HR category widgets

The widget shows the number of expired certificates in a specified period.

Widget settings:

General tab contains:

• Widget name input field
• Data level section (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• Department section (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).
• ‘Course group’ section: multiple search selection. The user can choose more than only one course group (by default, this section is empty – no course group is selected).

Period tab contains:

• ‘Expires In’ section: (14 Days by default)

1. Entry field (Input is required and has to be between 1 and 14)
2. Drop-down: Days, Weeks, Months.

The user can set the Course group and Expired date from the Candidate page (Course and certifications section) in RecMan:

Detailed view:

A Detailed view drawer is shown after clicking on the widget. The detailed view can be triggered from the Dashboard Home page and RecMan dashboards. It is not available on the TV and Dashboard settings page.

The drawer contains columns:

1. Candidate
2. Certificate
3. Type
4. Exp. date

The link redirects the user to the Candidate page in RecMan.

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

This widget shows the number of agreements according to the widget settings. It provides an overview of agreements on candidates/employees and allows you to check each in a detailed view.

Widget settings:

General tab contains:

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

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, Relative 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/Forward in time

Other tab contains:

• “Is employee” radio buttons:
  All, Yes, No
  Default state: All
• “Active employee” radio buttons:
  All, Yes, No
  Default state: All
• “Status” radio buttons:
  All, Signed, Unsigned
  Default state: All

After adding the widget to the dashboard, the settings of this widget are set to Department → 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 statuses and types are checked by default.

In case the user chooses All data level, then there is no filtration by data level and agreement from all projects will be shown on the widget according to status.

In case the user chooses the Corporation data level, then the agreements from projects will be counted according to the department that is connected to the project. This particular department can be connected to some Corporations. For example, Project 1 is connected to Department 1, and Project 2 is connected to Department 2. Departments 1 and 2 are connected to Corporation 1. After choosing Corporation 1 from widget settings, then agreements from Project 1 and 2 will be counted to the widget.

In case the user chooses the Department group data level, then the agreements from the projects will be counted according to the department that is connected to the project. This logic is pretty similar to that of corporation filtration. For example, Project 1 is connected to Department 1, and 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, then agreements from Project 1 and 2 will be counted to the widget.

In case the user chooses the Department data level, then the agreements from the projects will be counted according to the department that is connected to the projects.

In case the user chooses the Co-worker data level, then the agreements from the projects will be counted according to the ‘our reference’ co-worker from the agreement. While creating the agreement, the user can choose a co-worker.

Statuses of agreement:
After creating an agreement, it will have an Unsigned status. The user can send this agreement to some candidate/employee, and in case this candidate/employee signs this agreement it will have a Signed status.

Detailed view drawer:

1. Candidate (name)
2. Agreement (name)
3. Co-worker (name)
4. Date created (date)
5. Status (Signed, Not signed)

The detailed view is not available on TV.

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