WHAT CAN I CUSTOMIZE?

Customized Content to Enhance the Employee/User’s Dashboard

To customize the employee/user pages that are available for such alterations in the system, follow these steps:

Step 1: Access the Administrator Dashboard

  • Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to Customized Content

  • Locate the Settings menu at the top of the page and click on it. In the dropdown list, select Customized Content.

Step 3: Select the Page to Customize

The Page to Edit dropdown includes pages that can be customized as seen by the employee/user and include the following:

  • Account Activation Email: The initial email the new hire receives that includes their username, a temporary password, and link to the website.

  • All Form Submissions Complete: Confirmation that all forms have been successfully submitted. This page includes links to Flyers, Employee Uploads, and the forms as they were submitted.

  • All Questions Complete: Confirmation that all questions have been answered and that the employee still needs to view and sign their forms.

  • Employee Information Page: Employee is required to fill out their full legal name to match their Social Security card as well as birth date.

  • Employee Landing Page: Employee dashboard after the account has been activated and is re-visited.

  • Select Available Forms Page: Shows the list of forms required for the employee to fill out and submit. If any forms have been set as Optional, they will appear here as well to give the employee the opportunity to select whether or not to fill out.

Step 4: Select the Division to Apply Customization

  • By default, the entire company is selected in this Division dropdown menu.

  • To customize a single division, click on the dropdown menu and select it.

Step 5: Select Use Custom Text

  • Each page has its own default text. By selecting Use Custom Text, you can enter text, pictures, and videos in the box.

  • The customization area utilizes HTML programming.

    Admin Tip: Videos must first be uploaded and linked to an established website such as YouTube.

Step 6: Save the Customization

  • Once you have added your customizations, click on the “Submit” button. This will activate the customized page and will save this as a version in the Re-Use Previous Custom Content dropdown.

Step 7: Review the Changes

  • Access any employee account within the applicable division and navigate to the page that has been customized to ensure it looks how you anticipated.