Tasks Widget

Relocation Coordinator Widget

Household Goods Shipment Status Widget

Expense Report Status Widget

Summary Widgets

Shortcut Widgets

Widget Maintenance

This widget will display all tasks (checklist items) assigned to an employee. For more information on checklist creation and employee assignment, please see the Checklist Template Setup user manual.

Based on the configuration of the checklist item, the employee will be able to complete the task with a [check box], or auto-complete a task by completing additional information on the applicable page. The employee may also be given the option to remove a task as it may not apply. In that instance a trash can icon is available; the item will be recorded as ‘Not Applicable.’ Clicking the task name will expand it to show the description, if one was configured for the checklist item.

Tasks are ordered by Due Date, then by Sequence. From the example below, you can see that one item is overdue which puts this item on top. This item also has a designation of a red exclamation signifying that this item is overdue and action needs to be taken. As the number of items increase or decrease, the number of Tasks and Overdue items in the upper right hand will also change. Once Tasks reach 0, the Task widget will no longer appear on the dashboard.

This widget is similar to the Relocation Team Widget available on the Company Portal. This widget reflects the Relocation Coordinator assigned to the user’s assignment. It uses the “Relocation” terminology as specified in the SYSTEM_PREFERENCE_COMPANY_OVERRIDE table, if an override is specified. (For example, may display as “Assignment Coordinator”, if the company override for the term is Assignment.)

The possible information for the Relocation Coordinator to be displayed includes:

This information is as noted in the Resource Detail page for the Relocation Coordinator. In addition, a picture may be displayed, if one is loaded to the Resource Detail page.

Recommended size of images/pictures loaded is 100 by 75 pixels. Images in the Relocation Coordinator 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 Coordinator.

If there is no Relocation Coordinator assigned, the widget will display a message stating, “There is no Relocation Coordinator information at this time”.

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

This widget displays the scheduled dates related to the primary household goods shipment. It will display the name of the vendor assigned to the shipment.

Possible dates to display include:

The Requested Date will display until a Scheduled Date is entered. If an Actual date is noted and the actual date is less than the current date, the task will be marked Complete (green checkmark). If date ranges are enabled the Actual To date will need to be entered. If there is no scheduled date noted, then the task will not appear in the widget; however, if an actual date is entered, then the task will appear on the widget with a scheduled date equal to the actual date and marked Complete. Also, if there is a scheduled date for a task and no actual date, but there is an actual date for a subsequent task, the preceding task will be marked as Complete.

The progress bar will reflect percent complete according to how many tasks are complete versus how many tasks are scheduled.

If there is no primary household goods shipment record, or if one exists, but does not contain any scheduled dates, the widget will display a message stating, “There is no primary household goods information at this time”.

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

This widget will reflect all expense reports created within the past month as well as any expense reports not yet finalized (not cancelled, paid, nor denied) if the Payee Type is set to Employee. This includes Expense Reports entered by the employee as well as Vouchers entered internally. It will display the expense report name, the total requested amount, and the status with the status date.

For expense reports created by the employee, clicking the expense report name link will take the user to the Expense Report Detail page (no longer on the Dashboard page) for that particular expense report (just as if the user were on the Expense Report screen and clicked the name of the expense report from the summary page).

For expense reports created by an internal user, clicking the expense report name link will open a window for a report that can be run in PDF or HTML. Once generated, the report can be opened, or saved. The report shows the voucher Start Date and End Date, the Status, Report Number. It will list the detail of the expenses including Expense Category, Expense Type, Expense Date, Expense Amount (including currency), Exchange Rate, Estimated Payment Amount, and Status of the expense (In Policy, Exception, or Denied). It will also show a Requested Payment Total. The report will then display the summary of expenses as Voucher Total minus Denied minus Non-Reimbursable minus Tax Adjustment equaling the Payment. Finally, it will list the Payment Instructions.

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

Summary widgets can be created to highlight pertinent information. The widget creator can set the Title, icon, and color of the widget. He/She can also configure a User Report to display additional information appended to the beginning of the Title. The first value returned by the User Report is what will be included in the widget Title. In addition, a footer may be configured. The footer may be a User Report to show details, or an Equus Platform page or custom URL.

Administrators can create a shortcut widget containing links to the Equus Platform pages, or custom URLs. The administrator can configure the Title, icon, and color of the widget. Shortcut links can be included in the widget by default, or the widget can be left blank, and the individual user can configure his/her own shortcuts. When configured on a dashboard, this widget will include the shortcut pages as configured. When an individual uses the widget, he/she can add or remove shortcuts as desired. The changes made by the individual only affect that particular widget for that user; no other users will see the changes made.

When configuring pages for the widget, security limits pages to ones authorized for the site per license modules.

When individuals add pages to the widget, security limits to role security access and license modules.

When an individual uses the shortcut to navigate to a page, the following security is applied when searching for a relocation/assignment:

Before adding widgets to a dashboard they must be created or maintained on the Widget Maintenance screen.

By clicking the + button you can create a new widget by defining your own new widget from the <Create New Widget> dropdown or by copying and creating a new widget based on the settings from another widget. See Portal – Employee Task List for the system default task list widget.

To Edit or Maintain created widgets, choosing the (shown above) to the left of the widget will take you into the Widget Maintenance Screen. From here the user can make adjustments on how the widget will appear on the dashboard. From changes to which icon is shown on the widget to the color of the widget as well as whether to show or hide when no data is present, all these can be maintained here.