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Manager Dashboard Overview

The Manager dashboard allows managers to maintain information and conduct activities related to post-hire employees in the Pangea system. Managers can also use the Manager dashboard to view details of all employees for which they are directly responsible and view task details for employees. The Manager dashboard consists of two tabs: Manage Employees and Manage Tasks.

You can only access the Manager dashboard if the Manager dashboard permission is active for the user role associated with your user account. Contact your system administrator for assistance with activating the Manager dashboard permission for the user role associated with your user account.

Manage Employees Tab

The Manage Employees tab allows managers to locate and filter employee records, access employee profiles, view location, position, and manager information, access assigned forms and tasks, and perform other functions for their direct reports.

Manager Dashboard - Manage Employees Tab Fields

Field

Definition

My Employees

Displays a list of the employees who directly report to you.

Create a New Employee

Icon used to create a new employee profile for a new employee via the Create Employee page.

Create ad-hoc task

Icon used to create a new ad hoc task using the Create Task page. The Create ad-hoc task icon only displays if the Manager dashboard permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating your user role permissions.

Assign task

Icon used to assign a task using the Assign Tasks pop-up. The Assign Task icon only displays if the Manager dashboard permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating your user role permissions.

Employee Group

Drop-down field used to select an employee group option by which you want to filter employees in the My Employees list. Options are:

Show my employees - Select to filter the My Employees list by employees that directly report to the currently selected manager.
Show my managers - Select to filter the My Employees list by managers that directly report to the currently selected manager.
Show all employees - Select to filter the My Employees list by all employees in the organization.
Show all managers - Select to filter the My Employees list by all managers in the organization.
Show all Employees by Credential - Select to filter the My Employees list to only display employees based on whether certain credentials, for which you have credential viewing permissions, are associated with a qualification that is currently assigned to employees. The Show all Employees by Credential option is only available if the View Employees By Credential permission is active for the user role associated with your user account. Additionally, you must have at least one credential viewing permission pair associated with your employee profile and a specific credential in order to view employees by credential. Contact your system administrator for assistance with modifying the permissions for the user role associated with your user account or to set up credential viewing permission pairs.

The Show all employees and Show all managers options are only available if the View All Employees permission is active for the user role associated with your user account. If you need access to these options, contact your system administrator for assistance with modifying the permissions for the user role associated with your user account.

First/Last Name

Text field used to type the first or last name, or a portion of the first or last name, of the employee or manager you want to locate in the My Employees list.

SSN

Text field used to type the Social Security Number or alternate identification code, or a portion of the Social Security Number or alternate identification code, of the employees you want to filter by. The value you type in this field displays as masked by default. You can only use the SSN field to locate employees by alternate identification code if your business or organization utilizes the alternate identification method of identifying employees. Contact your system administrator for assistance with activating this functionality for your Pangea environment.

The field label for the SSN field may also differ based on the SSNorOtherIDManagerDashLabel Metadata setting. Contact your system administrator for assistance with updating the SSNorOtherIDManagerDashLabel Metadata setting.

Additionally, the SSN field is only available if the EnableEmployeeSSNSearch Metadata setting is active for your system environment. Contact your system administrator for assistance with activating the EnableEmployeeSSNSearch Metadata setting.

Credentials

Drop-down field used to select a credential expiration range option by which you want to filter the My Employees list.

Status

Drop-down field used to select an employee status option by which you want to filter the My Employees list. You can only view employees with a current employee status of Active or New Hire if the View All Employees permission is not active for the user role associated with your user account. Contact your system administrator for assistance with modifying the permissions for the user role associated with your user account.

Client

Text field and drop-down field used to type a portion of the name of the company client associated with the employees you want to filter by and then select the company client. The initial text field utilizes an incremental find and filter functionality which returns company clients that match the string of characters you type as the available options for the subsequent drop-down field.

Reset

Button used to remove your search criteria and refresh the My Employees list.

Button used to apply the search and filter criteria you select to the My Employees list.

Currently displaying

Indicates the currently selected manager for the employees in the My Employees list.

Move up in reporting hierarchy

Icon used to refresh the My Employees list to display managers and employees for the manager that is directly responsible for the currently selected manager.

Name

Hyperlink used to access the employee datasheet for the employee. If the employee is a manager, you can also click the corresponding expand

icon next to the name of the manager to refresh the My Employees list to display the employees that directly report to the manager.

Status

Displays the current employee status for the employee. The Status column can display once of the following values based on the current status of the employee:

Active - Indicates that the employee is actively employed and an active Pangea system user.
New Hire - Indicates that the employee is newly hired and actively employed but has not yet activated the user account associated with their employee record.
Inactive - Indicates that the employee is not actively employed and is not an active Pangea system user.
Terminated - Indicates that the employee is not actively employed due to employment termination.

You can only view employees with a current employee status of Active or New Hire if the View All Employees permission is not active for the user role associated with your user account. Contact your system administrator for assistance with modifying the permissions for the user role associated with your user account.

Location

Displays the location for the employee.

Position

Displays the position for the employee.

Manager

Displays the name of the manager to which the employee directly reports.

Client

Displays the name of the company client for the employee. You can click the company client name hyperlink to update the company client for the employee.

EEV Status

Displays the current Employee Eligibility Verification (EEV) order status for the employee. The EEV Status column may also contain Submit Order hyperlinks you can click to submit an EEV order for the employee if an order has not yet been submitted. Additionally, the EEV Status column may display a value of "I-9 SSN Applied for" if the employee indicates that they are awaiting their Social Security Card from the Social Security Administration or "Pending Receipt" if the manager indicates that the employee provided a document receipt during the Form I-9 completion process. Refer to the Ordering an Employment Eligibility Verification for an Employee topic for more information regarding ordering an EEV.

The EEV Status column displays the screening status, such as Ordered, for the EEV order if an EEV order has already been submitted for the employee. You can click the screening status hyperlink to review details for the EEV order in the eQuest+ Employment Screening and Drug Testing system.

Additionally, the EEV Status column does not display if the EnableEEV Metadata setting is not active. Contact your system administrator for assistance with updating the EnableEEV Metadata setting.

The Order EEV permission must be active for the user role associated with your user account and your user account must be associated with an active eQuest+ integrator account in order to place an EEV order for an employee. Additionally, EEV Status permission must be active for your user role in order to view the screening status of the EEV order from the EEV Status column and the EEV Report permission must be active for your user role in order to review details for the EEV order in the eQuest+ Employment Screening and Drug Testing system.

If your user account does not meet these conditions, the Order and screening status hyperlinks may not display in the EEV Status column of the Manage Employees tab on the Manager dashboard. Contact your system administrator for assistance with updating the user role for your user account and associating your user account with an active eQuest+ integrator account.

Background

Displays the background check status of the employee. You can click the background check status hyperlink to view details of the Background Report for the employee from the eQuest+ system.

If multiple background check orders exist for the employee, the Multiple Background Checks pop-up displays when you click the background check status hyperlink to view details of the Background Report for the employee from the eQuest+ system. Refer to the Viewing Background Check Information topic for more information on the Multiple Background Checks pop-up.

Drug Screen

Displays the background check status of the drug screening background check order for the employee. The Drug Screen column only displays if the ManagerDashEnableDrugScreen Metadata setting is active. Contact your system administrator for assistance with this activating this functionality.

You can click the background check status hyperlink to view details of the Background Report of the drug screening background check for the employee from the eQuest+ system. If multiple drug screening background check orders exist for the employee, the Multiple Background Checks pop-up displays when you click the background check status hyperlink to view details of the Background Report for the employee from the eQuest+ system. Refer to the Viewing Background Check Information topic for more information on the Multiple Background Checks pop-up.

Documents

Hyperlink used to view uploaded documents and filled forms from the online application or post-hire processes for the employee on the View Employee Documents page.

Tasks

Hyperlink used to review tasks for the employee using the View Tasks page.

Actions

Hyperlink used to view and perform employee actions for the corresponding employee using the Employee Actions pop-up

Q/C

Hyperlink used to view and manage the current qualifications and credentials assigned to the employee using the Employee Qualifications and Credentials pop-up.

Page

Drop-down fields used to browse to the next page of records or modify the number of records to display per page in the My Employees list.

Managers can use the Manage Employees tab to do the following:

Manage Tasks Tab

Managers can use the Manage Tasks tab to filter, locate, monitor, and review details for task records. Managers can also use the Manage Tasks tab to reorder the display sequence of tasks within task templates, reassign open tasks, complete assigned tasks, review and then accept or reject completed tasks, access a consolidated view of all task notes from all tasks associated with a task template, view notes for individual tasks, monitor and refresh task freshness days, and add, modify, or delete task notes as necessary.

Manager Dashboard - Manage Tasks Tab Fields

Field

Definition

My Employee Tasks

Section that displays fields you can use to perform a search and apply filters to locate task records in the Tasks list.

Create ad-hoc task

Assign task

Tasks

Section that displays the following fields you can use to view details for task records:

Field	Definition
Reassign Tasks	Icon used to reassign open or completed tasks that currently display in the Tasks list to another employee. The Reassign Tasks icon only displays if the Reassign Tasks permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating permissions for the user role associated with your user account.
Reassignment Type	Drop-down field used to indicate whether you want to update the task assignee, the task reviewer, or both when reassigning open or completed tasks.
Reassign Task Assignee To	Text and drop-down field used to type the name, or a portion of the name, of the employee to which you want to reassign tasks as the task assignee and then select the employee. The Reassign Task Assignee To field refreshes to display as a drop-down field with options that match the employees for which you type last name criteria in the initial text field when you click Get.
Reassign Task Reviewer To	Text and drop-down field used to type the name, or a portion of the name, of the employee to which you want to reassign tasks as the task reviewer and then select the employee. The Reassign Task Assignee To field refreshes to display as a drop-down field with options that match the employees for which you type last name criteria in the initial text field when you click Get.
Reassign Tasks To	Text and drop-down field used to type the name, or a portion of the name, of the employee to which you want to reassign tasks and then select the employee. The Reassign Tasks To field refreshes to display as a drop-down field with options that match the employees for which you type last name criteria in the initial text field when you click Get.
Get	Button used to submit the employee name criteria you type in the corresponding Reassign Task Assignee To or Reassign Task Reviewer To fields and refresh the fields to display as drop-down fields with options for employees that match your criteria.
Reset	Button used to remove the employee name criteria you type in the corresponding Reassign Task Assignee To or Reassign Task Reviewer To fields.
Reassign Selected Tasks	Button used to reassign the selected tasks to the currently selected employee.
Select All Tasks	Checkbox used to select all tasks within the Tasks section when reassigning open or completed tasks to employees.
Select Task	Checkbox used to select the current task when reassigning open or completed tasks to employees.
View All Tasks	Icon used to display all tasks associated with the task template assigned to the corresponding employee.
Employee	Displays the name of the target employee, or the employee to which the task is directly related. You can click the employee name hyperlink to navigate to the Manage Employees tab and access the corresponding employee record.
Task Template	Displays the name of the task template, or task group, for the task record. The Task Template field displays a value of "Ad-hoc" if the task consists of an ad hoc task and is not associated with a task template.
Credential	Displays the name of the credential if the task template relates to credential renewal.
Assigned	Displays the date by which the ad hoc task or task template for the task records was assigned.
Task Sequence	Displays the task sequence index number for the corresponding task within the overall task template. Each decimal "." character within the value for the Task Sequence field is designed to indicate a new step within the task template sequence. For example, if system administrators configure the task template so that the task should be assigned after the second of the first two tasks are closed, the Task Sequence field displays a value of "2.1" for the corresponding task.
Move Up	Icon used to reorder the corresponding task before the current task that precedes it within the overall task template sequence for display purposes only. When you click the Move Up icon, the task you move up within the overall task template sequence does not impact the order in which the task is assigned to the task assignee. You cannot reorder tasks to display within a different task template sequence step. As a result, the Move Up icon only displays for tasks within the current task template sequence step.
Move Down	Icon used to reorder the corresponding task after the current task that follows it within the overall task template sequence for display purposes only. When you click the Move Down icon, the task you move down within the overall task template sequence does not impact the order in which the task is assigned to the task assignee. You cannot reorder tasks to display within a different task template sequence step. As a result, the Move Down icon only displays for tasks within the current task template sequence step.
Task Name	Displays the name of the task.
Status	Displays the status associated with the task. Options are: Open - Indicates that the task is open and currently assigned for the task assignee to mark as complete. Completed - Indicates that the task assignee has marked the task as complete and the task is awaiting review by the task reviewer. Closed - Indicates that the task assignee has marked the task as complete and the task reviewer has reviewed and accepted the task. Canceled - Indicates that the task was canceled and the task is no longer active within the task completion process. Unassigned - Indicates that the task is currently awaiting assignment. In most cases, task records for which this status displays are associated with an automated task profile that system administrators configure to assign tasks based on a future date or event, such as credential expiration.
Priority	Displays a Normal, Medium, or High icon to indicate the priority of the corresponding task. You can click the Priority icon to toggle updating the original priority of the corresponding Open or Completed task to a Normal, Medium, or High priority. You can only update the task priority for actively assigned tasks if the Edit Task Priority permission is active for the user role associated with your user account. Additionally, when you update the task priority, it is important to note that your changes only impact the currently assigned task, and do not apply to the original task priority for the standard or ad hoc task. Contact your system administrator for assistance with activating the Edit Task Priority permission for the user role associated with your user account or modifying the original task priority for ad hoc tasks or standard tasks from task templates.
Assign To	Displays the name of the task assignee, or the employee responsible for completing the task.
Assigned	Displays the date by which the task was assigned to the task assignee.
Due	Displays the due date for the task.
Completed	Displays the date by which the task assignee marked the task as complete.
Review By	Displays the name of the task reviewer, or the employee or manager responsible for reviewing and then rejecting or accepting the task.
Review Completed	Displays the date by which the task reviewer accepted or rejected the task.
Fresh Days	Displays number of days, since the task was initially marked as complete by the task assignee or last refreshed by a manager, by which the task will exceed the freshness days range. Task freshness consists of a rating used to determine number of days for which time-sensitive completed tasks are eligible to be reviewed and then accepted or rejected by the task reviewer during the task completion process. Once the task assignee marks the task as complete, the number of task freshness days automatically displays as the Fresh for Days field value in the Tasks list of the Manage Tasks tab, and the value decreases with each day that the task is not reviewed and then accepted or rejected by the task reviewer. If the task exceeds the number of freshness days due to inactivity, the task template is automatically reassigned to the task assignee for completion to effectively restart the task completion workflow. You can also click the Refresh Task Freshness Days icon to manually refresh the task, reassign the task template, and avoid exceeding the freshness days rating. Contact your system administrator for assistance with configuring the task freshness days setting for tasks.
View Consolidated Notes	Icon used to view and manage task notes for all individual tasks associated with the task template and all task associated with the overall task template.
Add a new task to this task group	Icon used to create a new ad hoc task and then insert the task within the currently assigned task template. You cannot insert new ad hoc tasks into assigned task templates for which all tasks are canceled or closed. If all tasks for the task template currently display a task status of Canceled or Closed, the Add a new task to this task group icon does not display. Additionally, the Add a new task to this task group icon only displays if the Manager dashboard permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating your user role permissions.
View Notes	Icon used to view and manage task notes for the corresponding task.
Refresh Task Freshness Days	Icon used to refresh the task freshness days rating for the corresponding task. You can click the Refresh Task Freshness Days to manually refresh the task freshness days, reassign the task template, and avoid exceeding the freshness days rating. Contact your system administrator for assistance with configuring the task freshness days setting for tasks.
Complete Assigned Task	Icon used to complete the assigned task. The Complete Assigned Task icon only displays if you are the current task assignee for the corresponding task.
Review / Accept Task	Icon used to review the completed task. The Review/Accept Task icon only displays if you are the current task reviewer for the corresponding task.

Managers can use the Manage Tasks tab to do the following: