Employee Center Portlets
NetSuite provides portlets that employees can add to their Employee Center dashboards. Some portlets are available regardless of the features that are enabled in your organization’s NetSuite account, and some portlets are feature dependent.
Standard Portlets
The following standard portlets are included in the Employee Center regardless of the features that are enabled in your account. Some of these portlets appear the first time that you log in to the Employee Center. Other portlets are accessible from the Personalize Dashboard palette.
|
Portlet |
Description |
|---|---|
|
Calendar |
Lists activities for a selected period ordered by date and time, with links to drill down into individual activity records. In the portlet, you can select between a daily, weekly, monthly, or agenda view. You can choose to display your own calendar or a public calendar for another entity within the organization. Click the Set Up menu option to display a popup where you can define the types of activities to display in the calendar. |
|
Custom Search |
You can display up to six on the Home page. If you have access to the Manager tab, you can display up to two on that tab. Shows results from a saved search. In the portlet, click Set Up to select the saved search, and specify a custom title for the portlet. You can specify the number of results to display, and whether to drill down into search results in the portlet, or on a new page. If you use the Inline Editing feature, you can specify whether to enable inline editing of search results.
Note:
When placed in the right or left columns of a dashboard, custom search portlets display only the first four results columns of the saved search. When placed in the center column, they display the first nine results columns. Custom search portlets also include New, Edit, and View columns with links for each result record. |
|
Employee Center — Home Links |
Provides links to different records within your Employee Center, such as documents, contacts, and timesheets. |
|
List |
Shows a list of records of a selected type, with links to view, and, if you have permission, to edit individual records. Shows nine columns when placed in the center column of the dashboard. Shows four columns when placed in the right or left column. In the portlet, click Set Up to select a type of record and the number of records shown.
Note:
On some tabs, the available List portlets are configured to show predefined types of records. For example, the Activities page offers Tasks and Phone Calls list portlets. |
|
Quick Search |
Shows a form where you can quickly search for records of a selected type, using one selected filter field and entered keywords. Click Set Up to define the type of records to search. Then, enter keywords in the portlet's text box and select a field name from the Search For list. |
|
RSS/Atom Feed |
You can display up to two. Shows RSS or Atom feed URL content, from an external website or HTML document. In the portlet, click Set Up to select display options and a URL. NetSuite provides a number of standard RSS feed URLs, or you can choose Custom and enter another URL. |
|
Recent Records |
Shows a list of records that you have recently created, modified, or viewed. In the portlet, click the record to view it. If you have permission, an Edit link is also available. You can click it to open the record in edit mode. |
|
Recent Reports |
(Available on the Reports tabbed page.) Shows a list of reports that you have recently created, modified, or viewed. In the portlet, click the report name to view the individual report. |
|
Reminders |
Shows important tasks of selected types, usually that are past due or soon due to be completed. In the portlet, click Set Up to select types of reminders and to define the number of days in advance that reminders should be shown. Click on a reminder to go to the page where you need to take an action. |
|
Report Snapshots |
(Can display up to 10.) Each added portlet provides a graphical or list summary of a selected standard or custom report's data, with a link to view the underlying report. In the portlet, you can select a date range for data and click thumbnails to choose among chart types for graphical data. Click Set Up to select the type of display and other layout options, including chart themes. Click menu options to print the report snapshot chart, download it to a PNG, JPG, PDF, or SVG file, or view the underlying report results. When the report snapshot portlet is in the left or right dashboard column, the list text truncates at 25 characters. To avoid this truncation, place the portlet in the middle column. Report snapshot list amounts are rounded to the nearest whole number and do not display decimal places. |
|
Search Form |
Shows a form to search for records of a selected type. Filter fields are based on system-defined defaults or a custom search form that you defined as preferred. In the portlet, click Set Up to select the search form to be used. Click Full Search to switch to the default search page for the selected record type. Click Edit to open the definitions page for the selected search form and make edits. |
|
Settings |
Shows links to user-level setup tasks.
Important:
The contents of this portlet are system-defined. This portlet cannot be removed or modified. |
|
Shortcuts |
Shows links to selected pages, so you can navigate quickly to frequently used pages. Click Set Up to reorder the listing of existing shortcut links. Click New Shortcut to add a shortcut if you know the URL of the page. If you do not know the URL, go to that page. Then, click More > Add to Shortcuts in the upper right corner of that page. |
|
Tasks |
Shows a list of upcoming CRM tasks assigned to you, with links to view, and if you have permission, to edit, individual records. In the portlet, select a view and a sorting method, and click Set Up to define the number of tasks shown. |
|
Trend Graphs |
(Can display up to five.) Shows a chart of key performance indicator (KPI) data with a time-based X axis. In the portlet, click thumbnails to choose among different chart types. You also can change the graph's X axis scale by selecting different time intervals from the list. Click Set Up to select a KPI to be graphed and layout options, including chart themes. You also can click menu options to print the trend graph chart or download it as a PNG, JPG, PDF, or SVG file. |
Feature-Dependent Portlets
The following portlets are available for the Employee Center dashboard only if certain features are enabled in your account.
|
Portlet |
Description |
Required Feature |
|---|---|---|
|
Expense Reports |
Shows you the status of up to five of your latest submitted expense reports. You can also click the Enter Expense Report button to enter new expense reports. Links to your expense reports are not available from the Home Links portlet. |
Expense Reports |
|
Goals |
Shows actions to take on goals and an overview of goals that are in progress. On the Employee dashboard, the portlet shows your goals that are starting soon, due soon, and overdue. Employees can also view the progress and time elapsed for their top three goals in progress. On the Manager dashboard, the portlet shows your direct reports’ goals that require approval or reflection and goals that are overdue. Managers can also view the progress and time elapsed for their direct reports’ goals in progress. For more information, see Viewing Goals in the Goals Portlet. |
Performance Management |
|
Kudos |
Enables you to give Kudos to your coworkers to recognize a job well done. You can also view the other Kudos given in your company. |
Kudos |
|
My Team |
Displays a list of your direct reports, if you are a manager. This portlet appears on the Manager view of your Employee Center dashboard. If you enable the Employee Change Requests feature, managers can create employee change requests for their direct reports from the My Team portlet. For more information, see Employee Change Requests in the Employee Center. |
Employee Center Dashboard Publishing |
|
News Items |
Enables you to share company news with your employees. |
Employee Center Dashboard Publishing |
|
Payroll |
Shows you the status of your last five paychecks, and allows you to view your Form W-4 information. Paycheck amounts are hidden by default. You can view paycheck amounts by clicking the eye icon. You can not access your paycheck history and Form W-4 information from the Home Links portlet. |
Payroll |
|
Purchases |
Shows you the status of up to five of your latest submitted purchase requests or requisitions. You can click the Enter Purchase Request button or the Enter Requisition button to enter new purchase requests or requisition. Links to your purchase requests or requisitions are not available from the Home Links portlet. |
Purchases or Requisitions |
|
Time-Off |
Provides a quick view of the time off you have for the rest of the year. It also provides the time off that you have taken, and the time off that you have booked. You can also click Book Time-Off to schedule more time off. |
Time-Off Management |