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Administrator Guide
Last Updated: 2024-11-01
Reference: HCM Cards

Reference: HCM Cards

Anniversary for Worker

Displays upcoming team anniversaries for a manager's organization.
Feature
Description
Security
Worker Data: Anniversaries/Birthday Reports
Tasks and Reports
My Team Anniversaries
Section
Timely Suggestions
Display Time
Displays anniversaries between today and the following Saturday.
Example: If today is 27th December, 2022, then the card displays anniversaries between 27th December, 2022, and 7th January, 2023.
Edit Capability
None

Birthday for Worker

Displays upcoming team birthdays for a manager's organization.
Feature
Description
Security
Worker Data: Anniversaries/Birthday Reports
Tasks and Reports
Birthdays for this week and next
Send Email
You have the option to send an email if there's only 1 upcoming birthday.
Section
Timely Suggestions
Display Time
Displays birthdays between today and the following Saturday.
Example: If today is 27th December, 2022, then the card displays anniversaries between 27th December, 2022, and 7th January, 2023.
Edit Capability
None

Change My Emergency Contacts

Reminds you to update your emergency contact information. You can also configure access for these roles:
  • Academic affiliates.
  • External committee members.
  • Retirees.
  • Terminated workers.
Feature
Description
Security
This card is for the
Change Emergency Contacts
business process that you can secure through a business process definition.
Tasks and Reports
Change My Emergency Contacts
Section
Timely Suggestions
Display Time
Always.
Disappears from the Home page for 6 months once the user completes the action on the card.
Edit Capability
You can:
  • Create a custom schedule.
  • Change the title and subtitle.

Change My Home and Work Contact Information

Reminds you to update your home and work contact information. You can also configure access for these roles:
  • Retirees.
  • Terminated workers.
Feature
Description
Security
This card is for the
Contact Change
business process that you can secure through a business process definition.
Tasks and Reports
Change My Contact Information
Section
Timely Suggestions
Display Time
Always.
Disappears from the Home page for 6 months once the user completes the action on the card.
Edit Capability
You can:
  • Create a custom schedule.
  • Change the title and subtitle.

Change My Home Contact Information

Reminds you to update your home contact information. You can also configure access for these roles:
  • Retirees.
  • Students, except for students with only external academic records.
  • Terminated workers.
Feature
Description
Security
This card is for the
Home Contact Change
business process that you can secure through a business process definition.
Tasks and Reports
Change My Home Contact Information
Section
Timely Suggestions
Display Time
Always.
Disappears from the Home page for 6 months once the user completes the action on the card.
Edit Capability
You can:
  • Create a custom schedule.
  • Change the title and subtitle.

Change My Work Contact Information

Reminds you to update your work contact information. You can also configure access for these roles:
  • Retirees.
  • Students, except for students with only external academic records.
  • Terminated workers.
Feature
Description
Security
This card is for the
Work Contact Change
business process that you can secure through a business process definition.
Tasks and Reports
Change My Work Contact Information
Section
Timely Suggestions
Display Time
Always.
Disappears from the Home page for 6 months once the user completes the action on the card.
Edit Capability
You can:
  • Create a custom schedule.
  • Change the title and subtitle.

Explore Org Chart

Enables workers to view their team organization structure.
Feature
Description
Security
Reports: Navigate Organization
View: People-View Org Chart
Tasks and Reports
Org Chart
Section
Recommended For You
Display Time
Always.
Edit Capability
You can:
  • Create a custom schedule.
  • Change the title and subtitle.

View Your Profile Card

Enables workers to view and manage the information that displays on their profile.
Feature
Description
Security
Current Staffing Information
Worker Data: Public Worker Reports
Tasks and Reports
View Worker Profile
Section
Recommended For You
Display Time
Always.
Edit Capability
You can:
  • Create a custom schedule.
  • Change the title and subtitle.