Employee Dashboard - Human Resources

Pgm: HREMPLOYEEDASHBOARD – Employee Dashboard; standard Treeview path: Human Resources > Personnel > Employee Dashboard

The Employee Dashboard allows admin users to access key employee information including employee security, user access, and E-time and ESS access information.

Licenses

This section displays the number of used and available licenses for the E-Time and ESS modules.

Selection Criteria

Use the Employee field to search for an employee record. Press the [Save] button to save any changes made to that record.

Employee

Enter/select an employee code.

Save

Press the [Save] button to save any changes made to the employee record.

Employee Details

This section displays the employee's basic information, based on data entered in the Employee Profile screen.

Employee Profile

Press this button to launch the Employee Profile screen to view detailed employee information.

Employee Contact / SSO User / Access Code

This section shows the contact code, SSO user, and access code linked to the employee record. In cases where the employee already has an SSO user but no access code assigned, an access code can be manually added. In this case, the Access Code field will only show codes that are not already linked to the employee and to which the employee has already been added in the Access Codes Administration - E-Time screen in the E-Time module. Once an access code is manually assigned to an employee it cannot be assigned to another.

Contact Code, Name

These fields are read-only and display the contact linked to the employee.

SSO User

This field is read-only and displays the employee's SSO user code.

Access Code

Enter/select an access code. The LOV only displays codes that are not already linked to the employee and to which the employee has already been added in the Access Codes Administration - E-Time screen in the E-Time module. Once an access code is manually assigned to an employee it cannot be assigned to another. If there are no available access codes, a new access code can be created with the [Create Access Code] button.

NOTE: The employee must be an SSO user before creating an access code.

HR Role Code

Enter/select an HR contact role. An HR role may be assigned to a user and determines the privileges and functions the user will have in Employee Self Service. HR roles are defined in the HR Role Maintenance - Human Capital Management screen of the Human Capital Management (HCM) module. The HR role is associated with the user’s contact code in order to facilitate approval of change requests in HCM.

Create Access Code

Press this button to create an access code. Access codes are maintained in the Access Code screen in the E-Time module. For more information, please refer to Access Codes - E-Time.

Create Contact

If the employee record is not linked to a contact, press the [Create Contact] button to automatically create and link a new contact to the employee record and their company.

NOTE: The employee requires a work email to create a contact. A work email can be entered in the Address tab on the Employee History screen.

Contact Company, Contact Company Name

These fields are read only and display the contact company.

If the contact company differs from the employee company, or if the contact name differs from the employee name, the information will be highlighted as a warning, as shown in the screenshot below.

It is expected that each employee will have only one record in this section. However, due to an error in data or setup, or because an employee has multiple access codes in previous versions of the software, this may not be the case. It is recommended in these cases to manually assign only one SSO User code and one access code linked to each employee.

Employee Security – Tab

This section shows all payroll security groups and which ones are assigned to the employee. The information in this section may be edited. This information can also be edited in the Security tab of the Employee Profile.

User Access – Tab

This tab displays two sections: one displaying Enterprise user details and one showing SSO user roles.

The former contains the Enterprise user information and a button to launch the User Maintenance screen.

The latter shows all portal roles available to the employee, with options to directly assign them to said employee. Check the 'Filter HR Roles Only' box to only show those roles related to HR and Payroll modules.

Press the [SSO User Access] button to launch the CMiC Field User Access - CMiC Field screen (standard Treeview path: CMiC Field > Security > User Access).

Press the [SSO Roles HCM Defaults] button to launch the SSO Roles – HCM Defaults and Preferences screen, shown below:

HR Role – Checkbox

Check this box to have the role appear when the 'Filter HR Roles Only' box is checked.

HR Role Default Type

Use this field to select which portal roles will be assigned to each new ESS or E-Time user.

Employee Access – Tab

This tab shows all information related to the employee's access to the ESS and E-Time modules.

ESS Access, E-Time Access – Checkboxes

These checkboxes show whether the employee has access to the ESS and E-Time modules. Both boxes will be unchecked if the employee is not linked to a Portal contact.

Disable IN/OUT Time – Checkbox

This checkbox is used to configure access restrictions for an employee's time entries at the HR level in the Construct ESS app. Please refer to Construct ESS - Personal Timesheet for more information.

[Access Code Admin] – Button

Press this button to launch the Access Codes Administration - E-Time screen.

Maximum Normal Hours

Enter the maximum number of working hours that the employee may log in E-Time.

Allow Expenses – Checkbox

Check this box to allow expenses to be logged by the employee.

Project Manager – Checkbox

Check this box to make the employee a project manager.

[Edit] – Button

Press this button to show a list of all E-Time roles and which ones are assigned to the employee.

Default to myself when entering E-Time – Checkbox

This box is only available to employees who are not the default employee for the access code they own. Checking this box will make the employee the default employee for that access code. The checkbox will then be disabled and any change to the default employee for the access code must be done in the Employee tab of the Access Code Administration screen.

Enter E-Time for other employees – Checkbox

This box is display only and shows whether the user can enter E-Time timesheets or other employees.