MY 1.1: How to navigate the Herd WEB main page and Dashboard?

Navigating the Herd WEB main page and Dashboard

• Getting Started
• Account Sub Menu
  • View profile
  • Change password
  • Transfer owner account
• Add / Remove Widgets
• Employees due for Confirmation
  • Extend
  • Confirm
• Organization / My Documents
• Leave Applications

Getting Started

1. On the left sidebar menu, click on Dashboard to access the Leave Calendar.
2. On the left sidebar menu, find the different modules of the Herd system and Settings.
3. Click on the  icon to minimize the left sidebar menu.
4. Click on the  icon to access the User Guide.
5. Click on the icon to view notifications.
6. Click to access the Account Sub Menu.
7. Click on the icon to Add / Remove Widgets.
8. Click and drag any of the headers to rearrange the widgets.
9. Click to view the Employees due for Confirmation.
10. Click on Organization / My Documents to download documents.
11. Click on the  icon to view the filter options for the Leave Calendar display.
12. Click on the < and > to scroll to different months.
13. Click on "Today" to return to the current month.
14. Click on the  icon to make Leave Applications.
15. Click to view a brief description of the event for that date.

 

Account Sub Menu

1. Click to view Employee's profile. No changes to the profile can be made here
2. Click to change the password of your account
3. Click to transfer the owner account to another Employee
4. Click to Logout

View Profile

1. Click to change the password of your account
2. Click to return to the main page

Change Password

1. Enter your old password, then your new password
2. Click Save

Transfer Owner Account

1. Search for Employee to transfer the owner account too and enter your password to confirm
2. Click Save

Add / Remove Widgets

1. Click on the toggle switches to add / removes widgets.
2. Click on "Reset" to reset the widget configuration to the default setup. Once done, click Save.

Employees due for Confirmation

1. Click on Employees due for Confirmation.
2. Click on Extend to extend Employee's probation period.
3. Click on Confirm to set an Employee's confirmation date.

Extend

1. Key in the number of days / weeks / months to extend the Probation period by.
2. Select days / weeks / months from the drop down list.
3. Click on the  icon to check / select the Date of Confirmation.
4. Once done, click Extend, or Cancel to return to the previous page.

Confirm

1. Click on the  icon to check / select the Date of Confirmation.
2. Once done, click Confirm, or Cancel to return to the previous page.

 

Organization / My Documents

1. Select the type of documents to access.
2. Click to open the folder to view the documents stored inside.
3. Click on the icon to download the document to your computer.

Leave Applications

1. Click on the  icon to make Leave Applications.
2. Key in the first 3 letters of the Employee's name in the search bar, and select it by clicking on it.
3. Click on the  icons to select the dates. 
4. Select the Leave Type from the drop down list. Once done, a pop up box will appear to select if the leave will be taken as a "Full Day" / "1st Half" (morning) / "2nd Half" (afternoon) / "None" for each day. (*Note: Selecting "None" will remove that day from the leave application.) 
5. Key in a Reason / Comment, if required.
6. Click to Upload Photo(s), if required.
7. Once done, click Submit.
8. The leave application will appear on the Leave Calendar. 
9. Click on the leave application to view the details as shown below.