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  • Manager Dashboard

    PEOPLESOFT MANAGER DASHBOARD

    Reference Guide

  • 1

    Manager Dashboard

    Table of Contents 1. Introduction ........................................................................................................................................................ 2

    1.1. Navigation ........................................................................................................................................................... 2

    2. Manager Dashboard Home Page ....................................................................................................................... 3

    2.1. Alerts Pagelet ...................................................................................................................................................... 3

    2.2. Direct Line Reports Pagelet ................................................................................................................................ 6

    2.2.1. Navigation Buttons and Links ............................................................................................................................. 6

    2.2.1.1. Show Next Row ................................................................................................................................................... 6

    2.2.1.2. Show Previous Row ............................................................................................................................................ 7

    2.2.1.3. Zoom ................................................................................................................................................................... 7

    2.2.1.4. View All ............................................................................................................................................................... 8

    2.2.1.5. View My Organization ........................................................................................................................................ 9

    2.2.2. Summary Tab .................................................................................................................................................... 10

    2.2.3. Job Details Tab .................................................................................................................................................. 11

    2.2.4. Contact Tab ....................................................................................................................................................... 11

    2.2.5. Compensation Tab ............................................................................................................................................ 12

    2.2.6. Time ................................................................................................................................................................... 13

    2.2.7. Show All............................................................................................................................................................. 14

    2.2.8. Multiple Jobs ..................................................................................................................................................... 15

    3. Talent Summary ................................................................................................................................................ 17

    3.1. Accessing the Talent Summary Page ................................................................................................................ 17

    3.2. Talent Summary Pagelets ................................................................................................................................. 18

    3.3. Talent Summary Header ................................................................................................................................... 19

    3.4. Career History ................................................................................................................................................... 19

    3.5. Licenses and Certifications ............................................................................................................................... 20

    3.6. Education .......................................................................................................................................................... 20

    3.7. Base Salary History ........................................................................................................................................... 21

    3.7.1. View Compensation History ............................................................................................................................. 21

    3.7.2. Compensation History Chart ............................................................................................................................ 22

    3.8. Current Salary ................................................................................................................................................... 22

  • 2

    Manager Dashboard

    1. Introduction The Manager Dashboard allows you to view, manage and analyze information about your Direct Report workforce. It enables you to view such information as:

    • important upcoming dates and events such term end date, certifications to expire, and compensatory time balances, allowing you to take action accordingly.

    • details such as job details, contact information, compensation, and time reporting.

    Important: It is recommended that you allow pop-ups in order to navigate through the pages in the Manager Dashboard. This will allow you to open screens in a new window and give you the ability to export data.

    If you require help with enabling pop-ups, visit:

    http://www.queensu.ca/its/software/supported-software/web-browsers/pop-ups/enabling-pop-ups-tutorial.

    1.1. Navigation To access the Manager Dashboard, follow the navigation: Main Menu > Manager Self Service > Manager Dashboard

    http://www.queensu.ca/its/software/supported-software/web-browsers/pop-ups/enabling-pop-ups-tutorial

  • 3

    Manager Dashboard

    2. Manager Dashboard Home Page

    The Home Page consists of two pagelets:

    1. Alerts pagelet

    2. Direct Line Reports pagelet

    2.1. Alerts Pagelet There are two alert types featured on the Alerts pagelet:

    1. Expiring Licenses/Certificates

    2. Expiring Memberships

    The screenshot below illustrates the following fields and controls on the Alerts pagelet that are further explained after

    the screenshot.

    1. Alert Message link

    2. View All link

    3. Delete icon

  • 4

    Manager Dashboard

    1. Alert Message link: Click the link of any of the alert messages to display the detail page to provide more

    information about the alert. These secondary pages are view only.

    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.

    Click on the Return to Previous Page button to close the page and to return to the Alerts and Direct Reports

    pagelets.

    2. View All: Click this link to open the More Alert Information page to view details regarding all alerts associated

    with your Direct Reports. When the review is completed, click the Return button to return to the Alerts Pagelet.

    3. Delete: To delete the alert, click the Garbage Can icon. Click the Return button to return to the Alerts Pagelet.

  • 5

    Manager Dashboard

    Use the Pagelet Settings icon to minimize (collapse) and expand the Alerts pagelet.

    To collapse the Alerts pagelet, click on the Pagelet Settings icon.

    Next, click on the Minimize link.

    To expand a collapsed section, click the Expand button.

  • 6

    Manager Dashboard

    2.2. Direct Line Reports Pagelet

    The Direct Line Reports pagelet provides various details about your employees from this single location.

    Use the five tabs at the top to view Summary, Job Details, Contact, Compensation, and Time information.

    First, we will look at the navigation buttons and links at the top of the Direct Line Reports pagelet.

    2.2.1. Navigation Buttons and Links In this example, this Manager has 13 Direct Reports. However, when the Manager Dashboard is first opened, only the

    first 10 Direct Reports are displayed. Use the controls at the top of the page to display more Direct Reports.

    2.2.1.1. Show Next Row To view the next ten Direct Reports, click on the Show next row icon.

  • 7

    Manager Dashboard

    After clicking the button, the next 3 Direct Reports are displayed.

    2.2.1.2. Show Previous Row

    Click on the Show previous row to navigate to the previous 10 Direct Line Reports.

    2.2.1.3. Zoom Click the Zoom icon to have the list of Direct Line Reports in a Direct Reports modal (pop-out) window.

  • 8

    Manager Dashboard

    The Direct Reports page opens as a separate modal (pop-out) window while the Manager Dashboard remains open in

    the background. Click the Return button to return to the Direct Line Reports pagelet.

    2.2.1.4. View All To view all Direct Line Reports at once, click on the View All link

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