The user card flyout provides additional details that cannot fit into the large user card. The flyout provides a look at the user's must current performance review rating, as well as succession metrics and compensation data. The details may also include Organizational Unit and User Record custom fields data.
To access the user card flyout, click the user's photo on their main user card in the following system areas; the flyout will appear on the left side of the page.
- Org Chart
- Succession Task:
|Snapshot - Reviews
Enables user to view the Reviews widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.
|Snapshot Succession - View
|Enables user to view the Succession widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. On this page, users can view successors and successor ratings. Users cannot view their own Succession widget and subpage, regardless of permissions. This permission can be constrained by OU, User's Subordinates, User's Direct Subordinates, and Employee Relationship. For most users, this permission should be constrained by User Self and Subordinates.
Organizational Unit Attributes
The top section of the user card flyout displays the user's photo, name, and email address, as well as up to five organizational unit (OU) and/or user attributes. The combination of attributes is configured by the administrator in the Organizational Unit section in Org Chart Preferences. See Org Chart Preferences.
By default, the following information appears in this section prior to any preferences configured by the administrator:
- Position (OU 1)
- Division (OU 2)
- Phone Number
- Email Address
- My Team Profile Summary - For organizations that are using the My Team functionality and not the Universal Profile, assessors can select the link to download the user's My Team Profile Summary.
Inactive User Cards
In addition to the above information that appears by default in the flyout, user cards that have been configured as inactive (via Org Chart Preferences) will also show an Employment Status field at the top of the flyout. The field displays an information icon that indicates the user's current employment status, such as "On Leave." The visibility of a user's status is only available for users with permission to view user type and status.
For inactive user cards, metrics are still visible if enabled by the administrator in Org Chart Preferences.
The middle section of the user card flyout displays additional user attributes, as defined by the administrator in Org Chart Preferences. See Org Chart Preferences.
The following types of information may appear, depending on the functionality that is configured for the portal:
- Compensation - This type of data is only available to display for portals with Compensation enabled.
- Organizational Unit Types
- Organizational Unit Custom Fields
- Performance - This type of data is only available to display for portals with Performance enabled.
- Succession - This type of data is only available to display for portals with Succession enabled.
- User Record Custom Fields
User Ratings - Compensation, Performance, Succession
The bottom section of the user card flyout displays succession, compensation, and performance data. The combination of information is configured by the administrator in Org Chart Preferences. See Org Chart Preferences.
Ratings data displays as progress bars. The color of the bar indicates the rating color, as defined by the administrator. The rating appears to the right of the progress bar.
The availability of this data is controlled by the corresponding Snapshot permissions. If the viewer does not have a particular Snapshot permission (Snapshot - Compensation), then the corresponding field is not displayed. If the viewer has the permission, but the user is not within their permission constraints, then the field is displayed, but the user's rating is not displayed.
Select this link to view a log of succession-related comments that have been added for the user from various locations in the system. See Succession Log.
Coloring for Succession Fields
If coloring has been configured for Rating Scale or Metric grid fields, the color will be displayed adjacent to the field label.
Access to Data in User Card and Flyout
|Snapshot - Compensation
|Snapshot - Reviews
|Snapshot - Succession-View
- Constraining the above permission will limit whose data the viewer can see.
- If the viewer does not meet the availability requirement for a field, the field is not shown on the user card or flyout.
- If the viewer’s permission constraints do not allow for a field value to be displayed, then “N/A” displays in place of the value.