Equus Software

Overview
Key benefits
Configuration steps prior to using the feature
Functions available after configuration
Things to Note

Overview
The Equus Platform Landing Experience is a dashboard that provide

Landing Experience Overview

By default, the Landing Experience feature is shipped as "on" for internal users and "off" for external clients. It will need to be switched for external users to access it.…

Enable the Landing Experience for External Users

Dashboard administrators (who are internal users) can edit the Landing Experience Dashboard.  Click  in the Landing Experience Preview Mode to edit the dashboard including the widgets.
 
 
Dashboard a

Edit a Landing Experience dashboard

A user must have the correct rights to access the Landing Experience Dashboard Maintenance screen at the system configuration level: 
    
 These security rights are:

Landing Experience Dashboard (ex

Configuring security to access Landing Experience Dashboard Maintenance (for Internal users)

Announcement Sets can be used to convey important and/or timely information to external client users in a given company using the Landing Experience.  
  
To configure the announcement set to appear…

Displaying announcements for external client users

The Landing Experience Dashboard screen is used to all manage Landing Experience Dashboards. 
Click the  to view/edit a dashboard.  Note, users must be associated with a role that gives them…

Preview a Landing Experience dashboard

Users with rights to edit the Landing Experience dashboard can add widgets to the dashboard. All configuration including adding widgets is completed in the Landing Experience Dashboard Edit mode: To a

Adding a widget to a Landing Experience dashboard

If the user's security role has the appropriate rights to the Landing Experience Dashboards screen at the System Configuration, the user can click on the pencil icon to view an existing dashboard…

Delete an existing Landing Experience dashboard

If the user's security role has the appropriate rights to the Landing Experience Dashboards screen at the System Configuration, a new dashboard can be created by clicking on the  sign.   …

Create a new Landing Experience dashboard/edit settings

The Landing Experience is turned on for a given company from the Portal Configuration screen when the Landing Experience Enabled checkbox is ticked for External Client User Type.  
  
The Landing Expe

How to determine which dashboard an external client user sees in the Landing Experience

The navigation side menu bar is only available to External Clients using the Landing Experience. The side menu can be customized according to use.
Note - it is possible to…

Configure the navigation side menu bar for the Landing Experience

Internal Users can easily switch dashboards by selecting the "Dashboard" drop down field on the "Home" screen. This allows faster navigation without having the need to navigate through the configurati

How to determine which dashboard an internal user sees in the Landing Experience

Dashboards created through the normal Dashboard configuration screen can be replicated with Landing Experience Dashboards. Refer to the sections below to learn about the steps to take and the things…

Replicating Normal Dashboards with Landing Experience Dashboards

The Data Table Widget is a custom widget that displays the results of a user report in a tabular format.
 
 
Adding a Data Table Widget
Edit an existing Landing…

Data Table custom widget in the Landing Experience

Stencil widgets offer much more customization than standard widgets and custom widgets and are straightforward to configure.  The look and organization of the widget is predefined. The data, text, and

Statistics List custom widget in the Landing Experience

Stencil widgets offer more customization than standard widgets and custom widgets and are straightforward to configure.  The look and organization of the widget is predefined. The data, text, and icon

Double Counter custom widget in the Landing Experience

The Advanced HTML widget allows users to use custom HTML and CSS code to create their own advanced custom widgets.
The Advanced HTML widget renders HTML contained in the selected…

Advanced HTML custom widget in the Landing Experience

Stencil widgets offer much more customization than standard widgets and custom widgets and are straightforward to configure. The look and organization of the widget is predefined. The data, text, and

Ranking custom widget in the Landing Experience

The Pie Chart widget shows information from a User Report in a circular chart grouped by a required "Category Name" column in the user report. The widget supports drill-in to…

Pie Chart custom widget in the Landing Experience

The Column Chart widget shows information from a User Report in a vertical bar chart grouped by a required "Category Name" column in the user report. 
It is possible to…

Column Chart custom widget in the Landing Experience

Stencil widgets offer more customization than standard widgets and custom widgets and are straightforward to configure. The look and organization of the widget is predefined. The data, text, and icons

Big Triple Count custom widget in the Landing Experience

The Bar Chart widget shows information from a User Report in a horizontal bar chart grouped by a required "Category Name" column in the user report. 
It is possible to…

Bar Chart custom widget in the Landing Experience

The Line Chart widget shows information from a User Report as a line graph grouped by a required "Category Name" column in the user report.  
It is possible to create…

Line Chart custom widget in the Landing Experience

The Word Cloud widget is a custom stencil widget.  The widget requires a User Report with a “Words” column for text to appear in the widget. Use of REPLACE commands…

Word Cloud custom widget in the Landing Experience

The Map Widget shows information from a User report in a heat map style chart (darker shades are applied to areas of most activity and lighter shades are applied to…

Map Widget custom widget in the Landing Experience

Stencil widgets offer much more customization than standard widgets and custom widgets and relatively straightforward to configure. The look and organization of the widget is predefined. The data, tex

Function widget in the Landing Experience

In this article, the "Normal Dashboard Example - Learning" dashboard will be replicated using a Landing Experience Dashboard.
To learn more about the steps for using Landing Experience Dashboards in…

Sample Replication of a Normal Dashboard with a Landing Experience Dashboard

The Landing Experience supports prompt filters on user report used in custom widgets through widget context selectors. This feature is available for all user types and both dashboard levels, system…

Landing Experience Context Filters

Landing Experience Administrators have the ability to group context filters that have the same data type. All configuration including grouping context filters is completed in the Landing Experience Da

Landing Experience Context Filters - Grouping

The Equus Dashboard - LE - Mobile Employee Management allows you to manage all Mobility Types in one dashboard.
This dashboard contains the following widgets:

Mobility Manager
Tasks &amp; Reminders…

Equus Dashboard - LE - Mobile Employee Management

The Equus Dashboard - LE - Remote Work summarizes all remote work details in the platform.
This dashboard contains following widgets:

Active Remote Workers (Map)
Active Remote Workers (Count)
Pending

Equus Dashboard - LE - Remote Work Dashboard

The Equus Dashboard - LE - Compensation Super User assists users with navigating through the configuration components for compensation.
This dashboard is shipped as inactive by default and should be…

Equus Dashboard - LE - Compensation Super User Dashboard

The Equus Dashboard - Coordinator Overview - Payroll LE Dashboard will assist payroll coordinators with viewing key payroll information in one location.
The dashboard contains the following widgets:

Equus Dashboard - Coordinator Overview - Payroll

The "Equus Dashboard - Payroll Management Overview" Landing Experience dashboard will assist managers with viewing and actioning on key payroll information in one location.
The dashboard contains the

Equus Dashboard - Payroll Management Overview

The Equus Dashboard - LE - Cost Estimate / Comp Calc Super User assists users with navigating through the configuration components for these features.
This dashboard is shipped as active…

Equus Dashboard -  LE - Cost Estimate / Comp Calc Super User

Overview
This dashboard represents key data associated to employees who have US issued visa or work permits. 
 
 
Widget Details
US Inbound Immigration - Key Reports


Visa / Work Permit…

Immigration - Into United States Dashboard

The Equus Dashboard - LE - Exceptions Overview Dashboard summarizes data in the system regarding approved, denied, and pending exceptions. 
This dashboard will contain the following widgets:

Assignme

Equus Dashboard - LE - Exceptions Overview Dashboard

The Equus Dashboard - LE - Errors and Warnings Control Room summarizes data in the system regarding errors that have occurred for advanced automations, SFTP import failures, et cetera. 
This…

Equus Dashboard - LE - Errors and Warnings Control Room

The Equus Dashboard - LE - Employee Engagement summarizes data in the system regarding employee feedback, logins, et cetera.
This dashboard contains following widgets:

Employee Logins Past 6 Months
T

Equus Dashboard - LE - Employee Engagement

Overview
The AIRINC - Policy Benchmarking Dashboard will assist users with determining if their policy practices meet current market standards based on curated AIRINC data. Users can complete a survey

AIRINC - Policy Benchmarking Dashboard

This Key Reports widget displays all company user reports “favorited” by the current user.
  
This provides the ability to:

Execute the report as Equus Platform data table via , 
Download…

Key Reports widget in the Landing Experience

This Extended Assignments widget displays moves that have been approved for extension in the past 30 days. Its purpose is to let HR / Business users know which employees aren’t…

Extended Assignments widget in the Landing Experience

This Summary Table widget displays records for the following documents that have expiration dates within the next twelve months: Employee, Spouse, and Dependent Passport, Visa/Work Permit, and Certifi

Expiring Immigration Documents widget in the Landing Experience

This Map widget displays active moves broken out by host or home country in a heat map, as identified by the user by selecting host or home country from the…

Active Assignments by Country widget in the Landing Experience

This widget displays a count of active moves that have Start Dates identified as of today or within the next 180 days, for the purpose of allowing HR / Business…

Upcoming Start Dates widget in the Landing Experience

This widget displays a count of active moves that have End Dates identified as of today or within the next 180 days, for the purpose of allowing HR / Business…

Upcoming End Dates widget in the Landing Experience

This Data Table widget displays all in-progress authorizations/initiations where the current user is the Authorization Coordinator. Its purpose is to provide users an overview of authorizations that a

Open Initiations widget in the Landing Experience

This Data Table widget displays exceptions that require the current user’s approval. Its purpose is to provide HR / Business users a centralized list of exceptions requiring their approval, and…

Exceptions Pending My Approval widget in the Landing Experience

This heat map Chart widget counts approved exceptions that are at the intersection of the top ten policies and ten categories in use; however, the resulting chart displayed is governed…

Exceptions by Policy & Category widget in the Landing Experience

This Function widget displays a count of moves that have been cancelled today or within the past 30 days. Its purpose is to allow HR / Business users to plan…

Cancelled Assignments widget in the Landing Experience

This Chart widget displays active assignments broken out by assignment phase in a pie chart. Its purpose is to provide HR business partners a broad overview of how many assignments…

Active Assignments by Phase widget in the Landing Experience

This standard widget lists helps Landing Experience users to create an authorization/initiation. It will list all active Authorization Templates for the company and allows users to start an Authorizat

Authorization Template widget in the Landing Experience

This pre-built widget displays actions that are commonly used by HR / Business users. Its purpose is to provide  users an easy way to create requests and send information specified…

Make a Request widget in the Landing Experience

The Task and Reminders widget in the Landing Experience displays a clear view of quick workflow notifications, assignment and company reminders, and/or checklist tasks for a Resource.  
The current da

Task and Reminders widget in the Landing Experience

The Mobility Manager widget is a pre-built/standard widget which can be added to a Landing Experience  Dashboard to Create New Case Records, to View/Edit Existing Case Records and/or Create New…

Mobility Manager widget in the Landing Experience

An external user with rights to multiple companies will need to select a company after logging in. 
They will be redirected to the Portal Company Selector screen where they can…

Changing company as a Landing Experience external client user

Internal users can utilize Landing Experience Dashboard to do their daily tasks in the Equus Platform. Before a user can view a Landing Experience Dashboard, the dashboard must be enabled…

Viewing a Landing Experience Dashboard as an internal user

HR Portal - Landing Experience

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