The dashboard is, by default, the homepage for each of your employees. Therefore, it is important that it summarizes the key information for their activity as effectively as possible.
This article describes how to use and configure it.
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Using your dashboard
The dashboard is accessible by clicking:
on the logo at the top left
in the menu bar on Dashboard
The dashboard allows you to summarize key information (e.g.: widgets on timesheets, absences, number of candidates to track, list of resources on bench period, ...)
How to navigate a dashboard?
You have two options:
Click on certain widgets that open the relevant module
Click to configure your dashboard
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Configuring your dashboard
How to access it?
To access the configuration of your dashboard, you must click on the cogwheel.
How to proceed?
Simply click on the "+" to define the element you wish to add.
Elements can be moved / repositioned within a column or between two columns using a drag&drop system.
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Note
You can also edit the configuration of an existing element by clicking the configuration cogwheel at the top right of the element.
How to configure an element?
Choice of element to display
You have a choice among 3 types of elements:
Metric: display the number of search results as a numeric counter
List: display search results as a list
Widget: display one of our available widgets
Choice of module/widget to display
Depending on the type of element:
If the element is metric or list: choose the module in which the search should be performed
If the element is widget: choose from the widgets preconfigured by our teams
Choice of displayed element title
You can choose to edit / customize the title of the element.
We recommend renaming it so its meaning is clear. This is especially important if you have several elements based on the same module.
Filter configuration
To finalize the configuration of metric and list elements, you need to configure the filters to apply to your search.
Warning
After customizing your dashboard, if you wish to restore the configuration set by your administrator, you can do so by clicking the "Restore default configuration" button at the top of the configuration page.
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Configuring default dashboards
Prerequisite
To configure the dashboard for managers from administration, you must have access to Administration > Managers/Roles.
Administration> Managers / Roles > manager card / role card
Dashboard configuration allows an administrator to define the default dashboard associated with the role or manager.
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F.A.Q.
How are the data displayed in each dashboard element defined?
Each widget is linked to a module, and the rights for this module are applied to govern the displayed data.
Can you define a specific perimeter for each widget?
You can define a perimeter and a period separately for each of your widgets.
On how many columns can dashboard elements be displayed?
You can display widgets on 2 or 3 columns. To delete the 3rd column, delete all widgets from the right column, then delete the remaining "+" to remove the column.
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