Making Widgets Available for Assignment on Home Screens - Performance Pro

You must first make widgets available for assignment using the Widget Admin tab and then, using the Home Screen tab, assign it to your users.

To Make Widgets Available for Assignment

Click System Setup.

Click Company Settings.

Click the Widget Admin tab.

Widgets that are currently available for a role are indicated by a check mark in a green circle. Widgets that are not available are indicated by a red circle. Widgets that have been turned off by the Administrative User will display “Disabled.”

Click the Edit icon beside the widget in the "Actions" column.

Click in the checkbox beside the role to make the widget available for that type of user. Clicking Disabled by company will turn this widget off for the entire company.

Tags: Populate this field if you refer to certain items differently at your company. For example: If you refer to "Employee Notes" as an "Employee Log" in your company, input the term “Log” in the tag field on the Employee Notes widget. Then, if a user searches for “log,” they will find Employee Notes.

Click Save.

See article, "Adding and Removing Widgets to and from Home Screens," for instructions on placing widgets on Home Screens.