Self-Service Action Tiles on intelliHR are the dashboards that can be seen on the home screen when you first log in to intelliHR. These are customisable and individual to each intelliHR customer. The creation and maintenance of these customisable dashboards are owned by you providing you with the ability to create those that will have the most impact on your business.
The aim of this overview is to provide a brief explanation of both the functionality of self-service action tiles and the most common uses.
This article covers:
- Why use self-service tiles?
- What will self-service tiles allow my employees to do?
- Who can view the self-service tiles?
- Common Uses of self-service tiles
Why use self-service tiles?
Self-Service Tiles found on the home screen for intelliHR serve two main purposes.
- They allow you to create clear links to other parts of your HR ecosystem e.g. your payroll system or the company intranet.
- They allow specific processes to be initiated by the employee or manager e.g. incident reporting or peer feedback processes.
Because the self-service tiles are managed by you, there is greater flexibility to create and maintain dashboards that are personalised to your business. They also allow you to ensure intelliHR becomes a base where employees can start before jumping into other systems as and when they need to.
What will self-service action tiles allow my employees to do?
Direct employees to a URL
Self-Service Tiles will allow your employees to be directed to external systems such as your payroll system, an intranet or a shared area where you host and maintain all of your policies and procedures.
When clicking on the above tile an employee would automatically be redirected to the shared drive where you maintain your company policies and procedures.
Prompted to fill in a form
Self-Service Tiles will allow your employees to initiate a process by clicking on an action tile and choosing to complete a form at a time of the employee's choosing e.g an incident report form allowing employees to report health and safety risks or complete a report on a previous incident.
Prompted to request form completion from another employee
Self-Service Tiles will allow your employees to initiate a process that prompts form completion from another employee such as peer feedback processes.
When clicking on the above tile the employee would be directed to select the suitable peer review form from the selection you provide and identify who the respondent of the form will be. There are several variations of this process that can be controlled by the administrator when creating the self-service action tile.
Who can view Self-Service Action Tiles?
Self-Service Action Tiles can currently be viewed by all employees once they are created. At present, it is not possible to lock specific self-service action tiles to select groups of your employees.
Coming Soon - Permissions are currently being added to self-service action tiles visibility. Click here to read about the upcoming permissions enhancement to self-service action tiles.
Common Uses of Self-Service Action Tiles
Self-Service Action Tiles are by design customisable and individual to individual tenants. However, there are a number of common uses across all intelliHR customers. Below is a collection of the most common uses across all intelliHR customers.
Directing employees to URL examples:
- Policies and Procedures - Providing a link to a shared drive where company policies and procedures are stored and maintained.
- Payroll Links - Providing a link to the business payroll software so employees can use intelliHR as a jumping-off point to other systems where they need to go.
- Employee Assistance Program (EAP) Links - Providing links to the company EAPs.
- Government Advice Websites - During Covid many customers created links via their action tiles to government health advice sites providing employees with quick access to the most up-to-date government advice.
Prompting Employees to fill in a form (Initiate a Process):
- Incident Reporting - Providing incident forms for employees to report on incidents and initiate the incident reporting process without the need to request forms from HR.
- Check-In Forms - Providing regularly pulsed-out forms to employees to complete any time that will follow the same process.
- Request to (Recruit) - Providing the first form in a chain of forms as part of the process of a request to recruit. Managers can access the tile to make a requisition request that will then be sent to HR for approval.
- Training Requests - Providing a form for employees to identify and request training that will be shared with their supervisor and HR.
- Recognition - Providing a form for employees to recognise other employees by selecting the employee they wish to recognise and having the completed form also be sent to the employee and HR.
Prompting employees to request form completion from another employee:
- Peer Evaluation - Providing employees with the ability to prompt their colleagues and peers to complete a form about them.
- Lesson Observations - Primarily used by customers in the education industry the ability to request a lesson observation from colleagues.