Module-Specific Widgets

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Applicant Tracking System Widgets

Job Posting Summary: This chart widget provides employees visibility into job status. The widget will show the count of jobs that are open, on hold, closed, or requisitions pending approval. The system will only display jobs that the user has access to. ATS Admins will see all jobs in the system. The default display will be for 30 days.

Candidate Summary: This widget displays the candidates that have applied and hired in the last 3, 7, and 30 days. If the employee is not an ATS Admin, the widget will only show job assigned to the employee. ATS Admins will see all jobs in the system.

Source Analytics: The Source Analytics widget will display sources of candidates. An ATS Admin should see statistics for all jobs within their organization. If the employee has the permission on the role of “View Jobs List” the system will treat them as a system Admin and display the jobs and statistics. If the employee has the permission on the role of “View Only Jobs They Are Assigned To,” they will only see statistics for the jobs assigned to that employee. The widget is defaulted to 30 days for the data to be returned driven by the create date of the job candidate (Applies) and the hired date of the job candidate (Hires).

Onboarding Widgets

New Hire Paperwork Incomplete/Management Approval Pending: The incomplete new hires widget shows users with the Onboarding roles of Admins, Admin Manager, and Manager a snapshot of individuals that have not started or are in the process of completing their portion of the paperwork. It also shows the manager how many employees they will be wrapping up their paperwork for and verifying the necessary documentation.

Pending New Hires: Pending New Hires widget gives employees with Onboarding roles of Admins, Admin Manager, and Manager a quick glance visibility to see the new hires in process. The widget is a pie chart that shows new hires in the following states both as a count as well as a percentage of the total.

Performance Widgets

My Goals: This widget will display all open goals for the logged in employee (goals with a complete date in the past will not show). Only 3 goals will initially display but employees with more can scroll in the widget to see all their open goals. Each row will contain one goal, displaying the Goal Title and Goal Description text along with the due date. When a user clicks on a goal, the system should take the user to the Evaluation > My Goals page.

Pending Evaluations (Requires Admin Role): This widget shows a pie graph that will give high level, easy visibility to see how many completed versus outstanding evaluations exist in the system. This widget is available only to Administrators with the Evaluation Admin permission in Talent. There is a date drop down at the top of this widget with the text "Assigned within:" with the following options: Last 30 days, Last 60 days, Last 90 days, Last 180 days or Last 365 days. The pie chart will show the percentage (and how many) assigned evaluations during that period are in Self Review, Manager Review or Completed.

Learning Widgets

My Training: This widget will contain all of the employee's training, either assigned with associated due dates or elective. The courses that are assigned by Learning Plans will be collapsed under that Learning Plan title. This widget is available for all employees and they will be able to launch a course directly from this widget. The widget should be static in height and a scroll bar will appear if the employee has more records than fit in the window. The sort order of is based on Due Date. Learning Plans will be sorted based on the course due dates inside. The entire Learning Plan that has a not-yet-completed course with the most pressing due date will appear at the top of the list. Elective Courses that the student has enrolled in through the catalog or have been recommended will not have a due date and therefore will appear at the bottom of the list. Clicking on a course record from this widget will launch the course in another window. Clicking on a Learning Plan task will launch to the My Learning Plan tab.

Training Calendar: This widget is available to all employees and is a calendar view for future classes (both instructor led and virtual instructor led) to provide employees with easy view to possible classes in which they can enroll. When a user clicks on the event, the system should take the user to the Class Info page so they can enroll or request approval. The calendar defaults to the current month but employees can move from month to month. Future classes will display on the date cell and employees can click on the dates to see further detail, including:

  • Course Name
  • Start Date/Time - End Date/Time
  • Classroom

Training Hours Widget: Training Hours gives the employee a quick glance at how many hours of training they've consumed and compare to the company average. The values are calculated by the sum of the duration for all courses:

  • For the employee, it is only the duration of the training he/she has completed.
  • For the average, it is the sum of all courses completed divided by the number of employees/employees in the learning module.

At Risk Training Widget (Requires Admin Role): Designed to provide employees, at quick glance, who on their team has training that is overdue or coming due soon. Managers will only see the at-risk training for their direct reports while Administrators will see all the at-risk training for the entire company. If an employee is both a manager and an Administrator, the system will show the Administrator view for all at risk training. The system will display and color code all transcript items that have a due date that is in the past or where a due date coming due in the next 90 days and is not yet completed, sorted by due date.

  • Items between 60 - 90 days: No color
  • Items between 30-60 days: Yellow
  • Items between 1-30 days: Orange
  • Items at zero or past due: Red

Change Request Management Widgets

Initiate Change Request This widget will display for users assigned the Change Request Initiator permission.

  • To generate change request:
    • Select a request type (form) - Forms are created by Change Request Administrators in the Create New Form area
    • Select the employee the request is for
    • Click Continue
      • The selected form will open in a modal. Fill out any necessary information on the form. If any system-populated fields exist on the form, the employee’s data will pull in accordingly from the Talent Module
        • Configure Approval Workflow:
          • If an approval workflow has been predefined for the form, it will display in this area (approval groups are configured in the Form Library by Change Request Administrators)
          • If no approval workflow exists for the selected form, one must be configured:
            • Add the Approval Step Name, then select an approval group for the step (approval groups are configured by Change Request Administrators)
            • To add additional steps, click Add Step and repeat the process of providing a name and selecting approver group(s)
            • An ‘X’ will appear to the left of each step (except for the first step, which is required) to delete. A step can be edited simply by clicking on the approval step
          • Click Submit
  • After Change Request is Submitted:
    • Users who are a member of the approval group(s) in the first step of the workflow will receive an email notifying them they have been assigned the task of approving or rejecting a change request
    • The request will display in the approver’s My Tasks widget as a hyperlink and upon selection, the request will open in read-only mode except for an Approve/Reject function at the bottom of the request
    • A progress bar will display showing which step of the approval workflow the request is at
    • If request is rejected, comments are required and will be included in the notification sent back to the initiator. The initiator must start over with a new change request if a request is rejected
    • If approved, comments are optional and if added, will be saved to the request
    • If more than one person exists in an approver group, and/or if multiple approver groups exist in one approval step, only one person needs to approve the change request. Once one person has completed the task of approving or rejecting, the request will move forward in the approval workflow (if approved)

My Change Requests: From this widget, users with the Change Request Initiator permission have access to all the change requests they have submitted. From here, they can quickly monitor the status of the request.

  • The request displays as a hyperlink and upon selection, the request form will display in read-only format with all approvals and comments included. A toggle at the top right-hand corner of the widget allows users to easily determine whether they want to include inactive requests in their list (Completed, Canceled, Rejected). Print option displays in upper right corner.
  • Status of Request
    • Pending: Active status. Incomplete approval workflow
    • Canceled: Inactive status. Comments required to cancel a request. Canceling requires the initiator to submit a new request
    • Rejected: Inactive status. Comments required to reject a request. Rejecting requires the initiator to submit a new request
    • Returned: Active status. If a request is returned to Initiator by an administrator, the initiator will receive a notification of the returned request. From the My Change Requests widget, they can open the request, make the appropriate changes, reconfigure the workflow (if desired), and resubmit. This function should be used if the request needs minor changes made prior to approval. Comments provided by the administrator when the request was returned will display at the top of the request form until the request is resubmitted
    • Approved: Active status. Request has completed the approval workflow. Request will continue to display in widgets and on the administration page until an administrator changes the status from Approved to Complete
    • Complete: Inactive status. Administrator must change status from Approved to Complete manually
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