Widget Library

Field Name

Description

Parameter Name

Indicates the parameter necessary for the widget. You can only select from valid widget parameters established on the Widget Parameters page for the selected Widget Type (for example, RLSRole).

Parameter Value

Indicates the parameter value for the parameter. For example, if Parameter Name is RLSRole, valid values for delivered Insight Models (Datasets) are Department Security, Department Unit Security, No Security, and Employee Security. For PB reports, use PB Security or No Security. The Employee Security role is limited to the HRM reports.  

Description

Description of the parameter that is intended to capture the intended use or content of the parameter.

Report Name

If the Type field is set to Power BI Dashboard, then the Report Name field is available in the Widget Parameter grid. This field provides a pick list that lists all reports that belong to the Power BI Dashboard.

Widget

Description

 Home Application

Admin Worklist

This worklist displays the Administration transactions assigned directly to a given user or were tasks taken by that user. The individual record actions available are the same as with the primary Administration worklist.

 Admin

Financial Worklist

This worklist displays the Financial transactions assigned directly to a given user or were tasks taken by that user. The individual record actions available are the same as with the primary Financial worklist.

 FIN

HRM Worklist

This worklist displays the Human Resource Management transactions assigned directly to a given user or were tasks taken by that user. The individual record actions available are the same as with the primary Human Resource Management worklist.

 HRM

PB Worklist

This worklist displays the Performance Budgeting requests assigned directly to a given user or were tasks taken by that user. The individual record actions available are the same as with the primary Performance Budgeting worklist.

PB

All Worklist Dash for Admin 

This widget displays list of work items (Admin application) from logged in users ALL (Personal and Approval Role) work list. User can open the transaction or can perform all worklist actions direct from widget.

Admin

All Worklist Dash for FIN

This widget displays list of work items (FIN application) from logged in users ALL (Personal and Approval Role) work list. User can open the transaction or can perform all worklist actions direct from widget.

FIN

All Worklist Dash for HRM

This widget displays list of work items (HRM application) from logged in users ALL (Personal and Approval Role) work list. User can open the transaction or can perform all worklist actions direct from widget.

HRM

Browsing History

This widget shows the list of pages visited by the user for the current session across Advantage. To return to a page, the user only has to select the link to be navigated back.

All

Upload spreadsheet for Admin

This widget supports the uploading of only transactions on the Administration Transaction Control reference page through a spreadsheet template.

Admin

Upload spreadsheet for FIN

This widget supports the uploading of only transactions on the Financial Transaction Control reference page through a spreadsheet template.

FIN

Upload spreadsheet for HRM

This widget supports the uploading of only transactions on the Human Resource Management Transaction Control reference page through a spreadsheet template.

HRM

Admin Last 10 Transactions

This widget shows the last 10 Administration transactions where the user took some action on the transaction other than just viewing. To return to a transaction, the user only has to select the link to be navigated back.

Admin

Financial Last 10 Transactions

This widget shows the last 10 Financial transactions where the user took some action on the transaction other than just viewing. To return to a transaction, the user only has to select the link to be navigated back.

FIN

HRM Last 10 Transactions

This widget shows the last 10 Human Resource Management transactions where the user took some action on the transaction other than just viewing. To return to a transaction, the user only has to select the link to be navigated back.

HRM

 Tasklist

This widget shows a list of all the open tasks assigned to a given user. The list pulls from the User Task listing found only in Human Resource Management. The status of tasks is identified by color codes.

HRM

Employee Leave Balance Alert

This widget shows the leave Balance for a given user of the various types of leave that are close to thresholds.

 HRM

Calendar

This widget shows a weekly view of the calendar a given user, starting with the current day and showing seven days. The widget also provides the ability to toggle between weeks and drill into the calendar page. This widget is targeted for employee roles where other Advantage activity is not displayed.

 HRM

Useful Links

This widget shows the links that have been configured in the Downloadable Forms for Administrator (ADOWN) page. Users are able to select a link to launch the specified website or attachment in a separate window.

 HRM

Timesheet Certification

This widget lists timesheets that require an employee or manager to certify. Use of this widget only applies when the timesheet certification feature is turned on in timesheet setup.   

HRM 

My Work 

This widget provides a user quick access to the HRM transactions created by and for a user that are in progress or pending approval.

HRM 

My Work 

This widget provides a user quick access to the Financial transactions created by and for a user that are in progress or pending approval.

FIN

My Travel Work

Copy of the My Work widget with the difference being that it only shows travel transactions. This widget opens travel transactions in the wizard mode when the Alternate Page Code field is completed on Transaction Control. The following Application Parameter can limit which travel transactions show: TRVL_WRK_EMP_WIDGET_DOCCD_FILTER

FIN

Upcoming Events

This widget lists upcoming events such as birthdays and anniversaries for the employees who report to a manager.

HRM

Upcoming Leave Requests

This widget lists upcoming leaves that begin in the next 30 days for the employees who report to a manager.

HRM

Manager Leave Balance Alerts

This widget shows the leave Balances of the employees who report to ta manager that are close to the thresholds.

HRM

Expiring Licenses/Certifications

This widget lists those employees who report to a manager with licenses or certificates expiring in the next 30 days.

HRM

Account Summary Widget

This widget displays the important account information to a Vendor Self Service user to include: the current 1099, EFT, and vendor status as well as who the primary account administrator is.

VSS

Announcements Widget

This widget displays all of the relevant messages and announcements the Vendor Self Service Administrator has posted to the vendor community. The announcements are displayed or hidden dynamically. Announcement settings in Vendor Self Service Administration control this feature.

VSS

Financial Balance Overview Visualization Widget

For sites that have enabled the Financial Inquiries module in Vendor Self Service, this widget displays a high-level summary of the financial transactions issued or pending on the vendor’s account, in the form of an interactive donut chart. For any further details, the vendors have to navigate to the corresponding inquiry page.

VSS

My Watchlist Widget

This widget allows a vendor to see a quick summary of the solicitations and business opportunities that they have added to their Watchlist to track or respond. 

VSS

My Commodities Widget

This widget displays a quick summary of solicitations and business opportunities that are published with commodities for which the vendor has registered.

VSS

My Activity Widget

This widget displays a summarized view of all the vendors’ transactions that need further updates or review. For example, if the vendor started a response but did not complete it, the response would show. If a buyer has amended an already published solicitation that the vendor has responded to, it would also show.

VSS

Admin Approvals

This mobile application widget navigates a user to the list of all pending Administration transactions.

Admin

Financial Approvals

This mobile application widget navigates a user to the list of all pending Financial transactions.

FIN

HRM Approvals

This mobile application widget navigates a user to the list of all pending Human Resource Management transactions.

HRM

PB Approvals

This mobile application widget navigates a user to the list of all pending Performance Budgeting requestsa

PB

My Onboarding Tasks

My Onboarding Tasks

HRM

My Information Widget       

My Information Widget 

HRM

Performance Journey

On the Employee Performance Landing page (Snapshot) this is a timeline chart that shows the progress of Primary evaluation along with the dates of various milestones and the conversation check-ins.

HRM

Performance Score History

This is a widget on the Employee Performance landing page (Snapshot) that provides bar and line chart representation of Performance Ratings achieved by an employee in the last 5 reporting periods.

HRM

Evaluation Progress

This is a widget on the Manager Performance Summary landing page, which shows the progress made by the reporting employees for the primary evaluation on assigned Goals, Trainings, and Competencies. It shows the percentage completion on each employee level and overall reporting level.

HRM

Appreciations

This Widget is available to both Manager and Employee on the Performance Landing pages. It shows the appreciations received within the department, within the team, and for self. This widget has two buttons:

• View All - shows details for appreciation.

• Appreciate - helps user to create and share a new appreciation.

HRM

Overall Rating Trends

This is a widget on Manager Performance Summary landing page, which shows the trend of performance ratings received by reporting members for the primary Evaluation over the last 3 reporting periods.

HRM

Review Status 

This is a widget on the Manager Performance Summary landing page, which shows the count of Primary Evaluations that are Not Started, In Progress, and completed for the reporting employees.

HRM

My Journey Status

This is a widget on the Employee Performance landing page (Snapshot), which shows the progress on assigned Goals, Trainings, and Competencies by the employee for the primary Evaluation. It shows the percentage completion on each Goal, Training, and competency and also shows the overall completion summary.

HRM

Alert

The widget displays the last 10 alerts that the user has received. Users may navigate to the Alerts page by selecting the View All option. Optional row-level actions allow users to mark an Alert as read or unread, or alerts may also be deleted.

Created primarily for Customer Self Service but may be used on other home pages to bring direct attention to alerts.

FIN

Text

The widget can be used to display both text and image or text only.

FIN

Invoice Due

Designed for Customer Self Service to display five different pieces of information for a primary account. It also allows a customer to pay 1 of 3 groups of invoices. First is the total number of invoices that are due till the current date. Next is a Current amount that is invoices due on the current date. An Overdue amount is the total due prior than the current date. Lastly is a Total Due that is the sum of the previous 2 amounts. The remainder of this widget displays the invoices with an outstanding amount of more than $0.00, with an option to select one to pay in full.

FIN

Amount Due

Designed for Customer Self Service to display four different totals for all accounts associated with the primary account. Not Yet Due is the total amount of invoices that are due after the current date.  Due in 7 Days is the total amount that is due within the next 7 days from the current date and including the current date. Overdue 1 to 30 days is the total amount past due less than 30 days. Overdue 30+ days – Total amount past due more than 30 days.

FIN

Amount Summary

Designed for Customer Self Service to display limited information such as Account (Customer ID, Legal Name and Email) of a primary account. None of the variations in this information that may come from other Vendor/Customer records associated with the primary account by sharing the same User ID are shown. Also shown is a summary of several amounts for all customer accounts associated with the parent account.

FIN

My Templates

This widget is designed to support the heavy use of transaction templates in Financial. While a user can find them on the Transaction Catalog and even bookmark them, this widget pulls together all templates that a user has bookmarked for easy access.

FIN