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

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Page revision history

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

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Business Intelligence Analytics Dashboard...nobody
Business Intelligence Analytics Dashboard

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The information contained in this document is subject to change without notice. All information in this document is based on the 5.03 release of Personality. High Line Corporation provides this material “AS IS” and makes no warranty of any kind, expressed or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. High Line Corporation shall not be liable for errors contained in this document or for incidental or consequential damages (including lost profits in connection with the furnishing, performance or use of this material whether based on warranty, contract, or other legal theory). \\
The information contained in this document is subject to change without notice. All information in this document is based on the 5.03 release of Personality. High Line Corporation provides this material 'AS IS' and makes no warranty of any kind, expressed or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. High Line Corporation shall not be liable for errors contained in this document or for incidental or consequential damages (including lost profits in connection with the furnishing, performance or use of this material whether based on warranty, contract, or other legal theory). \\
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High Line uses the word ‘Panel’ to describe any graph, table and/or report that is created by/within the Dashboard. A description of the available Panels is provided in later sections. \\
High Line uses the word 'Panel' to describe any graph, table and/or report that is created by/within the Dashboard. A description of the available Panels is provided in later sections. \\
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Static Dashboards are delivered as ‘home’ pages that cannot be edited by Users. They consist of 4 – 5 pre-defined Panels in a single page. The intent is to provide a simple ‘home’ page for various Users. A library of Static Dashboards (designed by Role) has been provided by High Line. \\
__Security:__ Users must be given security access for each of the panels included in the static dashboard, as well as to the related drill-into forms. For example, the “MyPayStub” Panel links to either pay stubs for printing or to disbursement information; the “Profile” Panel links to the Employment Profile and/or Leave Balances. If a drill-into form is available for the User, mouse-over and visual cues will indicate. \\
Static Dashboards are delivered as 'home' pages that cannot be edited by Users. They consist of 4 - 5 pre-defined Panels in a single page. The intent is to provide a simple 'home' page for various Users. A library of Static Dashboards (designed by Role) has been provided by High Line. \\
__Security:__ Users must be given security access for each of the panels included in the static dashboard, as well as to the related drill-into forms. For example, the 'MyPayStub' Panel links to either pay stubs for printing or to disbursement information; the 'Profile' Panel links to the Employment Profile and/or Leave Balances. If a drill-into form is available for the User, mouse-over and visual cues will indicate. \\
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__Security:__ Users must be given security access for any panels to be available, as well as to related drill-into forms. For example, the “DepartmentBudget” Panel drills to a report of Positions, and then to the Position (IDPS) form and/or the Posting (IRPO) form. If a drill-into form is available for the User, mouse-over and visual cues will indicate. The Dynamic Dashboard (BMDD) can also be turned on/off for Users/Roles based on function 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. \\
Data Grids (BEDG – HR Data Grid)\\
__Security:__ Users must be given security access for any panels to be available, as well as to related drill-into forms. For example, the 'DepartmentBudget' Panel drills to a report of Positions, and then to the Position (IDPS) form and/or the Posting (IRPO) form. If a drill-into form is available for the User, mouse-over and visual cues will indicate. The Dynamic Dashboard (BMDD) can also be turned on/off for Users/Roles based on function 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. \\
Data Grids (BEDG - HR Data Grid)\\
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!!!Static Dashboard (‘home’ pages)\\
!!!Static Dashboard ('home' pages)\\
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|Scheduler (SSS)|SSS_DASHBOARD|Profile, OT Warning, Incidents, Outstanding Approvals, Daily Work Schedule "Who’s Here"
* Note – names may change as additional boards are provided. Search Functions (IMFN, IMFDH) with the following: %Dashboard for updated names/options. \\
|Scheduler (SSS)|SSS_DASHBOARD|Profile, OT Warning, Incidents, Outstanding Approvals, Daily Work Schedule "Who's Here"
* Note - names may change as additional boards are provided. Search Functions (IMFN, IMFDH) with the following: %Dashboard for updated names/options. \\
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The provided panels can be used for ''any role that a client has created – limited by the functionality within the dashboard (i.e. a Manager dashboard would not be appropriate for an Employee). \\ ''
__''Dashboards cannot be edited (other than the function’s Web Address field). __\\ ''
The provided panels can be used for ''any role that a client has created - limited by the functionality within the dashboard (i.e. a Manager dashboard would not be appropriate for an Employee). \\ ''
__''Dashboards cannot be edited (other than the function's Web Address field). __\\ ''
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!IMFN/IMFDH/IMEX – Security\\
!IMFN/IMFDH/IMEX - Security\\
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!IMMU – Menus \\
!IMMU - Menus \\
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!IMUS – Users \\
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 you want 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 be default, assign those Roles to the User Profile with a sequence >999. \\
!IMRO – Roles \\
The “Menus Assigned” tab is used to define the Menu to be used. For clients moving to NextGen from earlier versions, edits to existing menus will be required, to allow the Dashboards to be chosen and placed where preferred. \\
!IMSV – Security Rights\\
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. \\
!IMFN/IMFDH – Web Address (not commonly required)\\
!IMUS - Users \\
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 you want 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 be default, assign those Roles to the User Profile with a sequence >999. \\
!IMRO - Roles \\
The 'Menus Assigned' tab is used to define the Menu to be used. For clients moving to NextGen from earlier versions, edits to existing menus will be required, to allow the Dashboards to be chosen and placed where preferred. \\
!IMSV - Security Rights\\
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. \\
!IMFN/IMFDH - Web Address (not commonly required)\\
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Web Address edits are rarely required – example provided:\\
Web Address edits are rarely required - example provided:\\
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ESS Dashboard – no pictures, no twitter feed (ESS_DASHBOARD2 from section above)\\
ESS Dashboard - no pictures, no twitter feed (ESS_DASHBOARD2 from section above)\\
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Each of the panels below is the ‘start’ form for one or more panels/reports; users drill into details/additional reports and potentially may drill into Personality forms. For the “Module Pre-requisite”, EMSS (Self Service) is required in all cases.
Each of the panels below is the 'start' form for one or more panels/reports; users drill into details/additional reports and potentially may drill into Personality forms. For the 'Module Pre-requisite', EMSS (Self Service) is required in all cases.
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|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
|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
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|OutstandingWorkFlow (BWTD)|[Workflow to Complete|][ (was “Bottleneck Report”)|]|FD, WF|Admin
|OutstandingWorkFlow (BWTD)|[Workflow to Complete|][ (was 'Bottleneck Report')|]|FD, WF|Admin
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|Profile-nopic (BEPN)|[Profile – no picture|] |FD|Employee
|Profile-nopic (BEPN)|[Profile - no picture|] |FD|Employee
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|URL Embedding (BDUE)|[URL Embedding|][ – Sample|]|n/a|Manager, Employee
|URL Embedding (BDUE)|[URL Embedding|][ - Sample|]|n/a|Manager, Employee
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!!Absenteeism (BAAA / BAAAM) – Absenteeism Analysis\\
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 – i.e. can be used to restrict by Department). \\
!!Absenteeism (BAAA / BAAAM) - Absenteeism Analysis\\
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 - i.e. can be used to restrict by Department). \\
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;Description: Bar chart – Leave hours taken by Department, Leave Type, Period of time. Allows drill to details.
;Description: Bar chart - Leave hours taken by Department, Leave Type, Period of time. Allows drill to details.
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;Description: Pie chart – Leave hours taken by Type, for the Department(s) and Leave Type(s) chosen in prior panel, for month chosen via drill-into. __Includes:__ Download to spreadsheet, e-mail with spreadsheet.
;Parameters: Departments (list of departments). May be restricted by User/Role security rights (IMSV), or user may choose from drop-down list – defaults from prior form and can be edited here.
;Leave Types: User may choose from drop-down list – defaults from prior form and can be edited here.
;Description: Pie chart - Leave hours taken by Type, for the Department(s) and Leave Type(s) chosen in prior panel, for month chosen via drill-into. __Includes:__ Download to spreadsheet, e-mail with spreadsheet.
;Parameters: Departments (list of departments). May be restricted by User/Role security rights (IMSV), or user may choose from drop-down list - defaults from prior form and can be edited here.
;Leave Types: User may choose from drop-down list - defaults from prior form and can be edited here.
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;Description: Table – Total Absent Days by Department, for the Department(s) and Leave Type(s) chosen in prior panel, for month chosen via drill-into. __Includes:__ Download to spreadsheet, e-mail with spreadsheet.
;Parameters: Departments (list of departments). May be restricted by User/Role security rights (IMSV), or user may choose from drop-down list – defaults from prior form and can be edited here.
;Leave Types: User may choose from drop-down list – defaults from prior form and can be edited here.
;Description: Table - Total Absent Days by Department, for the Department(s) and Leave Type(s) chosen in prior panel, for month chosen via drill-into. __Includes:__ Download to spreadsheet, e-mail with spreadsheet.
;Parameters: Departments (list of departments). May be restricted by User/Role security rights (IMSV), or user may choose from drop-down list - defaults from prior form and can be edited here.
;Leave Types: User may choose from drop-down list - defaults from prior form and can be edited here.
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!!Budget / BudgetMyDepartment (BDDB / BDDBM) – Department Budget\\
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 – i.e. can be used to restrict by Department). \\
!!Budget / BudgetMyDepartment (BDDB / BDDBM) - Department Budget\\
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 - i.e. can be used to restrict by Department). \\
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Restricted by Manager’s direct reports as well as Security settings\\
''Note – Security settings can cause totals displayed to differ by User.\\ ''
Restricted by Manager's direct reports as well as Security settings\\
''Note - Security settings can cause totals displayed to differ by User.\\ ''
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!Sub Panel 1 – Position Codes and Titles in Department\\
!Sub Panel 1 - Position Codes and Titles in Department\\
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Table – list of position codes based on the Department bar selected in the main Panel. This table includes, the Position Code, Position Title, Authorized FTEs, Actual FTEs, Variances and Requisitions. \\
''Note – Security settings can cause #’s/totals displayed to differ by User.\\ ''
Table - list of position codes based on the Department bar selected in the main Panel. This table includes, the Position Code, Position Title, Authorized FTEs, Actual FTEs, Variances and Requisitions. \\
''Note - Security settings can cause #'s/totals displayed to differ by User.\\ ''
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!Sub Panel 2 (Form) – Position For Department\\
!Sub Panel 2 (Form) - Position For Department\\
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Note – clients must review the drill-into form and edit to match their requirements for Managers/Administrators viewing and/or editing. As with all forms, respects form/object security by User/Role.\\
!Sub Panel 3 – Requisitions for Department\\
Note - clients must review the drill-into form and edit to match their requirements for Managers/Administrators viewing and/or editing. As with all forms, respects form/object security by User/Role.\\
!Sub Panel 3 - Requisitions for Department\\
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!Sub Panel 4 (Form) – Drill to Postings (IRPO)\\
!Sub Panel 4 (Form) - Drill to Postings (IRPO)\\
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Link to Candidate’s competencies via “% match” in the Candidate table. \\
Link to Candidate's competencies via '% match' in the Candidate table. \\
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All denotes “All Competencies”; will return matches only where the Candidate has all of the required Competencies. Any returns Candidates with any of the required Competencies (the bar chart below includes % match). \\
!Sub Panel 1 (form) – Drill to View Candidate Profile (WRRCP)\\
All denotes 'All Competencies'; will return matches only where the Candidate has all of the required Competencies. Any returns Candidates with any of the required Competencies (the bar chart below includes % match). \\
!Sub Panel 1 (form) - Drill to View Candidate Profile (WRRCP)\\
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Displays Candidates’ existing Competencies; view only.\\
Displays Candidates' existing Competencies; view only.\\
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!Sub Panel 2 (form) – Drill to Maintain Candidate Resumes (WRRCR) \\
!Sub Panel 2 (form) - Drill to Maintain Candidate Resumes (WRRCR) \\
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!!Daily Work Schedule (BTWS) – “Who’s Here”\\
!!Daily Work Schedule (BTWS) - 'Who's Here'\\
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“Who’s Here”: Table of employees scheduled to work on the date selected, and clock in-out times if available. \\
'Who's Here': Table of employees scheduled to work on the date selected, and clock in-out times if available. \\
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Based on the Date and the Work Area selected, the table will show employees in that Work Area with Shift start/end times, and clock-in times where provided (note – Work Rules/Time Rules for clock in-out, such as rounding, tolerance, etc., will be applied in the Timesheet). \\
Based on the Date and the Work Area selected, the table will show employees in that Work Area with Shift start/end times, and clock-in times where provided (note - Work Rules/Time Rules for clock in-out, such as rounding, tolerance, etc., will be applied in the Timesheet). \\
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!!Daily Leaves Department / Daily Leaves Admin (BADL / BADLM) – “Who’s Away”\\
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 – i.e. can be used to restrict by Department). \\
!!Daily Leaves Department / Daily Leaves Admin (BADL / BADLM) - 'Who's Away'\\
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 - i.e. can be used to restrict by Department). \\
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Defaulting to today’s date, the employees on leave will be displayed. The User is able to view the status of leave requests via icons, and drill to the Review Employee Leaves Calendar (WMALP) to approve/deny the Leave. \\
Leaves display an icon to indicate if they have been approved (check mark) or awaiting approval (question mark). Leaves that do not require approval (such as Sick – this is determined by Approvals logic) will display a check mark (i.e. they are inherently ‘approved’); mouse-over shows “not required”. \\
The Leaves shown are restricted by the Lexicon “X_DASH_LEAVE_TYPES”. The lexicon’s Saved Values = the Leave Type code(s) to be displayed (best practice – copy-paste the exact code from the Policy Type – IAPT form). \\
Defaulting to today's date, the employees on leave will be displayed. The User is able to view the status of leave requests via icons, and drill to the Review Employee Leaves Calendar (WMALP) to approve/deny the Leave. \\
Leaves display an icon to indicate if they have been approved (check mark) or awaiting approval (question mark). Leaves that do not require approval (such as Sick - this is determined by Approvals logic) will display a check mark (i.e. they are inherently 'approved'); mouse-over shows 'not required'. \\
The Leaves shown are restricted by the Lexicon 'X_DASH_LEAVE_TYPES'. The lexicon's Saved Values = the Leave Type code(s) to be displayed (best practice - copy-paste the exact code from the Policy Type - IAPT form). \\
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!Sub Panel 1 (Form) – Leave Approvals\\
Clicking on a detail row in Sub Panel 1 takes the User to the Approvals form (W__M__ALP – Review Employee Leaves; assuming execution security allows for the User). \\
!Sub Panel 1 (Form) - Leave Approvals\\
Clicking on a detail row in Sub Panel 1 takes the User to the Approvals form (W__M__ALP - Review Employee Leaves; assuming execution security allows for the User). \\
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Table, displays the Holiday Calendar applicable to the employee, based on their Work Rule Holiday Calendar (via Assignment to Work Rule to Holiday Calendar – IDHC). \\
Table, displays the Holiday Calendar applicable to the employee, based on their Work Rule Holiday Calendar (via Assignment to Work Rule to Holiday Calendar - IDHC). \\
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!Sub Panel – Expired Certificates\\
!Sub Panel - Expired Certificates\\
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Displays the Employee’s Contacts (all contact types).\\
!Sub Panel (Form) – My Contacts\\
Clicking on a detail row in Main Panel takes the User to their Contacts form (WEECN – My Contacts; assuming execution security allows for the User). \\
Displays the Employee's Contacts (all contact types).\\
!Sub Panel (Form) - My Contacts\\
Clicking on a detail row in Main Panel takes the User to their Contacts form (WEECN - My Contacts; assuming execution security allows for the User). \\
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Displays the Emergency Contacts for the Manager’s Employees (where the Contact’s Contact_type includes “Emergency”)\\
!Sub Panel (Form) – View My Employee’s Emergency Contacts\\
Clicking on a detail row in Main Panel takes the User to their Contacts form (WMEECN – View My Employee’s Emergency Contacts; assuming execution security allows for the User). \\
The WEECN form allows the User to view their direct and indirect employee’s emergency contacts. \\
Displays the Emergency Contacts for the Manager's Employees (where the Contact's Contact_type includes 'Emergency')\\
!Sub Panel (Form) - View My Employee's Emergency Contacts\\
Clicking on a detail row in Main Panel takes the User to their Contacts form (WMEECN - View My Employee's Emergency Contacts; assuming execution security allows for the User). \\
The WEECN form allows the User to view their direct and indirect employee's emergency contacts. \\
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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 – i.e. can be used to restrict by Department). \\
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 - i.e. can be used to restrict by Department). \\
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Displays a pie chart, counting the # of employees based on Group Details (IDGR) ‘Pay Type’. \\
Selection Parameters : a) Entity (multiple values) b) State (multiple values) c) Location (multiple days) d) No of Days (max 999): selects Active employees (based on Assignment – IEAS – status, prime assignment only), where ‘Last Worked Date’ from Employment (IEEI) is less than the # of days from the System Date. \\
Displays a pie chart, counting the # of employees based on Group Details (IDGR) 'Pay Type'. \\
Selection Parameters : a) Entity (multiple values) b) State (multiple values) c) Location (multiple days) d) No of Days (max 999): selects Active employees (based on Assignment - IEAS - status, prime assignment only), where 'Last Worked Date' from Employment (IEEI) is less than the # of days from the System Date. \\
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!Sub Panel – Postings for GL Fund Code\\
!Sub Panel - Postings for GL Fund Code\\
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See also – Location Map (which utilizes the results of the “get Geo Codes” function). \\
See also - Location Map (which utilizes the results of the 'get Geo Codes' function). \\
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!Sub Panel 1 – Case Summary\\
!Sub Panel 1 - Case Summary\\
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!Sub Panel 2 (Form) – Drill to Track Health Issues (IHHI)\\
!Sub Panel 2 (Form) - Drill to Track Health Issues (IHHI)\\
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Note – to work fully, this panel requires a licensed version of the Google API; in the demonstration version provided, it will resolve only a few addresses each time its run (this can appear to be a bug but is a restriction of the license; clients can arrange a Google API license). \\
See “Get Geo Codes” function in this document for additional details. \\
Note - to work fully, this panel requires a licensed version of the Google API; in the demonstration version provided, it will resolve only a few addresses each time its run (this can appear to be a bug but is a restriction of the license; clients can arrange a Google API license). \\
See 'Get Geo Codes' function in this document for additional details. \\
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!Sub Panel 1 – Location Details\\
!Sub Panel 1 - Location Details\\
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!Sub Panel 2 – Location Map\\
!Sub Panel 2 - Location Map\\
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Note – this form will be updated in upcoming versions, eliminating ID and Salary, and adding e-mail address. \\
Note - this form will be updated in upcoming versions, eliminating ID and Salary, and adding e-mail address. \\
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!Sub Panel (Forms) – Varies based on Main Panel contents\\
When a red rectangle is selected, the user is brought to an Admin Edition form. The specific form will depend on a date being within the month in view. For April there is a View Training / Course List and an employee’s birthday as an example. \\
When an employee name is selected the user is brought to the employee’s My Personal Profile form.\\
!Sub Panel (Forms) - Varies based on Main Panel contents\\
When a red rectangle is selected, the user is brought to an Admin Edition form. The specific form will depend on a date being within the month in view. For April there is a View Training / Course List and an employee's birthday as an example. \\
When an employee name is selected the user is brought to the employee's My Personal Profile form.\\
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Pay Components displayed are based on Elements defined in the ‘Define Payrolls’ (IPPR) form and therefore will be the same as the Personality pay stub utilized. \\
Pay Components displayed are based on Elements defined in the 'Define Payrolls' (IPPR) form and therefore will be the same as the Personality pay stub utilized. \\
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Drop down list of Pay Period – Pay #s allowing an employee to select different pay periods from a list.\\
Print icon available – takes User to Print Paystubs (RESTUBD) or to a Pay Stub Details page (WEPDS).\\
Drop down list of Pay Period - Pay #s allowing an employee to select different pay periods from a list.\\
Print icon available - takes User to Print Paystubs (RESTUBD) or to a Pay Stub Details page (WEPDS).\\
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!Sub Panel 1 – Pay details for Pay Period \\
!Sub Panel 1 - Pay details for Pay Period \\
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!Sub Panel 2 – Pay Break down Chart\\
!Sub Panel 2 - Pay Break down Chart\\
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Includes: Print – see Main Panel – same functionality.\\
Includes: Print - see Main Panel - same functionality.\\
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!Sub Panel 2 (Form) – Payroll Deposits\\
!Sub Panel 2 (Form) - Payroll Deposits\\
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The Print icon in the Main Panel and the Sub Panel 2 will open either the Payroll Deposit report for (RESTUBD) or a version of the View My Pay Stubs (WEPDS) form, which has its own ‘print’ icon. For RESTUBD, click on the ‘Launch’ icon to prepare the report. Once it completes a pdf file will open.\\
The Print icon in the Main Panel and the Sub Panel 2 will open either the Payroll Deposit report for (RESTUBD) or a version of the View My Pay Stubs (WEPDS) form, which has its own 'print' icon. For RESTUBD, click on the 'Launch' icon to prepare the report. Once it completes a pdf file will open.\\
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Similar to the ‘messages’ function in the standard Self Service menus, displays Notes which confirm to the following:\\
Similar to the 'messages' function in the standard Self Service menus, displays Notes which confirm to the following:\\
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!!Outstanding Approvals – All Users (BDATD)\\
!!Outstanding Approvals - All Users (BDATD)\\
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Table – list of outstanding Approval tasks. \\
Table - list of outstanding Approval tasks. \\
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Table – list of outstanding Approval tasks. \\
Table - list of outstanding Approval tasks. \\
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!!Outstanding WorkFlow Events (BWTD) – formerly “Bottleneck Report”\\
!!Outstanding WorkFlow Events (BWTD) - formerly 'Bottleneck Report'\\
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Table – list of outstanding Workflow tasks for any User, due within 60 days of current date. \\
Table - list of outstanding Workflow tasks for any User, due within 60 days of current date. \\
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Note: User can drill into the item to complete it, however, the table will not update/refresh simply by completing an edit (task does not ‘complete’), unless completion criteria outlined in the Workflow Action. The table is controlled by Action Status on the Workflow log (IMWA); if it does not change to ‘completed’, the item will continue to show on the list. \\
Note: User can drill into the item to complete it, however, the table will not update/refresh simply by completing an edit (task does not 'complete'), unless completion criteria outlined in the Workflow Action. The table is controlled by Action Status on the Workflow log (IMWA); if it does not change to 'completed', the item will continue to show on the list. \\
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Table – list of outstanding Workflow tasks. \\
Table - list of outstanding Workflow tasks. \\
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Note: User can drill into the item to complete it, however, the table will not update/refresh simply by completing an edit (task does not ‘complete’), unless completion criteria outlined in the Workflow Action. The table is controlled by Action Status on the Workflow log (IMWA); if it does not change to ‘completed’, the item will continue to show on the list. \\
Note: User can drill into the item to complete it, however, the table will not update/refresh simply by completing an edit (task does not 'complete'), unless completion criteria outlined in the Workflow Action. The table is controlled by Action Status on the Workflow log (IMWA); if it does not change to 'completed', the item will continue to show on the list. \\
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!!Overtime (BPOW) – Overtime Warning\\
!!Overtime (BPOW) - Overtime Warning\\
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Colors indicate the level of “heat” – i.e. how much OT is acceptable for the Department, is determined by the following UDF’s that must be added to individual Departments: “Dash_OT_Green”, “Dash_OT_Yellow”, “Dash_OT_Red”. If not indicated for any department displayed, the system will default 14, 28, 35. Note that if OT exceeds the Dash_OT_Red value, it will adjust automatically.\\
Since the gauge can only show one value and one set of green, yellow and red gauge limits, it will use the highest value from the UDF’s. If a department doesn’t have one or more of these UDF’s set, it will use the defaults of 0 – 14 for green, 14 – 28 for yellow and 28 – 35 for red.\\
The Overtime Total Hours are shown in an ‘Overtime’ box.\\
Colors indicate the level of 'heat' - i.e. how much OT is acceptable for the Department, is determined by the following UDF's that must be added to individual Departments: 'Dash_OT_Green', 'Dash_OT_Yellow', 'Dash_OT_Red'. If not indicated for any department displayed, the system will default 14, 28, 35. Note that if OT exceeds the Dash_OT_Red value, it will adjust automatically.\\
Since the gauge can only show one value and one set of green, yellow and red gauge limits, it will use the highest value from the UDF's. If a department doesn't have one or more of these UDF's set, it will use the defaults of 0 - 14 for green, 14 - 28 for yellow and 28 - 35 for red.\\
The Overtime Total Hours are shown in an 'Overtime' box.\\
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!Sub Panel 1 – Overtime by Department\\
!Sub Panel 1 - Overtime by Department\\
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!Sub Panel 2 – Overtime Detail\\
!Sub Panel 2 - Overtime Detail\\
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!!PA Scorecard (BDPAS) – Personnel Actions Scorecard \\
!!PA Scorecard (BDPAS) - Personnel Actions Scorecard \\
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!Sub Panel 1 – PA Scorecard details\\
Drill down from a chart’s bar to a table showing the PA details including the Person Code and name, PA Number, Create Date and Days to complete. The Indicator shows red for ‘not completed’ and green for ‘completed.’\\
!Sub Panel 1 - PA Scorecard details\\
Drill down from a chart's bar to a table showing the PA details including the Person Code and name, PA Number, Create Date and Days to complete. The Indicator shows red for 'not completed' and green for 'completed.'\\
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!Sub Panel 2 (Form) – View personnel Actions\\
!Sub Panel 2 (Form) - View personnel Actions\\
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!!Profile-NoPic / Profile (BEPN / BEPP) – Profile with/without Picture\\
!!Profile-NoPic / Profile (BEPN / BEPP) - Profile with/without Picture\\
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The Policy Types shown in the Boxes are determined by a lexicon which contains the Leave Type to be displayed. Clients must create the lexicon and its values in the Maintain Lexicons (IMLN) form. The Lexicon Name must be “X_DASH_LEAVE_PROFILE”; the Saved Values = the Leave Type code to be displayed (best practice – copy-paste the exact code from the Policy Type – IAPT form). Two values can be used in the ‘Photo’ profile and three in the ‘No Photo’ profile (three can be defined in the Lexicon for clients who use both; the last will be ignored by the 2-panel profile form).\\
The Policy Types shown in the Boxes are determined by a lexicon which contains the Leave Type to be displayed. Clients must create the lexicon and its values in the Maintain Lexicons (IMLN) form. The Lexicon Name must be 'X_DASH_LEAVE_PROFILE'; the Saved Values = the Leave Type code to be displayed (best practice - copy-paste the exact code from the Policy Type - IAPT form). Two values can be used in the 'Photo' profile and three in the 'No Photo' profile (three can be defined in the Lexicon for clients who use both; the last will be ignored by the 2-panel profile form).\\
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!Sub Panel 1 – Leave Balances \\
!Sub Panel 1 - Leave Balances \\
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!Sub Panel 2 (Form) – My Personal Profile (WEEPP)\\
!Sub Panel 2 (Form) - My Personal Profile (WEEPP)\\
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Source is determined based on the Candidate_Source field on the Candidate form, based on the Candidate’s Submitted_On date value. \\
Source is determined based on the Candidate_Source field on the Candidate form, based on the Candidate's Submitted_On date value. \\
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Select a time period from the drop-down list. Defaults to “last 6 months”.\\
Select a time period from the drop-down list. Defaults to 'last 6 months'.\\
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!Sub Panel 1 – Candidates from Self-Service Web Source\\
!Sub Panel 1 - Candidates from Self-Service Web Source\\
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!Sub Panel 2 – Cost for Posting Code\\
!Sub Panel 2 - Cost for Posting Code\\
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!!Salary Survey (BSSU) – currently being updated – specifications below will change post 5.03.\\
!!Salary Survey (BSSU) - currently being updated - specifications below will change post 5.03.\\
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!Sub Panel 1 – My Departments\\
!Sub Panel 1 - My Departments\\
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!Sub Panel 1A – My Department Details\\
!Sub Panel 1A - My Department Details\\
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!Sub Panel 2 – My Direct Reports\\
!Sub Panel 2 - My Direct Reports\\
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!Sub Panel 2A – My Employees\\
!Sub Panel 2A - My Employees\\
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From the Department Details table – links to forms: \\
From the Department Details table - links to forms: \\
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Note that the values shown are for the current employment and display based on the “To Dates” tables, YTD (i.e. reporting on payroll results as stored in YTD pay component values). \\
Note that the values shown are for the current employment and display based on the 'To Dates' tables, YTD (i.e. reporting on payroll results as stored in YTD pay component values). \\
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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 – i.e. can be used to restrict by Department). \\
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 - i.e. can be used to restrict by Department). \\
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Note that #’s/totals shown will differ based on User’s security settings (i.e. 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). \\
Note that #'s/totals shown will differ based on User's security settings (i.e. 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). \\
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!Sub Panel 1 – Turnover by Org level\\
!Sub Panel 1 - Turnover by Org level\\
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!Sub Panel 2 – Turnover by Department\\
!Sub Panel 2 - Turnover by Department\\
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Intended as a ‘group’ twitter feed – i.e. for a project team or organizational twitter account, for public messages / direct messages. \\
Intended as a 'group' twitter feed - i.e. for a project team or organizational twitter account, for public messages / direct messages. \\
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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).\\
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).\\
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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).\\
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).\\
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Note that the values shown are for the current employment and display based on the “To Dates” tables, YTD (i.e. reporting on payroll results as stored in YTD pay component values). \\
Note that the values shown are for the current employment and display based on the 'To Dates' tables, YTD (i.e. reporting on payroll results as stored in YTD pay component values). \\
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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. \\
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 and their employees can add High Line-provided panels to the Configurable Dashboard – the system will remember each Users’ dashboard setup/preferences. \\
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 “request new panels/reports”.\\
See 'request new panels/reports'.\\
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Each of the panels noted is a function within Personality, and can be secured by User/Role in the same manner as other functions (i.e. through IMFN, IMFDH, IMER…). The detail lists found in earlier sections include the function name.\\
!!Is Employee security/Manager Hierarchy/‘reports-to’ enabled?\\
Yes. In v.5.03+, a limited version of the manager hierarch logic has been enabled. For example, when your Managers see forms in Self Service, they can view direct reports as well as indirect. Due to performance limitations, in Logi, currently only direct reports-to employees are displayed for “Manager” roles. For panels that are intended for Administrators, all employees can be viewed, based on IMSV security settings; therefore, Clients can restrict Users’ access to different employee departments/groups/entities, etc., via the IMSV form. \\
Each of the panels noted is a function within Personality, and can be secured by User/Role in the same manner as other functions (i.e. through IMFN, IMFDH, IMER). The detail lists found in earlier sections include the function name.\\
!!Is Employee security/Manager Hierarchy/'reports-to' enabled?\\
Yes. In v.5.03+, a limited version of the manager hierarch logic has been enabled. For example, when your Managers see forms in Self Service, they can view direct reports as well as indirect. Due to performance limitations, in Logi, currently only direct reports-to employees are displayed for 'Manager' roles. For panels that are intended for Administrators, all employees can be viewed, based on IMSV security settings; therefore, Clients can restrict Users' access to different employee departments/groups/entities, etc., via the IMSV form. \\
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High Line will work with clients to add additional reports (being labelled 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. Cost may apply depending on the use/value of the item. Note that High Line will create new Panels and Dashboards assuming they are usable for the customer community; i.e. 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). \\
High Line will work with clients to add additional reports (being labelled 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. Cost may apply depending on the use/value of the item. Note that High Line will create new Panels and Dashboards assuming they are usable for the customer community; i.e. 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). \\
This page (revision-87) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop