The department to-do widget shows managers and HR employees an overview of outstanding actions for their department. This gives you quick insight into what still needs to be done, such as approvals, expired certificates and outstanding registrations.
Requirements
- The department to-do widget must be enabled on the dashboard by an administrator.
- You need at least manager rights to view the department to-do.
Viewing the widget
The department to-do widget is visible on the homepage of the portal if it is configured for your role. The widget shows:
| Item | Description |
|---|---|
| Outstanding approvals | Registrations awaiting approval by the manager. |
| Expired certificates | Certificates of team members that have expired or will expire soon. |
| Missing certificates | Mandatory certificates that team members have not obtained yet. |
| Outstanding actions | Other actions that require attention. |
Taking action
Click an item in the widget to go directly to the relevant overview. For example:
- Click Outstanding approvals to open the approval list.
- Click Expired certificates to open the report overview of expired certificates.
Configuring the widget
Administrators can configure the department to-do widget:
- Go to Management > Homepage and open the required site.
- Add the Department to-do widget or edit an existing one.
- Set which items are shown (approvals, certificates, etc.).
- Set the visibility to the required roles (manager, HR employee).
- Click Save.
Frequently asked questions
Can I filter the widget on a specific department?
The widget automatically shows the data of the department(s) you are linked to as a manager. You do not need to filter manually.
Are the numbers in the widget updated in real time?
Yes, the numbers are updated on each page visit based on the current data in the system.
Can I also view the department to-do as a report?
Yes, a more extensive version of the department to-do is available as a report via Reports > Department dashboard > Department to-do.