Bespoke contractor dashboards
- Kelly Collins
RSM InTime allows you to have different custom text homepages for specific groups of contractors, this gives you greater flexibility on specific information you want to provide contractors with. This is controlled by applying a specific financial tag to your custom text screen, then applying the appropriate financial tag to your contractor.
If you would like this feature enabled, please contact support.
You can also add additional information to the worker's my details section, this will also show within the worker's summary screen.
How can I see which tags have dashboards?
What about contractors with no tag assigned?
Customisation for worker's my details section
How does it work?
Decide which tag category you wish to use. Then within that category set up your values, these could be locations, group names, divisions, sectors. Once you have set up all the tag values you need, assigned them to the contractors accordingly within the financials tab in the contractor's profile. Go to financial tags for instructions on how to set up your values.
Assigning dashboards
Click on the system configuration cog in the top righthand corner of the screen, and within the appearance panel click on custom text.
Scroll down to the bottom of the page and select worker dashboard under the dashboard heading.
If you wish to have the dashboards widgets available on the homepage please make sure you enter [summary] below your custom text.
Within the financial tag restrictions, untick visible to all users, the tag value field will unlock, using the dropdown select the appropriate tag value. Once complete click save template.
You can then repeat this process for every bespoke dashboard you wish to assign. Please note: You can only have 1 bespoke dashboard per 1 tag value.
Any contractor with the same financial tag will see the appropriate custom text screen.
You can also change the contractor's financial tag, and this will change their custom text screen accordingly. Please note: these changes happen in real time for all users. If you make a change to the look of a dashboard or to reassign a dashboard to a contractor as soon as you hit save template, users will see the changes.
You will see all custom text screens you have set up under the dashboard panel.
What about contractors with no tag assigned?
contractors without any financial tags, will get the default worker dashboard without custom text.
Customisation for worker's my details section
You can also customise the worker's my details section using the 5 custom fields.
How to set up custom fields
Firstly, go to the system configuration cog, and within the appearance section click on entity custom fields. There are 5 fields per entity that can be used for entering any relevant data you need; on this screen you can title the boxes so within the entity's profile it is explicit what information is required in that field. Click save once you have made your necessary changes.
How to enter data in a custom field
Go a worker record and click edit. Go to the advanced tab, and at the bottom of the screen you will see the 5 custom fields, if you have renamed any as above, you will see the new title. Enter the relevant data for that worker and click save when done.
How to set custom fields to show on dashboards and summary screens
Go to the system configuration cog, and in the appearance section go to dashboard settings. Go to the worker detail section, click on the custom text fields you wish to show and using the arrow move them to the right-hand box.
Please note: you will not see the custom field titles you have created only custom text 1-5. Once selected scroll down and click save.
How to view them
If you go to view summary in the dropdown next to the edit worker, you will now the custom fields you have added.
When the worker logs in, they will see these options on their dashboard.
Please note: any custom fields that are set to show on the summary, will always show. If the worker has no information entered within that field, the heading will still be shown but the value will be blank.