A dashboard is a visual tool that displays key information and data through charts, graphs, and tables. It provides an overview of important metrics and activities, allowing hiring managers to monitor, analyse, and manage tasks and team performance in a single, convenient interface.
The Admin user will set up general settings for end users based on their roles and teams, ensuring they can access the dashboard according to the configured parameters.
To configure the Dashboard, follow these steps:
- On the main navigation header, click Home and select Dashboard.
Note: You will see either Configure Dashboard or Launch Dashboard on the screen: if configuring the dashboard for the first time, Configure Dashboard will appear; otherwise, Launch Dashboard will be shown.
- Click Configure Dashboard. This will redirect you to the Dashboard Settings page.
Information: Clicking Configure Dashboard opens a new tab where you can set up a new dashboard, while Launch Dashboard takes you directly to the Recruitment Funnel screen by default.
Information: Click the Settings button at the top of the Recruitment Funnel or My Dashboard to configure your dashboard or to view, edit, clone, or delete any dashboards you've created.
Information: The default view depends on the user's menu access. If a user lacks access to the Recruitment Funnel but has access to My Dashboard, then My Dashboard will be the default view.
Information: To read more about Recruitment Funnel or My Dashboard, click here: Recruitment Funnel or My Dashboard.
Home – Dashboard – Configure Dashboard
- You will see all the configured dashboards under the Menu tab.
Information: Dashboards created by non-admin users will only be visible to those users and will not be accessible to admin or super admin roles.
Information: Clicking the Eye icon will navigate you to the Audit Log page, displaying only the logs related to the Dashboard.
- Click Configure New Dashboard on the top right side of your screen.
- This action will open the configure dashboard screen, you can name the dashboard as per your requirement.
Note: Dashboard name can be duplicated but the permission levels and configurations can be different.
Note: Dashboard Name should be only up to 50 characters.
- Select User Role.
Information: User Role is a single-select mandatory field. User Role will be auto selected as Internal Staff. You can select user role from the drop-down as per your requirements.
- Click on the Team drop-down field to select a team.
Note: The Team field is optional and allows for multiple selections; the selection appears as a chip with a removable cross icon before saving. User roles and teams can be used together for filtering. When you choose a user role and then select a team, the system will filter users based on both criteria. For example, selecting Internal Staff as the user role and a specific team will narrow the results to display users who match both the role and team.
Information: Team allows you to select teams for configuring the dashboard. Teams must be chosen from those defined in User Management – Team for the tenant.
Information: To read more on how to add a Team, click here: Add a Team.
- Select an Access Level.
Note: Access Level is an optional multi-select field. This will allow to filter users based on the combination of User Role and Access Level. For instance, when the Internal Staff role is selected along with the Basic access level, the system will filter and show users that correspond to this specific role and access level combination.
- Click the User(s) drop-down field to select and add specific users.
Information: The User(s) field is a mandatory drop-down. By default, All is selected, granting access to everyone in the chosen User Role, Team (if selected), and Access Level. The user list updates based on the selected role, team (if selected), and access level, allowing multiple user selections. Chosen users appear as chips with a cross icon for easy removal before saving.
- Selecting a maximum data period length limits the end user's ability to search the data at a level beyond this time frame.
Information: The default setting is 7 days, but you can extend it to a maximum of 365 days, which will affect the search capabilities for end users.
- Select a Status from the drop-down field. By default, Active is selected.
You can configure permissions at a component and sub-component level.Configure New Dashboard – Select Options
- Use the six-dot icon to drag, drop, and rearrange sections to customise the dashboard layout.
- Click on the down arrow placed just in front of My Dashboard to expand the subsections.
- Click on the indicators which you want to see on the dashboard.
- Clicking the Show/Hide option will show the particular section on the dashboard.
Information: If in case you fail to select the show/hide option for the sections will be hidden on the dashboard.
Information: If you set all permissions for a component or subcomponent and later uncheck the show/hide field, the system will disable all other permissions. However, the data will be retained, so when you recheck the show option, all configurations will auto-populate, ensuring no configuration data is lost.
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- Checking View checkbox limits end users to viewing data only. Select All at the header level grants view-only access to all components.
- Clicking on the Drill Down checkbox will let the users drill down data on a section and subsection level. Select All (the checkbox in front of drill down) to drill the data for all the sections and subsections.
- Clicking on the Download All will allow the user to download certain section or subsections data.
Information: If you do not select the option the end user won’t be able to download the data. Select all at the header level will help the end user to download the sections and subsections data.
Information: Download All permission is allowed only if View is not set; otherwise, it is disabled to prevent data export.
Information: The Show Team and Show Organisation data options currently have no impact, as we plan to address this in the future.
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- Entering a Customise Name lets the admin user specify a unique name for a section or subsection.
- Clicking on each field will let you enter a customise name as per your choice.
- Entering a Customise Name lets the admin user specify a unique name for a section or subsection.
Information: For example, if the admin or super admin sets the custom name as Recruitment KPI instead of Recruitment Funnel, the end user will see Recruitment KPI on the dashboard. The user can input a name up to 50 characters long.
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- Click on the Save button to save the configurations.
- To cancel the configuration, click on Cancel which will navigate you to the Settings Landing page.
Dashboard – Configure Permissions
- Once configured, the dashboard will appear on the Settings Landing page with options such as View, Configure, Clone, and Delete. Select the option that suits your needs.
Information: Only admins or super admins can delete dashboards they create. For example, if Alex (admin) creates the Company KPI dashboard for John (admin) and Carlie (internal staff), only John can delete it. Carlie does not have permission to do so.
- The Search feature allows you to find specific dashboard names.
- To go back to the Dashboard screen, click on Back to Dashboard/Data Analytics.
Information: The Created By field shows the name of the person who configured the dashboard, while Last Update On displays the date and time when the dashboard was created or last updated.
Information: Cloning a dashboard duplicates its structure and menu settings, including existing and additional menus. For example, if Funnel and My Dashboard are enabled with options like drill down and download, those will be selected in the clone.
Settings Landing Page – Choose Options
Information: To read more on Recruitment Funnel, click here: Recruitment Funnel.