Displays the Welcome message, as noted in the Portal Announcement Detail screen (see Portal Announcements Set Maintenance Page for more detail on how to configure this message). The title of the widget will contain the user’s name. It will display the Last Sign in information and also contain a link to Change Password. The Announcement Header is not displayed within the widget, but if the user goes to the Announcement page, he/she will see the full announcement, including the header.

If there is no portal announcement marked as the Welcome, or the announcement is expired, then no message will display (Last Sign in and Change Password link will, along with the “Welcome <User Name>” message).

This widget is available on System Default Client User Template, System Default Employee User Template, and the System Client User Assignment Template dashboard templates.

Lists active (non-expired) announcements in order, according to the create date, from newest to oldest. It displays the Announcement Header in full, including any HTML formatting included in the Announcement Header configuration. If there is no Announcement Header, it will display the first 50 characters of the Announcement Body, followed by ellipses (…). The Starts On date of the Announcement will be displayed below the Announcement Header as the “Posted Date”. Expired announcements are determined to be those where the Expires On date is less than or equal to the current date. Announcements shown are per the User Type and match the Announcements displayed on the Announcements page.

Clicking the Go To Announcements Page link will take the user to the Announcements page (no longer on the Dashboard page), if the user has rights to that page. If the user does not have rights to the Announcements page they will get a red box error message stating they do not have security privileges to that page.

If there is no announcement set for the company (or no active announcements within an assigned announcement set), the widget will display a message stating, “There are no announcements at this time”.

This widget is available on the System Default Employee User Template dashboard, System Client User Assignment Template dashboard as well as the System Default Client User Template dashboard.

This widget lists initiations (authorizations) that have been finalized /submitted (where an assignment record has been created, according to the Create_Date of the Assignment record). It will show initiations for the current year, through the current date, grouped by quarter. It will also show initiations for the previous calendar year. Quarters are defined as Q1 = January through March, Q2 = April through June, Q3 = July through September, and Q4 = October through December. If there are no initiations for a given quarter, or if the quarter is in the future, the chart will reflect 0. Initiations that are created through the Authorization screen but not “Final Submitted” will not be reflected (as long as a record was not created for the cost estimate process).

Clicking the View Details link will generate a report in HTML that shows all initiations (per the user’s security rights) giving detailed information including System Number, Employee Last Name, Employee First Name, Policy, Initiation Date, Authorization Coordinator, and a link to the Assignment.

Clicking the link to the Assignment from within the detail report will open another window to the Assignment Detail page for the particular assignment selected.

If the initiation is done through the Authorization screens, the Authorization Coordinator will reflect the Authorization Coordinator on record. If the initiation is done through the New Employee/New Assignment screens, the Authorization Coordinator will reflect the User who created the record.

The Policy reflected in the detail report is the one that is current on the Assignment Detail screen, which may not necessarily be the same one the initiation/authorization was created with.

If there are no initiations for the current year and no initiations for the previous year, the widget will display a message stating, “There are no initiations at this time”.

This widget is available on the System Default Client User Template dashboard.

Lists properties that are Active (does not include properties in Homesale Cancelled, Closed, Homesale On Hold, or Closed/Inventory status).

Properties are rolled up to categories as follows:

Non Inventory:

Non-Inventory Under Contract:

Inventory

Inventory Under Contract

The Total reflects the count of properties in each category. Average days on market (Avg. DOM) is calculated as the sum of the days on market for all the properties within the category, divided by the number of properties within the category. Days on market for Non-Inventory properties is based on the Employee Listing. Days on market for Inventory properties is based on the Resale Listing. The header row displays the sum of the Totals and the overall average days on market for all properties shown in the four categories.

Clicking any of the category name links will generate a report in HTML that shows all properties within the category (per the user’s security rights) giving detailed information including System Number, Employee Last Name, Employee First Name, Property Status, Employee Initial List Date, Employee Initial List Price, Employee Initial List Currency, Employee latest List Price, Employee Latest List Currency, Employee DOM, Resale Initial List Date, Resale Initial List Price, Resale Initial List Currency, Resale Latest List Price, Resale Latest List Currency, Resale DOM, Homesale State/Province, Homesale City, and View Homesale Detail (a link to the Property Information screen).

Properties in Inventory will reflect the Employee Listing Days On Market as well as the Resale Listing Days On Market, even though the widget only displays the Resale Listing Average Days On Market.

Clicking the link to the Property Information screen from within the detail report will open another window to the Property Information page for the particular assignment/property selected.

If there are no active homesale properties, the widget will display a message stating, “There are no active homesale properties at this time”.

This widget is available on the System Default Client User Template dashboard.

This widget reflects the list of resources assigned to the user’s company on the Company Detail page, if noted as “Show on Portal”.

The possible information for each resource to be displayed includes:

This information is as noted in the Resource Detail page for the contact, or from the Contact Details within the Company Detail page, if not a Resource. In addition, a picture may be displayed. Pictures MUST be loaded via the Resource Detail screen; there is no way to upload pictures via the Company Detail page.

Recommended size of images/pictures loaded is 100 by 75 pixels. Images in the Relocation Team widget will be resized to the size specified in the portal style sheet. However, the display of the image in the Resource Detail page will be actual size. If an image larger than recommended size is uploaded, it may be squished and therefore look distorted on the dashboard. Conversely, if an image smaller than the recommended size is uploaded, it may be stretched and therefore look distorted on the dashboard.

Any data not available is not displayed. That is, if an After Hours Phone Number is not entered, that line will not appear. Clicking the email address link will open an email addressed to the Relocation Team member.

You may specify the order the contacts appear by specifying a Sequence within the Contact Details page. Contacts without a sequence specified will appear prior to contacts with a sequence.

If there are no company contacts assigned, the widget will display a message stating, “There are no relocation team contacts at this time”.

This widget is available on the System Default Client User Template dashboard and the System Client User Assignment Template dashboard.

This widget will display the number of approved exceptions per category for the current year to date. Pending or Denied exceptions will not be reflected. By default, the chart will display up to six categories - the top five categories (per count) and then an “All Others” category. If there is a tie between categories (having the same count), they will be ordered alphabetically.

Clicking the View Details report link will generate a report in HTML that shows all approved exceptions (per the user’s security rights) year to date, giving detailed information including System Number, Employee Last Name, Employee First Name, Policy, Exception Category, Estimated Amount, Estimated Currency, Requested By, Requested Date, Approved By, Approved Date, and a link to the Exception Detail.

Clicking the link to the Exception Detail screen from within the detail report will open another window to the Exception Detail page for the particular assignment/exception selected.

If there are no approved exceptions within the current year, the widget will display a message stating, “There are no exceptions at this time”.

This widget is available on the System Default Client User Template dashboard and the System Client User Assignment Template dashboard.

This widget displays all reports marked as a favorite by the user. It will match the report list on the My Favorites section of the portal Reports page. As reports are added to or removed from the My Favorites section on the Reports page, this widget will change to reflect those modifications.

Clicking the name of the report will kick off the report in whatever preferred output is specified for the report. It will prompt the user for any necessary information, same as if the user clicked the report name on the Reports page.

Clicking the Go To Reports Page link will take the user to the Reports page (no longer on the Dashboard page).

If the user does not have any reports marked as favorites, the widget will display a message stating, “There are no favorite reports at this time”.

This widget is available on the System Default Client User Template dashboard and the System Client User Assignment Template dashboard.

This widget will display up to ten countries per assignee population. That is, up to ten host countries with the largest population of active assignments.

Clicking the View Details link will generate a report in HTML that shows all active assignments (per the user’s security rights), giving detailed information including System Number, Employee Last Name, Employee First Name, Policy, Start Date, From Country, To Country, and a link to the Assignment Detail. The report is ordered by To Country.

Clicking the Assignment link from within the detail report will open another window to the Assignment Detail page for the particular assignment selected.

If there are active assignments, the widget will display a message stating, “There is no Assignee Location information available at this time”.

This widget is available on the System Client User Assignment Template dashboard.

This widget will display the number of assignments per Assignment Start Date for 12 consecutive months, with the 12th month being the current month or the maximum Start Date within the next three months. Assignments with a Start Date greater than three months from the current month will not be reflected.

Clicking the View Details link will generate a report in HTML that shows all active assignments (per the user’s security rights) in ascending order per Start Date, giving detailed information including System Number, Employee Last Name, Employee First Name, Policy, Start Date, and a link to the Assignment Detail.

Clicking the link to the Assignment screen from within the detail report will open another window to the Assignment Detail page for the particular assignment selected.

If there are no assignment s starting (per Start Date) within the expected timeframe, the widget will display a message stating, “There is no Assignment Start information available at this time”.

The System Preference, “Use Effective Date instead of Start Date for Dashboard Widgets,” can be used if the widget should use the Assignment Effective Date instead of the Assignment Start Date. This System Preference is located on the System Preferences screen under the Category of Portal.

This widget is available on the System Client User Assignment Template dashboard.

This widget will display the upcoming assignment end date. With this widget, the data is displayed in a table format with end dates within the approaching 6 months.

Clicking the Employee Name will navigate to the employee assignment screen where you can view detailed assignment information.

This widget is available on the System Client User Assignment Template dashboard.

Upcoming Assignment End Dates:

This widget will display employee and dependent passport, visa and Certificate of Coverage expiration dates within the upcoming six months. With this widget, the data is displayed in a table format with the assignee name, document type, and expiration status.

Clicking the Document Type will navigate to the employee assignment screen where you can view detailed visa, passport or certificate of coverage information.

This widget is available on the System Client User Assignment Template dashboard.

Document Expiry Widget:

This widget will display the assignment phase for active relocations. With this widget, the data is displayed in a pie graph with each assignment phase identified.

Clicking the View Details will pull an assignment phase report in which you can view detailed assignment information.

This widget is available on the System Client User Assignment Template dashboard.

Assignment Phase Widget:

This widget allows the user to initiate a new Authorization with a single click. Provided it is displayed on a page with a company context (all client portal pages have a company context provided), the widget will display a list of all active Authorization Templates for that company.

Clicking on one of the Authorization Template types opens a new Authorization with that template already selected

New Initiation Widget:

This widget displays all active Request Types in the system and allows the user to start a request with a single click. It also acknowledges company level overrides for active request types.

Clicking on a request type will launch a new window with the workflow for that request type.

New Request Widget: