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Creating Templates Associated to Roles

To create a template for individual Roles you first need to understand which Pages are potentially available for the user to access, and their associated features and functions:

Pages

The following pages are available:

  • About – Displays the about screen for the application, information such as application version, etc.
  • Admin Reports – The 3 standard administrator reports installed by default are the following:
    • User Result Detail – User assessment results, with ability to drill down to question level and the option to export the data.
    • User Feedback Response Percentages – User feedback response results, reported as the percentage of users who selected specific responses.
    • Question Response Summary – Overall summary, by assessment, at question or criteria level, or percentage of users who selected specific answers or ratings
  • Branding – Application branding settings, including color scheme, font size and logo.
  • User Field Mapping – Control which user fields can be used for filtering DNA data.
  • Feedback Deployment Model – Feedback model management – control who can access a user’s feedback assessment, for example, Self & Manager, Self, Manager & Peers etc. A feedback assessment is created using one of the feedback models once it has been assigned to a user and it will automatically assign the assessment to the next user in the model such as manager or peer.
  • Feedback Results Report – Individuals or combination, (for example manager and individual/self) ratings by specific/selected criteria.
  • Import Users – Import user details and Hierarchy.
  • Manage KPI Data –Manage KPI data to be used within DNA and SkillsAnalysis.
  • Knowledge Nudge Report –Knowledge Nudges time and usage results – when, and how long, a user accessed a knowledge nudge. Knowledge nudges are reading material or other information associated with specific assessments. A user may have access to the knowledge nudge prior to taking the assessment.
  • Licensing – Performance DNA license information, including the number of licenses and expiry date.
  • Assessments – Create, modify, import, export and assign assessments.
  • Certificates – Create certificates to associate with assessments.
  • DNA Sequencer – Create and edit DNA Strands / Sequences (combinations of measurable metrics within a job role), representing Job Roles and/or components of those roles.
  • Base Data Definitions – Create and manage DNA Base Data (KPIs and assessment scores that are part of a DNA Strand).
  • Groups – Groups of users that are assigned specific assessments.
  • Roles and Widgets – Define permissions and system feature/function access for users.
  • System Settings – Create user fields and field mappings (including login field) for all users.
  • Users & Hierarchy – Organizational structure and user data. The hierarchy defines the structure within the organization - for example positions and associated users. The hierarchy defines reporting visibility - for example, it defines which users User X can see in a report.
  • My Development – Employee visibility and access to any assigned assessments.
  • Reset Tests – Reset User Tests.
  • Skills Analysis –Correlation analysis of KPI data and assessment results used to identify the skills that are driving performance.
  • SkillsRoute – Updates employee skills and associated skills data in Genesys via excel spreadsheet file transfer.
  • Top DNA Agents – View employee performance rankings and compare employee performance across an organization or at other levels as selected/desired.
  • Update Routing Skills – Link routing Skills to DNA, to allow updating of Skill data from Performance DNA to Genesys.
  • User Results Report – User assessment results at individual or manager level, for individual, team, group, site or other filtered criteria. Note: Non-managers can only view their own user results.
  • View Filtered DNA – View DNA across your organization, filtered in various ways.
  • My Certificates – View and print individual completed certificates.
  • My DNA Mapping – Show the DNA mappings for the selected user.
  • Messaging Log – Show logs produced by the Performance DNA Email Notification Service
  • Trend Graph – Show changes in individual/team DNA data over selected date range.
  • Change Password – Change password
  • Learning Items – Create and edit Learning items
  • Manage Import templates – Manage the list of import templates used for importing KPI data
  • Manage Knowledge Nudges – Create and manage Knowledge Nudges. Knowledge Nudges are reading material or other information associated with specific assessments. A user may have access to the Knowledge Nudge prior to taking the assessment.
  • Manage Reports – Upload, edit and delete Crystal reports
  • Report Categories – Manage Crystal report categories
  • User Selections – Manage DNA User Selections that can be used in other pages, for example The Trend Graph
  • View Reports – View Crystal reports

Portal widgets may also be available if you have applied a Portal license.

Once you have identified which pages are required to be accessed for which role, they can then be associated to that role.

To associate pages to a role, first select the role from the List of roles and then click the Widgets tab in the selection box (Widgets are the Page names).

Pdna associating a widget with a role 900.png

Right click the required widget and select Add to role.

Users can create their own tabs and associate the widgets, or create pre-defined templates by role (see next section).

Pdna creating tabs and associating widgets 900.png

It is possible to set the default page for individual roles by selecting a role and then choosing one of the available widgets for the role from the Default widget for role section located at the bottom of the Roles & Widgets page. The default widget will be the page or feature that opens automatically when the user logs in to the system.

Pdna setting the default widget for a role 900.png

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This page was last modified on July 18, 2018, at 06:03.