User profile
- Workflow approval
- Employee documents
- Stock
- Stock market
- Performance review
- Profile
- Attendance registration
- Submitting a new attendance request
Workflow approval
By clicking on your profile photo, you are taken to your workflow overview page. Here, you can see your monthly workflow, how much leave you have available and your work time statistics.
Summary
First thing is the Summary section, where the below information is displayed.
Arrival
Your time of arrival to work today. If you find N/A displayed instead of the time you arrived, there is nothing to worry about, arrival times are synched from the access control system at specific times of the day, usually around 8 AM and 4 PM.
Check your arrival time again after 8 AM. If you still see N/A, you can click the refresh button next to it, and if N/A is still displayed, contact your support team for further assistance.
Saldo
The amount of your work time remaining today. The time displayed here tells you, how many hours you have to do today to fulfill your daily quota.
At the start of the day, your saldo will always display as a negative number by default. At the end of the day (around 4 PM), after the work times sync, your saldo should be displayed as a positive number.
If you work over your daily quota, the overtime up to 3 hours will be taken into account the next day and your quota for the next day will be lower.
Overtime
The amount of your overtime in the current month.
Annual leave balance
This is an informational graph, that displays your annual leave statistics.
The graph shows the amount of your available leave days.
The graph color coding is explained in the legend under the graph:
- Green: Amount of your leave days in the current year.
- Yellow: Your leave days, transfered from previous year.
- Red: Your already used leave days.
When you plan your leave of absence, the date you select is taken into account. If you plan your leave before July 30, your leave days, transferred from the previous year will be used first.
On clicking Show details, a list with all the dates on which you had a vacation is displayed.
IMPORTANT:
The graph shows the amount of still available vacation days as green/yellow and amount of already used days as red. When your vacation workflow requests are approved, the amount of your vacation days is automatically updated to reflect that.
Example: A user has 18 vacation days available and creates a workflow request for a 5-day vacation next month. Once that request gets approved by the user's lead, those 5 days will count as already used this month and will be shown as such on the graph. However, should the user decide that they don't want the vacation anymore, they can talk to their lead and cancel the workflow request, which changes those 5 vacation days from used (red) back to available (green/yellow).
Workflow calendar
The calendar on this page visually shows the data for the given month. Clicking on the yellow exclamation mark by the bottom right corner of the calendar displays a legend that explains every symbol's meaning and day coloration meaning.
To add workflow request, click on a day in the calendar. That displays that day's workflow events next to the calendar. And above them, under the date, your day's work time quota is shown.
On clicking the Add new workflow request button, a modal appears, that allows you to add a new workflow request.
On opening the modal, you only see the six button under your name.
To see the form, select the type of your new workflow request, fill out the form accordingly and submit your request for reviewing by your lead, who will then approve or deny the request.
TIP: Workflow requests of different types have different forms, so make sure to preview your filled out form before submitting.
After submitting a request, the date you selected in your request will be shown with a magnifying glass icon while in review.
Employee documents
This section contains a file manager view, that contains documents, that pertaining, the logged-in user, that you may see.
Here you can manage (move, upload, download and delete) all of these documents.
The file manager shows, on the left, a tree of your directory, where you can also create new folders, while the right side shows a table view of all files (documents) in a selected folder.
The table shows the following file properties: name, size, folder (location), when it was created and when it was updated.
Stock
The stock section is a informational page that displays a dropdown, named Fixed assets equipment that also shows Quantity (count of all your assets) and Amount (monetary value of all your assets) on its right side.
On clicking the dropdown, a table of all fixed assets equipment, that is assigned to you, the logged-in user, is shown.
The table has 6 columns, shown in the given order:
- SKU: The system id of the asset.
- SHORT NAME: A shortened name of the asset.
- NAME: The full name of the asset.
- QUANTITY: The quantity of the asset, that's assigned to you.
- SERIAL NUMBER: A button that lists all serial numbers (with their item names), that are assigned to an asset.
- AMOUNT: A monetary value of an asset.
Stock market
The first thing, visible on this page is a grid of basic information, pertaining to stocks.
| Share price | The current price of the company's share. |
| My shares | Amount of how many shares you own. |
| Value of shares | A monetary amount of all your shares. |
| Bid/Share | A form for buying new shares during the open trade window. |
| Earnings per Share | How much do you earn per single share. |
| P/E |
Value of the current price-to-earnings ratio. |
| Invested capital | How much money you invested in shares. |
| Sell share | A form for sellign your shares during the open trade window. |
Your bids
Below the grid of basic information, you can find the Your bids section. This section contains a table with all of your bids, containing informations about when you made the bid, what type of bid you made, how much you paid, how many shares you bought and the bid's status.
Trade windows
Under your bids, you can find a stock chart that shows the price of company shares through the years. And below the chart, a table of all trade windows is displayed, that contains basic information about the stock window in the followinf order: trade window name, start date, end date, teh price of a share during the trade window, amount of shares you bought, amount of shares you sold and the value of all shares from your transactions.
Performance review
The Performance reviews section contains a table list of all your performance reviews with their information.
The table list has five columns in the following order: Type, Work position, Salary changed, Interviewer and Created at. You can filter this list of reviews with the three preset filters: Waiting for you, Coworker finished and Finished.
Once per year, you will be notified to solve a questionnaire for your yearly review, that will appear here.
Profile
The profile section lists work equipment that is currently registered as assigned to the user.
All notifications that the user can opt in or opt out of are also listed. Subscribing or removing subscription is as simple as toggling the switch under notification name.
Under notifications, users can manage general settings regarding their ERP experience,
Attendance registration
Employees can register attendance in different ways. The simplest was is for employees to have automatic registrations set up in their User HR profiles, where registrations are automatically generated on a daily basis, at set times.
The second way is to register through an access control system (eg. Spica), where you register with a keycard when you come in and when you leave work. This information is then synced twice per day into the ERP and registrations are generated.
The third way is similar to the keycard registrations, but instead of a keycard, employees click a button, located on the user profile page. This button adds virtual registrations when clicked.
The third method works if employees have "Entry registration" enabled and the system has Virtual registrations enabled.