If you have received an invitation to Register yourself in PeopleTray, it is likely that a member of your Team has invited you to join and use PeopleTray to help you and your team be more efficient and achieve your goals.
By clicking Click to create your password in your invitation email, you create your password, then immediately have access to the benefits of PeopleTray as a team member with User Role of Reader. This guide explains the features and helps get you up and running quickly.
Reader Home Page
The Reader’s Menu Bar shows the Home button, My Tasks and Profile buttons. My Tasks provides:
- A list of Actions assigned to the Reader and the Actions Assigned by the Reader to other members of their own Workgroup.
- Workflow tasks that are assigned to the Reader, and Workflows that are initiated by the Reader so that the Reader can see which step of the Workflow his Requests and Reports have transitioned to.
From the Menu Panel (left side), a Reader can assign Actions to members of their own Workgroup.
The Reader can initiate Workflows that are assigned their Workgroup from the Menu Panel on the left side.
View/Update My Profile
When a Reader opens their Profile they see a Read Only view of their details page and they can update their Profile image.
On the Contact Details Tab, the Reader sees their work contact details in Read Only mode and can update their Home and Emergency Contact details.
The Account Settings Tab is owned by, and displayed to the Signed in User, including Readers. It is confidential to the User and is not available to any other user.
Account Settings Tab includes Password update, Notification Settings and a Read Only view of the User’s User Role and Module access.
The Actions Tab provides a history of Actions assigned to the User, including closed Actions. A Reader can Edit or Close an Action by selecting the Edit icon on the left side of the Action list table.
From the User’s Home Page (including Readers) the Role Opportunities button opens a list of Role Opportunities advertised internally to the team, from the TalentTray (Recruitment) module.
My Tasks – Actions
One the Menu Bar, My Tasks menu includes Actions and Workflow tasks assigned to the User.
My Tasks – Workflows
My Tasks menu also provides links to the Workflow Tasks assigned to the User, and provides a list of the Workflow items initiated by the User. For example, requests to Travel, or Reports submitted by the User.
Execute a Workflow Task
The displayed Workflow is a request for Domestic Travel that was submitted by the Reader. The request transitioned to the Reader’s Team Leader, according to the way this Workflow was configured to operate. The Team Leader viewed the request then returned it to the Reader, requesting more information. The Reader may add more information and return to the Team Leader by clicking the Return to Workgroup Manager button, at the top of the page, or cancel the request.
Submitting Reports, Travel Requests, Safety Issues and Incidents
The Menu Panel on the left of the screen includes the Workflow options that are assigned to the user via their Workgroup. This image shows the Workflows that are available to all users by default when a new Account is created. Workflows can be configured according to the needs of your team.
That concludes the Reader Experience guide.
The next guide introduces the Settings menu for System Administrators.