08_23_16_Understanding the POI Dashboard

This topic will describe the various pagelets available on the POI Dashboard.

Steps:

1. Click the POI Dashboard tab.

   Step 1

2. The POI Dashboard is the centralized page for frequently used pages that affect POIs.

   Step 2

3. To customize the view of the POI Dashboard, click the Pagelet Settings drop down arrow.  This is available on all pagelets.

   Step 3

4. You can select Minimize to collapse the pagelet or Remove to delete the pagelet from the POI Dashboard.

   Step 4

5. You can also customize the view of the POI Dashboard by clicking the Content link.

   Step 5

6. Uncheck the pagelets you do not want to see on the POI Dashboard.  Make sure you click the Save button for the change to take effect.

   Step 6

7. To customize the layout of the POI Dashboard, click the Personalize Layout link.

   Step 7

8. The POI Dashboard is set to display 3 columns.  To change the layout, select the 2 columns option.  Make sure you click the Save button for the change to take effect.

   Step 8

9. To change the placement of a pagelet, click on the pagelet and use the arrows to place the pagelet in the desired column.  Make sure you click the Save button for the change to take effect.

   Step 9

10. To delete a pagelet, select the pagelet and click the Delete Pagelet button. Make sure you click the Save button for the change to take effect.

    Step 10

11. Click the Close (X) button to close the window.

     

    Let's review the pagelets.

    Step 11

12. The POI Self Service Links pagelet is used for transactions that affect an individual POI. 

    Step 12

13. POIs have access to view and update their personal information.

     

    Click the Personal Information Summary link to see a view of the Personal Information Summary page.

    Step 13

14. Use the Personal Information Summary page to view and update personal information such as:

     • Address

     • Phone Number

     • Emergency Contacts

     • Email Address

     • Marital Status

     • Ethnic Group

    Step 14

15. You can use navigation to return to the POI Dashboard.

     

    Click the Main Menu button.

    Step 15

16. Click the HCM Systems menu.

    Step 16

17. Click the POI Dashboard menu.

    Step 17

18. POIs have access to submit ADA Accommodation requests.

     

    Click the ADA Accommodation Request link.

    Step 18

19. You can submit a request by clicking the Add a New Value tab, or you can view the approval status of a previously submitted request by clicking the Search button.

    Step 19

20. To see a view of the form, click the Add a New Value tab.

    Step 20

21. The ADA Accommodation Request page will auto populate some of the fields based on the information stored in CONNECT.

    Step 21

22. Click the Main Menu button to navigate back to the POI Dashboard.

    Step 22

23. Click the HCM Systems menu.

    Step 23

24. Click the POI Dashboard menu.

    Step 24

25. The POI Quick Links pagelet gives Court Administrators quick access to forms that affect POIs.

     

    Please note, if you are not a Court Administrator, you can minimize or remove this pagelet by clicking on the drop-down menu in the top right corner of the pagelet.

    Step 25

26. The POI Maintenance Request form allows Court Administrators to add, remove, or update POI data for all city and county paid Judiciary employees for their court.  The form is used to request access to CONNECT.

     

    Click the POI Maintenance Request link.

    Step 26

27. As a Court Administrator, you can submit a request by clicking the Add a New Value tab, or you can view the approval status of a previously submitted request by clicking the Search button.

    Step 27

28. To see a view of the form, click the Add a New Value tab.

    Step 28

29. The Court Administrator should complete and submit this form to add, remove, or update the access for POIs in their court.

    Step 29

30. Click the Main Menu button to navigate back to the POI Dashboard.

    Step 30

31. Click the HCM Systems menu.

    Step 31

32. Click the POI Dashboard menu.

    Step 32

33. The Custom Workflow Change Request form allows Court Administrators to add, remove, or update approvers from the custom workflow Matrix. 

     

    Click the Custom Workflow Change Request link.

    Step 33

34. As a Court Administrator, you can submit a request by clicking the Add a New Value tab, or you can view the approval status for a previously submitted request by clicking the Search button.

    Step 34

35. To see a view of the form, click the Add a New Value tab.

    Step 35

36. This form allows the Court Administrator to add, remove, or update the approvers in the custom workflow Matrix for their court.

    Step 36

37. Click the Main Menu button to navigate back to the POI Dashboard.

    Step 37

38. Click the HCM Systems menu.

    Step 38

39. Click the POI Dashboard menu.

    Step 39

40. The POI Delegated Entries pagelet is used to process transactions after a POI has accepted a delegation.  If you have not accepted a delegation, you will not be able to access the pages from the links below.

     

    Please note, if you have not accepted a delegation, you can minimize or remove this pagelet by clicking on the drop-down menu in the top right corner of the pagelet.

    Step 40

41. If you accepted a delegation to report time on behalf of an employee, click the Report Time link.

    Step 41

42. Select the name of the delegator,RAYFORD MAXFIELD.

    Step 42

43. Click the Continue button.

    Step 43

44. If you are entering time on behalf of an employee and you know the Employee's ID or Name, enter the information in the highlighted fields.

    Step 44

45. Click the Get Employees button to pull up a list of the delegator's direct reports.

    Step 45

46. Click the down arrow button to collapse the Employee Selection section.

    Step 46

47. Select the Last Name of the employee to enter and submit time on their timesheet.

    Step 47

48. Another way to get back to the POI Dashboard is to click the Home link.

    Step 48

49. Click the POI Dashboard tab.

    Step 49

50. If you accepted a delegation to submit an absence request on behalf of an employee, click the Request Absence link.

    Step 50

51. Click the Proxy For drop-down list to select the name of the delegator.

    Step 51

52. Select the name of the delegator,RAYFORD MAXFIELD.

    Step 52

53. Click the Refresh Employees button.

    Step 53

54. You can click the Select button for an employee that is listed to submit their absence request.  If an employee is not listed, click the Plus (+) Sign to see the direct reports of that manager.  For this example, click the Plus (+) Sign to see direct reports of ELISHA MCGEORGE.

    Step 54

55. Click the Select button for GEORGE MOUNTS.

    Step 55

56. On the Request Absence page, enter the details and submit the absence for approval.

    Step 56

57. Click the Home link to navigate back to the POI Dashboard.

    Step 57

58. Click the POI Dashboard tab.

    Step 58

59. If you accepted a delegation to approve timesheets, click the Approve Timesheet link.

    Step 59

60. Select the name of the delegator,RAYFORD MAXFIELD.

    Step 60

61. Click the Continue button.

    Step 61

62. If you know the Employee's ID or Name, enter the information in the Employee Selection Criteria fields.  For this example, click the Get Employees button to pull up a list of the delegator's direct reports.

    Step 62

63. Click the down arrow button to collapse the Employee Selection section.

    Step 63

64. Either Select the employee and click Approve or click on the Last Name of the employee and approve from their timesheet.  You also have the option to Deny or Push Back the employee's time.

    Step 64

65. Click the Home link to navigate back to the POI Dashboard.

    Step 65

66. Click the POI Dashboard tab.

    Step 66

67.  If you accepted a delegation to approve absence requests, click the Approve Absence Request link.

    Step 67

68. Click the MARCOS CARDOZA link for Personal Leave Take.

    Step 68

69. On the Approve Absence Request page, approve the absence request.  You also have the option to Deny or Push Back an absence request.

    Step 69

70. Click the Home link.

    Step 70

71. Click the Sign out link.

    Step 71

You have completed the Understanding the POI Dashboard topic.

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