When you log into TeamOhana, the first page you land on is your home page: the central control panel for all of the action items and responsibilities you have in the system.

From the home page, you'll be able to easily access your tasks, comments, mentions, requests and approvals, ensuring your workflows are streamlined and improving your overall efficiency in TeamOhana. The home page also serves as a single entry point for creating new headcount and backfill requests, internal transfers, and terminations.

The home page of TeamOhana is designed to cater to the diverse needs of every user who logs into the system. It is tailored to align with the specific goals and responsibilities of each user, taking into account their roles and access permissions within TeamOhana.

The following section covers the anatomy of the home page and how to navigate each component.

The top right corner of the home page has an orange "Create" button, from which you can create net new headcount requests, backfill requests, internal transfers, terminations, and scenarios.

No matter which option you click from the Create button, a drawer will open on the right side of the page, prompting you to fill in the relevant details to submit the request, the backfill, the internal transfer, or the termination.

Note that this Create button replaces the "+ Request headcount" button that existed in the former Requests module. It also introduces the ability to create a backfill, internal transfer, or termination from a new page, whereas previously that was possible only from the org chart and headcount ledger.

My Tasks shows headcount where some action is required.

You can filter the headcount by their various states:

Depending on user permissions, various actions can be taken for each of the sub-tabs of My Tasks in the widget:

If you click on any of the headcount under "My Tasks," they will open in a drawer containing additional details about the role.

Clicking the ‘expand’ arrows in the top right corner of the My Tasks widget will take you to one of two places, depending on your permissions. If you have permission to view the Hiring Tracker and you click “expand” from Past due, At risk or Upcoming, you will be redirected to the Hiring Tracker with the same filter applied.

If you do not have Hiring Tracker access but you do have access to the Recruiting Workboard, you will land on the Recruiting Workboard from the “expand” button with those filters applied instead.

Only users with access to the Recruiting Workboard will navigate there after clicking the “expand” arrows from the Recruiter Unassigned tab of My Tasks. If a user does not have access to the Recruiting Workboard but does have the “assign a recruiter” permission, they can do so from the My Tasks widget.

My Tasks also shows where action is required on employee changes, depending on user permissions.

Depending on user permissions, various actions can be taken for each of the sub-tab:

Clicking the ‘expand’ arrows in the top right corner of the My Tasks widget will take the user to the headcount ledger if they have permission to access it.

The Approvals widget shows headcount and employee changes currently in approval, with details like the type of request (new hire, backfill, change request, internal transfer, termination), the job details, and the status. This widget will only appear on the homepage of Admins and users who are part of an approval chain.

Admins will be able to see all in-approval headcount, while other approvers will only see headcount in Approvals when it's their turn to review the request. Requests will be sorted by number of days pending approval, with those that have been pending the longest appearing at the top of the list. Once the request has been in approval for more than 30 days, the 'in approval' status indicator will turn red.

Approvers can click into any of the requests in the approval widget to open the headcount details drawer. Additionally, they can click the arrows in the top right corner to expand the Approvals widget to full screen. This action is useful if approvers want to approve requests in bulk.

Note that the Approvals widget completely replaces the Approvals module that previously existed on the main navigation bar.

The Requests widget also shows draft headcount, change requests, headcount requests, and employee change requests currently in approval, though it differs from Approvals in that the requests here will be visible to all users with attributes and permissions that give them visibility into those requests.

For example, this means that approvers can see requests before or after its their turn to approve them. It also means that department heads will see requests that have been submitted by their hiring managers. Users will also be able to see their own draft requests here. By default requests are sorted by recency, with newest requests showing at the top of the list.

Users can click into any of the headcount under "Requests" to open additional details about the request in a drawer.

Note that for internal transfers, the changes to the employee's information are bolded. For example, Elise Russell in the screenshot below is staying in the Customer Success division, and remaining an IC-7, but she is moving into the CS-General department and getting a new title.

Just like Approvals, users can click into any of the requests in the Requests widget to be taken to the headcount details page. Additionally, they can click the arrows in the top right corner to expand the Requests widget to full screen.

Note that the Requests component of the home page completely replaces the Requests module that previously existed on the main navigation bar.

The Comments and Mentions component of the home page is available to all users and is separated into three sections: All, Mentions, and My comments.

With Comments and Mentions collected on the home page in this way, there are a number of new features and functionalities available to users:

After 90 days, comments and mentions will no longer be captured on the home page, though the comments will still exist on their respective headcount.

The TeamOhana home page enhances the user experience, streamlines workflows, ensures accurate data, and improves overall system efficiency for all users.