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!!!Notice\\
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). \\
This document contains proprietary information and is protected by copyright.\\
All rights reserved. No part of this document may be photocopied, reproduced or translated into another language without the prior consent of High Line Corporation.\\ \\
HIGH LINE CORPORATION\\
145 Renfrew Drive, Suite 210\\
Markham, Ontario L3R 9R6\\
Canada\\
\\
!!!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
|Employee Contacts (BECT)|[Employee Contacts|] |FD (BE)|Employee
|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 (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). Example: can be used to restrict by Department). \\
!Main Panel
;Description: Bar chart - Leave hours taken by Department, Leave Type, Period of time. Allows drill to details.
;Parameters: Departments (list of departments). Can be restricted by User/Role security rights (IMSV), or user may choose from drop-down list.\\
;Leave Types: Users can choose from drop-down list.
;For (period of time): Users can choose from drop-down list.
\\
!Sub-Panel 1: Leaves taken for Month, Year
;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). Can be restricted by User/Role security rights (IMSV), or user can choose from drop-down list - defaults from prior form and can be edited here.
;Leave Types: Users can choose from drop-down list - defaults from prior form and can be edited here.
\\ \\
!Sub-Panel 2: Absenteeism Analysis: Total Absent Days by Department for Month, Year
;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). Can be restricted by User/Role security rights (IMSV), or users can choose from drop-down list - defaults from prior form and can be edited here.
;Leave Types: Users can choose from drop-down list - defaults from prior form and can be edited here. \\ \\
!!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). Example: can be used to restrict by Department). \\ \\
Allows either managers or administrators to view departmental budgets across the organization. \\
!Main Panel
;Description: Bar Chart showing FTE Count by Department. Shows Authorized, Actual, Available and Overage.\\
;Parameters:
;Departments: Users can choose from a drop down list with options for All Departments or select one or more from the list.\\ \\
Users can select a number in the Top X box which will be the number of Departments displayed.\\ \\
Restricted by Manager's direct reports as well as Security settings\\ \\
__Note__: Security settings can cause totals displayed to differ by User.\\ \\
;FTE Over:
Users can enter a number in the FTE Over box.\\
\\
!Sub Panel 1 - Position Codes and Titles in Department
;Description:
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. \\ \\
Includes: Download to spreadsheet, e-mail with spreadsheet.\\ \\
__Note__: Security settings can cause #'s/totals displayed to differ by User.\\
;Parameters:
Show Positions As Of date\\
\\
!Sub Panel 2 (Form) - Position For Department
;Description:\\
When any Position Code or Title is selected, users are brought to the Position (IDPS) form. Respects form security (if a user does not have access to sub-form used, cannot drill into via panel).
||Column Name||Links To
|Position Code|IDPS
|Position Title|IDPS
|Authorized FTE| IDPS
|Actual FTE| Sub Panel - Budget Assigned For Position
|Variance| Sub Panel - Budget Assigned For Position
|Requisitions|Sub Panel - Requisitions For Department
\\
__Note__: Orgaizations must review the drill-into form and edit it 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
;Description:
This table shows Requisitions for the Position selected in the Sub Panel 2. The table will show the Job Profile for the posting and the Posting Code which is a link to IRPO.\\ \\
;Parameters:
Show Positions As Of date\\
\\
!Sub Panel 4 (Form) - Drill to Postings (IRPO)
;Description:
Select a posting code in the Requisitions panel and the user is brought to the Maintain Postings (IRPO) form for that posting. Respects form security (if a user does not have access to IRPO, cannot drill into via panel).\\
\\
!!!Competency Search (BCCS)
!Main Panel
;Description:
Skills Search showing Competencies for employees in the selected Job Profile, with higher bars denoting % match to Competencies for the Job Profile chosen. \\ \\
Below the main chart (scroll bar to view) is a Table containing matching candidate details including: Candidate Code, Name, Type, Source % match, Email address, Phone# and Resume.\\ \\
* Link to Candidate via clicking on the bar chart or Candidate name in Candidate table. \\
* Link to Resume via resume icon in the Candidate table. \\
* Link to Candidate's competencies via '% match' in the Candidate table. \\
* Includes: Download to spreadsheet, download to PDF.\\
;Parameters:
;Job Profile: Drop down list of Job Profiles; defaults/populates form based on first (alphabetical) Profile. \\
;Job Competencies: Choose all, or select from the Competencies from the selected Job Profile.\\
;Candidate Status: Drop down list of Candidate Status either All, or Newly Entered, or Active.\\ \\
__All/Any:__
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)
;Description: Two links on the main panel to the form View Candidate Profile:\\
* From the candidate bar in the Competencies Bar Chart\\
* From the Candidate Name field in the table.\\
\\
!Sub Panel 2 - Candidate Competencies
;Description:
* Link from the % Match field on Candidate table.\\
* Displays Candidates' existing Competencies; view only.\\
* Includes: Download to spreadsheet, e-mail with spreadsheet.\\
\\
!Sub Panel 2 (form) - Drill to Maintain Candidate Resumes (WRRCR)
;Description: Brings the user to the Candidate Resume tab in the View Candidate Resumes form. \\
\\
!!Current Year to Date Earnings (BEYE)
!Main Panel
;Description:
* Pie chart with color-coded segments for different earnings types (year to date). \\
* The segment values are from the year-to-date value of the Gross Pay element (earnings pay components)
** Segment labels are taken from the pay component abbreviations. \\
* There is no drill down capability from this panel.\\
\\
!!Daily Work Schedule (BTWS) - 'Who's Here'
!Main Panel
;Description:
'Who's Here': Table of employees scheduled to work on the date selected, and clock in-out times if available. \\
;Parameters:
;Date: Date field allows specific date selection\\
;Work Areas: Users can select from a drop down list for Defined Work Areas with Work Division, Work Area, and Work Station included in the drop down option to select.\\
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. \\
\\
!!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). Example: can be used to restrict by Department. \\
!Main Panel
;Description: Defaulting to today's date, the employees on leave will be displayed. Users are 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, are determined by Approvals logic and will display a check mark. Example: 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). \\ \\
A Date/Day selector allows a Manager to change to a future/past date. Note that the Calendar function noted in the Sub Panel/Form below also allows month/date selection. \\
\\
!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 is defined for the User). \\
The WMALP form also allows users to view Leaves by week or month. \\
!!Employee Holiday Calendar (BEHC)
!Main Panel
;Description: 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). \\
\\
!!Expired Certificate Warning (BCEC)
Intended for Managers or Administrators, utilizes Security Rights (IMSV) security. \\
!Main Panel
;Description: Heat gauge showing a Days Overdue warning. Days Overdue is based on the End Date in the Skills-Competencies tab in the Maintain Personal Qualifications (ICPQ) form. The date range that will trigger records to move the needle, and be included in the sub panel table, is three months prior to and three months ahead of the current date. The heat gauge numbers are driven by the greatest number of days overdue and the needle will point to this number in the gauge. \\ \\Overdue due date days are in the red sector and upcoming due date days are in the yellow sector. \\
!Sub Panel - Expired Certificates
List of employees with information on their category, competence, Expiration and Days to Expiration. \\
\\
!!Employee Contacts (BECT)
!Main Panel
;Description: Displays the Employee's Contacts (all contact types).\\
\\
!Sub Panel (Form) - My Contacts
Clicking on a detail row in the Main Panel takes users to their Contacts form (WEECN - My Contacts; assuming execution security is defined for the user). \\ \\
The WEECN form allows users to view, edit, add and delete contacts, based on the user/security settings for the form. \\
!!Emergency Contacts (BECTM)
!Main Panel
;Description: 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 the Main Panel takes users to their Contacts form (WMEECN - View My Employee's Emergency Contacts; assuming execution security is defined for the user). \\ \\
The WEECN form allows users to view their direct and indirect employee's emergency contacts. \\
\\
!!Employee Count (BECN/BECNM)
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: Displays a pie chart, counting the # of employees based on Group Details (IDGR) 'Pay Type'. \\ \\
;Selection Parameters:
* Entity (multiple values)
* State (multiple values)
* Location (multiple days)
* 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. \\
\\
!!Funds Nearing Completion (BPFNC)
!Main Panel
;Description: Table with GL Fund Code, Description, Given, Actual and Balance. Includes: Download to spreadsheet, e-mail with spreadsheet.\\
!Sub Panel - Postings for GL Fund Code
;Description: Table with Account code, Dept Code, Distribution Code, Employee # and Name, and Amount\\
Includes: Download to spreadsheet, e-mail with spreadsheet.\\
;Parameters:
;Fund Code: Field for selecting a Fund Code\\
;GL Accounts: Field for selecting GL Accounts\\
\\
!!Get GEO Codes (BDGG)
!Main Panel
;Description: Table Showing Locations. This includes the Location Code, Address, Latitude and Longitude. This panel needs special configuration for it to work out-of-the-box. It will go out to Google Maps and translate the address into a set of longitude and latitude coordinates and store this in a new table which is used by the Location Map panel to positon locations on the global map.\\ \\
The Get GEO Codes button needs to be pressed several times until all the locations have been found. \\ \\
See also - Location Map (which utilizes the results of the 'get Geo Codes' function). \\
Includes: Download to spreadsheet, e-mail with spreadsheet.\\
\\
!!Incidents (BSIN)
!Main Panel
;Description: Pie Chart showing Safety Incidents by Type, for the time period selected. \\
;Parameter:
;Incidents Field: Incidents for specific years can be shown using the selection field. This shows either ALL or specific years. When a segment is selected, drills to a sub panel.\\
\\
!Sub Panel 1 - Case Summary
;Description: The heading will relate to the pie chart segment selected. It will show the Case#, Date, Reason, and Reported By.\\
\\
!Sub Panel 2 (Form) - Drill to Track Health Issues (IHHI)
;Description: The Case # field is a link to the associated record in the Track Health Issues (IHHI) form.\\
\\
\\
!!Location Map (BDLM)
!Main Panel
;Description: Zoom-capable map showing locations where employees work (based on Location from IEAS). Locations will be grouped together and color coded depending on the level of the zoom. \\ \\
__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 it is 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. \\
* Yellow is for a group of 10 or more locations.
* Blue is for a group of 2 to 9 locations
* A red icon is for a single location
Continually clicking on a yellow or blue icon will zoom in until single locations are shown.\\
Clicking on a red icon will display information on the Location code.\\
Clicking on the name of the Location drills to the details of employees in the Location.\\
\\
!Sub Panel 1 - Location Details
Pop-up: Address, and Employee count.\\
!Sub Panel 2 - Location Map
Table showing details of employees in the Location: Department Code, ID, Name, Phone, Extension, Salary\\ \\
__Note__: This form will be updated in upcoming versions, eliminating ID and Salary, and adding e-mail address. \\
\\
!!My Calendar (BEAC)
!Main Panel
;Description: Users are presented with a calendar for a one-month period. \\
;Parameters:
;Calendar: Use the calendar options provided to change year/month.\\ \\
__Note__: This is designed to work best as a single panel/uses the full width of the dashboard. \\
\\
!Sub Panel (Forms) - Varies based on Main Panel contents
When a red rectangle is selected, users are 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 users are brought to the employee's My Personal Profile form.\\
\\
!!My Pay Stub (RESTUB)
Users can review their pays and either print a paystub (RESTUBD), or if that feature is not used, direct Employees/Users to a Pay Stub information form (such as WEPDS or a customized version of that form). \\
!Main Panel
;Description: Bar Chart with Deductions and Net Pay color coded bars and Gross Pay are indicated in dollars. \\ \\
Pay Components displayed are based on the Elements defined in the 'Define Payrolls' (IPPR) form and therefore will be the same as the Personality pay stub utilized. \\
;Parameters:
;Pay Period: Drop down list of Pay Period - Pay #s allowing an employee to select different pay periods from a list.\\ \\
Print icon available - takes users to the Print Paystubs (RESTUBD) or to a Pay Stub Details page (WEPDS).\\ \\
The drill-into for Print is determined by a Preference on the Site Information (IMST) form. If no preference exists, the system will default to RESTUBD. \\
Preference = LOGI_STUB_TARGET ''such as RESTUBD or WEPDS\\ ''
\\
!Sub Panel 1 - Pay details for Pay Period
;Description: The table displays the Pay Period, Pay Issue Date, Earnings, Deductions, Benefits, Others and Net.\\
;Parameter:
;Pay Period: Select a different pay period to display.\\
\\
!Sub Panel 2 - Pay Break down Chart
;Description: Pie Chart and table of pay components and amounts. Individual segments are color coded and the details for each color-coded segment is shown below the chart.\\
Includes: Print - see Main Panel - same functionality.\\
;Parameter:
;Pay Period: Select a different pay period to display.\\
* The Earnings, Deductions, Benefits and Other dollar amounts drill down to display a related pie chart.\\
* Click on the legend (small colored boxes) to remove items from the chart. \\
\\
!Sub Panel 2 (Form) - Payroll Deposits
;Description: 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 drill-into for Print is determined by a Preference on the Site Information (IMST) form. If no preference exists, the system will default to RESTUBD. \\
Preference = LOGI_STUB_TARGET ''such as RESTUBD or WEPDS\\ ''
!!News Items (BENI)
!Main Panel
Similar to the 'messages' function in the standard Self Service menus, displays Notes which conform to the following:\\
* Notes must have start/end dates; the current date must fall within these dates for the note to display.
* The Note Type must be MEMO.
* Notes are from Entity, Department, Unit and Job.
\\
!!Outstanding Approvals - All Users (BDATD)
The purpose of this panel is to alert Administrators to unfinished and/or overdue Approvals remaining for all Users. \\
!Main Panel
;Description: Table - list of outstanding Approval tasks. \\
Allows sort by any column. Example: sort by the User or Date by clicking on the column heading.\\
Allows columns order to be re-arranged (not applicable to Static Dashboards); mouse over the column headings to see the icon appear to move columns. \\
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!!Outstanding Approvals (BDATDM)
Approvals outstanding for the User. Note that this can be applicable to Managers or Administrators. The panel does not show activities for other users. \\
!Main Panel
;Description: Table - list of outstanding Approval tasks. \\
Allows sort by any column. Example: sort by the User or Date by clicking on the column heading.\\
Allows columns order to be re-arranged (not applicable to Static Dashboards); mouse over the column headings to see the icon appear to move columns. \\
Users can drill into the item to complete/drills to Approvals to Do form (IDVAR). \\
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!!Outstanding WorkFlow Events (BWTD) - formerly 'Bottleneck Report'
The purpose of this panel is to alert Administrators to unfinished and/or overdue Workflow remaining for all Users. \\
!Main Panel
;Description: Table - list of outstanding Workflow tasks for any User, due within 60 days of current date. \\
Lists all outstanding Workflow and Approvals tasks. \\
Allows sort by any column. Example: sort by the User or Date by clicking on the column heading.\\
Allows columns order to be re-arranged; mouse over the column headings to see the icon appear to move columns. \\ \\
__Note__: Users 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 is 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. \\
Allows drill-into to form required for completion, where a user has access to the employee and the specific form called from the Workflow Action. \\
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!!Outstanding WorkFlow for User (BWTDM)
This Panel displays the outstanding Workflow for the specific user signed in. \\
!Main Panel
;Description: Table - list of outstanding Workflow tasks. \\
Lists all outstanding Workflow tasks. \\
Allows sort by any column. Example: sort by the User or Date by clicking on the column heading.\\
Allows columns order to be re-arranged (not applicable when included in a Static Dashboard); mouse over the column headings to see the icon appear to move columns. \\ \\
__Note__: Users 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 is 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. \\
Allows drill-into to form required for completion, where a user has access to the employee and the specific form called from the Workflow Action. \\
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!!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.\\
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!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.\\
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!!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.\\
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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.'\\
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\\
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!Sub Panel 2 (Form) - View personnel Actions
Selecting an Employee name in the Name column brings users to View Personnel Action History.\\
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!!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 leave types.\\
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!Sub Panel 2 (Form) - My Personal Profile (WEEPP)
Clicking on the Photo in the Main Form drills to the My Personal Profile (WEEPP) form.\\
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!!Quick Links (BDQL) - Configurable set of icons for fast navigation
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!!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.\\
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!!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). \\
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!!Turnover (BDTO / BDTOM)
There are two versions of this panel, one for managers and one for administrators. They function identically: the manager version is restricted to the employees that report to the user; the administrator version will see all employees (subject to IMSV security). Example: Can be used to restrict by Department. \\
!Main Panel
;Description: Pie chart showing segments representing different termination reasons with numbers indicating the number of terminations for each segment.\\ \\
__Note__: The #'s/totals shown will differ based on a user's security settings. Example: if provide only the Manager version, or to specific departments, will not see accurate information; clients may wish to provide Managers and Administrators with the Administration version, for accuracy in reporting). \\
;Parameters:
;Terminations: Field to enter the terminations within the last user defined number of months.\\
!Sub Panel 1 - Turnover by Org level
;Description: Table for turnover by Org level with columns for Org Level, Terminations, Hires Turnover\\
;Parameters:
;Org Level Type: Field to select an Org Level Type \\
;Months: Field for number of months for terminations and new hires.\\
!Sub Panel 2 - Turnover by Department
;Description: Table showing the Org Level Code, Department Code, Terminations, New Hires and Turnover.\\
;Parameters:
;Months: Option to select the number months for turnover.\\
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!!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. \\
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!!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)
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!!!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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