This page (revision-87) was last changed on 26-Nov-2021 10:22 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by adsignore

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Version Date Modified Size Author Changes ... Change note
87 26-Nov-2021 10:22 12 KB Karen Parrott to previous
86 26-Nov-2021 10:22 12 KB Lilia Urtan to previous | to last BECT and BECTM ==> BECTM
85 26-Nov-2021 10:22 12 KB Kevin Higgs to previous | to last
84 26-Nov-2021 10:22 13 KB Karen Parrott to previous | to last BDDB ==> BDDB and BDDBM
83 26-Nov-2021 10:22 13 KB Meg McFarland to previous | to last
82 26-Nov-2021 10:22 13 KB Karen Parrott to previous | to last BDDB and BDDBM ==> BDDB
81 26-Nov-2021 10:22 13 KB Meg McFarland to previous | to last

Page References

Incoming links Outgoing links
Business Intelligence Analytics Dashboard...nobody
Business Intelligence Analytics Dashboard

Version management

Difference between version and

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__Panels__
!Panels
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\\
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* Panels indicated as intended for Managers (see 'audience' in the Panels list) respect Manager Hierarchy (direct reports) as well as the defined IMSV security. \\
* Panels indicated as intended for Administrators (see 'audience' in the Panels list) respect the defined IMSV security. \\ \\
Panels indicated as intended for Managers (see 'audience' in the Panels list) respect Manager Hierarchy (direct reports) as well as security defined on the IMSV (Assign Security Rights) form. \\
Panels indicated as intended for Administrators (see 'audience' in the Panels list) respect security defined on the IMSV (Assign Security Rights) form. \\ \\
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A simple reporting tool is optionally available; with base HR information. Reports created with the tool can be stored/output to various formats, and/or can be added by a user to their User Configurable Dashboard. Additional grids can be added over time; currently restricted to the HR Data Grid (BEDG).\\ \\
A simple reporting tool is optionally available; with base HR information. Reports created with the tool can be stored/output to various formats, and/or can be added by a user to their Dynamic Dashboard. Additional grids can be added over time; currently restricted to the HR Data Grid (BEDG).\\ \\
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!!!Static Dashboards ('Home' pages)
!!!Static Dashboard ('home' pages)
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__Dashboards List__
!Dashboards List
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|Administrator (HRSS)|[HRSS_DASHBOARD]|Profile-NoPic, Outstanding Approvals, Location Map, Department Budget
|Employee (ESS)|[ESS_DASHBOARD1]|Profile, MyPayStub, Twitter Feed, Current YTD Earnings
|Employee (ESS)|[ESS_DASHBOARD2]|Profile, MyPayStub, NewsItems, Current YTD Earnings
|Employee (ESS)|[ESS_DASHBOARD3]|Profile-NoPic, MyPayStub, NewsItems, Current YTD Earnings
|Manager (MSS)|[MSS_DASHBOARD1]|Profile-NoPic, Outstanding Approvals, Absenteeism, Department Budget
|Manager (MSS)|[MSS_DASHBOARD2]|Profile, OT Warning,Incidents, Absenteeism, Department Budget
|Manager (MSS)|[MSS_DASHBOARD3](summer 2017)|Profile, Outstanding Approvals, Absenteeism, Department Budget
|Recruiter (RSS)|[RSS_DASHBOARD1]|Dynamic dashboard only (BMDD); no pre-set panels
|Scheduler (SSS)|[SSS_DASHBOARD]|Profile, OT Warning, Incidents, Outstanding Approvals, Daily Work Schedule "Who's Here"
|Administrator (HRSS)|HRSS_DASHBOARD|Profile-NoPic, Outstanding Approvals, Location Map, Department Budget
|Employee (ESS)|ESS_DASHBOARD1|Profile, MyPayStub, Twitter Feed, Current YTD Earnings
|Employee (ESS)|ESS_DASHBOARD2|Profile, MyPayStub, NewsItems, Current YTD Earnings
|Employee (ESS)|ESS_DASHBOARD3|Profile-NoPic, MyPayStub, NewsItems, Current YTD Earnings
|Manager (MSS)|MSS_DASHBOARD1|Profile-NoPic, Outstanding Approvals, Absenteeism, Department Budget
|Manager (MSS)|MSS_DASHBOARD2|Profile, OT Warning,Incidents, Absenteeism, Department Budget
|Manager (MSS)|MSS_DASHBOARD3(summer 2017)|Profile, Outstanding Approvals, Absenteeism, Department Budget
|Recruiter (RSS)|RSS_DASHBOARD1|Dynamic dashboard only (BMDD); no pre-set panels
|Scheduler (SSS)|SSS_DASHBOARD|Profile, OT Warning, Incidents, Outstanding Approvals, Daily Work Schedule "Who's Here"
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!!Assigning and Changing the Chosen Dashboard(s)
!!Assigning and Changing the chosen Dashboard(s)
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__Dashboards cannot be edited__ (other than the function's Web Address field). See the FAQ section for adding additional Panels/Dashboards.\\
__''Dashboards cannot be edited '' (other than the function's Web Address field). __\\
__See FAQ for adding additional Panels/Dashboards.__\\
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Ensure your defined Role(s) has been granted function access/security for the Dashboard(s) used. Use search string: '%Dashboard' in the Find box to see a list of provided Dashboards. \\
Ensure that your specified Role has been provided function access/security for the Dashboard(s) used. Use search string: %Dashboard in the Find box to see a list of provided Dashboards. \\
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Dashboards are functions and are added to Menus through the Menu Definition (IMMU) form. Clients can control which Dashboard is provided for each Role/Menu, and can control if the Dashboard includes a User Configurable Dashboard and/or a Data Grid (see additional topics below). \\
Dashboards are functions and are added to Menus via the Menu Definition (IMMU) form. Clients can control which Dashboard is provided for each Role/Menu, and can control if the Dashboard includes a Dynamic tab and/or a Data Grid tab (see additional topics below). \\
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Find the User's Profile on IMUS, then drill down to the Roles assigned to confirm the Menu used for the User Profile's Role(s). User Profiles can have multiple Roles and therefore multiple menus. The highest Role sequence on the User Profile defines the default role. \\ \\
For clients utilizing the __Recruiting__ module: If an employee is linked to a Posting as a Recruiter, they will automatically be given the Recruiter Role (hidden), at sequence 999. Therefore, if a user wants the Recruiter role to show up as the employee's default role (on login to Self Service), define all other roles with a sequence that is less than 999. If the preference is for an Employee, Manager or some other role to be the default, define those roles with a sequence that is greater than 999. \\
Find the User's Profile on IMUS, then drill to the Roles assigned to confirm the Menu used for the User Profile's Role(s). User Profiles can have multiple Roles and therefore multiple menus; the highest Role sequence on the User Profile defines the default role. \\
For clients utilizing __Recruiting__: if an employee is linked to a Posting as a Recruiter, they will automatically be given the Recruiter Role (hidden), at sequence 999. Therefore, if a user wants the Recruiter role to show up as the employee's default role (on access to Self Service), leave the other roles as sequence <999. If the preference is for Employee, Manager, or some other role to be the default, assign those Roles to the User Profile with a sequence >999. \\
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Users, such as Administrators and Managers, can be restricted to/from viewing Employee records on the Assign Security Rights (IMSV) form. __Note__: Any panel listed as intended for a Manager (see audience list) will also have manager hierarchy automatically assigned. \\
Users (i.e. Administrators and Managers) can be restricted to/from viewing Employee records via the Assign Security Rights form. Note that any panel listed as 'Manager' will also have manager hierarchy automatically assigned. \\
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Dashboards are Functions and can be accessed on the IMFN (function) and IMFDH (form definitions) forms. Use the search string '%Dashboard' in the Find box to see a list of provided Dashboards. \\
Dashboards are Functions and can be accessed via the IMFN (function) and IMFDH (form definitions) forms. Use search string: %Dashboard in the Find box to see a list of provided Dashboards. \\
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Web Address edits are rarely required. \\ Example: If a new Dashboard has been defined for your organization, which is not yet in the Pre-loaded (seed data) list, extend/copy an existing Dashboard and edit the Web Address field. \\ \\
Web Address edits are rarely required - Example:\\
If a new Dashboard has been defined for your organization, which is not yet in the Pre-loaded (seed data) list, extend/copy an existing Dashboard and edit the Web Address field. \\ \\
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!!!AVAILABLE PANELS
!!!Available Panels
!!List/Summary
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|Box 9 [BS9B]|Box 9| |
|Absenteeism [BAAA|BAAA and BAAAM]|Absenteeism Analysis|FD, AT|Admin
|Absenteeism [BAAAM|BAAA and BAAAM]|Absenteeism Analysis|FD, AT|Manager
|Attendance [BADG]|Attendance Data Grid| |
|Benefits [BBDG]|Attendance Data Grid| |
|Budget [BDDB and BDDBM]|Department Budget- All|FD|Admin
|Competency Search [BCCS]|Competency Search|FD, TD, RE|Admin?
|Daily Work Schedule [BTWS]|Daily Work Schedule ('Who's Here')|FD, TS|Admin, Scheduler
|Daily Leaves - Department [BADLM|BADL and BADLM]|Daily Leaves ('Who's away') - Department|FD, AT|Manager
|Daily Leaves - Admin [BADL|BADL and BADLM]|Daily Leaves ('Who's away') - All|FD, AT|Admin
|EmplHolidayCalendar [BEHC]|Holiday Calendar|FD|Employee
|Expired Certificate Warning [BCEC]|Expired Certificate Warning|FD, TD, RE|Manager, Admin
|Emergency Contacts [BECT |BECT and BECTM|BECTM]|Employee Contacts|FD (BE)|Admin
|Emergency Contacts [BECTM |BECT and BECTM|BECTM]|Emergency Contacts|FD (BE)|Manager
|Employee Count [BECN |BECN and BECNM]|Employee Count|FD (BE)|Admin
|Employee Count [BECNM |BECN and BECNM]|Employee Count|FD (BE)|Manager
|Funds Nearing Completion [BPFNC]|Funds Nearing Completion|FD, PR|Manager
|Get GEO Codes [BDGG]|Get GEO Codes|FD|Admin
|HR Data Grid [BEDG]|HR Data Grid| |
|Incidents [BSIN]|Incidents|FD, SH|Manager
|Location Map [BDLM]|Location Map|FD|Manager, Admin
|My Calendar [BEAC]|My Calendar|FD|Manager, Employee
|MyPaystub [BESTUB]|My Paystub|PR|Employee
|NewsItems [BENI]|News Items|FD|Employee
|OutstandingApprovals [BDATD |BDATD and BDATDM]|Approvals Outstanding for All Users (Admin form)|FD|Admin
|OutstandingApprovalRecords [BDATDM |BDATD and BDATDM]|Approvals Outstanding for Current User|FD|Manager
|OutstandingWorkFlow [BWTD |BWTD and BWTDM]|Workflow to Complete(was 'Bottleneck Report')|FD, WF|Admin
|OutstandingWorkFlowEvents [BWTDM |BWTD and BWTDM]|Workflow to Complete for User|FD, WF|Manager
|Overtime [BPOW |BPOW and BPOWM]|Overtime Warning|PR|Admin
|Overtime [BPOWM |BPOW and BPOWM]|Overtime Warning|PR|Manager
|PA Scoreboard [BDPAS]|PA Scoreboard|FD|Manager
|Profile-nopic [BEPN |BEPN and BEPP]|Profile - no picture|FD|Employee
|Profile [BEPP |BEPN and BEPP]|Profile|FD|Manager, Employee
|Quick Links [BDQL]|Quick Links|FD|Employee, Manager
|RecruitmentSourcesAndCosts [BRSC]|Recruitment Sources and Costs|FD, RE|Admin, Recruiter
|Salary Survey [BSSU]|Salary Survey|SA|Manager, Admin
|Total Compensation [BPTC]|Total Compensation Year to Date|PR|Employee
|Turnover [BDTO |BDTO and BDTOM]|Turnover|FD|Admin
|Turnover [BDTOM |BDTO and BDTOM]|Turnover|FD|Manager
|Twitter feed [BETW]|Twitter feed|n/a|Employee
|User Configurable Dashboard [BMDD]|User Configurable Dashboard| |
|Year to Date Earnings [BPYTD]|Current Year to Date Gross Earnings|PR|Employee
|Absenteeism (BAAA)|[Absenteeism Analysis|] |FD, AT|Admin
|Absenteeism (BAAAM)|[Absenteeism Analysis|] |FD, AT|Manager
|Budget (BDDB)|[Department Budget|][ - All|]|FD|Admin
|BudgetMyDepartment (BDDBM)|[Department Budget|] |FD|Manager
|Competency Search (BCCS)|[Competency Search|] |FD, TD, RE|Admin?
|Current Year to Date Earnings (BEYE)|[Current Year to Date Earnings|] |PR|Employee
|Daily Work Schedule (BTWS)|[Daily Work Schedule|][ ('Who's Here')|]|FD, TS|Admin, Scheduler
|Daily Leaves - Department (BADLM)|[Daily Leaves ('Who's away') - Department|] |FD, AT|Manager
|Daily Leaves - Admin (BADL)|[Daily Leaves ('Who's away') - All|] |FD, AT|Admin
|EmplHolidayCalendar (BEHC)|[Holiday Calendar|] |FD|Employee
|Expired Certificate Warning (BCEC)|[Expired Certificate Warning|] |FD, TD, RE|Manager, Admin
|Emergency Contacts (BECT)|[Employee Contacts|] |FD (BE)|Admin
|Emergency Contacts (BECTM)|[Emergency Contacts|] |FD (BE)|Manager
|Employee Count (BECN)|[Employee Count|] |FD (BE)|Admin
|Employee Count (BECNM)|[Employee Count|] |FD (BE)|Manager
|Funds Nearing Completion (BPFNC)|[Funds Nearing Completion|] |FD, PR|Manager
|Get GEO Codes (BDGG)|[Get GEO Codes|] |FD|Admin
|Incidents (BSIN)|[Incidents|] |FD, SH|Manager
|Location Map (BDLM)|[Location Map|] |FD|Manager, Admin
|My Calendar (BEAC)|[My Calendar|] |FD|Manager, Employee
|MyPaystub (BESTUB)|[My Paystub|] |PR|Employee
|NewsItems (BENI)|[News Items|] |FD|Employee
|OutstandingApprovals (BDATD)|[Approvals Outstanding for All Users (Admin form)|] |FD|Admin
|OutstandingApprovalRecords (BDATDM)|[Approvals Outstanding for Current User|] |FD|Manager
|OutstandingWorkFlow (BWTD)|[Workflow to Complete|][ (was 'Bottleneck Report')|]|FD, WF|Admin
|OutstandingWorkFlowEvents (BWTDM)|[Workflow to Complete|][ for User|]|FD, WF|Manager
|Overtime (BPOW)|[Overtime Warning|] |PR|Manager, Admin
|PA Scoreboard (BDPAS)|[PA Scoreboard|] |FD|Manager
|Profile-nopic (BEPN)|[Profile - no picture|] |FD|Employee
|Profile (BEPP)|[Profile|] |FD|Manager, Employee
|Quick Links (BDQL)|[Quick Links] |FD|Employee, Manager
|RecruitmentSourcesAndCosts (BRSC)|[Recruitment Sources and Costs|] |FD, RE|Admin, Recruiter
|Salary Survey (BSSU)|[Salary Survey|] |SA|Manager, Admin
|Total Compensation (BPTC)|[Total Compensation Year to Date|] |PR|Employee
|Turnover (BDTO)|[Turnover|] |FD|Admin
|Turnover (BDTOM)|[Turnover|] |FD|Manager
|Twitter feed (BETW)|[Twitter feed|] |n/a|Employee
|URL Embedding (BDUE)|[URL Embedding|][ - Sample|]|n/a|Manager, Employee
|Web Links (BDWL)|[Web Links|][ - Sample|]|n/a|Manager, Employee
|Year to Date Earnings (BPYTD)|[Current Year to Date Gross Earnings|] |PR|Employee
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!!!Panel Details
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!!!ABSENTEEISM
[{InsertPage page='BAAA and BAAAM'}]
!!!BUDGET
[{InsertPage page='BDDB and BDDBM'}]
!!!COMPETENCIES
[{InsertPage page='BCCS'}]
!!!YEAR TO DATE EARNINGS
[{InsertPage page='BEYE'}]
!!!DAILY WORK SCHEDULE
[{InsertPage page='BTWS'}]
!!!DAILY LEAVES
[{InsertPage page='BADL and BADLM'}]
!!!HOLIDAY CALENDAR
[{InsertPage page='BEHC'}]
!!!EXPIRED CERTIFICATES
[{InsertPage page='BCEC'}]
!!!EMPLOYEE CONTACTS
[{InsertPage page='BECT'}]
[{InsertPage page='BECTM'}]
!!!EMPLOYEE COUNT
[{InsertPage page='BECN and BECNM'}]
!!!FUNDS NEARING COMPLETION
[{InsertPage page='BPFNC'}]
!!!GEO CODES
[{InsertPage page='BDGG'}]
!!!INCIDENTS
[{InsertPage page='BSIN'}]
!!!LOCATION MAP
[{InsertPage page='BDLM'}]
!!!MY CALENDAR
[{InsertPage page='BEAC'}]
!!!PAY STUBS
[{InsertPage page='BESTUB'}]
!!!NEWS ITEMS
[{InsertPage page='BENI'}]
!!!OUTSTANDING APPROVALS
[{InsertPage page='BDATD and BDATDM'}]
!!!OUTSTANDING WORKFLOW
[{InsertPage page='BWTD and BWTDM'}]
!!!OVERTIME
[{InsertPage page='BPOW'}]
!!!PA SCORECARD
[{InsertPage page='BDPAS'}]
!!!PROFILES
[{InsertPage page='BEPN and BEPP'}]
!!!QUICK LINKS
[{InsertPage page='BDQL'}]
!!!RECRUITMENT
[{InsertPage page='BRSC'}]
!!!SALARY SURVEY
[{InsertPage page='BSSU'}]
!!!TOTAL COMPENSATION
[{InsertPage page='BPTC'}]
!!Turnover (BDTO / BDTOM)
There are two versions of this panel, one for managers and one for administrators. They function identically: the manager version is restricted to the employees that report to the user; the administrator version will see all employees (subject to IMSV security). Example: Can be used to restrict by Department. \\
!Main Panel
;Description: Pie chart showing segments representing different termination reasons with numbers indicating the number of terminations for each segment.\\ \\
__Note__: The #'s/totals shown will differ based on a user's security settings. Example: if provide only the Manager version, or to specific departments, will not see accurate information; clients may wish to provide Managers and Administrators with the Administration version, for accuracy in reporting). \\
;Parameters:
;Terminations: Field to enter the terminations within the last user defined number of months.\\
!Sub Panel 1 - Turnover by Org level
;Description: Table for turnover by Org level with columns for Org Level, Terminations, Hires Turnover\\
;Parameters:
;Org Level Type: Field to select an Org Level Type \\
;Months: Field for number of months for terminations and new hires.\\
!Sub Panel 2 - Turnover by Department
;Description: Table showing the Org Level Code, Department Code, Terminations, New Hires and Turnover.\\
;Parameters:
;Months: Option to select the number months for turnover.\\
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!!!FAQs
!!Twitter Feed (BETW)
!Main Panel
;Description: The main panel shows a series of Twitter Feeds. These are view only and represent the last messages sent through a pre-determined account (configured at client site) for an appropriate/preferred twitter feed.\\ \\
Intended as a 'group' twitter feed. Example: For a project team or organizational twitter account, for public messages / direct messages. \\ \\
Clients may wish to include a group / project / organizational twitter account/feed in their available panels (also exists on an employee static dashboard option). \\ \\
Instructions to configure the twitter feed are provided via the following Logi URL: \\
[http://devnet.logianalytics.com/rdPage.aspx?rdReport=Article&dnDocID=2102&dnProd=2|http://devnet.logianalytics.com/rdPage.aspx?rdReport=Article&dnDocID=2102&dnProd=2] \\ \\
High Line can also provide assistance with the setup of this feature. \\
\\
!!URL Embedding (BDUE) - ''SAMPLE''
URL's can be embedded into a panel for quick access - a sample is provided. This is currently not editable at client sites. Clients with specific requests to use this functionality should contact High Line (via addition of Ccare case for the function).\\
!!Web Links (BDWL) - ''SAMPLE''
Links to other web pages can be embedded into a panel for quick access - a sample is provided. This is currently not editable at client sites. Clients with specific requests to use this functionality should contact High Line (via addition of Ccare case for the function).\\
!!Year to Date Earnings (BPYTD)
!Main Panel
;Description: Pie chart showing segments representing earnings and other compensation for the current year to date.\\ \\
__Note__: The values shown are for the current employment and display based on the 'To Dates' tables, YTD. Example: Reporting on payroll results as stored in YTD pay component values. \\
* Reports Pay Components with Usage Code = 2 (total deductions), 3 (net pay) or 13 (employer-paid benefit)
* Reports Pay Components with Usage Code = 1 (Gross Earnings)
\\
!!!FAQ
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No. (see 'Can Clients edit the dashboards', below). Dashboards can be copied and re-named, and used for different Roles, but cannot be edited. This is due to the nature of the sub-license of the product used. \\
No. (see 'edit the dashboards, below). Dashboards can be copied and re-named, and used for different Roles, but cannot be edited. This is due to the nature of the sub-license of the product used. \\
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Clients cannot edit the Dashboard Functions. If additional Dashboards, or edits to the existing dashboards, are preferred, please contact High Line (by opening a CCare case) to request the change. \\ \\
__Note__: High Line will create new Panels and Dashboards assuming they are usable for the entire customer community. Example: User-defined fields and user-defined columns are not supported as they are client-specific.\\
Clients cannot edit the Dashboard Functions. If additional Dashboards, or edits to the existing dashboards, are preferred, please contact High Line (through a CCare case) to request the change. \\ \\
__Note__: High Line will create new Panels and Dashboards assuming they are usable for the customer community. Example: User-defined fields and user-defined columns are not supported as they are client-specific.\\
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!!Can clients add new panels?
Clients and their employees can add High Line-provided panels to the User Configurable Dashboard. The system will remember each users' dashboard setup/preferences. \\
!!Can clients add new panels/reports?
Clients and their employees can add High Line-provided panels to the Configurable Dashboard - the system will remember each users' dashboard setup/preferences. \\
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See 'How do we get/request additional panels' below.\\
See 'request new panels/reports'.\\
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!!How do we learn about new dashboards and panels?
The Release notes provided with releases/updates will include any new Dashboards offered. The Release Wiki is also a reference. This document will be updated as new items become available. \\
!!How do we get/request additional reports?
High Line will work with clients to add additional reports (being labeled as 'panels' in order to avoid confusion with existing reports and elements). \\ \\
To request a new panel, please enter the request via CCare, including specifications for the initial panel and sub-panels/drill into's. Include the fields that are required for each panel and sub-panel/drill-into's, as well as any parameters required (parameters are the fields at the top of panels that allow users to changes dates, periods of time, etc.). \\ \\High Line will review all requests and is very interested in developing new reports/panels that will be of interest to the client community. Costs may apply depending on the use/value of the item. \\ \\
__Note__: High Line will create new Panels and Dashboards assuming they are usable for the customer community, such as user-defined fields and user-defined columns are not supported as they are client-specific (new database fields will be considered that would replace a client-specific UDC/UDF). \\
!!How do we learn about new dashboards and panels/reports?
The Release notes provided with releases/updates will include new Dashboards offered. The Release Wiki is also a reference, and this document will be updated as new items become available. \\
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This page (revision-87) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop