Birthdays widget
The Birthdays widget shows candidates who have their Birthdays on the current day. Also, the user can enable the ‘Include upcoming birthdays’ toggle from the widget settings, so candidates who have birthdays in + 3 days will also be shown on the widget. Under each candidate, is shown when he/she has a birthday (Today, Tomorrow or a specific date → 31 Dec, for example). Candidates are shown in a scrollable list.
Widget settings:
General tab contains:
- Widget name
- Data level (drop-down) - All, Corporation, Department group, Department (default to user's 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 a ‘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’ is enabled by default.
On ownership option:
Candidates can be connected to a particular department, and according to this department, employees will be counted in 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 filtering 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, and Candidate 2 is connected to Department 2. Department 2 and 1 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, Candidates 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 a connection 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 filters 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 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 a candidate, the user can connect a 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 filtering 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 employments connected to Department1 and one to Department2. User filtering employees using Department group 1, then 3 employees are shown.
If the user chooses Department data level, then data will be fetched according to the candidate's employment, which is connected to the chosen department (while creating employment, there is a possibility to choose a particular Department, so it will check the candidate's employment, which is 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 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, the widget will show inactive customers.
Add birthday hat to picture toggle - will add a ‘celebration’ hat to the employee's avatar. In case the widget is shared on TV, candidates on the widget will scroll automatically.
Expired certificates widget
The Expired certificates 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 one course group (by default, this section is empty – no course group is selected).
Period tab contains:
- "Expires In" section: (14 Days by default)
- Entry field (Input is required and has to be between 1 and 14)
- Drop-down: Days, Weeks, Months.
- "Exclude course/certificate without an expiry date" toggle – When enabled, courses and certificates without an expiry date in the Course and Certificates section are excluded from the widget's calculations. This allows you to focus on certificates with a defined expiry date.
Other tab contains:
- "Status" radio buttons: All, Candidates, Employees, Active employees
Default state: All
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:
- Candidate
- Certificate
- Type
- Exp. date
The link redirects the user to the Candidate page in RecMan.
All columns have a sorting arrow; if the user clicks a column name, the information is sorted alphabetically or by ascending/descending expiration date.
Agreements widget
The Agreements 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. If a user changes the data level to another, then the Dynamic option is set by default. The user can choose multiple data levels and select a few options, which are shown as checkboxes. The user can also choose a specific (single) option from the dropdown, or Dynamic. The Dynamic option means the widget will show information based on the user logged into the system. 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 agreements 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 the widget settings, agreements from Projects 1 and 2 will be counted in 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, agreements from Projects 1 and 2 will be counted in the widget.
If the user chooses the Department data level, the system counts agreements by the department connected to the projects.
If the user chooses the Co-worker data level, the system counts agreements based on the ‘our reference’ co-worker in 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 a candidate/employee, and if this candidate/employee signs this agreement, it will have a Signed status.
Detailed view drawer:
- Candidate (name)
- Agreement (name)
- Co-worker (name)
- Date created (date)
- 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.