The Upcoming Events (with Filters) widget enables users to see a timeline of events that are happening within the organisation over the next 14 days and filter who is displayed.
Note:
- This widget can only be made available for HR Professional and Line Manager users.
This article explains how to use the Upcoming Events (with Filters) widget and contains the following sections:
1. Overview
The widget has two display options, Card View and List View. In each view, the employee name and event type are displayed on each card / list item, with a colour that indicates the category of the event. Clicking on the chevron on each card / list item will navigate you to the relevant screen in the employee's record.
It is also possible for a user to control which employee's events display using three filter groups: 'Myself', 'My Direct Subordinates' and 'My Indirect Subordinates'. This lets users have control over the display of the widget view.
Card View
List View
Filtering the Widget
The widget can be filtered to display:
- Myself
- My Direct Subordinates
- My Indirect Subordinates
Note:
- The three filter groups will only be available on the widget if they are switched ON for a user's calendar.
- The 'My Indirect Subordinates' filter group is unticked by default on the widget.
For more information about switching filter groups ON / OFF on a user's calendar, please see Calendar Filters.
The widget can also be filtered to show events for:
- 14 Days
- 7 Days
- Today
2. Setting Up Permissions
Making the Widget Available to Different Security Roles
Note:
- This section is only applicable to HR Professional and Line Manager users.
To be able to add the Upcoming Events widget to the Home Dashboard, it must first be switched on for each Security Role in Security Role Permissions.
To switch this on:
1. Navigate to: Administration >> Security Roles >> >> Select Security Role >> Security Role Permissions >> Widgets Tab.2. Scroll to Upcoming Events (with Filters) and switch it ON.
3. Click Save.
Event Type Availability
It is possible to configure the availability of Event Types on this widget for different security roles. For example, you may only want Line Managers to see when there are Birthdays and Employment Anniversaries and not when a Return to Work Interview is due for their subordinates.
Navigate to: Administration >> Security Settings >> Upcoming Events.
1. Select the Category of event.2. Select the Event Type you want to edit.
4. Once you have completed the permissions for all of the Event Types you want to edit, click Save.
Note:
- The 'Widget Description' listed in the slide over is how the Event Type will be displayed on the widget.
3. Available Event Types
Absence
| Event Type | Description on Widget | Date Field |
| Maternity Ending | Maternity Ending | Maternity Absence Event >> Expected / Actual Maternity Leave End Date |
| Paternity Ending | Paternity Ending | Paternity Absence Event >> Expected / Actual Paternity Leave End Date |
| Sickness Check-up Call | Sickness Check-up Call | Sickness Absence Event >> Sickness Details >> Scheduled Check-up Call |
| Sickness Fit Note Expiring | Fit Note Expiring | Sickness Absence Event >> Sickness Details >> Expiry Date |
| Sickness Return To Work Interview | Return To Work Interview | Sickness Absence Event >> Sickness Details >> Interview Date |
| TOIL Expiring | TOIL Expiring | TOIL Record >> TOIL Expiry |
People
| Event Type | Description on Widget | Date Field |
| Address Starting | Address Starting | People >> Personal Information >> Contact Details >> Addresses >> Effective From |
| Birthday | Birthday | People >> Personal Information >> Date of Birth |
| Contract Ending | Contract Ending | People >> Employment >> Employment Details >> Contract History >> Effective To |
| Deployment Cost Centre Starting | Cost Centre Starting | People >> Deployment >> Cost Centres >> Effective From |
| Deployment Job Starting | Job Starting | People >> Deployment >> Jobs >> Effective From |
| Deployment Location Starting | Location Starting | People >> Deployment >> Locations >> Effective From |
| Deployment Org Unit / Position Starting | Org Unit / Position Starting | People >> Deployment >> Org Unit / Positions >> Effective From |
| Disciplinary Event Follow-up | Disciplinary Follow-up | People >> Discipline & Grievances >> Discipline & Grievances >> Disciplinary Events >> Follow-up Date |
| Employment Anniversary | Emp. Anniversary | People >> Employment >> Employment Details >> Original Hire Date |
| Inventory Item Allocation Ending | Inventory Item Ending | People >> Additional Information >> Inventory Items >> Effective To |
| Leaver | Leaver | People >> Employment >> Employment Details >> Termination Date |
| Legal Identifier Expiring | Legal ID Expiring | People >> Personal Information >> Identification >> Legal Identifiers >> Effective To |
| New Hire | New Hire | People >> Employment >> Employment Details >> Hire Date |
| Probation Ending | Probation Ending | People >> Employment >> Employment Details >> Probation Period To or if the Probation Extended To field is populated then that date field will be used. |
| Working Time Pattern Starting | Working Time Starting | People >> Employment >> Working & Scheduled Time >> Effective From |
Performance
| Event Type | Description on Widget | Date Field |
| Check-in Date | Check-in Date | People >> Performance >> Check-ins >> Check-in Date |
| Goal Target Due | Goal Target Due | People >> Performance >> Goals >> Target Date |
Training
| Event Type | Description on Widget | Date Field |
| Development Activity Renewal | Dev. Activity Renewal | People >> Training >> Development Activities >> Renewal Date |
| Professional Qualification Renewal | Prof. Qual. Renewal | People >> Skills & Qualifications >> Skills & Qualifications >> Professional Qualifications >> Renewal Date |