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Once you're logged in, you'll be presented with the Dashboard, this is split into 3 sections - My Actions, My Teams and My Summary. Your actions is split into your Leave Requests and other Actions relating to Checklists or Company Documents. My Teams shows information about the employees in your Team, including any Actions they need to take as well as a summary of their allowances, and finally your Summary shows your personal content in the Year at a Glance Calendar.
At the top of your Dashboard is an Employee ribbon which defaults to you. When you change views in Appogee HR by using the left hand menu, you will retain the same user in the Employee ribbon so you always know which employee you are reviewing information about.
From the Dashboard, you may access information of employees you manage, by using the employee switcher in the top right corner. This powerful feature allows you to switch between users while you keep the same context within Appogee HR. If, for example, you want to review Personal Information for each member of your team, you can select Personal from the main menu and then iterate through each team member in the Employee Switcher.
The Directory is where you can find other employees in your organisation. There's three ways you can view this - a grid, a list or as the Org Chart. Use the icons in the top right corner to toggle between list and grid, switch between tabs to get to the Org Chart showing the teams and their managers and click show members to see the teams.
This can be configured to be switched off, so may not be visible for you.
The Organization chart is built up from the Team profiles where they define the Parent Team.
Any Company Document that has been made visible to you can be found in Company Docs. You can look at them by Company Document Type or see all of them in a list. The table shows you the read and edit permissions for these documents.
As a HR Manager, you have the ability to upload, edit and manage Company Documents. You will also have the ability to create different Company Document Types, in order to sort your Company Documents. For each Company Document you can set up acknowledgements which can be sent to employees on a user or team basis. They will then be notified of any documents they need to read and acknowledge.
See the following article for more information on Company Documents: Appogee HR: Company Documents.
A Checklist is a to-do list which sets out a series of steps that will be required to complete a workflow process.
By creating templates for frequently used Checklists you can ensure staff can follow a consistent set of steps when encountering a situation they are not used to doing on a daily basis - such as hiring a new member of staff or carrying out a performance review.
As an HR Manager, you will be able to create and assign Checklists to users and as Team Manager you'll be able to do this for employees you manage.
Actions & Notifications
You will normally see your key Actions and Notifications on your Dashboard, but you can also see a dedicated page, allowing you to list them all by clicking on the 3 dot menu in the dashboard as here:
Clicking on either of these will bring up your dedicated page for My Actions and Notifications which allows you to filter by type and by status.