Dashboards are, by default, the homepage for each of your collaborators. It is therefore essential to have it summarize at best, the important information of your activity. This article guides you through configuring and using your dashboard.
Contents
The dashboard is accessible by clicking on:
- the logo at the top left of the page
- "Dashboard" in the menu sidebar
The dashboard allows you to summarize key information (i.e. widgets on timesheets, absences, on the number of candidates to monitor, for a list of resource in "Intercontract" state, etc..)
How to browse through a dashboard?
You have two options:
-
Clicking on some widgets which will open the related module
- Clicking to configure your dashboard
Open your dashboard settings
To access the configuration of your dashboard, click on the cogwheel.
Afterwards, configuration is done in 2 or 3 columns (3 columns by default) la configuration se fait sur 2 ou 3 colonnes (3 colonnes par défaut).
How to proceed?
All you need to do is click on the "+" button to select the element you wish to add.
Elements can be moved/repositioned inside a column or between two columns by dragging and dropping it where you wish to place it.
Good to know:
You can also edit the configuration of an already existing element by clicking on the configuration cogwheel at the top right of this element.
How to edit an element?
- Choosing the element to display
You have the choice between 3 types of elements:
- Metric: displays the number of search results in numerical form
- List: displays search results in the form of a list
- Widget: displays one of your available widgets
- Choose the module/widget to display
According to the type of element:
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If the type of element is metric or list: choose the module in which the search should be done
-
If the type of element is widget: choose amongst the widgets that are pre-configured by our teams
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- Choose the title of the displayed element
You can choose to edit or customize the title of an element.
We invite you to rename them for their use to be clear. This is even more efficient when you have multiple elements based on the same module.
- Configuring filters
To finish configuring metric and list types of elements, you should configure the filters to apply to your search.
Warning
After customizing your dashboard, if the manager decides to reset the configuration set by their administrator, they can do it by clicking on the "Restore the default configuration" option at the bottom page of the configuration.
Required
To configure your managers' dashboards from the administration, you must have access to Administration > Managers/Roles.
Dashboard's configuration allows an administrator to define the default dashboard associated to a role or to a manager.
How is data chosen to be displayed for each element of the dashboard?
Each widget is associated with a module and the access rights to that module is applied to display data.
Can we define a specific perimeter for each widget?
It is possible to define a perimeter and a period separately for each widget.
How many columns can I set up widgets on ?
You can display widgets on 2 or 3 columns. To delete the 3rd column, delete all widgets on the right column, then delete the remaining "+" to delete the column.
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have any questions, feel free to get in touch with our Support team :
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