Employee Center Portlets
NetSuite offers portlets that employees can add to their Employee Center dashboards. Some portlets are always available, while others depend on which features your NetSuite account has enabled.
Standard Portlets
The following standard portlets are always included in the Employee Center, no matter which features are enabled in your account. Some of these portlets appear the first time you log in to the Employee Center. You can access others from the Personalize Dashboard palette.
|
Portlet |
Description |
|---|---|
|
Calendar |
Lists activities for a selected period ordered by date and time, with links to view each activity record. In the portlet, you can pick a daily, weekly, monthly, or agenda view. You can show your own calendar or a public calendar for another team or department Click the Set Up menu option to open a popup where you choose which activities to show in the calendar. |
|
Custom Search |
You can show up to six on the Home page, and up to two on the Manager tab if you have access. Shows results from a saved search. In the portlet, click Set Up to pick the saved search and set a custom title. You can choose how many results to show and whether to view details in the portlet or on a new page. If you use Inline Editing, you can turn it on for search results.
Note:
If you put a custom search portlet in the right or left dashboard columns, it shows only the first four columns of results. In the center column, it shows the first nine. Custom search portlets also have New, Edit, and View links for each 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 or edit them if you have permission. In the center column, it shows nine columns; in the right or left column, it shows four. In the portlet, click Set Up to pick the record type and how many records to show.
Note:
On some tabs, Lists portlets are set up to show certain types of records. For example, the Activities page has Tasks and Phone Calls list portlets. |
|
Quick Search |
Lets you quickly search for records of a selected type, using one filter and keywords. Click Set Up to pick the record type to search. Then, enter keywords in the portlet's text box and pick a field name from the Search For list. |
|
RSS/Atom Feed |
You can show up to two. Shows RSS or Atom feed URL content from an external website or HTML document. In the portlet, click Set Up to pick display options and a URL. NetSuite offers some standard RSS feed URLs, or you can enter your own. |
|
Recent Records |
Shows a list of records you've recently created, changed, or viewed. In the portlet, click the record to view it. If you have permission, you'll also see an Edit link to open it in edit mode. |
|
Recent Reports |
(Available on the Reports tabbed page.) Shows a list of reports that you've recently created, changed, or viewed. In the portlet, click the report name to view it. |
|
Reminders |
Shows important tasks of selected types, usually ones that are past due or coming up soon. In the portlet, click Set Up to pick reminder types and set how many days in advance to show them. Click a reminder to go to the page where you need to take action. |
|
Report Snapshots |
(Can display up to 10.) Each portlet gives you a chart or list summary of a selected standard or custom report, with a link to the full report. In the portlet, you can pick a date range and click thumbnails to choose chart types. Click Set Up to pick the display type and layout options, including chart themes. Use the menu to print the chart, download it as a PNG, JPG, PDF, or SVG, or view the full 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, place the portlet in the middle column. Report snapshot list amounts round to the nearest whole number and don't show decimals. |
|
Search Form |
Lets you search for records of a selected type. Filter fields use system defaults or your preferred custom search form. In the portlet, click Set Up to pick the search form. Click Full Search to go to the default search page for the selected record type. Click Edit to open the search form's settings and make changes. |
|
Settings |
Shows links to user setup tasks.
Important:
The contents of this portlet are set by the system. You can't remove or change it. |
|
Shortcuts |
Shows links to selected pages, so you can get to frequently used pages faster. Click Set Up to reorder you shortcut links. Click New Shortcut to add a shortcut if you know the URL of the page. If you don't know the URL, go to that page and 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 or edit them if you have permission. In the portlet, pick a view and a sorting method, then click Set Up to choose how many tasks to show. |
|
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 pick different chart types. You also can change the graph's X axis scale by picking different time intervas. 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 add a new one. You won't find links to your expense reports in the Home Links portlet. |
Expense Reports |
|
Goals |
Shows actions you can take on goals and an overview of goals in progress. On the Employee dashboard, the portlet shows your goals that are starting soon, due soon, and overdue. You can also see 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 overdue goals. Managers can also see progress and time elapsed for their direct reports’ goals in progress. For more information, see Viewing Goals in the Goals Portlet. |
Performance Management |
|
Kudos |
Lets you to give Kudos to your coworkers to recognize a job well done. You can also see other Kudos given in your company. |
Kudos |
|
My Team |
Shows a list of your direct reports if you're a manager. This portlet appears on the Manager view of your Employee Center dashboard. If you've enabled Employee Change Requests, managers can create change requests for their direct reports right from the My Team portlet. For more information, see Employee Change Requests in the Employee Center. |
Employee Center Dashboard Publishing |
|
News Items |
Lets you to share company news with your employees. |
Employee Center Dashboard Publishing |
|
Payroll |
Shows the status of your last five paychecks, view and download Form W-2, and allows you to view your Form W-4 information. Paycheck amounts are hidden by default, but you can view them by clicking the eye icon. You can't access your paycheck history, Form W-2, or Form W-4 from the Home Links portlet. |
Payroll |
|
Purchases |
Shows 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 add new ones. Links to your purchase requests or requisitions aren't available from the Home Links portlet. |
Purchases or Requisitions |
|
Time-Off |
Provides a quick view of your time off for the rest of the year, plus the time off you've taken and booked. You can also click Book Time-Off to schedule more time off. |
Time-Off Management |