EMPLOYEE PROFILE
HOW DO I fill out my employee profile and personal preferences?
- Click into your PROFILE.
- Click through the General, Qualifications, and Preferences categories to update your personal information.
- Under the Preferences section, upload a photo of yourself and/ or your family by pressing the grey CHOOSE FILE button.
- Press the purple SAVE PROFILE button at the bottom of the page when you are finished.
PEOPLE
HOW DO I view the organization chart?
- Click on the PEOPLE tab in your header.
- Click the purple ORG CHART button in the left-hand menu.
- Now you can view your company’s current organization chart which features all active employees.
HOW DO I meet the team?
- Click on the PEOPLE tab in your header.
- You will now see a list of all the active employees in your organization.
- Click on the name of the person you would like to view.
- Use the tabs at the top of the screen to view their general information, qualifications, and personal preferences.
- In Personal Preferences, you can learn more about your coworkers including their favourite sports teams, entertainers, or foods. You can also view photos of them and/ or their family.
- Go back to PEOPLE to view other employees’ details.
HOW DO I VIEW office absences?
- Stay on your DASHBOARD.
- Under Office Absences you can see who has requested time-off for the current day and for the next two days.
- If it says, “gangs all here”, then no one has requested any time off.
HOW DO I view job profiles?
- Click on the PEOPLE tab in your header.
- Click on the purple JOB PROFILES button in the left-hand menu.
- Click the purple VIEW button beside the job profile that you want to look at.
- You can now read responsibilities and other information regarding that job position.
VACATION
HOW DO I check my vacation and time off balances?
- Your DASHBOARD will display your remaining vacation and sick days in your Profile on the left.
- Clicking the purple REQUEST TIME OFF button will display a summary of Holidays, Sick days, EDOs, and other days.
- This page will also allow you to book new days off.
how do i request time off?
Step 1: Viewing Company Vacation
Step 2: Requesting Time Off
- Click into your PROFILE.
- Click on the VACATION tab.
- Click the green VIEW COMPANY VACATION tab under Time Off.
- Use the drop-down menu to select employees and start and end dates.
- Click the purple GENERATE button to create your report.
- Scroll down to view a graph of company vacation hours within your selected criteria.
Step 2: Requesting Time Off
- When you log in, stay on your DASHBOARD.
- Click the purple REQUEST TIME OFF button on the left-hand sign.
- Enter the start date, end date, and hours. Note: only select your "working days" (do not include weekends or holidays in your time off request).
- Select the vacation type from the drop-down menu.
- Add any notes if necessary (optional).
- Click the purple SUBMIT TIME OFF REQUEST button.
- Your manager(s) will be notified of your request and will be able to approve or decline it.
- You will be notified once your request has been updated by a manager in your DASHBOARD.
TIMESHEET
HOW do i fill out my time sheet?
- When you log in, stay on your DASHBOARD.
- Click the purple '+' icon on the left-hand side.
- Select the date using the purple arrows on the right-hand side.
- Press the green EDIT TIMESHEET button.
- Select a project or task under the drop-down menu. Then enter the number of hours and/or overtime hours that you spent on this project/ task.
- Press the purple '+' to add it to your timesheet or the purple '-' to remove it from your timesheet.
- Repeat this process for each project/ task you contributed to on the selected date.
- Press the purple SAVE PROFILE button when you are finished with each date, and it will be added to your timesheet.
DOCUMENTS
HOW DO I view featured documents?
- When you log in, stay on your DASHBOARD.
- Scroll to the bottom of the page and look under the Featured Documents heading.
- You are now able to view all documents that are currently featured for you. You can also see if your signature is required on any documents.
- Click the green VIEW button on the right-hand side of any document that you wish to look at.
HOW DO I sign off on documents?
- Click into your DOCUMENTS section.
- Scroll down to view all current company documents.
- Any documents that require your signature will have a red REQUIRED label on the right-hand side.
- Click the green VIEW button beside any document that requires your signature.
- Once you have finished reading the document, scroll to the bottom of the page and look under the Electronic Signature heading.
- Use your mouse or trackpad to enter your signature. This confirms that you have read the document and that you understand its contents.
- Press the orange CLEAR SIGNATURE button to clear your signature.
- Press the purple SUBMIT SIGNATURE button to confirm your signature.
EVENTS
HOW do i view upcoming events?
- Click on the EVENTS tab in your header.
- Click on the purple UPCOMING EVENTS button in the left-hand menu.
- Click the green VIEW button located next to the event that you want to see.
- You can also find the next few upcoming events listed on your DASHBOARD on the right-hand side under Events Upcoming.
how do i view past events?
- Click on the EVENTS tab in your header.
- Click on the purple PAST EVENTS button in the left-hand menu.
- Click the green VIEW button located next to the event that you want to see.
how do i view event calendar?
- Click on the EVENTS tab in your header.
- Click on the purple CALENDAR button in the left-hand menu.
- Use the purple arrows to view either past or future months.
how do i subscribe to the events calendar?
- Click into your EVENTS section.
- Click the orange EVENT CALENDAR button on the left-hand side to subscribe to all company events such as birthdays, anniversaries, and staff meetings.
- Click on the downloaded file.
- Your default calendar application will automatically open.
- Select which destination calendar you would like the events to show up on.
If you're having trouble syncing it, here are instructions for a few common calendars:
How do i subscribe to the time off calendar?
- Click into your EVENTS section.
- Click the orange TIMEOFF CALENDAR button on the left-hand side to subscribe to all company time off.
- Click on the downloaded file.
- Your default calendar application will automatically open.
- Select which destination calendar you would like the time off to show up on.
If you're having trouble syncing it, here are instructions for a few common calendars:
TOTAL REWARDS
HOW do i view my total rewards statement?
- Go to your PROFILE.
- Go to your EMPLOYMENT SUMMARY tab. Click the green VIEW TOTAL REWARDS STATEMENT button.
- Use the drop-down menu to select a year then click the purple GENERATE button to view your statement.
- Click the green DISPLAY YEAR – PROJECTED button to view your forecasted earnings.
- Click the purple DISPLAY YEAR TO DATE button to view your current earnings.
PERFORMANCE REVIEWS
How do i use performance reviews?
There are three types of performance reviews
When any type of Performance Review is assigned to you, you’ll receive a notification and find the link under Notifications on your DASHBOARD or when you click into the PERFORMANCE section.
- Performance Goals are designed to help you and your manager communicate clearly about your goals and expected outcomes. In order to have meaningful conversations, it’s important to have clear, trackable goals.
- Performance Check-ins (also known as Engagement Check-ins) support both you and your supervisor with an opportunity to give and receive regular, ongoing feedback.
- Performance Reviews help you know you are developing and growing professionally by tracking performance, conversations, and the outcomes you've achieved. You can show you've worked on harder projects and grown stronger skills and improved your ability to contribute to your company!
When any type of Performance Review is assigned to you, you’ll receive a notification and find the link under Notifications on your DASHBOARD or when you click into the PERFORMANCE section.
- Click the green BEGIN button to start filling out your side of the review.
- For each question, choose your response and/or fill in comments if you would like to elaborate.
- Scroll down to SAVE PERFORMANCE REVIEW.
- Your manager will be notified that you have completed your review and will then fill in their side of the form.
- You will then be notified when they have responded and be able to view their responses in your PERFORMANCE section.
- Note: You can edit your Performance Review right up until your supervisor has viewed and approved it.
NOTIFICATIONS
how do i view my active notifications?
- From your DASHBOARD you can view recent notifications under the Notifications section.
- Click on the purple ACTIVE button to view a list of all active notifications.
- Click on the purple title of a notification to view more details about it.
- Use the toggles to hide a notification once you have read it.
HOW DO I view my archived notifications?
- On your DASHBOARD, scroll down to the Notifications section.
- Click the gray ARCHIVED button to view a list of all archived notifications.
- Click on the purple title of a notification to view more details about it.