[{TableOfContents }]
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!!!Overview
Personality NextGen (NG, v5.00+) includes a Business Intelligence Dashboard feature for the Administrative, Manager and Employee applications. \\
This document includes a list (based on v5.03) of the available Dashboards by Role, the currently available components (panels/reports/forms) provided, and instructions on using/editing Dashboards and Panels.\\
!!!Components of the Dashboard
The Dashboard includes the following components: \\
!Panels
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. \\
Groupings of Panels are used in the Static and Dynamic Dashboards.\\ \\
__Static Dashboard__\\
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. \\
__Dynamic Dashboard (BMDD)__\\
Dynamic Dashboards allow individual users to choose from a library of available Panels, to create their own dashboard(s). A library of Panels (designed by Role) has been provided by High Line. \\ \\
__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)__\\
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).\\ \\
__Security: __The Data Grid respects Manager Hierarchy (direct reports) as well as security defined on the IMSV (Assign Security Rights) form. The Grid (BEDG) can also be turned on/off for Users/Roles based on function security.\\
!!!Static Dashboard ('home' pages)
!Dashboards List
Dashboards have been created by Role.
||Role||Function Name*||Included Panels (details provided in next sections)
|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"
* Note - names may change as additional boards are provided. Search Functions (IMFN, IMFDH) with the following: %Dashboard for updated names/options. \\
!!Assigning and Changing the chosen Dashboard(s)
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). __\\
__See FAQ for adding additional Panels/Dashboards.__\\
!IMFN/IMFDH/IMEX - Security
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. \\
!IMMU - Menus
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). \\
!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 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. \\
!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)
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. \\
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. \\ \\
Example: in the 5.02 release, a single ESS dashboard was provided as seed data, however, 2 dashboards are available. The __Web Address__ fields for the 2 options are: \\
ESS Dashboard with pictures and (ESS_DASHBOARD1 from section above)\\
/rdPage.aspx?rdReport=Home.Home-Empl-1&EmpType=empl\\ \\
ESS Dashboard - no pictures, no twitter feed (ESS_DASHBOARD2 from section above)\\
/rdPage.aspx?rdReport=Home.Home-Empl-2&EmpType=empl\\
\\
!!!Available Panels
!!List/Summary
Each of the panels below is the 'start' form for one or more panels/reports; users drill into details/additional reports and potentially can drill into Personality forms. For the 'Module Pre-requisite', EMSS (Self Service) is required in all cases.
||Panel Name (IMFN Function code)||Panel Title||Pre-requisite||Audience/Role(s)
|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
\\
!!!Panel Details
!!!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 (BSSU)
__This panel is currently being updated - specifications below will change post 5.03.__\\
!Main Panel
;Description: Pie chart showing Organizational Scorecard by Departments. Color-coded by level over/under Survey midpoints.\\ \\
The pie chart has two segments:
* A red segment shows the number of departments with variances of less than 0% and
* An orange segment shows departments with variances greater than 0%. \\
;Parameters:
;Survey Source:
;Survey Date: Provided by Surveys entered on Record Salary Surveys (ISSV) \\
;Entity:
;Region: from Salary Survey - ISSV\\
;Toggles for Report By Departments or Jobs:
;Effective Date calendar:
!Sub Panel 1 - My Departments
;Description: If the Report By toggle for Departments is set to ON, then this is the sub panel\\
Table shows Department, Head Count, Variance % and Indicator:
* Red for a variance greater than 25%
* Yellow for a variance between 0% and 25%, and
* Green for a variance less than 0%\\
;Parameters:
;Department: My Department (Contained the default ALL however there were no items in the list)\\
;Variance Toggles: for <= 0, <= 25% and >25%\\
Includes: Download to spreadsheet, e-mail with spreadsheet and download to PDF.\\
!Sub Panel 1A - My Department Details
;Description: Drill down from a department code in sub-panel 1 to a table showing Department, Person Code, Job & Position Codes, Wage Rate, Region, Survey Min/Mid/Max and Variance.\\
!Sub Panel 2 (Form) Links to Forms
__Each field indicated below drills down to a different form__\\
There are links to these forms from fields in the Department Details.\\
__Employee Name to View My Employees__
* Job Code to Define Jobs\\
* Position Code to define Positions\\
* Wage Survey fields to Record Wage Surveys\\
Includes: Download to spreadsheet, e-mail with spreadsheet and download to PDF.\\
!Sub Panel 2 - My Direct Reports
;Description: If the Report By toggle for Jobs is set to ON, then this is the sub panel that users are brought to.\\
Table showing the Job Code, # of Emps, Variance and Indicator.\\
;Parameters:
;Direct Reports: My Direct Reports: (Shows ALL but there are no options in a drop down list)\\
Variance toggles: <=0, <=25%, and >25% \\
Includes: Download to spreadsheet, e-mail with spreadsheet and download to PDF.\\
!Sub Panel 2A - My Employees
;Description: Table showing Department, Person Code and Name, Job Code, Wage Rate, Variance, Region and Survey Min/Mid/Max columns.\\
!Sub Panel 3 (Form) Links to Forms
__Each field indicated below drills down to a different form__ \\
From the Department Details table - links to forms: \\
* Employee name drills to View My Employees\\
* Job Code drills to Define Jobs\\
* Position Code drills to Define Positions\\
* Region drills to Define Positions\\
* Wage Survey fields drill to Record Wage Surveys\\
Includes: Download to spreadsheet, e-mail with spreadsheet and download to PDF.\\
\\
!!Total Compensation (BPTC)
!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 (such as 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). \\
\\
!!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.\\
\\
!!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
!!Can clients add their own dashboards?
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. \\
!!Can clients edit the dashboards?
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.\\
!!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. \\
Clients are not able to add their own panels/reports to the panels list. This is due to the nature of the sub-license of the product used. \\ \\
See 'request new panels/reports'.\\
!!How do we enable/secure panels for Users/Roles?
Each of the panels noted is a function within Personality, and can be secured by User/Role in the same manner as other functions (such as 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. \\
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. \\
!!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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