official Customer Account). Instead of having to set up this information manually, one record at a time, the export/upload process for Support data makes it possible for Users to upload data via these Tools. Support Data is classified as any type of data that needs to be uploaded into the system before Employee related data is uploaded. For example, to upload Employee Job data, you first need to upload Jobs into the System (so that the Job types that Employees might hold, and to which they will be assigned are already present in the System).
Follow these steps to quickly, easily and accurately do bulk data uploads to set up your Free Trial or official Customer Account. Users MUST complete these steps in the order specified below or the process will not work.
Outlined in this section is the format and export the “Export Template – Support Data” step. For the remaining steps, see the relevant section below. To format the Support Data spreadsheet/s, click on “Export Template (Support Data)” and specify the following information:
Users will need to create and export a formatted spreadsheet for each of the following 'Support' data types one at a time and specifically in the following order if those Support data types are required:
As an example, to create and export a spreadsheet for 'Locations' follow these steps:
Once the Locations template is complete, repeat this process for Jobs, Company Property and Leave settings. Once data has been added to these spreadsheets and they are complete, they will then need to be uploaded back into the System in the next step: Upload Template – Support Data. If you do not format, fill and upload data for ALL FOUR support data types BEFORE uploading Employee data in the next step (if the Employee data is predicated on any of the Support data types), the Employee data upload process WILL NOT work. IMPORTANT NOTES:
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| Upload Template (Support Data) | The Upload Template creator for “Support” related information enables Users to upload correctly formatted bulk 'Support' data for the fields and records specified in the previous step (instead of having to input the data manually, one record/field at a time).
To upload the Support Data spreadsheet, click on “Upload Template (Support Data)” and specify the type of data you want to import from the dropdown list:
If the data in the spreadsheet is formatted and input in the correct way, then you will be shown a validation table. This validation table highlights any remaining issues with the data and allows you to correct them. In the top row of the table you will see a list of colour coded fields and data types and a calculation of the number of errors (if any) for that data/field type. If there is an error you can click on the name of the error type (e.g. mandatory field, email address) and this will show only/all the rows in the spreadsheet that contain that validation error type. You can then click on ‘Clear Filter’ next to the name of the error type to clear those rows and return to an "all rows" view. Validation error types are colour coded in the following manner:
In the table below the top validation errors row, you will see all the data (columns and rows) being imported into the System. Any validation errors will appear in the colour related to the type of validation error listed above. To edit/fix data issues, click on the green “Edit’ button for the row in which the error occurs, then once you've corrected the cell with the error in it, click the Orange ‘Review’ button to check and complete. Or click directly into the cell with the error and resolve it that way. Users can also ‘Delete’ data rows by click on ‘Delete.’ When all data is correct and has been validated, you will see an orange bar across the top of the table to indicate that your data is ready to Upload. Click “Upload Now” to upload data. NOTE: the data upload process takes a few minutes to complete. DO NOT leave the page, go to another tab, move to another App or browser window, or close the tab or this will cancel the data upload process. Allow the upload process to run and complete itself before taking any further steps. When the data upload process is complete, you will see a green bar across the screen that specifies how many records have been uploaded. Only after you see this message can you click “Finish.” |
| Assign Job Reporting | This tool enables Users to assign (and reassign) reporting relationships between Jobs. |
| Export Template (Employee Data) | Subscribe-HR makes it possible for Users to do a bulk upload of relevant Employee data into the Free Trial (and/or official Customer Account). Instead of having to set up this information manually, one at a time, the export/import process for Employee data makes it possible for Users to upload data via these Tools. Employee Data is classified as any type of data that needs to be uploaded into the system that is related directly to an Employee record. Please note that to upload Employee Job data (for example), you first need to upload Jobs (which is classified as 'Support' data - see previous 'Support' data export/upload step) into the System (so that the Job types that Employees might hold, and to which they will be assigned are already present in the System).
Users will need to create and export a formatted spreadsheet for each of the following 'Employee' data types one at a time and specifically in the following order if those Employee data types are required:
To create and export a spreadsheet for 'Employee Data' follow these steps:
Once the Employee template is complete, repeat this process for all the other Employee related options listed above. Once data has been added to these spreadsheets and they are complete, they will then need to be uploaded back into the System in the next step: Upload Template – Employee Data. IMPORTANT NOTES:
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| Upload Template (Employee Data) | The Upload Template creator for “Employee” related information enables Users to upload correctly formatted bulk Employee data for the fields and records specified in the above step (instead of having to input the data manually, one record/field at a time).
To upload the Employee Data spreadsheet, click on “Upload Template (Employee Data)” and specify the type of data you want to import from the dropdown list:
If the data in the spreadsheet is formatted and data has been input in the correct way, then you will be shown a validation table. This validation table highlights any remaining issues with the data and allows you to correct them. In the top row of the table you will see a list of colour coded fields and data types and a calculation of the number of errors (if any) for that data/field type. If there is an error you can click on the name of the error type (e.g. mandatory field, email address) and this will show only/all the rows in the spreadsheet that contain that validation error type. You can then click on ‘Clear Filter’ next to the name of the error type to clear those rows and return to an "all rows" view. Validation error types are colour coded in the following manner:
In the table below the top validation errors row, you will see all the data (columns and rows) being imported into the System. Any validation errors will appear in the colour related to the type of validation error listed above. To edit/fix data issues, click on the green “Edit’ button for the row in which the error occurs, then once you've corrected the cell with the error in it, click the Orange ‘Review’ button to check and complete. Or click directly into the cell with the error and resolve it that way. Users can also ‘Delete’ data rows by click on ‘Delete.’ When all data is correct and has been validated, you will see an orange bar across the top of the table to indicate that your data is ready to Upload. Click “Upload Now” to upload data. NOTE: the data upload process takes a few minutes to complete. DO NOT leave the page, go to another tab, move to another app or browser window, or close the tab or this will cancel the data upload process. Allow the upload process to run and complete itself before taking any further steps. When the data upload process is complete, you will see a green bar across the screen that specifies how many records have been uploaded. Only after you see this message can you click “Finish.” |
| Assign Manager | This tool enables Users to assign (and reassign) reporting relationships between Employees and Managers. |
| Support Information Management | This tool enables Users to see all the Support data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Support” data. |
| Employee Data Management | This tool enables Users to see all the Employee data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Employee” data. |
Recruitment
The Recruitment Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable recruitment related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
The e-Recruitment Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
NOTE: Before getting started on the Recruitment Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
| Field Name | Description |
| Careers Page Branding | Configure your Recruitment Portal settings including Company logo upload and colour updates to match your organisations’ brand. |
| Applicant Processing Workflows | This tool enables Users to create, view, edit and delete Applicant Processing workflows/processes. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. |
| External Job Board Export Settings | Configure your external Jobs Board settings for data that will be exported to external Job Boards (like SEEK, Adzuna etc.). |
| External Job Board Accounts | Displays a list of the Jobs Board Accounts your are connected to, E.G. SEEK, Adzuna etc. |
| Apply and Confirm | This tool enables Users to view, edit and create texts that will be sent to Applicants pre and post application submission. |
| Privacy Policy | This tool enables Users to view, edit and update the Privacy Policy for the collection and handling of Applicant data during the Application process. |
| Email Header and Footer | This tool enables Users to view, edit and update the header & footer for Recruitment correspondence templates. |
| Email Templates | This tool enables Users to create, view, edit and delete Recruitment correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Advanced Recruitment Settings | This tool enables Users to view, edit and configure General System Settings for the Recruitment solution. |
| Careers Page Steps | This tool enables Users to specify if education, work history, referees and certificates & licences are mandatory (or disabled) in Applicant Processing Workflows. |
Free On/Cross/Offboarding
The Free Onboarding Widget enables Free Trial Users to create, view, edit and delete the full suite of configurable/customisable Onboarding, Crossboarding and Offboarding related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
The Free Onboarding Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
NOTE: Before getting started on the Free On/Cross/Offboarding Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
| Field Name | Description |
| Contracts | This tool enables Users to create, view, edit and delete Contracts and Employment Agreements. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. |
| Letters | This tool enables Users to create, view, edit and delete Letters and Letters of Offer. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. |
| Company Policies | This tool enables Users to create, view, edit and delete Company Policies. Use one of Subscribe-HR’s standard templates (included with the System) or add your own. |
| Onboarding/Offboarding Workflows | This tool enables Users to create, view, edit and delete Onboarding, Crossboarding or Offboarding Workflows/Packs. Use one of Subscribe-HR’s standard templates (included with the System) or add your own. |
| Default Super Fund | This tool enables Users to select and update the Organisation's default Superannuation Fund. When Employees are Onboarded, if they select the Company's Super Fund (instead of nominating their own, or selecting the SMSF option, then the Fund specified here will be the Fund assigned to the Employee. NOTE: If there is no Default Super Fund selected here, and the Super Choices Form is part of the Onboarding Welcome Pack sent to New Employees, then the Welcome Pack will not be sent and Users will receive an error message telling them to 'Set up the Default Super Fund in the Onboarding Widget in the Activation Hub.' This step must be completed in the Activation Hub in order to successfully complete and send an Onboarding Welcome Pack. For more information, refer to the New Employee Wizard. |
Core-HR
The Core-HR Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable Employee related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
The Core-HR Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
NOTE: Before getting started on the Core-HR Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
| Field Name | Description |
| Email Templates | This tool enables Users to create, view, edit and delete Core-HR related correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Working Hours | This tool enables Users to create and assign Working Hours and Public Holiday profiles to Employees. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. |
| Leave Profiles | This tool enables Users to create, view, edit and delete Employee Leave Profiles. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| OrgChart Settings | This tool enables Users to specify the following settings around which the OrgChart will be organised:
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| Company Policies | This tool enables Users to create, view, edit and delete Company Policies. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Company Property | This tool enables Users to create, view, edit and delete Company Property. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| New Job | This tool enables Users to create, view, edit and delete Jobs. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| New Employee | This tool enables Users to create a New Employee record and assign Company Policies to that Employee/Job. |
| Courses | This tool enables Users to create, view, edit and delete Training Courses. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Multi-Job | For Users with Employees that hold more than on Job role, you can 'Activate' the Multi-Job feature here.
To activate Multi-Job settings:
When activated, the Multi-Job setting applies as follows:
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Performance Management
The Performance Management Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable Performance Management related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
The Performance Management Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
NOTE: Before getting started on the Performance Management Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
| Field Name | Description |
| Email Templates | This tool enables Users to create, view, edit and delete Performance Management related correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Performance Cycles | This tool enables Users to create, view, edit and delete Performance Management Cycles. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Performance Review Forms | This tool enables Users to create, view, edit and delete Performance Review Forms. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Rating Scales | This tool enables Users to create, view, edit and delete Performance Rating Scales. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Skills | This tool enables Users to create, view, edit and delete Employee Skills. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Goals | This tool enables Users to create, view, edit and delete Employee Goals. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Values | This tool enables Users to create, view, edit and delete Employee Values. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Behaviours | This tool enables Users to create, view, edit and delete Employee Behaviours. Use Subscribe-HR’s standard content templates (included with the System) or create your own. |
| Review Method | This tool enables Users to specify and activate their preferred Performance Review method.
The Review Method options are:
Click on the "Select Review Process" button. If a Review Process is already being used, you will instead see a red "Stop Review Process" button which enables you to stop the current Review Process being used and select another option by following the instructions below.
To activate a Cycles based review - select "Based on Cycles."
NOTE: you must click "on" again, which will open the next step, and then select "Activate" to activate this Review Cycle type (this step must be completed for the remainder of the process to work).
To activate a Start Date based review - select "Start Date."
NOTE: you must click "on" again, which will open the next step, and then specify the following options:
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SHaRe Surveys/Digital Forms
[Coming Soon]
Reporting and Dashboards
[Coming Soon]
Push Notifications & Workflows
The Push Notifications & Adding Functionality Widget enables Users to create, view, edit and delete Workflows and Push Notifications, as well as System Folder and Fields.
NOTE: Before getting started on the Push Notifications & Adding Functionality Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.
| Field Name | Description |
| Standard Workflows | This tool enables Users to create, edit, preview and delete the following Workflow types:
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| Manage Folders | This tool enables Users to create, edit, preview and delete the following Folder types:
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| Add New Fields | This tool enables Users to create, edit, preview and delete the following Field types:
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| Dashboards Configuration | This tool enables Users to configure Dashboards including the Widgets that appear on each one. |
| Dashboards Tools & Widgets | This tool enables Users to configure Tools and Widgets available in the Team Dashboards System. |
Calculate Pricing
The Pricing Estimator tool enables Users to estimate the cost of subscribing to use Subscribe-HR's Cloud HR Software Platform. Users specify which solutions they want to use and how many Employees/Users would be using/subscribing to the system, and the Pricing Estimator will provide a quote/estimate of the total cost of use per annum. It will also provide an estimate of any setup costs associated with the solutions you've selected to be part of your subscription.
