Staffing category widgets

This widget counts jobs that are ending in a set period of time. While adding a candidate to the job on the project, the user can set the period of this job. In the widget settings the user can set some period of time. For example, the period from Job1 is from 15-10-2023 to 31-10-2023, and the user chooses ‘Expires in’ 20 days. So, Job1 will be counted to the widget.

Widget Settings:

General tab contains:

• Widget name input field
• Data level (dropdown) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers

Expires in tab contains:

• Expires in input field and drop-down - Days, weeks, Months

In case the user chooses All data level, then there is no filtration by data level, and the Job posts will be counted from all Corporations, Departments, Department groups and Co-workers.

In case the user chooses the Corporation data level, then Jobs will be counted according to departments connected to projects with Jobs. For example, there are 2 Projects with Jobs. Project 1 is connected to Department 1, and Project 2 is connected to Department 2. Department 1 and 2 are connected to Corporation 1. After choosing Corporation 1 from widget settings, 2 Jobs will be shown in case they expire in a set period of time.

In case the user chooses the Department group data level, then Jobs will be counted similarly to Corporation, but in this case, departments are present in the Department group. For example, there are 2 Projects with Jobs. Project 1 is connected to Department 1, and Project 2 is connected to Department 2. Department 1 and 2 are present in Department group 1. After choosing Department group 1 from widget settings, 2 Jobs will be shown in case they expire in a set period of time.

In case the user chooses the Department data level, then Jobs will be counted according to Projects where Jobs are present, and these projects are connected to the department from widget settings.

In case the user chooses Co-worker data level, then Jobs will be counted according to Projects where Jobs are present, and these projects are connected to responsible co-worker from widget settings.

Expires in section: in this section, the user can set among days, weeks or months, and the widget will show Jobs that are ending in this period of time.

Detailed view for Jobs ending widget contains next columns:

• Job name
• Company name
• Expires in

The user is redirected to the Company card in RecMan core after clicking on the company name.

This widget shows salary cost for the year grouped by month or quarter.

The chart of this widget is similar to the Revenue per month compared with the previous year widget.

The X-axis shows 12 Months by which salary cost is grouped.

The Y-axis shows the value of salary cost starting from 0.

After hovering over the salary cost chart, a tooltip with the total value of salary cost appears.

Widget settings:

General tab (contains only one tab):

• 'Widget name' section
• 'Data level' section → All, Corporation, Department group, Department (by default), Employee. Each data level has Dynamic (by default), Choose multiple and Specific options except Employee data level.

After choosing the Employee data level, a searched field is shown, and employees are shown in the widget settings below the searched field after adding them.

• Currency selection section: Drop-down list where users are able to choose currency. After choosing a currency, data in the widget will be displayed in this currency. (Select currency by default - no data is shown on the widget).
• 'Display' section → 'Grouped by month'(default) and 'Grouped by Quarter' radio buttons.
• 'Use simplified display of numbers' toggle → disabled by default.
• Include comparison → toggle (shows salary costs for the previous year). Enabled by default.

At the bottom of the widget are the current and previous years options. The last option can not be unselected.

Searched field for Employee data level: After selecting this data level, an employee search field is shown.

Display section in widget settings:

This section includes the next options shown as radio buttons:

• Grouped by month (by default)
• Grouped by quarter

When the Grouped by month option is selected, all salary cost is grouped by month on the widget. 12 months are shown in the X-axis.

When the Grouped by quarter option is selected, all salary costs are grouped by quarter. 4 quarters are shown on the X-axis. Q1, Q2, Q3 and Q4.

This widget counts how many ‘full-time’ employees are working in some particular period of time based on hours from work week. The user can set work week hours from widget settings - FTE field. For example, a candidate has a work week of 40 hours. This candidate logged all 40 hours. In the widget settings, the user can set 40 in the FTE field, so 40/40 = 1 full-time employee. Also, this widget shows a comparison percentage according to ‘full-time’ employees from previous periods.

Widget settings:

General tab contains:

• Widget name
• Data level (dropdown) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers
• "Forecast" - toggle (Default state - inactive)
• "Data level logic" section (radio buttons): 

1.  A responsible co-worker on a project
2.  Responsible co-worker on the job (Default state)

• FTE input field - The user can set ‘work week’ in this field. By default, 40 is set in this field.

Period tab contains:

• Standard (drop-down) - Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down) - Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down) - Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Compared to period (drop-down) - Previous month, Next month, Same month Previous year, Custom month

In case the user chooses All data level, there is no filtration by data level, and the widget will show all employees according to logged hours and value from the FTE field.

In case the user chooses the Corporation data level, then employees will be counted according to the department of the user who is responsible for a Job. This department is connected to some particular corporation. For example, User 1 is connected to Department 1, and this department is connected to Corporation 1. In case the user chooses Corporation 1 from widget settings, then employees will be counted from the job with User 1 as a responsible co-worker.

In case the user chooses the Department group data level, then employees will be counted according to the department of the user who is responsible for the Job. This department can be present in some particular corporation. For example, User 1 is connected to Department 1, and this department is present in Department group 1. In case the user chooses Department group 1 from widget settings, then employees will be counted from the job with User 1 as a responsible co-worker.

In case the user chooses the Department data level, then employees will be counted according to the department of the user who is responsible for the Job.

In case the user chooses the Co-worker data level, then employees will be counted simply, according to the responsible co-worker from the Job.

This widget shows logged hours. In Recman, the admin can add some Jobs to the Project. Candidates can log hours from this work. In the widget settings, a few work types are present - Hours, Overtime, Piecework, Absence and Self-managed absence, according to the article type. The widget also shows a comparison percentage from the compared period.

Widget settings:

General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers
• Toggle - The 'Use simplified display of numbers' toggle works with values that contain a minimum of three numbers (similar to other Simplified toggles).

Period tab contains:

• Standard (drop-down) - Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down) - Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down) - Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Compared to period (drop-down) - Previous month, Next month, Same month Previous year, Custom month
• Include article types - Hours, Overtime, Piecework, Absence and Self managed absence shown as checkboxes. Hours and Overtime checked by default
• Contains only - Hours w/ invoice values and Hours w/ salary values checkboxes. Unchecked by default.

Articles tab contains:

• Articles: Salary regular normal hours, Absence, Additions, Deductions, Piecework, Day pay, Month pay, Overtime, Additions in time, Guarantee salary, Guarantee salary addition, Self-managed absence, Receipt
• Contains only (checkboxes) - Hours w/ invoice values, Hours w/ salary values

In case the user chooses All data level, there is no filtration by data level, and the widget will show all logged hours according to the ‘Include article types’ checkboxes and period.

In case the user chooses the Corporation data level, then logged hours will be counted according to the Project, which is connected to departments that are present in selected corporations. For example, Project 1 is connected to Department 1 and Project 2 is connected to Department 2. Department 1 and 2 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, the widget will show information from Project 1 and 2.

In case the user chooses the Department group data level, then logged hours will be counted according to the Project, which is connected to departments that are present in the Department group. For example, Project 1 is connected to Department 1 and Project 2 is connected to Department 2. Department 1 and 2 are present in Department group 1. After choosing Department group 1 from the widget settings, the widget will show information from Project 1 and 2.

In case the user chooses the Department data level, then logged hours will be counted according to Projects that are connected to the department chosen from the widget settings.

In case the user chooses a Co-worker data level, then logged hours will be counted according to the responsible co-worker from the Project.

Candidates can log different work types. The widget will show data according to widget settings - Hours, Overtime, Absence, Piecework and Self-managed absence.

All types are counted as hours, and only the Piecework type is counted as quantity. In case the candidate logs 1.5 pieceworks, then on the widget will be shown 1 hour and 30 min.

In case the user chooses Hours w/ invoice values or Hours w/ salary values, then hours will be shown only with invoice value or only with salary value. In case two checkboxes are unchecked, the widget will show all logged hours.

If the user enables the ‘Use simplified display of numbers’ toggle, only hours will be shown on the widget without minutes.

This widget shows candidates who have their Birthdays on the current day. Also, the user can enable the ‘Include upcoming birthdays’ toggle from widget settings, so candidates who have birthdays in + 3 days will also be shown on the widget. Under each candidate is shown information when he/she has a birthday (Today, Tomorrow or some specific date → 31 Dec, for example). Candidates are shown in line and can be scrolled.

Widget settings:

General tab contains:

• Widget name
• Data level (drop-down) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Corporation (drop-down) - Dynamic (default), Choose multiple, Specific corporations
• Connection (drop-down) - On employment, On ownership options 
• Include upcoming birthdays toggle - shows employees who have BD in + 3 days
• Include inactive employees toggle - shows inactive employees (disabled by default)
• Add birthday hat to picture toggle - employees will be shown with ‘Happy Birthday’ hat (disabled by default)

After adding the widget to the dashboard, the widget's settings are set to Data level – Department, Corporation – Dynamic, by default. The connection is ‘On ownership’. ‘Include upcoming birthdays’ enabled by default.

On ownership option:

Candidates can be connected to some particular department, and according to this department, employees will be counted to the widget in case the ‘On ownership’ option is chosen. Candidates can be connected to 2 or more departments. After choosing multiple departments from widget settings and choosing departments to which the employee is connected, this employee will be shown only once.

In case the user chooses All data level, there is no filtration by data level, and employees are fetched from the entire system. The “Connection” drop-down is hidden if All data level is selected.

In case the user chooses the Corporation data level, then the data will be fetched according to the department that is connected to the candidate. For example, Candidate 1 is connected to Department 1, Candidate 2 is connected to Department 2. Department 2 and 1 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, Candidate 1 and 2 will be shown.

In case the user chooses the Department group data level, then data will be filtered by all departments that are in the department group, where connected to the employee department is present. For example - Department group 1 contains Department 1 and Department 2. There are 3 employees, two of them connected to Department1 and one to Department2. User filtering employees using Department group 1, then 3 employees are shown.

In case the user chooses Department data level, then data will be fetched according to employees who are connected to the chosen departments (while creating a new candidate, there is a possibility to choose a particular Department, so it will check employees who are connected to the chosen Department).

In case the user chooses the Co-worker data level, then the data will be fetched according to the co-worker who is connected to the employee.

On employment option:

Candidates can be employed, and while employing some candidate, the user can connect some particular Department or Co-worker to this employment. According to these settings, employees will be shown on the widget. 

In case the user chooses All data level, there is no filtration by data level, and employees are fetched from the entire system. 

In case the user chooses the Corporation data level, then the data will be fetched according to the department that is connected to the candidate's employment. For example, Candidate 1 employment is connected to Department 1, Candidate 2 employment is connected to Department 2. Department 2 and 1 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, Candidate 1 and 2 will be shown.

In case the user chooses the Department group data level, then data will be filtered by all departments that are in the department group, where connected to the candidate employment department is present. For example - Department group 1 contains Department 1 and Department 2. There are 3 candidates with employment, two of employment connected to Department1 and one to Department2. User filtering employees using Department group 1, then 3 employees are shown.

In case the user chooses Department data level, then data will be fetched according to candidate employment, which is connected to the chosen departments (while creating employment, there is a possibility to choose a particular Department, so it will check candidate employment, which is connected to chosen Department).

In case the user chooses the Co-worker data level, then the data will be fetched according to the co-worker, which is connected to the candidate's employment.

Include upcoming birthdays toggle - will show employees who have BD in +3 days.

Include inactive employees toggle - candidate can be Active or Inactive. When this toggle is enabled, then the widget will show inactive customers.

Add birthday hat to picture toggle - will add ‘celebration’ hat to the employee's avatar. In case the widget is shared on TV, candidates on the widget will scroll automatically.

This widget shows candidates who have work anniversaries. Each candidate can be employed from the Recman system. Counting starts from the start day of the employment. For example, if the employment start day is 21.01.2024 and the widget was added 21.01.2024, then the candidate with this employment will be shown on the widget. Also, the user can enable the ‘Include upcoming anniversary’ toggle from widget settings, so candidates who have an anniversary in + 3 days will also be shown on the widget. Under each candidate is shown information when he/she has an anniversary (Today, Tomorrow or some specific date → 31 Dec, for example). Candidates are shown in line and can be scrolled.

Widget settings:

General tab contains:

• Widget name
• Data level (drop-down) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Corporation (drop-down) - Dynamic (default), Choose multiple, Specific corporations
• Connection (drop-down) - On employment, On ownership options 
• Include upcoming anniversary toggle - shows employees who have an anniversary in + 3 days

After adding the widget to the dashboard, the settings of the widget are set to Data level → Co-worker → dynamic, by default. The connection is ‘On ownership’. ‘Include upcoming anniversary’ is enabled by default.

On ownership option:

Candidates can be connected to some particular department, and according to this department, employees will be counted to the widget in case the ‘On ownership’ option is chosen. Candidates can be connected to 2, or more departments. After choosing multiple departments from widget settings and choosing departments to which the employee is connected, this employee will be shown only once.

In case the user chooses All data level, there is no filtration by data level, and employees are fetched from the entire system. The “Connection” drop-down is hidden if All data level is selected.

In case the user chooses the Corporation data level, then the data will be fetched according to the department that is connected to the candidate. For example, Candidate 1 is connected to Department 1, Candidate 2 is connected to Department 2. Department 2 and 1 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, Candidate 1 and 2 will be shown.

In case the user chooses the Department group data level, then data will be filtered by all departments that are in the department group, where connected to the employee department is present. For example - Department group 1 contains Department 1 and Department 2. There are 3 employees, two of them connected to Department1 and one to Department2. User filtering employees using Department group 1, then 3 employees are shown.

In case the user chooses the Department data level, then data will be fetched according to employees who are connected to the chosen departments (while creating a new candidate, there is the possibility to choose a particular Department, so it will check employees who are connected to the chosen Department).

In case the user chooses the Co-worker data level, then the data will be fetched according to the co-worker, which is connected to the employee.

On employee option:

Candidates can be employed, and while employing some candidate, the user can connect some particular Department or Co-worker to this employment. According to these settings, employees will be shown on the widget.

In case the user chooses All data level, there is no filtration by data level, and employees are fetched from the entire system.

In case the user chooses the Corporation data level, then the data will be fetched according to the department that is connected to the candidate's employment. For example, Candidate 1 employment is connected to Department 1, Candidate 2 employment is connected to Department 2. Department 2 and 1 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, Candidate 1 and 2 will be shown.

In case the user chooses the Department group data level, then data will be filtered by all departments that are in the department group, where connected to the candidate employment department is present. For example - Department group 1 contains Department 1 and Department 2. There are 3 candidates with employment, two of employment connected to Department1 and one to Department2. User filtering employees using Department group 1, then 3 employees are shown.

In case the user chooses the Department data level, then data will be fetched according to candidate employment, which is connected to the chosen departments (while creating employment, there is the possibility to choose a particular Department, so it will check candidate employment, which is connected to chosen Department).

In case the user chooses the Co-worker data level, then the data will be fetched according to the co-worker, which is connected to the candidate's employment.

Include upcoming anniversary toggle - will show employees who have an anniversary in +3 days.

In case the widget is shared on TV, candidates on the widget will scroll automatically.

This widget shows the employee on vacation on the current date. The widget type is similar to the “Upcoming work anniversary” and “Birthday” widgets. All data is fetched from RecMan.

Widget settings:

General tab:

• Widget name section
• Data level (drop-down): All, Corporation, Department group, Department (by default), Co-worker. Each data level has Dynamic (by default), Choose multiple and Specific options.
• Connection (drop-down): On ownership (data fetched according to employee department), On employment (data fetched according to department or co-worker from candidate employment)
• Toggle “Include employees who have vacation the coming 3 days” (enabled by default)

On ownership option:

Candidates can be connected to some particular department, and according to this department, employees will be counted to the widget in case the ‘On ownership’ option is chosen. Candidates can be connected to 2, or more departments. After choosing multiple departments from widget settings and choosing departments to which the employee is connected, this employee will be shown only once.

In case the user chooses All data level, there is no filtration by data level, and employees are fetched from the entire system. The “Connection” drop-down is hidden if All data level is selected.

In case the user chooses the Corporation data level, then the data will be fetched according to the department which is connected to the candidate. For example, Candidate 1 is connected to Department 1, Candidate 2 is connected to Department 2. Department 2 and 1 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, Candidate 1 and 2 will be shown.

In case the user chooses the Department group data level, then data will be filtered by all departments that are in the department group, where connected to the employee department is present. For example - Department group 1 contains Department 1 and Department 2. There are 3 employees, two of them connected to Department1 and one to Department2. User filtering employees using Department group 1, then 3 employees are shown.

In case the user chooses the Department data level, then data will be fetched according to employees who are connected to the chosen departments (while creating a new candidate, there is the possibility to choose a particular Department, so it will check employees who are connected to the chosen Department).

In case the user chooses the Co-worker data level, then the data will be fetched according to the co-worker, which is connected to the employee. 

 “Include employees who have a vacation for 3 days ahead” toggle in the settings: data should be fetched for employees who have a vacation for 3 days ahead from the current date. For example - An employee has a vacation from 24.01.24 to 30.01.24 Today is 24.10.24 - when the toggle is on, it shows this employee on the widget, if the toggle is off, it shows employees who have vacation only at the current date. Under the employee's avatar is shown the employee name and start and end date of vacation: from 24.01.24 to 30.01.24.

This widget shows a number of unique employees fetched (with a connection to) from specific jobs connected to a customer. 

Widget settings contain two tabs:

General tab:

• 'Widget name' section
• 'Customers' search field

Period tab:

• Standard radio button with next options → Today (by default), Yesterday, This week, Previous week, This month, Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period radio button with next options → Custom month (by default), Custom quarter, Custom year, Custom period, Custom date period

The detailed view drawer contains 3 columns:

• # → Employee no. The user is redirected to the RecMan page → candidate card after clicking on it. Name → Employee name. The user is redirected to the RecMan page → candidate card after clicking on it. Customer → Name of the customer. The user is redirected to RecMan → customer page after clicking on the name of the customer. 

Additional info for detailed view:

• detailed view drawer is closed after clicking outside its area;
• each column has a sorting arrow. # by default;
• name of the widget is shown in the header of the drawer;
• from the right side shown '...' and 'x' icons;
• '...' settings contains 'Download image', 'Download spreadsheet', 'View widget settings', 'Edit dashboard' options and widget description in the bottom;
• detailed view drawer is closed after clicking on the 'x' icon.

The detailed view is not available on TV.

Download spreadsheet document contains:

1. Employee no.
2. Employee → name of the employee
3. Customer no.
4. Customer → name of the customer
5. The 'Summary' row is at the bottom of the list. Counts unique employees

Number of unique employees that are currently connected to a job that is connected to specific customers.

This widget shows Active jobs.

Job is ongoing - in this case, it should count.

All Job changes from RecMan (removing job, changing end date) are reflected on the widget.

Widget visualization:

From the left side (Y-axis), there are rounded numbers of active jobs, starting from 0. From the bottom line (X-axis), months are shown, starting from Jan and ending with Dec.

Under the bottom line (X-axis), there are shown years that were selected from the widget settings. At least one year should be checked.

A tooltip with the total number of jobs is shown after hovering over the active job chart.

Widget settings contain 3 tabs:

General tab:

1. Widget name section
2. Data level (drop-down): All, Corporation, Department group, Department (by default), Co-worker. Each data level has Dynamic (by default), Choose multiple and Specific options.

In the widget settings, you need to add a filter:

1. Jobs
2. Project
3. Company
4. Employee
5. Employee group

Filter functionality:

• ability to select filter characteristics (Exclude, Include) 
• ability to delete selected criteria by filter

Period tab:

1. Custom period section - Select all, This year (by default), Previous year (by default), 2020, 2019, 2018, 2017 checkboxes

Drawer columns tab:   

• Select all (default)
• Responsible Co-worker
• Annual salary
• Invoice
• Month salary
• Month invoice
• Day invoice
• Day salary
• Salary
• Salary matrix
• Collective agreement
• Company
• Project
• Holiday calendar
• Employee group
• Invoice currency
• Salary currency

This widget shows 'sales value' for the whole period of the job.

For example, Ross Green has a job for 2 months, this job starts in a week and has 5 working days for 8 hours. 1 hour of work costs 10$. So this widget calculates the final price for the whole 2 months for this employee.

This widget contains 3 number lines:

The first - contribution margin

The second number is the invoice value (total)

The last number - contribution margin percentage

In case the Job is ongoing, include everything available. work_forcast is, by default, limited to 2 years.

Widget settings:

General tab:

• Widget name section
• Data level section with next options All, Corporation, Department group, Department, Co-worker. Department → dynamic by default
• 'Use simplified display of numbers' toggle - ON by default

Period tab:

• Period section with next options → Today, Yesterday, This week, Previous week, This month, Previous month

CM widget always displays values from log work (this month - how much logged work).

Sales (will give the value from the whole period). Co-worker - responsible on project, department - project.

This widget shows the contribution margin with comparison percentages. Candidates can log work in the Project, and the salary for this work will be counted in the widget. The contribution margin is shown as a value on the widget, and in the brackets is the contribution margin in percentage. Also, at the bottom of the widget, there is a comparison percentage according to the period chosen from the widget settings.

While adding a candidate to the project as an employee, the user can set the Salary and Invoice for this candidate. The difference between these values will be counted as the contribution margin.

Widget settings:

General tab contains:

• Widget name input field
• Data level (dropdown) - All, Corporation, Department group, Department (default), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers
• Data level logic:

1. Responsible co-worker and department on project (default) (radio-button)
2. Split commission and department on co-worker (applies logic from Staffing - total/commission) (radio-button)

• Toggle - 'Use simplified display of numbers' toggle works with values that contain minimum three numbers (similar to other Simplified toggles).

Period tab contains:

• Standard (drop-down) - Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down) - Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down) - Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Compared to period (drop-down) - Previous month, Next month, Same month Previous year, Custom month

Status and forecast tab contains:

• Status work (checkboxes) - To approval, Approved, Invoiced (all checkboxes can be unchecked)
• Forecast (checkboxes) -  Work, Unbooked shifts (all checkboxes can be unchecked)
• Status order (checkboxes) - Not invoiceable, Invoiceable, Invoiced (all checkboxes can be unchecked)

After adding a widget to the dashboard, the settings of this widget are set to Department is Dynamic data level by default. In case a user changes the data level to some other, then the Dynamic option is set by default. The user can choose multiple data level, and choose a few options, which are shown as checkboxes. Also, the user can choose some specific (single) option from the dropdown, or dynamic. Dynamic option means that information on the widget will be shown according to the logged to the system user. All checkboxes from the ‘Status work’ section are checked by default. Checkboxes from ‘Forecast’ and ‘Status order’ sections are unchecked by default. ‘Use simplified display’ of numbers toggle is enabled by default.

In case the user chooses All data level, there is no filtration by data level, and the widget will show all value of contribution margin.

In case the user chooses Corporation data level, then contribution value will be counted according to the project responsible co-worker department, and if this department is connected to the corporation from widget settings, contribution value will be counted to the widget. For example, a responsible co-worker from Project 1 is connected to Department 1. Department 1 is connected to Corporation 1. After choosing Corporation 1 from the widget settings, the contribution value from Project 1 will be counted to the widget.

In case the user chooses the Department data level, then the contribution value will be calculated according to the project-responsible co-worker's department.

In case the user chooses the Department group data level, then the contribution value will be calculated according to the project-responsible co-worker's department. For example, a responsible co-worker from Project 1 is connected to Department 1 and a responsible co-worker from Project 2 is connected to Department 2. Departments 1 and 2 are present in Department group 1. After choosing Department group 1 from the widget settings, the contribution value will be counted from Projects 1 and 2.

In case the user chooses a Co-worker data level, then the data will be fetched from the responsible co-worker on a project.

To approval, Approved and Invoiced Status work checkboxes:

In case the user chooses only To approval checkbox, then the contribution value will be countered only for work that is waiting for approval.

In case the user chooses only the Approved checkbox, then the contribution value will be countered only for works that were approved.

In case the user chooses only the Invoiced checkbox, then the contribution value will be countered only for work that was paid.

Work and Unbooked shifts Forecast checkboxes: ‘Work’ and ‘Unbooked shifts’ options. These checkboxes show approximate contribution margin value. In case the Work checkbox was checked, then the approximate value will be counted from work, and if the Unbooked shifts option was checked, then the value will be taken from Unbooked shifts.

Status order checkboxes:

While creating an order, the user can choose some particular Project. Value will be counted according to the responsible co-worker’s department from this Project.

Not invoiceable - means that in the calculation, the value from orders that can not be invoiced will be counted.

Invoiceable - means that the value from orders that were not invoiced will be counted in the calculation.

Invoiced - means that in the calculation, the value from the orders that were invoiced will be counted. 

Contribution margin with contribution percent, including a comparison to a different period.

Widget settings:

General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers(Corporation, Department group, Department, and Co-worker drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple ( Specific corporations/ departments/Department groups/ co-workers)
• 'Data level logic' section with next radio buttons:

1.” Responsible co-worker on project” (default) 

2.” Responsible co-worker on job”

• Toggle - The 'Use simplified display of numbers' toggle works with values that contain a minimum of three numbers (similar to other Simplified toggles). (enabled by default)

Period tab contains:

• "Periodization" section( radio-buttons): "Work date"(default), "Invoice date"
• Standard (drop-down) - Today, Yesterday, Tomorrow, This week, Previous week, Next week, This month(default), Previous month, Next month, This quarter, Previous quarter, Next quarter, This year, Previous year, Next year.
• Custom period (drop-down): Custom month(default), Custom quarter, Custom year, Custom period,  Custom date period.

If the Custom period is selected:

• Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December( current month by default)
• Custom quarter(checkboxes): Q1, Q2,Q3,Q4.(current quarter by default)

In case Custom month/Custom quarter is selected, the Year (drop-down) appears (Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015)

• Year (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Custom period: The user can choose any number ( from 1 to 1000) of Days, Weeks, or Months Back in time/Forward in time
• Compared to period (drop-down) - Previous month, Next month, Same month- Previous year, Custom month ( the same logic for the quarter, year). Custom period(The user can choose any number ( from 1 to 1000) of Days, Weeks, or Months Back in time)

The options from this dropdown are related to previously selected options from the Standard/Custom period section (for example - if the user selects the “This month” option from the Standard period then in the Compared period be available options only related to months).

Status and forecast tab contains:

• Status work (checkboxes) - To approval, Approved, Invoiced (all checkboxes can be unchecked)( "To approval"  and "Approved" unavailable if Periodization = Invoice date)
• Forecast (checkboxes) -  Work, Unbooked shifts (all checkboxes can be unchecked)

Forecast checkboxes are unavailable if Periodization = Invoice date

"Unbooked shifts" unavailable if data level logic = Responsible co-worker on job.

• Status order section (checkboxes) - Not invoiceable, Invoiceable, Invoiced (all checkboxes can be unchecked) 

The “Status order” section is unavailable if data level logic = Responsible co-worker on job.

To approval, Approved and Invoiced Status work checkboxes:

In case the user chooses only the ‘To approval’ checkbox, then the contribution value will be counted only for work that is waiting for approval.

In case the user chooses only the ’Approved’ checkbox, then the contribution value will be counted only for work that was approved.

In case the user chooses only the ‘Invoiced’ checkbox, then the contribution value will be counted only for work that was paid.

'Work' and 'Unbooked shifts' checkboxes from Forecast section: ‘Work’ and ‘Unbooked shifts’ options. These checkboxes show approximate contribution margin value. In case the ‘Work’ checkbox was checked, then the approximate value will be counted from work, and if the “Unbooked shifts” option was checked, then the value will be taken from Unbooked shifts.

Status order checkboxes:

While creating an order, the user can choose some particular Project. Value will be counted according to the responsible co-worker’s department from this Project.

Not invoiceable - means that the calculation will be counted value from orders which can not be invoiced.

Invoiceable - means that the value from orders that were not invoiced will be counted in the calculation.

Invoiced - means that in the calculation, the value from the orders that were invoiced will be counted. 

Total invoice with budget percent, including a comparison of invoice values to a different period.

Widget settings:

 General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers(Corporation, Department group, Department, and Co-worker drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple ( Specific corporations/ departments/Department groups/ co-workers)
• 'Data level logic' section with next radio buttons:

  1. Responsible co-worker on project (default) 

  2. Responsible co-worker on job.

• Toggle - The 'Use simplified display of numbers' toggle works with values that contain a minimum of three numbers (similar to other Simplified toggles). (enabled by default)

Period tab contains:

• "Periodization" section( radio-buttons): "Work date"(default), "Invoice date
• Standard (drop-down) - Today, Yesterday, Tomorrow, This week, Previous week, Next week, This month(default), Previous month, Next month, This quarter, Previous quarter, Next quarter, This year, Previous year, Next year.
• Custom period (drop-down): Custom month(default), Custom quarter, Custom year, Custom period,  Custom date period.

if the Custom period is selected:

• Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December( current month by default)
• Custom quarter(checkboxes): Q1, Q2,Q3,Q4.(current quarter by default)

In case Custom month/Custom quarter is selected, the Year (drop-down) appears (Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015).

• Year (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Custom period: The user can choose any number ( from 1 to 1000) of Days, Weeks, or Months Back in time/Forward in time
  
  Compared to period (drop-down) - Previous month, Next month, Same month- Previous year, Custom month ( the same logic for the quarter, year). Custom period(The user can choose any number ( from 1 to 1000) of Days, Weeks, or Months Back in time)
  Options from this dropdown are related to previously selected options from the Standard/Custom period section (for example - if the user selects the “This month” option from the Standard period then in the Compared period will be available options only related to months).

Status and forecast tab contains:

• Status work section (checkboxes) - To approval, Approved, Invoiced (all checkboxes can be unchecked)( "To approval"  and "Approved" unavailable if Periodization = Invoice date)
• Forecast section (checkboxes) - Work, Unbooked shifts (all checkboxes can be unchecked)

Forecast checkboxes are unavailable if Periodization = Invoice date

"Unbooked shifts" unavailable if data level logic = Responsible co-worker on job

• Status order section (checkboxes) - Not invoiceable, Invoiceable, Invoiced (all checkboxes can be unchecked)

“Status order” is unavailable if data level logic = Responsible co-worker on job.

To approval, Approved and Invoiced Status work checkboxes:

In case the user chooses only the ‘To approval’ checkbox, then the invoice value will be counted only for work that is waiting for approval.

In case the user chooses only the ‘Approved’ checkbox, then the invoice value will be counted only for work that was approved.

In case the user chooses only the ‘Invoiced’ checkbox, then the invoice value will be counted only for work that was paid.

'Work' and 'Unbooked shifts' checkboxes from Forecast section: ‘Work’ and ‘Unbooked shifts’ options. These checkboxes show approximate invoice value. In case the “Work” checkbox was checked, then the approximate value will be counted from work, and if the “Unbooked shifts” option was checked, then the value will be taken from Unbooked shifts.

Status order checkboxes:

While creating an order, the user can choose some particular Project. Value will be counted according to the responsible co-worker’s department from this Project.

Not invoiceable - means that in the calculation will be counted value from orders that can not be invoiced.

Invoiceable - means that the value from orders that were not invoiced will be counted in the calculation.

Invoiced - means that in the calculation, the value from the orders that were invoiced will be counted.

Total salary, including a comparison to a different period. The widget should be able to reflect data following the total “CM - total” and “Staffing - total” reports.

Widget settings:

 General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers(Corporation, Department group, Department, and Co-worker drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple ( Specific corporations/ departments/Department groups/ co-workers)

• 'Data level logic' section with next radio buttons:

1. Responsible co-worker on project (default)

2. Responsible co-worker on job 

• Toggle - The 'Use simplified display of numbers' toggle works with values that contain a minimum of three numbers (similar to other Simplified toggles). (enabled by default)

Period tab contains:

• "Periodization" section( radio-buttons): "Work date"(default), "Invoice date"
• Standard (drop-down) - Today, Yesterday, Tomorrow, This week, Previous week, Next week, This month(default), Next month, Previous month, This quarter, Previous quarter, Next quarter, This year, Previous year, Next year.
• Custom period (drop-down): Custom month(default), Custom quarter, Custom year, Custom period,  Custom date period.

if the Custom period is selected:

• Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December( current month by default)
• Custom quarter(checkboxes): Q1, Q2,Q3,Q4.(current quarter by default)

In case Custom month/Custom quarter is selected  the  Year (drop-down) appears (Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015)

• Year (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Custom period: The user can choose any number ( from 1 to 1000) of Days, Weeks, or Months Back in time/ Forward in time
  
  
• Compared to period (drop-down) - Previous month, Next month, Same month- Previous year, Custom month ( the same logic for the quarter, year). Custom period(The user can choose any number ( from 1 to 1000) of Days, Weeks, or Months Back in time)

Options from this dropdown are related to previously selected options from the Standard/Custom period section (for example - if the user selects the “This month” option from the Standard period, then in the Compared period will be available options only related to months)

Status and forecast tabs contain:

• Status work section (checkboxes) - To approval, Approved, Invoiced (all checkboxes can be unchecked)( "To approval"  and "Approved" unavailable if Periodization = Invoice date)
• Forecast section (checkboxes) -  Work, Unbooked shifts (all checkboxes can be unchecked)

Forecast checkboxes are unavailable if Periodization = Invoice date

‘Unbooked shifts’ unavailable if data level logic = Responsible co-worker on job.

To approval, Approved and Invoiced Status work checkboxes:

In case the user chooses only the ’To approval’ checkbox, then the salary value will be counted only for work that is waiting for approval.

In case the user chooses only the ‘Approved’ checkbox, then the salary value will be counted only for work that was approved.

In case the user chooses only the ’Invoiced’ checkbox, then the salary value will be counted only for work that was paid.

'Work' and 'Unbooked shifts' checkboxes from Forecast section: ‘Work’ and ‘Unbooked shifts’ options. These checkboxes show approximate salary value. In case the ‘Work’ checkbox was checked, then the approximate value will be counted from work, and if the “Unbooked shifts” option was checked, then the value will be taken from Unbooked shifts.

This widget shows the number of co-workers online according to the user's corporation, department, or department group. While creating a new user in RecMan, the user can choose any department that will be connected to a new user. According to this department, users will be counted to the widget.

Widget settings:

General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department(default)Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments

After adding the widget to the dashboard, the settings of this widget are set to Department is Dynamic data level by default. In case a user changes the data level to some other, then the Dynamic option is set by default. The user can choose multiple data levels and choose a few options which are shown as checkboxes. Also, the user can choose some specific (single) option from dropdown, or dynamic. Dynamic option means that information on the widget will be shown according to the logged to the system user.

In case the user chooses All data level, then there is no filtration by data level, and all co-workers will be shown on the widget.

In case the user chooses the Corporation data level, then the number of co-workers will be counted according to the department that is connected to the users. This particular department can be connected to some Corporations. For example, Co-worker 1 is connected to Department 1, and Co-worker  2 is connected to Department 2. Departments 1 and 2 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, then Co-workers 1 and 2 will be counted in the widget.

If the user chooses the Department group data level, then the Co-workers will be counted according to the department connected to the user. This logic is similar to Corporation filtration. For example,  Co-worker 1 is connected to Department 1, and Co-worker 2 is connected to Department 2. Departments 1 and 2 are present in Department Group 1. After choosing Department Group 1 from the widget settings, Co-workers 1 and 2 will be counted to the widget.

In case the user chooses the Department data level, then the Co-workers will be counted according to the department that is connected to the Co-worker.

If the user clicks on the widget, have to open the details info:

1. Co-worker name (if the user clicks on the name, he gets into the Employee page in RecMan)
2. Corporation
3. Department

In case the user clicks on the Name( Co-worker)/Corporation/Department name of the column, then information for this column is sorted alphabetically.

The widget shows a percentage overview of the booked shifts compared to the total number of shifts or the total amount of the booked shifts. The widget helps to analyze how well customer requests are fulfilled.

Widget data:

Percentage of the booked shifts to the total amount of shifts calculated by the formula
Percentage = ( Booked / Total amount of shifts ) * 100

Total amount of shifts = the sum of all types of shifts(booked, fulfilled, logged, canceled)

Widget settings:

General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default), Co-worker
• 'Data level options'(drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments / department groups ('Data level options' drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple ( Specific corporations / departments / department groups)
• ‘Data view’ section (radio buttons) - Percentage or quantity of booked shifts
  • ‘Percentage’ (default) (Percentage of the booked shifts / total amount of the shifts)
  • ‘Count’ (the total amount of the booked shifts)

Period tab contains:

• Standard (drop-down): Today, Yesterday, Tomorrow, This week, Previous week, Next week, This month (default), Previous month, Next month, This quarter, Previous quarter, Next quarter, This year, Previous year, Next year.
• Custom period (drop-down): Custom month (default), Custom quarter, Custom year, Custom period, Custom date period.
  • Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December( current month by default)
  • Custom quarter (checkboxes): Q1, Q2, Q3, Q4 (current quarter by default)

  In case Custom month / Custom quarter is selected, the Year (drop-down) appears (Previous year, This year, Next year, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015)

  • Year (drop-down): 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
  • Custom period: The user can choose any number (from 1 to 1000) of Days, Weeks, or Months Back in time or Forward in time
  • Custom date period: the user can choose a date From one date To another date
  • Toggle ‘Follow the current date’ (it is available when the user chooses the Custom date period)
    If the option «Follow the current date» is enabled, the date «To» should be automatically set to the current date, and the field «To» should be disabled for manual entry.
    

Project types tab contains:

• ‘Project phase’ section (checkbox list): Select all (default), Request, Not started, Active, Active (urgent), Solved (ended), Solved (ongoing), Canceled, Lost
• ‘Project status’ section (checkbox list):
  Select all, Completed, On track, At risk, Off track, On hold, Not set
  By default - All selected
• ‘Project type’ section (checkbox list): (all checkboxes are selected by default)
  Staffing, Recruitment, Recruitment&Staffing, Other, Health
  (one of the checkboxes should be selected)
  

The user can set the Shift from the Staffing calendar (View - Project plan/ Month) in RecMan:

Also, the user can edit and cancel the necessary shift from the Staffing calendar:

The status of shifts is displayed in the Staffing calendar:

Status:

1. Booked
2. Fulfilled
3. Logged
4. Canceled

An overview of how many months employees have been staffed at the same company.

An employee could have several jobs in one company. The job period widget counts the total period for each job per employee per company. In case job periods are overlapping, the widget counts only the unique period.

Widget settings:

General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• 'Data level options'(drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/department groups ('Data level options' drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple (Specific corporations/ departments/department groups)
• ‘Company’ section:
  • Input field: the user can choose and add more than one company (The user can choose any companies from Recman core according to the chosen Data level)
  • Includes/excludes features (radio buttons): the user can include/exclude chosen companies
• ‘Employee’ section:
  • Input field: the user can choose and add more than one employee( The user can choose any employees from Recman core according to the chosen Data level)
  • Includes/excludes features (radio buttons): the user can include/exclude chosen employees

Period tab contains:

• Worked more than x (number input) months
  Default state: 24
• Over the past x (number input) months
  Default state: 36

Other tab contains:

• ‘Active employee’ radio buttons:
  All, Yes, No
  Default state: All

Detailed view drawer:

1. Employee
2. Months
3. Responsible co-worker
4. Company

All columns on the widget have a sorting arrow. If the user clicks on the name of the columns, the information for this column is sorted alphabetically or in ascending and descending order.

An overview of jobs grouped by company.

The widget helps to visualize the number of jobs, total salary, total invoice, and total CM per company.

Widget view:

• Company
• Count (numbers)
  OR
• Salary (numbers)
  OR
• Invoice (numbers)
  OR
• CM (numbers)

Widget settings:

General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• 'Data level options' (drop-down) - Dynamic (default), Choose multiple, Specific corporations/departments/department groups ('Data level options' drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple (Specific corporations/departments/department groups)
• ‘Widget view’ section: radio button
  Count(default), Salary, Invoice, CM
• Currency selection section: drop-down list where the user can choose currency. After choosing currency data in the widget is displayed in this currency. Default subscription currency.

Period tab contains:

• ‘Filter by’ section(radio buttons): Project period (default), Start date, End date
• Standard (drop-down): Today, Yesterday, This week, Previous week, This month (default), Previous month, This quarter, Previous quarter, This year, Previous year.
• Custom period (drop-down): Custom month (default), Custom quarter, Custom year, Relative period, Custom date period.
  • Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December (current month by default)
  • Custom quarter(checkboxes): Q1, Q2,Q3,Q4 (current quarter by default)

  In case Custom month/Custom quarter is selected  the  Year (drop-down) appears (Previous year, This year, Next year, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015)

  • Year (drop-down): Previous year, This year, Next year, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
  • Relative period: The user can choose any number (from 1 to 1000) of Days, Weeks, or Months Back in time
  • Custom date period: the user can choose a date From one date To another date
  • Toggle ‘Follow the current date’ (it is available when the user chooses the Custom date period)

If the option «Follow the current date» is enabled, the date «To» is automatically set to the current date, and the field «To» is disabled for manual entry.

Companies tab contains:

• ‘Number of companies’:  input field (Specify the number of companies to be listed) ‘All’ by default. The user can set the number of companies' minimum values to 1- the maximum value is 50. Only numbers.
• ‘Company’ section:  input field (search company) and includes/excludes features (radio buttons). The user can choose any companies from RecMan and Include/exclude these companies.

Widget sorting

Sorting is possible in all columns by clicking on the titles. Sorting by Descending is by default for the "Count" column and applied for other data points. Sorting includes two clicks for each column (descending/ascending) with autosave of the states.

In case there is not enough space for all items of the widget ”Show more” button appears. Click on the button adds a scroll for the widget window.

Detailed view drawer:

1. Company
2. Job
3. Responsible
4. From
5. To

All columns on the widget have a sorting arrow. If the user clicks on the name of the columns, the information for this column is sorted alphabetically or in ascending and descending order.