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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 Completefor 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#

BUDGET#

COMPETENCIES #

YEAR TO DATE EARNINGS#

There is no page called 'BEYE'. Would you like to create it?

DAILY WORK SCHEDULE#

DAILY LEAVES#

HOLIDAY CALENDAR #

EXPIRED CERTIFICATES#

EMPLOYEE CONTACTS#

There is no page called 'BECT'. Would you like to create it?

EMPLOYEE COUNT#

FUNDS NEARING COMPLETION#

GEO CODES#

INCIDENTS#

LOCATION MAP#

MY CALENDAR#

PAY STUBS#

NEWS ITEMS#

OUTSTANDING APPROVALS#

OUTSTANDING WORKFLOW#

Overtime (BPOW) - Overtime Warning#

Main Panel#

Description

An overtime Gauge will indicate the number of hours of overtime for a specified pay period. The needle will give the approximate value of overtime; the gauge numbers will change depending on the total overtime to be displayed.

Colors indicate the level of 'heat' (such as 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 defined for any department displayed, the system will default to 14, 28, 35.
Note: 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 defined, 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.
  

Parameters

Pay Period

Users can select other pay periods in this field.

Sub Panel 1 - Overtime by Department#

Description

Table lists the Department, hours by OT Types and the Total Overtime hours.

Sub Panel 2 - Overtime Detail#

Description

A table displaying the Overtime Detail is displayed with the Dept Code, Employee Code and Name, Date, Time Code and Hours.

Parameters

Pay period

Select different pay periods.

PA Scorecard (BDPAS) - Personnel Actions Scorecard #

Main Panel#

Description

Bar Chart showing Average Days to complete and PA Count.

Parameters

PA Type and PA Status

Users can Select All or one or more items from the PA Type and PA Status fields.

Date

A start and end date can be selected. The date range can cover multiple years, in which case there will be a separate set of bars for each year.

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.'
  

Includes: Download to spreadsheet, e-mail with spreadsheet and download to PDF.

Parameters

PA Type and PA Status

Users can select the PA Type and PA Status from drop down lists.

Year

Users can select a year

Sub Panel 2 (Form) - View personnel Actions#

Selecting an Employee name in the Name column brings users to View Personnel Action History.

Profile-NoPic/Profile (BEPN / BEPP) - Profile with/without Picture#

There are two versions of this panel, one shows 2 leave banks plus a picture of the employee (for clients using this feature), the other shows 3 leave banks and no picture.

Main Panel#

Description

Includes the employee name, title and person code, two/three boxes for leave balances and a Photo (Profile).

• 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).
  
• Click on any of the boxes to drill to the Leave Balance details.
  
• Click on the Photo (if used) to drill to the Employee Profile.
  

Sub Panel 1 - Leave Balances#

Table showing the leave type, leave year, earned, taken and balance for all active leave types.

Sub Panel 2 (Form) - My Personal Profile (WEEPP)#

Clicking on the Photo in the Main Form drills to the My Personal Profile (WEEPP) form.

Quick Links (BDQL) - Configurable set of icons for fast navigation#

Description

A set of configurable icons used for fast screen navigation.

A predefined menu entry has been created in IMMU (DASH_EE_ICONS) with several functions. The displayed icon can be chosen from over 600 Scalable Vector Graphic (SVG) images list at Font Awesome's web site https://fontawesome.com/v4.7.0/icons/

Recruitment Sources and Costs (BRSC)#

Main Panel#

Description

A Horizontal bar chart shows in the vertical axis the Source for each bar and the Recruitment Cost in the horizontal axis.

Source is determined based on the Candidate_Source field on the Candidate form, based on the Candidate's Submitted_On date value.
Costs are determined by Costs linked to the Candidate (by Source).
The blue bar displays the matching # of Candidates that match the source for the time period chosen. Mouse-over the bar displays the #, such as the # of Candidates found via the Source.
An orange bar will appear when costs are linked to the Candidates for the Source. Mouse-over displays the total $ amount for the Source/Candidates.
Click on a bar in the table to drill to details.

Parameter

Time Period

Select a time period from the drop-down list. Defaults to 'last 6 months'.

Recruitment Source, Recruitment Cost

Select/deselect information to view (click on the colored icons next to the field).

Sub Panel 1 - Candidates from Self-Service Web Source#

Table showing the Candidates with Cost Category details: Cost, Cost Date, Posting Code and Recruiter.
Click on the Posting # to drill to detailed costs by Posting.
Includes: Excel, E-mail links

Sub Panel 2 - Cost for Posting Code#

Table showing Costs for the Posting Code selected: Job Profile, Posting Status and the Cost.
Includes: Excel, E-mail links

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

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.