Widget customization

After you create a widget, you can configure the elements of the widget to control the content, layout, and presentation of information.

Configuring widget properties

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. In the Widget Title field, select how the widget title is displayed.
  7. Set Show Widget Border to yes to show a border around the widget.
  8. Click Update properties.

Configuring the widget title

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. Select the title element from the list.
  7. Specify this information:
    Locale
    Select the locale to use for the title.
    Display Order
    Specify 0 to ensure that the title element is always displayed at the top of the widget.
    Field Visible When
    Leave blank to ensure that the title element is always displayed to employees or candidates.
  8. In the text field, specify the title of the widget.
  9. Click Update.

Adding a content element to a widget

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. On the Widget Editor, click the ellipsis.
  7. Select Add Content.
  8. Select the new content element.
  9. Specify this information:
    Locale
    Select the locale to use for the content element.
    Display Order
    Specify 10 or greater to set the display order of the content element. Use increments of 10.
    Field Visible When
    Specify the conditions that determine when the element is displayed. Leave blank to always show the element.
  10. In the text field, provide the content of the element. The content can include text, images, and hyperlinked text.
  11. Click Update.

Adding a chart element to a widget

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. On the Widget Editor, click the ellipsis.
  7. Select Add Bar Chart or Add Pie Chart.
  8. Select the new chart element.
  9. Specify this information:
    Locale
    Select the locale to use for the chart element.
    Display Order
    Specify 10 or greater to set the display order of the chart element. Use increments of 10.
    Field Visible When
    Specify the conditions that determine when the element is displayed. Leave this field blank to always show the element.
  10. Click Generate Chart Data.
  11. Specify this information:
    Data Source
    Select the data source that is used to supply the chart data series.
    Title
    Provide a title for the chart.
    Legend
    Select Yes to show the chart legend on the widget.

    The legend provides a short description of each data series or pie slice and identifies them by their assigned colors.

    Bar Stacked
    Select Yes to show multiple data series as stacked segments within a single bar. Select No to show multiple data series as separated grouped bars. This field is not applicable to a pie chart.
    ToolTip Format
    Select Yes to show a contextual tooltip when a user hovers over a chart segment.
    Precision
    If Tooltip Format is enabled, specify the number of decimal places to show in tooltip values.
    Label Display
    Select the position of labels on the chart series.
    Display Value
    Select Yes to show data values directly on each series segment.
    Currency
    Select Yes to show values in currency format. Select No to show values in percentage format.
    Currency Symbol
    If Currency is enabled, specify the currency symbol to show.
  12. If the chart element is a bar chart, in the Chart Series section, specify the labels for each data series that is displayed in the chart.
  13. If the chart element is a pie chart with a local data source, in the Data section, specify the category and value of each chart value.
  14. If the chart element is a pie chart with an AJAX data source, in the Data section, specify the table, category field, and value field for the chart.
  15. Click Preview to view the chart.
  16. Click Generate.
  17. Click Update.

Adding a table element to a widget

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. On the Widget Editor, click the ellipsis.
  7. Select Add Table Content.
  8. Select the new table element.
  9. Specify this information:
    Locale
    Select the locale to use for the table element.
    Display Order
    Specify 10 or greater to set the display order of the table element. Use increments of 10.
    Field Visible When
    Specify the conditions that determine when the element is displayed. Leave this field blank to always show the element.
  10. Click Edit Table.
  11. Click Row and select the appropriate option to add, update, move, or remove rows. You can also use the Row menu to apply classes to rows.
  12. Click Column and select the appropriate option to add, move, or remove columns.
  13. Click Header and select the appropriate option to add or remove a table header.
  14. To edit a cell content:
    1. Double-click a cell.
    2. Update the content of the cell.
    3. Click Update.
  15. To merge cells:
    1. Select two or more cells.
    2. Click Merge and select a merge option to apply.
  16. To configure the table content alignment:
    1. Select one or more cells.
    2. Click Alignment.
    3. Select the required alignment option.
  17. Click Table Width and select Dynamic to size the table based on its content or Full to show the table at full width.
  18. Click Undo to revert your most recent change.
  19. Click Redo to restore the most recently reverted change
  20. Click Apply.

Adding a stock calculator element to a widget

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. On the Widget Editor, click the ellipsis.
  7. Select Add Stock Calculator.
  8. Select the new stock calculator element.
  9. Specify this information:
    Locale
    Select the locale to use for the stock calculator element.
    Display Order
    Specify 10 or greater to set the display order of the stock calculator element. Use increments of 10.
    Field Visible When
    Specify the conditions that determine when the element is displayed. Leave this field blank to always show the element.
  10. In the text field, provide the content of the element. The content can include text, images, and hyperlinked text.
  11. Click Update.

Editing a widget element

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. On the Widget Editor, select an existing widget element.
  7. Modify the content of the widget element as required.
  8. Click Update.

Deleting a widget element

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Widgets.
  4. Select a widget.
  5. Click Edit.
  6. On the Widget Editor, select an existing widget.
  7. Click Delete.
  8. Click Ok.