From the Actions list, select add the default set of topics to your Welcome menu (shown below).

The defaults widgets are: Messages, Reminders, Schedule Exceptions, Time Off  Requests, Shift Exchange and Time Card Exceptions.

Widgets can be refreshed or updated while you are logged in by clicking on the Refresh icon for the widget.

Add Widget

Click on the Actions icon and select Add Widget. For further details on the widgets available see Welcome Menu Widgets Quick Reference Guide.

Select Add Widget and the full list of options will appear (General option shown below).

The tabs available will depend on what security and/or options are setup. Each tab provides widgets for that topic.

Click on the item to select it. It will appear at the bottom of the Welcome menu. Repeat to add additional widgets.

To remove items from the Welcome menu, simply click on the X symbol on the top right.

Widgets can be refreshed or updated while you are logged in by clicking on the Refresh icon for the widget.

Go to Top of Page

The Time Card Exception widget provides a link that you, as a manager, must address. In this example there are 84 exceptions for the number of days being tracked.

The number of days being included can be set by clicking on the drop-down arrow and selecting the number of days back from current day. Current day is never included in the exception count.

If you hover over the numbers 82 or 84 you will see the date range as defined from the drop-down.

▪Today is January 5, 2021, if I were to hover over the number 84, I would see that my exceptions encompass the previous three days of 3 days starting from January 2.

▪If you edit a Time Card, but it doesn’t cause the exception to go away the exception remains part of the count.

▪If Time Card editing includes both the Reviewed (Supervisor) & Approved (Manager) methods, the count will reduce as the Supervisor edits, but will remain at the original number for the Manager to know how many items he/she must Approve.

▪A kickback is a method of multi-level approval. For example, an employee might Submit his time and/or a supervisor Reviews the time, but if the manager who Approves the records doesn’t like what they see they can untick the Submit and/or Review buttons and the Time Card edit kicks back to whoever submitted it. If this occurs you will see a link under the Kickback option and you would follow that link as you would the Unprocessed or All links to the Time Card to review the kickback.

All – Regardless of your Processed and Approved exceptions, the All feature will show an accumulative total of all exceptions and kickbacks (if used) for the period being tracked, i.e. 3, 5, 10 or 15 days.

To view and work on the exceptions in our image above we would click on the number 82 and the system will take us to the Time Card screen, where depending on the layout of our Time Card, determines how we view the employees with exceptions.

If you have your Time Card layout showing all three sections, Hours, Attendance, and Punches you will also get a pop-up window as shown below.

Click on an Employee and the Exception screen (background) will display that employee and line with the Exception. Click the X to close the Exception List.

Go to Top of Page

The Schedule Exception widget contains a link to the Daily Schedule or Schedule Wizard to view and fill unfilled shifts.

1.Current Day - there are 16 unfilled shifts.

2.Future - there are 265 unfilled shifts - To view a summary of future exceptions, click on the corresponding number (265) and a summary similar to the example below will appear. To exit click on the X.

Click on any link under the Days column of this summary screen to view shift details on the Daily Schedule.

Filling Unfilled Shifts

1.To access and fill the unfilled shifts for today (December 17, 2020) click on the corresponding number (16), which will take you to the Daily Schedule page.

2.If you would prefer to use the Scheduling Wizard to fill unfilled shifts,

▪Click the check box beside Use Wizard.

▪Click on the number 16 and will be taken directly to the Unfilled Shift Wizard.

Go to Top of Page

The number beside the Unread Requests or Unprocessed or Pending request links indicates how many requests you have that you have not addressed.

To change the Collection Period days:

▪Click in the count window.

▪Change the number of days.

▪Click on the green check mark to save the change.

The widget will refresh with the corresponding numbers.

Example:

Click the number beside Unread Requests on the Time Off Request widget to go to the Requests screen where you can see the details:

Go to Top of Page

Performance Evaluations

When Performance Evaluations are created and saved, the system begins to track them for you by their due dates. When you log in you will see how many evaluations may be Unprocessed (near their due date) and/or Not Acknowledged by the employee to whom they were sent after you committed it.

When clicking on the number beside Not Acknowledged, in this example 36, you will be taken to the evaluation form for the employee with an evaluation acknowledgment still outstanding.

Training

The Training widget lets you know employee training status: To Enroll, To Start or Completed. Clicking on any of the three numbered links will take you to the Employee Training List.

Go to Top of Page

Availability can be set up by either the employee, a manager or supervisor, with or without approval required. If approval is required, you can track your Aavailability Requests using the Welcome menu.

The Availability widget, displays the Unprocessed or Pending Availability Requests for the number of days you configured when you set up your Availability requirements.

Hover over the number of requests and the configured time period will appear.

The Blackout icon will appear within the Availability widget if there is a Blackout date configured during the time period the widget is looking at.

Go to Top of Page

Go to Top of Page