Profile Completion Indicators widget

A company has a new starter. The new starter is required to complete the following tasks on the site:

  • Add profile picture
  • Add phone number 
  • Add skills 
  • Add Facebook 
  • Add Twitter

To ensure that the user is aware that they need to complete these tasks and to keep reminders visible until these tasks are complete a ‘Profile Indicators’ widget can be used to display this information. This way the user will be able to see each task to complete and as they complete each, the percentage number for completion will increase. This will allow the user to see how far they are to completion. 

To configure this widget I:

  1. Selected ‘Edit’ and then ’Widgets’ 
  2. Then I selected the ‘+’ (Add widget) option to open the widget library
  3. Then I selected ‘Task checklist’ from the widget library
  • On the ‘TITLE’ tab, I added the title for the tasks
  • From the ‘DISPLAY’ tab I:
    • Selected the view the information should be displayed in
    • Selected up to 5 items to display on the checklist
  • From the ‘TARGET’ tab I:: 
    • Selected the users I would like to target
  • Once I was happy with the configuration, I selected the ‘ADD’ option

I will now be able to view progress from the reports and the dashboard by navigating to ‘Induction progress reporting’ screen which I can access from ‘Administration’  located under ‘Intranet tools’

Summary

The Profile Completion Indicators widget is used to display a variety of profile features that need to be completed by the New Starter.

 

Create a Profile Completion Indicators widget

TITLE tab

  • Override title
  • Enter Title

DISPLAY tab

  1. Select view option:
  • Simple
  • List
  • Simple with user details
  • Checklist – Select up to 5 items to display on the checklist

TARGET tab

  1. The new target category of New Starter enables the selection of a specific New Starter Timescale, to display the widget’s specific tasks based on that ‘Timeframe’ from the New Starter user’s Start date.
  • Everyone – Default
  • Locations – Only users in the locations you select will be able to view this content
  • Teams – Only users in the teams you select will be able to view this content
  • Role grades – Only users in the role grades you select will be able to view this content
  • New Starter – Only new starters within the timeframe you select will be able to view this content
    • Select New Starter Timeframe, for this set of tasks