Equus Software

Users with the appropriate page rights can create and modify internal dashboard layouts.  Depending on their security settings, internal users can then select from these configured dashboard layouts.

Internal Dashboard Layouts Overview

Most dashboard widgets utilize User Reports to supply the data that drives the widget visualization and results.  Administrators will be able to alter the filters and data on the widget…

Dashboard Widgets (Part 1 of 2)

Sort by: By default the list is sorted by Due Date, users are able to change the default within the section’s User Preferences by clickingwithin the section. You can also…

Dashboard Widgets (Part 2 of 2)

 Here are list of widgets available.  Click on the widget name to view more details about the widget. 

Initiations YTD by Quarter
My Favorite Reports
My Assignments by Phase
My…

What  internal dashboard widgets are available?

“My” Widgets for Assignment Coordinators

If you want to create “My” widgets for the Relocation/Assignment Coordinator, you may be able to use the “Equus Dashboard - Assignment Info By Coordinator”…

Tips for Creating/Maintaining Widgets

The cache duration can be specified at the dashboard level and overridden at a widget level.  If a widget needs it data refreshed more frequently, it can be configured to have…

Internal Dashboard - How to activate the cache for a dashboard for user report backed widgets

In the top right hand corner of the Home page or any page dashboard layouts have been configured for, users will find an Available Dashboard Layouts cog icon  located beneath the Community / Help…

How to select a different internal dashboard layout

Internal Dashboard & Widgets

Resides on the User Maintenance screen and provides a link to the Resource record, when one exists.

Resource Account Quick Links Widget

This widget will display financial related shortcuts to the Equus Platform screens, including Permanent Transfer/International Assignment/Business Traveler related screens as well as company and syste

Financial Shortcuts Widget

This widget contains the user report name as well as a link, which will open up in a new tab, to the user report type of the report a user…

User Report Type Quick Links Widget

This widget will display a list of assignments scheduled to end within the next six months where the current user is the Assignment Coordinator and also has security rights to…

My Upcoming Assignment End Dates Widget

This widget will show the number of active Assignments by Assignment Coordinator.  If an Assignment Coordinator has not been assigned to the Assignment, that Assignment will not be counted. Note…

Assignments by Coordinator Widget

Each of these widgets will show the number of active Assignments by Assignment Coordinator for the To Country within the appropriate region.  If an Assignment Coordinator has not been assigned…

Assignments by Coordinator – Africa/Asia/Europe/North America/Oceania/South America Widget

This widget will show the number of Assignments created per policy for the current year, through the current date, grouped by quarter.  The quarters listed include the current and prior…

Assignments by Policy by Quarter WIdget

This widget will display the number of active Assignments per To Country within Oceania.  Each country will be designated by a specific color, which can be seen in the legend…

Active Assignments by Host Country – Oceania Widget

This widget will display the number of active Assignments per To Country within Europe.  Each country will be designated by a specific color, which can be seen in the legend…

Active Assignments by Host Country – Europe Widget

This widget will display the number of active Assignments per To Country within Africa.  Each country will be designated by a specific color, which can be seen in the legend…

Active Assignments by Host Country – Africa Widget

This widget will display a list of the assignments which have an Actual End Date within the next 30 days. Assignments marked as Inactive or have no Actual End Date…

Compensation: New Leavers Widget

This widget will display a list of the authorizations currently awaiting approval or denial, the name of the pending approver as well as the number of days since the authorization…

Pending Authorization Approvals Widget

This widget can be referenced to validate you have not collected duplicate payments.  Payments on the same date, for the same amount, in the same currency to the same account…

Compensation Accumulation Audit - Duplicates Widget

This widget indicates whether the General tab and Tax Authority Input tab of the Tax Assistance screen for a given Assignment/Relocation record contains data. 

Assignment Tax and Wage Policy Audit Widget

The Assignment Destinations widget displays details for all Destinations within an assignment record.    NOTE:  Destinations are only available when the record type is Business Traveler.  The widget i

Assignment Destinations Widget

This widget will display the number of active Business Travelers (Assignments) per Destination Country.  Each country will be designated by a specific color, which can be seen in the legend…

Active Business Travelers by Destination Country Widget

This widget will display a gauge from red to green of the Travel Phase.  The beginning process “Pending Clarification” will show as red and as the phase moves closer to…

Business Traveler Phase Widget

This widget will display the User’s Name, along with the last successful login date, prior to the current login.  If the User’s password is expiring in the near future, that…

Welcome Widget

This widget will display a clear view of quick workflow notifications, assignment reminders, and/or checklist tasks for a Resource.
 
 
If the current user is designated as a Resource in…

Internal Dashboard Widgets - Tasks and Notifications

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 in

Initiations YTD by Quarter Widget

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 Reports page.  As reports are…

My Favorite Reports Widget

There are separate version for Cost Estimate, Compensation Calculations and Compensation Worksheets. All three of them utilize the same view but return different results based on the widget page and…

CE, CC, CW User Report/Version Quick Links Widget

This widget contains the list of widgets contained on a dashboard as well as links to the user reports that back it. It includes links to the Header, Data and…

Dashboard Layout Quick Links Widget

Assignment Progress Bar (Days)
This widget displays the total days of an assignment and the percent complete.  The progress bar spans the length of the assignment in Days and shows…

Assignment Progress Bar Widget (Days and Months)

This widget contains shortcuts to the Equus Platform screens commonly used by Relocation Coordinators.  The name displayed is a hyperlink to the configured page.  As the screen is for a…

Relocation Shortcuts Widget

This widget contains shortcuts to the Equus Platform assignment screens commonly used by International Assignment Coordinators.  The name displayed is a hyperlink to the configured page.  As the scree

Assignment Shortcuts Widget

This widget will display shortcuts to the Equus Platform screens tailored to Administrators.  The name displayed is a hyperlink to the configured page.   Individuals can modify shortcuts on his/her wi

Administrative Shortcuts Widget

This widget is intended for an Assignment coordinator.  The information displayed in this widget is the Assignment Phase for active assignments for which the user is the Assignment Coordinator.  This

My Assignments by Phase Widget

This widget will display a list of assignments scheduled to start within the next 180 days where the current user is the assignment coordinator and also has security rights to…

My Upcoming Assignment Start Dates Widget

This widget will display a list of employee and dependent Passport, Visa and Certificate of Coverage documents which are scheduled to expire within the upcoming six months where the current…

My Immigration Document Expiry Widget

This widget will display the number of active Assignments per To Country.  Each country is designated by a specific color, which can be seen in the legend on the right…

Active Assignments by Host Country Widget

This widget will display the number of active Assignments per From Country.  Each country will be designated by a specific color, which can be seen in the legend on the…

Active Assignments by Home Country Widget

This widget will display the number of active Assignments per To Country within South America.  Each country will be designated by a specific color, which can be seen in the…

Active Assignments by Host Country – South America Widget

This widget will display the number of active Assignments per To Country within North America.  Each country will be designated by a specific color, which can be seen in the…

Active Assignments by Host Country – North America Widget

This widget will display the number of active Assignments per To Country within Asia.  Each country will be designated by a specific color, which can be seen in the legend…

Active Assignments by Host Country – Asia Widget

This widget will display a list of the assignments which have a Start Date within the next 30 days. Assignments marked as Inactive or have a blank Start Date will…

Compensation: New Joiners Widget

This widget will display a pie chart of active assignments by the To Segment Level 1, if lookup values are used.  If a To Segment has not been assigned to…

Active Assignments by To Segment Widget

The Assignment Compensation Accumulation Data widget will display the monies collected through compensation accumulation.  Data is displayed in system currency, by month for the current year (January

Assignment Compensation Accumulation Data Widget

This widget will display the monies collected through compensation accumulation per assignment, per account.  It will display any items that have more than 1 payment for a given account within…

Compensation Accumulation Audit - # Payments by Account Widget

This widget will display emails sent for a given assignment in a compact format. Click the email Subject, Send Date, Screen and Type hyperlink to expand and provide details of…

Notes and Communications By Assignment Widget

This widget shows four Resources for a given assignment – Assignment Coordinator, Accounting Coordinator, Addtl. Resource #1, and Addtl. Resource #2.  Not only are the Resources displayed, but they ma

Assignment Coordinators Widget

The Assignment Project Details widget shows the project details for a given assignment.  Details include Project Name, Project Type, Start &amp; End Dates, as well as the Primary Contact for…

Assignment Project Details Widget

This widget shows the Primary &amp; Secondary Citizenship of the Employee.  It will also display any immigration documents associated with the Employee/Assignment, regardless of expiration date.

Assignment Immigration Documents Widget

This widget lists four pieces of contact information for the employee.  The departure office email and telephone number will be included, as well as a personal email and mobile/other telephone…

Employee Contact Information Widget

This widget contains the name of the user report as well as links to view edit and run the report is Excel and HTML.

Spreadsheet Calculations Quick Links Widget

This widget shows the count of Payrolls needing approval, system-wide. The Go hyperlink takes the user to Compensation Control Panel – Comp Processing screen.

Pending Payrolls Summary Widget

This widget will display a system count of how many active assignment extensions need approval. The View Details hyperlink runs a user report listing Employee Name, Assignment ID, and a…

Active Assignment Extensions Pending Approval Summary Widget

This widget will display the system count of how many assignments are missing critical data. The View Details hyperlink runs a user report containing Employee Name, Assignment ID, an Assignment…

Assignments Missing Critical Data Summary Widget

This summary widget displays the count of authorizations across the entire system pending approval. The View Details hyperlink runs a user report listing the Employee Name as a hyperlink to the…

Authorizations Pending Approval Summary Widget

This widget displays a Business Traveler’s top 10 Destination Countries per total days in country for trips within the past 12 months per the Destination Start Date.

 
This widget…

Business Traveler’s Destinations Widget (Past 12 Months & Future 12 Months)

This widget is similar to the My Travelers by Travel Phase widget except that it displays all travelers.  This widget is intended for the Project screen.

Travelers by Travel Phase Widget

This widget will display the number of Business Travelers (Assignments) that I as the current user am assigned as the Relocation Coordinator, Accounting Coordinator, Additional Resource 1, or Addition

My Active Business Travelers Year to Date, Quarter, Month Widget

This widget will display the number of Business Travelers (Assignments) for the current year, current quarter, and current month per the Create Date, with a Relocation Coordinator assigned.  Cancelled

Business Travelers Year to Date, Quarter, Month with a Relocation Coordinator, Accounting Coordinator, Resource 1, Resource 2 Widget

This summary widget will display a count of active assignment records without a Relocation Coordinator. The View Details hyperlink runs a report in HTML listing the Employee Name, Assignment ID,…

Active Assignments without a Coordinator Summary Widget

This widget is very similar to the Active Projects and Business Travelers widget, with the exception that the data is for a given Project, and therefore is designed to be…

Travelers per Project Widget

This widget shows a count of the number of travelers based on the Travel Phase for which the current user is a Relocation Coordinator, Accounting Coordinator, Additional Resource 1, or…

My Travelers by Travel Phase Widget

This widget will list all active projects with details including the Project Start and End Dates as well as the Number of Travelers identified within the Project details screen.  It…

Active Projects and Business Travelers Widget

Examples of available internal dashboard widgets

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