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You can integrate diagrams (as well as dashboards or charts) at various places in umantis. The provided diagram templates can be a very useful tool in this process. Examples for integrating diagrams are given below.

Diagram templates

The Reports tab includes a number of different diagram templates. The table of existing diagram templates includes columns with the following icons at the right:

  • JobT proj.gif- Click on this icon to see the diagram test view.
  • Show content.gif- Click on this icon to show the SQL result.
  • Attention.gif- This icon indicates an invalid SQL request.
  • Umantis.gif- This icon is shown next to each umantis default diagram.

You can also create new diagram templates of your own.

Integrate diagram using diagram templates

You can use the existing diagram templates to present specific diagrams in areas like "Diagrams about the employee" (under Reports). Use the following example instructions for such cases:

  1. In the overview table of diagram templates, click on a specific diagram to access the diagram template details.
  2. Scroll down to configure type settings and permissions (EM), then click on Edit.GIF. This will bring you to the configuration mode for this diagram.
  3. You can specify the following points for the diagram:
    • Diagram type
      Specify where the diagram should be displayed. In this example: "Employees (Positions)"
    • Position
      Specifies the order within a diagram type
    • Displayed table
      Specify here which of the three tables should appear alongside the diagram.
    • Visible to module users (EM only)
      Indicates which module users will see this diagram when selecting from available diagrams of the diagram type indicated above. If nothing is selected, then this will be interpreted as "no restriction", and the diagram will be visible to everyone.
    • Visible for role (EM only)
      Indicates which people in this role will see this diagram when selecting from available diagrams of the diagram type indicated above. If nothing is selected, then this will be interpreted as "no restriction", and the diagram will be visible to everyone.
  4. Save your settings.
  5. Searches can be set up after saving. This allows you to define which search options should be available to users alongside the diagram:
    • Click on Edit.GIF and activate the desired searches.
    • Save your settings.

After the next login, the diagram will be visible in the area that you specified for "Diagram type". (In the example, the diagram is displayed under "Diagrams about the employee".)

Integrate diagram using a URL

Each diagram is accessed through a specific URL. There are Flash diagrams and HTML versions of diagrams.

Use the following example steps to integrate diagrams using URLs:

  1. As an administrator, go to the home page (or wherever you want to integrate a diagram) and click on configuration mode (-> click on CONFIGURE VIEW).
  2. Click on the Config.gif after the title of the container that will contain the diagram.
  3. Save the title there (under Original content Frame name) and enter the URL to access the diagram in the "Original content IFrame URL" section — e.g. the URL for the HTML diagram with ID 72:
    /Administration/ShowDashboardWithIDs/[SwitchPeriodID]/[LangID]/[SelfID]/FromDasboard/72?get_xml=true&result_as_html=true
    You can find a diagram’s unique ID in the overview table of all diagram templates, or in the URL in the input field when you click on a template, e.g.: recruitingapp-xyz.umantis.com/DashBoards/65/Profile.
  4. After you leave configuration mode, the diagram will be displayed in the iFrame.


Use the following URLs to integrate HTML diagrams:

/Administration/ShowDashboardWithIDs/[SwitchPeriodID]/[LangID]/[SelfID]/FromDasboard/72?get_xml=true&result_as_html=true
The example above uses an HTML diagram with ID 72

"72" in the example above should be replaced with the diagram IDs. The integrated URL is parsed when accessed, and the variables are replaced.


Explanation of URL parameters:
The numbers in the links must be replaced by the corresponding diagram IDs. The variables [LangID] etc. are replaced by the system, so they can dynamically show different content to different viewers. The diagram can access these 3 parameters via [UrlID1], [UrlID2], [UrlID3] and then integrate them into the SQL. If variables are not used in the URL, however, ID placeholders must be used. Any integer can be used here, e.g. 1. (/css/dashboard.html?xmlpath=/Administration/ShowDashboardWithIDs/1/1/1/FromDasboard9/123)

Special diagram templates

Smart Org Chart

The Smart Org Chart shows how the employee fits into his or her team, and can be integrated into any container in the employee profile. It shows the immediate supervisor, colleagues under the same immediate supervisor, and direct subordinates.

Integration in employee file

/Administration/ShowDashboardWithIDs/[UrlID1]/2/[LangID]/FromDasboard9/98?get_xml=true&result_as_html=true

  • UrlID1 = the employee’s ID
  • UrlID2 = parameter to control whether colleagues should go under the same manager (1 no, 2 yes)
  • UrlID3 = [LangID] (language)

The height of the IFrame should be set to at least "800px" and scroll behavior set to "auto".

Developing SQL queries

Convert EM variables to SQL
Convert AM variables to SQL

Go to this URL (https://employeeapp-[CustomerID].umantis.com/Path2SQL or https://recruitingapp-[CustomerID].umantis.com/Path2SQL) and search out the variables from which you would like to use data in an SQL for an Excel report template, a report template or a diagram template. You can find variables very quickly by activating the variable finder. You can also easily search for variables in the (Excel) list, since the name is often self-explanatory — although it only exists in German and English versions. Once you have the variables, you can generate the corresponding umantis SQL and use it in a report.

This approach to finding the data does not replace extensive knowledge of SQL. To create analytics, the snippets found for the database entries must be combined into a master SQL and aggregated until the desired report is completed.

Sequence:

  1. Find variable
  2. Open Excel Convert variables to SQL
  3. Select Excel tab for the right application
  4. Find variable
  5. Enter path next to the variable here (URL /Path2SQL)
  6. use the SQL generated for the field in the analytics SQL (requires strong SQL skills)

Examples of diagrams/dashboards

Below are some example diagrams/dashboards with step-by-step instructions for integration in umantis.

MyTeam

As a manager, this dashboard in Employee Management provides you with a centralized overview of your employees and the status of each of their employee review meetings. From here, you can jump directly to the content of individual employee review meetings and take action on them.

MyTeam EN.png

Integration in umantis

Integration in umantis is handled by an administrator. Please note that due to his/her role, the administrator cannot view any content after integrating the dashboard.

As administrator, you must take the following steps to integrate the dashboard:

1. Find an appropriate place for the dashboard (e.g. on the home page).
2. Enter configuration mode.
3. Navigate to the desired/free container.
4. Enable display Cwcvisibleon.gif of the container, if necessary, and click on Config.gif.
5. Configure the settings in the container as per the following instructions:

Container settings (configuration mode)

Container EN.png

  1. For "Original content IFrame name", enter a name/title in the desired "language fields", e.g. "MyTeam".
  2. In the "Original content IFrame URL" section, copy the following URL into the desired "language fields":
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]
    Optional:
    If you would like to hide certain content so that it does not appear in the dashboard, add the corresponding URL extension as well:
    • To hide Performance/Goals:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&Objectives=0
    • To hide Tasks:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&WorkTasks=0
    • To hide Development goals:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&DevelopObj=0
    • To hide Conduct:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&Behavior=0
    • To hide Feedback:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&Feedback=0
    • To hide Potential:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&Potential=0
    Info.gif Show original labels instead of stars:
    Insert the following URL extension in order to show the original labels in the dashboard, rather than stars:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&originalRating=true
    Info.gif To hide employee photos:
    Enter the following URL extension to hide employee photos in the dashboard:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&noPictures=true
    Info.gif Show only text (comment on assessment) instead of stars:
    Enter the following URL extension for the relevant employee review meeting content in order to hide stars and display only text (comments on the assessment) instead:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&WorkTasks=text
    Add the following URL extension to activate the “Confirm agreement” option for managers:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&confirmAgreement=1
    Add the following URL extension to activate the “Confirm assessment” option for managers:
    /cheetah/epm/myteam/index.html#?SwitchPeriodID=[SwitchPeriodID]&confirmRating=1
  3. Put a checkmark in the box for "Automatically calculate height".
    Click "Save".

Attention.gif Note that the contents of the "MyTeam" dashboard will only be displayed if you have employees, or have employees assigned to you as their responsible manager, and are logged in to the system with that role. If you have done this but still do not see any content displayed, please clear your browser cache.

Tachometer

With the “Tachometer” chart, employees can get an overview of goal achievement levels in the different subareas of their employee review meetings. The diagram can be integrated in the SelfService view; once integrated, it provides a tachometer view of each subarea of the employee review meeting, in which the employee’s own outlook is related to their own self-assessment and the assessment of their manager.

Tachometer EN.png

Attention.gif Notes:

  • This diagram does not support the assessment values "Achieved in %", but only the values for "Achieved" (radio buttons: Exceeded / Achieved / Not achieved)
  • Selection list ID 65: "Outlook" must have weights associated with the selection values:
Ausblick Gewichtung.png
  • Each tachometer diagram is value for one subarea of the employee review meeting. For this selected subarea, the achievement level is then displayed in relation to outlook, the employee’s own assessment, and the manager’s assessment.

Integration in umantis is handled by an administrator.

1. Access the SelfService view.
2. Enter configuration mode.
3. Navigate to the desired/free container.
4. Enable display Cwcvisibleon.gif of the container, if necessary, and click on Config.gif.
5. Configure the settings in the container as per the following instructions:

Container settings (configuration mode)

ContainerTachometer.png

The diagram is integrated in the container in a similar was as the MyTeam diagram.
In the following example, the diagram for the Tasks (WorkTasks) subarea is integrated.

  1. For "Original content IFrame name", enter a name/title in the desired "language fields", e.g. "Tachometer — Tasks".
  2. In the "Original content IFrame URL" section, copy the following URL into the desired "language fields":
    /cheetah/epm/tachometer/index.html#?SwitchPeriodID=[SwitchPeriodID]&SwitchPositionID=[SwitchPositionID]&Area=WorkTasks
  3. Put a checkmark in the box for "Automatically calculate height".
  4. Click Save.

Info.gif Integrate other subareas:

To integrate other subareas of the employee review meeting, change the URL ending (see #2) as follows:
  • &Area=Objectives (for Performance/Goals)
  • &Area=WorkTasks (for Tasks — as in the example above)
  • &Area=DevelopObj (for Development Goals)
  • &Area=Behavior (for Conduct)
  • &Area=Feedback (for Feedback)
  • &Area=Potential (for Potential)
It is recommended that you name the diagram to reflect the content presented within it (e.g. "Tachometer — Tasks" /- Development Goals /- Potential, etc.)

Info.gif Additional functions:

Add the following expressions to the URL to activate the corresponding function in the tachometer:
  • &agree=1 (Activates the “Agree” button for the selected subarea)
  • &agreeAll=1 (Activates the “Agree” button for the overall assessment)
  • &close=1 (Activates the “Complete” function for the selected subarea)
  • &closeAll=1 (Activates the “Complete” function for the overall assessment)

Employee dashboard (birthdays, new employees, anniversaries)

Depending on the integration and configuration in use, this dashboard can display various information in Employee Management:

Upcoming employee birthdays

Birthdays.png

Info.gif The next few employee birthdays are displayed. The /SelfService view is a good place to integrate this.

Other variations:

New employees (Click on “Expand”)

Latest Hirings.png
New employees are displayed. The home page (main page) is a good place to integrate this, in order to make the new employees’ presence known during the onboarding phase.

Upcoming anniversaries (Click on “Expand”)

Next Jubilees.png
Any upcoming anniversaries are displayed. The dashboard shows employees for whom the following anniversaries are coming up: one, two and five-year anniversaries, as well as all later anniversaries in 5-year increments (i.e. 10, 15, 20 years, etc.). This dashboard can be integrated anywhere that you want to display upcoming anniversaries to users.

  • New internally filled jobs
The most recent internally filled jobs are displayed. The /SelfService view is a good place to integrate this.

Integration and configuration

  1. Navigate to the appropriate container, and/or follow the above instructions up to Step 5 as described above.
  2. In configuration mode, enter one of the following URLs (depending on which information you wish to display) in the Original content URL for Iframe section, unless it is already listed there.
    To display:
    • upcoming birthdays: /cheetah/epm/people-filter/#?view=upcomingBirthdays
    • new internally filled jobs: /cheetah/epm/people-filter/#?view=changedPosition
    • new employees:/cheetah/epm/people-filter/#?view=latestHirings
    • upcoming anniversaries:/cheetah/epm/people-filter/#?view=nextJubilees
  3. Save.
Additional configuration options

Attention.gif The following configuration options are shown for an example case based on the “Upcoming employee birthdays” dashboard (upcomingBirthdays). However, the configuration options can be used on all employee dashboards.

>> Expand to see all configuration options. (Click on "Expand")
Configuration option Description / Notes Required URL extension/syntax Example URL
Show contents filtered by organizational unit Info.gif This filter is especially useful for larger companies. With this filter, the dashboard (e.g. in the /SelfService view) shows an employee all of their colleagues in the relevant organizational units. The parent organizational unit (= one level above the employee’s OrgUnit) and all organizational units belonging to this organizational unit (the levels below it) are displayed here as well.

If no filter is set, the dashboard will display all of the company’s employees. Take note here of the notes in the section below on “Specifying number of content items loaded” as well.

Add the following URL extension to filter contents by organizational units: &filterBy=orgUnit /cheetah/epm/people-filter/#?view=upcomingBirthdays&filterBy=orgUnit
Show contents filtered by access permissions Info.gif When you set this filter, dashboard users can only see the colleagues/employees to whom they have access (based on their access permissions/role assignments).

If no filter is set, the dashboard will display all of the company’s employees. Take note here of the notes in the section below on “Specifying number of content items loaded” as well.

Add the following URL extension to filter contents by access permissions: &filterBy=accessRights /cheetah/epm/people-filter/#?view=upcomingBirthdays&filterBy=accessRights
Hide employee photos This configuration option can be useful if you do not want to use or display employee photos. Add the following URL extension to hide employee photos in a given dashboard: &noPictures /cheetah/epm/people-filter/#?view=upcomingBirthdays&noPictures
Remove links Using this configuration option removes links from the displayed content items. Add the following URL extension to remove links from the displayed content items: &noLinking /cheetah/epm/people-filter/#?view=upcomingBirthdays&noLinking
Specify number of content items loaded Using this configuration option allows you to define a specific limit on the maximum number of records to be loaded.

Info.gif By default, 24 records are loaded. You can use various values for “&limit”, but note that only whole numbers between 1 and 9999 may be used.

Add the following URL extension to limit the number of records loaded to 10: &limit=10 /cheetah/epm/people-filter/#?view=upcomingBirthdays&limit=10
Specify number of content items displayed per page Using this configuration option allows you to define a specific limit on the number of content items to be displayed on the first page.

Info.gif By default, 12 records are shown on each page. The user can navigate to Page 2 to view 12 more records. You can use various values for “&pageSize”, but note that only whole numbers between 1 and 9999 may be used.

Add the following URL extension to limit the number of records displayed on each page to 5: &pageSize=5 /cheetah/epm/people-filter/#?view=upcomingBirthdays&pageSize=5


Top candidates

With the new “Top Candidates” dashboard, you get a quick overview of your best applicants that you haven’t contacted yet, or haven’t contacted for a while. You can use the dashboard to navigate directly to each person’s application documents and take corresponding actions. You can also see helpful information by mousing over the diagram, e.g. the percentage score that indicates how well each applicant matches the selection criteria (Questions about the job).

TopApplicants.png

Integration and configuration

  1. Navigate to the appropriate container, and/or follow the instructions accordingly up to Step 5 as described above.
  2. For example, if you have decided that you want to count applicants as “top candidates” when their application is at least an 80% match with the selection criteria, then use configuration mode to enter the following URL in the Original content URL for Iframe section:
    • /cheetah/recruiting/top-applicants/index.html#?minScorePct=80
    Of course, you can also use other values for “&minScorePct”, but note that only whole numbers between 1 and 100 may be used.
  3. Save.
Additional configuration options
>> Expand to see all configuration options. (Click on "Expand")
Configuration option Description / Notes Required URL extension/syntax Example URL
Exclude application status
This configuration option is useful if you want to exclude applicants with particular application statuses. Enter the following URL extension to exclude one or more application statuses from being displayed in the dashboard: "&excludeStatusIDs=2060|2080|2070". In this example, application statuses 2060, 2080 and 2070 are excluded.
Info.gif You can find an overview of all application status IDs through the print function in selection list 2, “Application status”, or by entering the following extension in your umantis URL: /Administration/Dropdown/2/Profile/Print. Note that the following status IDs are automatically excluded from the dashboard by default:
  • ID: 2170 (Declined)
  • ID: 2180 (Hired)
  • ID: 2190 (Application withdrawn)
/cheetah/recruiting/top-applicants/index.html#?minScorePct=80&excludeStatusIDs=2060|2080|2070
No contact since This configuration option can be useful if you want to mark applicants with whom you have not been in contact for a specified number of days. Enter the following URL extension to display an email icon next to the applicant if you have not been in contact for 7 days: I"&noContactSince=7"

f you would like to display an email icon if there has been no contact with the candidate for more than a specified number of days, add the “&noContactSince=” extension:

/cheetah/recruiting/top-applicants/index.html#?minScorePct=80&noContactSince=7
Star marking for exceptional top candidates This configuration option can be useful if you want especially good applicants to be specially highlighted. Enter the following URL extension to mark the exceptional top candidates with a star: "&highlightAtPct=95". In this example, stars are used to mark “exceptional” top candidates who have a 95% match or better with the selection criteria. Of course, you can also use other values for “&highlightAtPct”. However, it is recommended that you always set this value higher than the one in “minScorePct”. Use whole numbers between 1 and 100. /cheetah/recruiting/top-applicants/index.html#?minScorePct=80&highlightAtPct=95
Hide photos This configuration option can be useful if you do not want to display applicant photos. Add the following URL extension to hide applicant photos in a given dashboard: &noPictures /cheetah/recruiting/top-applicants/index.html#?minScorePct=80&noPictures
Specify number of content items loaded Using this configuration option allows you to define a specific limit on the maximum number of records to be loaded.

Info.gif By default, 24 records are loaded. You can use various values for “&limit”, but note that only whole numbers between 1 and 9999 may be used.

Add the following URL extension to limit the number of records loaded to 10: &limit=10 /cheetah/recruiting/top-applicants/index.html#?minScorePct=80&noContactSince=7&highlightAtPct=95&limit=10
Specify number of content items displayed per page Using this configuration option allows you to define a specific limit on the number of content items to be displayed on the first page.

Info.gif By default, 12 records are shown on each page. The user can navigate to Page 2 to view 12 more records. You can use various values for “&pageSize”, but note that only whole numbers between 1 and 9999 may be used.

Add the following URL extension to limit the number of records displayed on each page to 5: &pageSize=5 /cheetah/recruiting/top-applicants/index.html#?minScorePct=80&pageSize=5


Customizing diagrams

Attention.gif Note on customizing diagrams:

Note that when default diagrams are modified, updates to improve these diagrams can no longer be applied. Our tip: First copy the diagrams to a new diagram template and don’t customize the default diagrams; this allows you to benefit from updates.

Source of applications

Sequence:

  1. Go to the diagram template area under Analytics > diagram templates (/DashBoards)
  2. Open the diagrams to be modified (by default these are no. 51 and no. 52)
  3. Save the attached XML file on your local computer
  4. Find the line "chart = new Highcharts.Chart({" and add the following line under that one, including a comma at the end: colors: [‘#4572A7’, ‘#AA4643’, ‘#89A54E’, ‘#80699B’, ‘#3D96AE’,‘#DB843D’, ‘#92A8CD’, ‘#A47D7C’, ‘#B5CA92’]
  5. Add more colors as needed for the number of selection list values
  6. Save the XML again
  7. Now replace the XML file in the system with your newly customized XML file

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