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

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

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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

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

Version management

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!Panels
!PANELS
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\\
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Panels indicated as intended for Managers (see 'audience' in the Panels list) respect Manager Hierarchy (direct reports) as well as 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. \\ \\
* Panels indicated as intended for Managers (see 'audience' in the Panels list) respect Manager Hierarchy (direct reports) as well as the defined IMSV security. \\
* Panels indicated as intended for Administrators (see 'audience' in the Panels list) respect the defined IMSV security. \\ \\
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A simple reporting tool is optionally available; with base HR information. Reports created with the tool can be stored/output to various formats, and/or can be added by a user to their Dynamic Dashboard. Additional grids can be added over time; currently restricted to the HR Data Grid (BEDG).\\ \\
A simple reporting tool is optionally available; with base HR information. Reports created with the tool can be stored/output to various formats, and/or can be added by a user to their User Configurable Dashboard. Additional grids can be added over time; currently restricted to the HR Data Grid (BEDG).\\ \\
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!!!Static Dashboard ('home' pages)
!!!Static Dashboard ('Home' pages)
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!!Assigning and Changing the chosen Dashboard(s)
!!Assigning and Changing the Chosen Dashboard(s)
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__''Dashboards cannot be edited '' (other than the function's Web Address field). __\\
__See FAQ for adding additional Panels/Dashboards.__\\
__Dashboards cannot be edited__ (other than the function's Web Address field). __See the FAQ section for adding additional Panels/Dashboards.__\\
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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. \\
Ensure your defined Role(s) has been granted function access/security for the Dashboard(s) used. Use search string: '%Dashboard' in the Find box to see a list of provided Dashboards. \\
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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). \\
Dashboards are functions and are added to Menus through the Menu Definition (IMMU) form. Clients can control which Dashboard is provided for each Role/Menu, and can control if the Dashboard includes a User Configurable Dashboard and/or a Data Grid (see additional topics below). \\
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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. \\
Find the User's Profile on IMUS, then drill down to the Roles assigned to confirm the Menu used for the User Profile's Role(s). User Profiles can have multiple Roles and therefore multiple menus. The highest Role sequence on the User Profile defines the default role. \\ \\
For clients utilizing the __Recruiting__ module: If an employee is linked to a Posting as a Recruiter, they will automatically be given the Recruiter Role (hidden), at sequence 999. Therefore, if a user wants the Recruiter role to show up as the employee's default role (on login to Self Service), define all other roles with a sequence that is less than 999. If the preference is for an Employee, Manager or some other role to be the default, define those roles with a sequence that is greater than 999. \\
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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. \\
Users, such as Administrators and Managers, can be restricted to/from viewing Employee records on the Assign Security Rights (IMSV) form. __Note__: Any panel listed as intended for a Manager (see audience list) will also have manager hierarchy automatically assigned. \\
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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. \\
Dashboards are Functions and can be accessed on the IMFN (function) and IMFDH (form definitions) forms. Use the search string '%Dashboard' in the Find box to see a list of provided Dashboards. \\
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Web Address edits are rarely required - Example:\\
If a new Dashboard has been defined for your organization, which is not yet in the Pre-loaded (seed data) list, extend/copy an existing Dashboard and edit the Web Address field. \\ \\
Web Address edits are rarely required. \\ Example: If a new Dashboard has been defined for your organization, which is not yet in the Pre-loaded (seed data) list, extend/copy an existing Dashboard and edit the Web Address field. \\ \\
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!!!Available Panels
!!List/Summary
!!!AVAILABLE PANELS
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|Box 9 [BS9B]|Box 9| |
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|Attendance [BADG]|Attendance Data Grid| |
|Benefits [BBDG|Attendance Data Grid| |
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|HR Data Grid [BEDG]|HR Data Grid| |
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|User Configurable Dashboard [BMDD]|User Configurable Dashboard| |
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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 'Can Clients edit the dashboards', below). Dashboards can be copied and re-named, and used for different Roles, but cannot be edited. This is due to the nature of the sub-license of the product used. \\
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Clients cannot edit the Dashboard Functions. If additional Dashboards, or edits to the existing dashboards, are preferred, please contact High Line (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.\\
Clients cannot edit the Dashboard Functions. If additional Dashboards, or edits to the existing dashboards, are preferred, please contact High Line (by opening a CCare case) to request the change. \\ \\
__Note__: High Line will create new Panels and Dashboards assuming they are usable for the entire customer community. Example: User-defined fields and user-defined columns are not supported as they are client-specific.\\
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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 User Configurable Dashboard. The system will remember each users' dashboard setup/preferences. \\
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See 'request new panels/reports'.\\
See 'How do we get/request additional panels' below.\\
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!!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 get/request additional panels?
High Line will work with clients to add additional panels, if they are usable for the entire customer community. 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).\\ \\
To request a new panel, please open a CCare case. Include specifications for the initial panel and sub-panels/drill into's (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 panels that will be of interest to the entire client community. Costs may apply depending on the use/value of the item. \\ \\
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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. \\
The Release notes provided with releases/updates will include any new Dashboards offered. The Release Wiki is also a reference. This document will be updated as new items become available. \\
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This page (revision-87) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop