This article gives descriptions of multiple Staffing category widgets related to Jobs.
Jobs grouped by company widget
The Jobs grouped by company widget shows 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.
- Use simplified display of numbers (toggle) - disabled by default.
- Include social cost for subcontractors (toggle)
- Include articles with "Include in CM = No" (toggle) - If an article is set to "Include in CM = No", it will still be included in Invoice and Salary calculations.
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:
- Company
- Job
- Responsible
- From
- 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.
Jobs ending widget
The Jobs ending 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 no.
- Employee
- Job name
- Expires in
Clicking on certain entities redirects to a corresponding page.
Job period widget
The Job period widget shows 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 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 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:
- Employee
- Months
- Responsible co-worker
- 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.
Active jobs widget
The Active jobs widget shows all active jobs. If a job is ongoing - in this case, it should count.
All job changes from RecMan (removing a job, changing the 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:
- 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.
In the widget settings, you need to add a filter:
- Jobs
- Project
- Company
- Employee
- Employee group
Filter functionality:
- ability to select filter characteristics (Exclude, Include)
- ability to delete selected criteria by filter
Period tab:
Custom period section - Select all, This year (by default), Previous year (by default), 2020, 2019, 2018, 2017 checkboxes
Drawer columns tab:
- Select all (default)
- Employee
- 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
Attributes tab:
The tab contains a Project attributes dropdown list filter, which allows you to refine widget data based on custom project-level attributes.