Feature:My Daily Work Schedule

From MintHCM Wiki

My Daily Work Schedule
Title Dashlet My Daily Work Schedule
Type Miscellaneous
Initiating Actions
Initiating Fields
Initiating Modules
Affected Actions
Affected Fields
Affected Modules
Affected Field Types

Short Description

My Daily Work Schedule dashlet in the MintHCM system is designed for quick and convenient viewing of your work plans. The interface displays both upcoming and completed activities, offering a comprehensive overview of your workload. Whether your plans involve working at the office or remotely, this dashlet has you covered. It doesn't just account for work tasks - it also includes your holidays and excused absences. In this way, you get a complete picture of your schedule, which assists in managing your work time more effectively.


Screens

Dashlet localisation

To access the My Calls dashlet, navigate to your MintHCM Dashboard. By default, it is not visible and needs to be manually added. In order to do so, click on ACTIONS → Add Dashlets → MODULES → My Calls → Close. After closing the window, the dashlet should be visible on your dashboard.

Overview

The My Daily Work Schedule dashlet presents data from the 'Work Schedule' module in the form of a detailed list. By default, it contains columns with essential information such as the date of the work schedule, status, type of work schedule, and the name of the related user. However, you have the option to customize the columns and the appearance of the dashlet using the options menu. For more information, refer to the "Customization Options" section below. Attached screens provide examples of both the default and customized dashlet views. In addition to the overview, My Daily Work Schedule dashlet enables quick access to the records within the Work Schedule module. Clicking on a record or the 'eye' icon in the far right column takes you to a detailed view of that record. Similarly, you can use the 'pencil' icon next to the 'eye' icon to directly access the edit view of the record.

Customization options

My Daily Work Schedule dashlet offers customization options to suit user's preferences. To access the options menu, click on the 'pencil' icon located in the top right corner of the dashlet. The options menu is divided into two sections: General and Filters. Refer to 'My daily work schedule - Dashlet customization options' screen to see the layout of this menu.

"General" section
Title Use this feature to give your dashlet a unique name that represents its functionality or the data it contains.
Display Rows Determine the quantity of rows that will appear in your dashlet. This allows you to manage how much data is viewable at a glance.
Auto-Refresh Select from several pre-set timeframes for your dashlet to automatically update itself. If you don't want it to refresh on its own, you can select the 'Do not auto-refresh' option.
Display/Hide Columns Personalize your dashlet's layout by deciding which columns are shown. Rearrange the sequence of the columns using the Up and Down arrow buttons. Choose if a selected column will be visible or hidden using the left and right arrow buttons.
"Filters" section
Only My Items This filter shows you only the items that have been assigned to you, allowing for a focused view of your responsibilities.
Only My Favorites It shows you only the items you've favorited, allowing for quick access to important or noteworthy entries.
My Subordinates This filter displays the items assigned to people who report to you. This allows you to monitor and keep track of your team's activities and progress.
Status This filter shows items based on their current status, allowing you to see entries that are in a specific stage or condition.
Type This filter shows items based on their type. Options include various types like office work, remote work, or for instance, vacation or delegation.
Supervisor Acceptance This filter shows items that have a specific status regarding supervisor approval. This might include statuses such as 'accepted', 'awaiting acceptance', or 'not applicable'.
Date Allows you to filter items based on the date for which the work plan was created. Options for time frames might include "last 30 days", "This year", or "tomorrow".
Assigned User Id This filter allows you to search for items assigned to specific users based on their user ID.


Note: Some filters overlap each other and may cause some interference, e.g. If you select "Only My Items" checkbox and in the same time choose some other user in "Assigned User Id", then there will be no results and list will remain empty.

Note: Remember to save your settings before closing Options menu, only then your preferences will be applied to the dashlet.

FAQ

Is it possible to have multiple active dashlets for "My Daily Work Schedule" with different customization settings?
Yes. You can add as many dashlets as you need (see Dashlet localisation section) and then it is possible to customize each dashlet separately (see Customization options section).
Can I select multiple items while customizing Filters?
It depends on which field are you modifying. You can do so in "Status" and "Assigned User Id" fields by holding "Ctrl" button while clicking on selected items. However, it cannot be done in "Date Created" and "Date Modified" fields.
Can I refresh "My Daily Work Schedule" dashlet manually?
Yes. You can do so by clicking a refresh button which is located in the top right corner of the dashlet, between "pancil" and "X" buttons.
How can I remove "My Daily Work Schedule" dashlet from my dashboard?
Click the "X" button, which is located in the top right corner of the dashlet.
Can I change the order of the records on the list?
Yes. To do so, select the column you want to use for sorting and click on its header. Clicking the header again will toggle between ascending and descending order.

Mentioned in articles


Dev Notes