In-App Help was last updated in 8.6.4 (released 10/23/2019) if you are looking for help with a feature that has been added or enhanced since 8.6.4, please check in Online Help from Help menu.

The Employee Dashboard

The Dashboard is your Clairvia Web home page. It provides content based on your security level. All users have an Employee Dashboard, while managers also have an Admin Dashboard.

Depending on your application configuration, the Employee Dashboard displays one or more of the following areas.

My Schedule

The My Schedule section is your employee calendar. It displays your schedule for the current month along with the task abbreviation for all scheduled tasks. Tasks in your home profile or profiles display in black text. Tasks scheduled in another profile (also known as float outs) display in blue text. A blue border encloses the current date.

Colored circles mark days with requests.

• A blue circle indicates a pending request.
• A green circle indicates an approved request.
• A red circle indicates a denied request.
• An orange circle indicates a wait listed request. This only applies if your organization has enabled the optional Wait List Request setting.

You can click the circles to open the My Requests page and see your requests.

My Accruals (Optional)

The optional My Accruals section displays your accrual balances. Managers can also select to show the date used to compute your balances at the top of the My Accruals section. This date can be your hire date, seniority date, or an adjusted date.

Competency Expiration Alerts

A competency is any employee license or certification. The Competency Expiration Alerts section lists any competencies you have that are due to expire.

How Competency Alerts Work

• Managers enter competencies and expiration dates (if any) in Staff Manager Client.
• Managers set the competency expiration threshold. This is the range, in days, when Clairvia Web should show an alert. A threshold of 60 means the application should post an alert starting 60 days before the expiration date. Managers must set a competency expiration threshold for an alert to show up in Clairvia Web.
• When an expiration date is within the threshold, Clairvia Web lists the competency in your Competency Expiration Alert section. A yellow circle marks competencies within the alert threshold. A red circle marks expired competencies.

Items listed in this section stay there until a manager updates the competency data in Staff Manager Client.

My Requests

The My Requests section lists your current or future requests and their status (approved, pending, wait listed, or denied). You can click a listed request to open it on the My Requests page.

My Opportunities (Optional)

The My Opportunities section is displayed only under two conditions.

• The organization uses the optional Shift Opportunities feature.
• The manager sets the application to show shift opportunities to employees.

If used, the My Opportunities section contains these items.

• Your opportunities that are pending approval
• A link to all opportunities on the Weekly Schedule page
• Your total opportunities awards

My Shift Swaps Pending Approval (Optional)

For profiles using the optional Shift Swap feature, this section lists your shift swaps pending approval. It also links to all shift swaps on the Weekly Schedule page.

The Message Center

The Message Center lists any messages sent to you through Clairvia Web. It also displays any Admin Notes from profile managers.

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