Using the Manager Dashboard

This chapter provides an overview of the Manager Dashboard content and layout, lists common elements, and discusses how to:

• Define the Manager Dashboard content and layout.

• View the Manager Dashboard pagelets.

• Personalize pagelets.

• Personalize direct line reports tab columns.

Understanding the Manager Dashboard Content and Layout

The Manager Dashboard displays various pagelets showing a quick synopsis of information about your direct report. Many of the links within the pagelets will direct you to actually components throughout the HCM system with links on those pages to return you to the dashboard.

The Manager Dashboard provides actionable summaries of information for a manager’s direct and indirect reports. A number of pagelets display information specific to the user. From the pagelets, managers have the ability to focus on items needing their attention and to act on those items by providing an immediate update from within the dashboard or by transferring to a specific application component. For example, managers can complete approval requests or initiate manager self service transactions for a specific employee by clicking on the Actions link all from the Manager Dashboard.

You can access the Manager Dashboard from the root menu, Manager Self Service, and the Direct Line Reports page in the Org Chart Viewer.

Use this dashboard to manage and analyze information about your direct report workforce. The Manager Dashboard enables you to:

• View important upcoming dates and events.

• Analyze company and employee objectives.

• Approve pending requests.

• Search for individuals in your company directory.

• Manage your current job openings.

• Examine details about your direct reports, such as job details, compensation, performance, career and succession plans, and time reporting.

• Initiate self service actions, such as creating a performance document or request a reporting change, which you would typically perform from Manager Self Service.

• Access and analyze a summary of your employee’s abilities on the Talent Summary page.

• Manage your employee’s learning.

• Access quick links to perform additional managerial tasks in the system.

• View reports that you run.

You can determine the dashboard content and layout. Use the Personalize Content and Layout links to access the Personalize Content: Manager Dashboard and Personalize Layout: Manager Dashboard pages respectively.

• The Personalize Content: Manager Dashboard page enables you to select or deselect pagelets you wish to view on your dashboard.

• The Personalize Layout: Manager Dashboard page enables you to determine whether you want your dashboard to display in a 2- or 3-column layout. You will also select which pagelets should appear in which column.

Click the header of each pagelet and drag it to manually move pagelets around on the dashboard. You can also minimize or remove pagelets from the dashboard by using the corresponding icons in the header. To have a pagelet appear after deleting it from the dashboard, access the Personalize Content: Manager Dashboard page to select the pagelet.

Common Elements Used in This Chapter

Defining the Manager Dashboard Content and Layout

This section discusses how to:

• Identify the Manager Dashboard pagelets to display.

• Define the Manager Dashboard layout.

Pages Used to Define the Manager Dashboard Content and Layout

Identifying the Manager Dashboard Pagelets to Display

Access the Personalize Content: Manager Dashboard page (click the Personalize Content link at the top of the Manager Dashboard page).

Use this page to select or deselect pagelets you want to display on your Manager Dashboard page. Click the pagelet name link to preview the pagelet.

The following pagelets display the same information but in different formats:

• Objective Alignment: Displays a narrow graph illustrating the number of employees that are in alignment with the department business objectives.

• Business Objective Alignment: Displays a wide graph illustrating the number of employees that are in alignment with the department business objectives.

Defining the Manager Dashboard Layout

Access the Personalize Layout: Manager Dashboard page (click the Personalize Layout link at the top of the Manager Dashboard page).

Use this page to determine the number of columns you want on the dashboard. Move pagelets from one column to the next.

The columns will list only those pagelets you have selected on your personalization page to appear on the dashboard.

Viewing the Manager Dashboard Pagelets

This section discusses:

• Viewing the Alerts pagelet.

• Viewing the More Alert Information page.

• Viewing the Objective Alignment pagelet.

• Viewing the Business Objective Alignment pagelet.

• Viewing the Objective Alignment Progress page.

• Viewing the Pending Approvals pagelet.

• Responding to an approval request.

• Viewing the Company Directory pagelet.

• Viewing the My Job Openings pagelet.

• Viewing the Quick Links pagelet.

• Viewing the My Reports pagelet.

• Viewing the Learning pagelet.

• Viewing the Direct Line Reports pagelet.

Note. You can personalize many of these pagelets so they appear differently on the dashboard than shown in this section.

See Personalizing Pagelets.

See Personalizing Column and Sort Order within the Pagelet Grids.

Pages Used to View Additional Manager Dashboard Pagelet Content

Viewing the Alerts Pagelet

The Alerts pagelet displays alerts associated with direct reports.

Use this pagelet to view past or upcoming events and dates related to your direct reports. These alerts are grouped by alert level: critical appearing first, then by all warning alerts, and finally informational alerts. Within each level, the pagelet then sorts the alerts by type. There are seven alert types delivered for the Alerts pagelet:

• ePerformance

• eCompensation

• Expiring Licenses/Certificates

• Expiring Memberships

• Scheduled Training

• Birthday Alerts

• Anniversary Alerts

The administrator defines the rules for when an alert moves to another level for each alert type. All alerts are time sensitive and the system generates them by comparing the current date to the date specified for each alert type and level.

Viewing the More Alert Information Page

Access the More Alert Information page (click the View All link on the bottom of the Alerts pagelets on Manager Dashboard).

Use this page to view details regarding all alerts associated with your direct reports.

If you have set the number of alerts to appear on the pagelet as a number less than all the alerts in your queue, you can view all remaining alerts on this page.

Viewing the Objective Alignment Pagelet

The Objective Alignment pagelet displays narrow version of the manager’s department business objectives.

The business objective is listed at the top of the pagelet, with the business objective beginning and end date below it. If you have not saved a default value through the Personalize Business Objectives Alignment page, the system will display the most recently created business objective.

Viewing the Business Objective Alignment Pagelet

The Business Objective Alignment pagelet displays wide version of the manager’s department business objectives.

The Business Objective Alignment pagelet works the same as the Objective Alignment pagelet, but the graph and bars are displayed in a horizontal, wide view with longer objective labels and the X- and Y-axis reversed.

See Viewing the Objective Alignment Progress Page.

Viewing the Objective Alignment Progress Page

Access the Objective Alignment Progress page (click an objective bar on the Objective Alignment pagelet or Business Objective Alignment pagelet).

The objective name that corresponds to the bar you clicked. The page displays the goal progress chart for the department employees as a 2D pie chart.

The grid at the bottom shows all the employees that have their goal aligned to the objective. It includes the employee name, employee ID, status, percentage complete, and due date of the objective.

Viewing the Pending Approvals Pagelet

The Pending Approvals pagelet displays time sensitive approvals requiring action by the manager.

Use this pagelet to view the pending approvals for your direct reports and determine what approval actions must be taken right now. Only approvals that use the Approval Workflow Engine (AWE) framework appear in this pagelet. If enabled by the administrator, the pagelet can display the Response due or Response overdue icon, indicating that the date upon which an approval is required is nearing. These dates are set by the administrator.

When there are no pending approvals in your queue, then the Pending Approvals pagelet will display the text No approvals are pending at this time.

You can refresh your queue as by clicking the Refresh icon on the pagelet header.

Note. You can also personalize the columns of the grid in this pagelet by clicking the Personalize link above the grid in the pagelet.

See Also

Understanding Approvals

Setting Up the Approvals Pagelet

Personalizing Column and Sort Order within the Pagelet Grids

Responding to an Approval Request

Access the application specific transaction approval page (click the approval transaction name link in the Approval column of the Pending Approvals pagelet).

Use the approval page specific to the business process to approve, deny, or perform any other response to an approval. This approval page is identical to the application page you would typically access using the standard menu navigation.

The page displays who the approval has been routed to and the approval status. Click the approver’s name or the text Multiple Approvers to see a list of approvers.

The Approve, Deny, and other actions options appear at the bottom of the page. After clicking Approve or Deny, you should receive the appropriate confirmation. To return to the Pending Approvals pagelet and the Manager Dashboard, click the Cancel button.

Viewing the Company Directory Pagelet

The Company Directory pagelet enables managers to search for employees in the company directory.

(Search)	Enter search criteria and click the Search button to retrieve a person in the Org Chart Viewer - Company Directory pages.
My Org Chart or My Profile	Click one of these links to access either the Org Chart page or your Profile page in the Company Directory. The link that appears here is determined by your personal preferences for the Org Chart Viewer - Company Directory.
Advanced Search	Click this link to open the Advanced Search page and enter multiple search criteria, like a name and department, to locate a person.

Viewing the My Job Openings Pagelet

The My Job Openings pagelet displays all job openings assigned to the manager.

Use this pagelet to view your job openings with an Open status. You must be designated as the assigned hiring manager to have a job opening visible in this pagelet. Job openings in which you are assigned as the recruiter, interviewer, screener, approver, or reviewer, but not as the hiring manager, will not appear in this list.

If you are not assigned as a hiring manager to any open job openings, the grid will be hidden and the following will be displayed: You are not assigned to any open jobs.

The pagelet displays the job openings in sets of five. To view additional job openings, use the Find link, View All link, Zoom icon, or scroll arrows at the top of the grid. Job openings are listed in descending job number order by default but can personalize the columns and sort order by clicking the Personalize link.

See Also

Managing Job Openings

Creating Job Openings

Personalizing Column and Sort Order within the Pagelet Grids

Viewing the Quick Links Pagelet

The Quick Links pagelet provides navigation links to menu items frequently used by the manager.

Use this pagelet as an alternative to navigating to frequently used pages. This enables you to access these pages with one click as opposed to traditional navigation. You must have security permission to access these quick link pages.

The administrator can create or add quick links to this pagelet by using Navigation Collections and Pagelet Wizard. To add additional links, you would use the following steps:

1. Navigate to PeopleTools, Portal, Portal Utilities, Navigation Collections.

2. Search for Quick Links and click the Edit link. Navigate to PeopleTools, Portal, Portal Utilities, Navigation Collections.

3. Click the Add Link button to add additional links to this pagelet.

Viewing the My Reports Pagelet

The My Reports pagelet enables manager to display selected reports on the dashboard.

Click the report name to access the report run control page. Click the Report Manager link to access the Report Manager.

Viewing the Learning Pagelet

The Learning pagelet displays the training status of employees. This information comes from the Enterprise Learning Management (ELM) system.

Use this pagelet to see an overview of learning activities of direct reports. This pagelet highlights required learning and certifications which are expired or in warning status, with the Past Due and Due Soon warnings appearing first. The pagelet presents the activities, programs, and catalog items in Planned status for each direct report.

The View and Name drop-down fields enable you to filter the data that you see in the grid.

See Also

PeopleSoft Enterprise Learning Management PeopleBook

Viewing the Direct Line Reports Pagelet

The Direct Line Reports pagelet displays data about a manager’s direct reports from information stored across the HCM product line. Managers can view various details about their employees from this single location. Managers will use this pagelet to view job details, contact information, career and succession plans, compensation, performance reviews, and time tracking for their direct reports. This data comes from a number of PeopleSoft HCM products including ePerformance, Career Planning, Succession Planning, Time and Labor, Absence Management, Compensation, and ELM.

The HCM data that is brought into the pagelet is organized into a grid with tabs, as defined on the Direct Reports Pagelet Setup page and the user preferences. Each tab contains a group of fields displaying employee data from a specific area from within HCM. See The Delivered Direct Line Reports Pagelet Format topic under the Direct Line Reports Pagelet Features overview in the setup chapter of this book.

See Understanding the Direct Line Reports Pagelet Features.

Note. Users can personalize the tabs and columns of the grid in this pagelet by clicking the Personalize link above the grid in the pagelet. Because of this, columns and tabs shown in this document may vary from your application. The tabs and columns shown here are the delivered default values.

See Personalizing Column and Sort Order within the Pagelet Grids.

The Direct Line Reports pagelet uses access types to determine which employees report to a manager. The Direct Line Reports pagelet component uses the access type registered in the Direct Reports Setup under Set Up HRMS, Common Definitions, Direct Reports for Managers.

See Understanding the Direct Line Reports Pagelet Features.

This section discusses:

• Viewing the Direct Line Reports pagelet: Summary tab.

• Viewing indirect reports on the My Organization page.

• Viewing the Direct Line Reports pagelet: Job Details tab.

• Viewing the Direct Line Reports pagelet: Contact tab.

• Viewing the Direct Line Reports pagelet: Career Plan tab.

• Viewing the Direct Line Reports pagelet: Compensation tab.

• Viewing the Direct Line Reports pagelet: Performance tab.

• Viewing the Direct Line Reports pagelet: Time tab.

• Viewing the Direct Line Reports pagelet: Succession tab.

Viewing the Direct Line Reports Pagelet: Summary Tab

The Summary tab displays a high level overview of employee’s job and rankings.

The grid displays your direct reports based on the reporting structure specified in the Direct Reports Setup Access Type Security.

The employee Name and the Action columns are frozen in the grid and these columns will be available on every tab in the grid.

Viewing Indirect Reports on the My Organization Page

Access the My Organization page (click the View My Organization link on the bottom of the Direct Line Reports pagelet).

Higher level managers have the ability to view and complete actions for their direct and indirect employees. The page displays the hierarchy in an hierarchical (Hgrid) format, where you can expand or collapse views of your reporting structure and managers that report to you.

Viewing the Direct Line Reports Pagelet: Job Details Tab

The Job Details tab displays information about the employee’s current job and work history.

The last column displays a schedule icon, if applicable. This indicates where an employee is today. The column displays only one icon to indicate the employee schedule for the day, even if more than one schedule applies. There are five icons and the grid determines which icon to display using this priority sequence:

Viewing the Direct Line Reports Pagelet: Contact Tab

The Contact tab displays different methods for contacting an employee.

The employee’s preferred phone number and email that appear on this page come from personal data in HR. The Department and Chat columns are hidden when delivered and must be enabled by the system administrator.

The last column displays an IM chat icon if the employee has defined an instant messaging ID in HR. A green icon will appear when the employee is active, or will be grayed out when the employee is not online. The icon will appear under the following conditions:

1. The employee has defined an instant messaging ID in HR.

2. The Instant Message Presence Icon is selected for direct line reports in the Org Chart Viewer.

3. The employee’s IM protocol and IM domain matches the protocol and domain for the direct line reports in the Org Chart Viewer.

For more information about enabling the IM chat icon for direct reports, see the Columns field definition for instant messaging under the Setting Up the Direct Reports Pagelet section in the setup chapter of this book.

See Setting Up the Direct Reports Pagelet.

Viewing the Direct Line Reports Pagelet: Career Plan Tab

The Career Plan tab displays information about the employee’s mobility preferences and last review date.

Use this page to view the data from the most recent effective dated career plan. The Review Date reflects the Career Plan Review Date for this current career plan. Mobility preferences are seen in the career plan, but are maintained in the person’s profile. A check mark identifies that an employee is willing to relocate, take an international assignment, or travel for a job.

Viewing the Direct Line Reports Pagelet: Compensation Tab

The Compensation tab displays how employees fit into the salary range for their jobs.

Minimum, Midpoint, and Maximum	Displays the minimum, midpoint and maximum amounts suggested for the salary range for the job code of the employee. If no salary grade is associated with the job code, no information will display. This information, along with the annual salary can be seen visually on the Summary tab in the Position in Salary Range column.
Compa-Ratio	Indicates as a percentage where workers' salaries lie in relation to the midpoint range for their salary grades. The compa-ratio displays 100 percent, when the salary is exactly at the midpoint of the salary range. It is a number less than 100 when the salary is below the midpoint of the salary range. It is a number greater than 100 when the salary is greater than the midpoint. This field is delivered as available in both the Summary tab and the Compensation tab and displays the same information. The administrator has the ability to hide the Summary tab Compa-Ratio column separately from the Compensation tab Compa-Ratio column on the Direct Reports Pagelet Setup page.
Quartile	Indicates where the employee’s salary relates to the salary range when the range is divided into quarters. Values are 1, 2, 3, or 4, the higher the number, the higher the employee is within the salary range.
%Range	Displays how close the employee’s salary is to the midpoint of the salary range. This field is delivered hidden by default.

Viewing the Direct Line Reports Pagelet: Performance Tab

The Performance tab displays the latest performance review information for a manager’s employees.

Last Rating

Identifies the rating that the employee received on his or her last completed performance document for the document type that is specified on the Direct Reports Pagelet Setup page by the administrator. The rating is taken from the overall rating section of the performance document. If the document type has not been specified in the setup or the employee does not have a completed performance rating from the specified document, the performance rating information will not display.

Period Begin Date and Period End Date

Displays the dates the performance period began and ended where the employee received their Last Rating.

Viewing the Direct Line Reports Pagelet: Time Tab

The Time tab displays the employee’s available compensatory, vacation, and sick hours.

Compensatory Time	Shows the number of comp time hours available to the employee. The comp time balance is retrieved from Time and Labor. An employee must be enrolled in Time and Labor to accrue compensatory time. You enroll employees in the Time and Labor by navigating to Time and Labor, Enroll Time Reporters, Maintain Time Reporter Data or by clicking the Time Reporter Data link on the Job Data - Employment Data page.
Vacation and Sick	Displays the number of vacation or sick hours available to the employee and balances are retrieved from Time and Labor. These fields are delivered hidden by default.
Absence Management Leave Balance 1, 2, and 3 (column label names will vary)	Displays user defined information from Absence Management. The administrator identifies these fields on the Direct Reports Pagelet Setup page in conjunctions with the Global Payroll and Absence Management pages. The Absence Management Leave Balance 3 field is delivered hidden by default.

Viewing the Direct Line Reports Pagelet: Succession Tab

The Succession tab displays employee’s succession plan information.

(key person)	The first column after the Actions field displays the Key Person icon to indicate that an employee has been identified as a vital, or key, employee within the organization for succession planning.
Successors	Displays the number of candidates that have been identified as successors in the Succession Plan. The number of successors is the sum of the candidates listed on a succession plan for a key person. To add succession candidates to a person’s succession plan, create or modify a succession plan by navigating to Organizational Development, Succession Planning, Maintain Succession Plan and entering the candidates on the Candidates page.
Risk of Leaving and Impact of Loss	Show the employee’s risk of leaving and the impact of that loss, as defined in the career plan for an employee.

Personalizing Pagelets

Each individual user can personalize the content for their pagelets by clicking the Customize (pencil) button on the pagelet headers. This section discusses how to:

• Personalize the Alerts pagelet.

• Personalize the Objective Alignment pagelet.

• Personalize the My Reports pagelet.

Pages Used to Personalize Pagelets

Personalizing the Alerts Pagelet

Access the Personalize Alerts page (click the Personalize Alerts button on the Alerts pagelet header).

Use this page to personalize which alert types and level should appear on the Alerts pagelet. This page can contain these three sections, if enabled by the administrator:

See Also

Setting Up the Alerts Pagelet

Personalizing the Objective Alignment Pagelet

Access the Personalize Business Objectives Alignment page (click the Customize button on the Objective Alignment or Business Objective Alignment pagelet).

Business Objectives	Select the preferred business objective to show on the Objective Alignment and Business Objective Alignment pagelets when you are associated with more than one objective. The default objective you select here will show on both pagelets. If you have not defined a default value, the system will display the most recently created business objective.
Section	Select the preferred section of the business objective to show on the Objective Alignment and Business Objective Alignment pagelets. The default section you select here will show on both pagelets.

Personalizing the My Reports Pagelet

Access the Personalize My Reports page (click the Customize button on the My Reports pagelet).

Identify the number of reports that the My Reports pagelet should display in the grid as well and the time frame in which to display them.

Personalizing Column and Sort Order within the Pagelet Grids

Managers can personalize the columns that appear in many of the Manager Dashboard pagelets. You do this by clicking the Personalize link on the pagelet above the grid. These pagelets allow you to change column and sort order within the pagelet grids:

• Pending Approvals

• Direct Line Reports

• My Job Openings

This section discusses how to personalize the content of the pagelet grids.

Personalizing the Content of the Pagelet Grids

Access the Personalize Column and Sort Order page (click the Personalize link at the top of the pagelet grid).

Use this page to hide, freeze, or reorder columns in your pagelet. All the dashboard Personalize Column and Sort Order pages are similar to the example shown here, where the fields that available for personalizing are specific to the grid columns available in the pagelet.

To hide a column, click a column name in the left column and select the Hidden check box. When you freeze a column, all the columns that precede it will also be frozen.

The rows in a grid typically sort by a predefined order. For example, the My Job Openings pagelet displays rows of data in descending order of job opening number. To override this default sort order, click the column or columns you want to sort data by. Click the Add to Sort right arrow button to move the rows to the Sort Order group box. The grid rows sort by the order you have the columns listed here. Click a column name in the Sort Order group box and select the Descending check box to have the rows sort in descending order.

To change the order of columns, click the column and use the Move Up and Move Down arrows to change the column order.

Changing the Column Order to a Different Tab for Direct Line Reports

The Direct Line Reports pagelet is different in that the columns are grouped by tabs on the pagelet grid for ease of viewing. The page lists the tab names preceded by the word Tab. Columns that should appear in this tab are listed under this tab name. To change a column to a different tab, click the column name and move it under the designated Tab name.

Previewing Your Column Personalizations

To view your changes before saving them to the system, click the Preview button at the bottom of the page.