Creating New Dashboards
From Subscribe-HR Wiki Help
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=Creating New Dashboards in Subscribe-HR= | =Creating New Dashboards in Subscribe-HR= | ||
| − | The Subscribe-HR Platform allows for users to create customised dashboards within the system. | + | The Subscribe-HR Platform allows for users to create customised dashboards within the system. Dashboards refer to the [[Team-Dashboard|different dashboards]] that are available via the Dashboards menu. of the Home page. |
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| − | Dashboards refer to the different dashboards that | + | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | ==Searching | + | The Types of Dashboards that are available in Subscribe-HR are: |
| − | # After logging into the Subscribe-HR portal, select the <b>Development</b> | + | #<b>Recruitment</b> - For Recruiters who need to manage the Recruitment Process. |
| + | #<b>Onboarding</b> - For Onboarding New People. | ||
| + | #<b>My Info</b> - Personal Information. | ||
| + | #<b>Manager</b> - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab. | ||
| + | #<b>People and Culture</b> - HR Manager and HR Team can use this Tab to Manage the organisation. People and Culture will have this Tab + Manager Tab + My Info Tab. | ||
| + | #<b>Standard Reports</b> - Contains Standard Reports + HR Metrics based information. | ||
| + | #<b>Advanced Reports & Metrics</b> - Contains Standard Reports + HR Metrics based information. | ||
| + | #<b>System Info</b> - Contains system usage and system configuration including billing information. | ||
| + | #<b>Activation Hub</b> - fast, efficient START to set yourself up in the Subscribe-HR system - coming soon. | ||
| + | |||
| + | Dashboards hold a total of 14 [[Dashboard-Widgets|Widgets]]. | ||
| + | |||
| + | Coming soon: Users will also be able to create extra Dashboards and add extra/different [[Dashboard-Widgets|Widgets]], for example, if all thh Widgets that Users want to view don't fit on one of the other Dashboards. | ||
| + | |||
| + | ==Searching For, Creating and Modifying Dashboards Within Your System== | ||
| + | |||
| + | # After logging into the Subscribe-HR portal, select the <b>Development</b> Tab, under "General" on the main System menu (left-hand side). | ||
# Select the <b>Dashboards</b> Folder. | # Select the <b>Dashboards</b> Folder. | ||
| − | # Use the search field to help locate the | + | # Use the search field to help locate the Dashboard you wish to modify, or or click on your preference in the Dashboard list. |
| − | # Select the dashboard you wish to modify | + | |
| − | # | + | ===Modify an Existing Dashboard=== |
| − | # Each dashboard can have a combination of widgets and these are broken down to different sections including Stat Widgets, Dashboard Widgets, Advanced Reports Widgets and Standard Reports Widgets. You can utilise the search fields under each widget section to search for specific widgets and add them. Adding a widget will appear under the relevant section, e.g. searching and adding a Stat Widget will appear under the "Stat Widget" section. | + | # Select the dashboard you wish to modify. |
| − | + | # Name - you can adjust the name of the dashboard in the "NAME" field. | |
| − | + | # Frontend can close Widgets - if selected, this setting enables Users to add Widgets to their Dashboards. | |
| − | + | # Frontend can add Widgets - if selected, this setting enables Users to delete Widgets from their Dashboards. | |
| − | + | # Widgets sortable - if selected, this setting enables Users to move Widgets around and reposition them in their Dashboards. | |
| + | |||
| + | About Widget functionality and flexibility: | ||
| + | * Each dashboard can have a combination of widgets and these are broken down to different sections including Stat Widgets, Dashboard Widgets, Advanced Reports Widgets and Standard Reports Widgets. You can utilise the search fields under each widget section to search for specific widgets and add them. Adding a widget will appear under the relevant section, e.g. searching and adding a Stat Widget will appear under the "Stat Widget" section. | ||
| + | * To rearrange widgets around, simply click and drag widget to the desired position. | ||
| + | * To delete a widget, simply click the "X" button located on the top right corner of each widget. | ||
| + | & You can apply further specific widget configuration by clicking onto the gear icon located on the top right corner of the widget and to the left of the "X" (delete) button. | ||
| + | |||
| + | Cb>OOTE:urrently only the Standard Reports and the Advanced Reports & Metrics Widgets have | ||
| + | |||
| + | These configurations include the: | ||
| + | *Access Levels - this determines what details Users are able to see based on User Groups and Permissions. E.g. only the User's details (Employee), their team's details (Manager) or every users' details (System Administrator or HR/P&C Manager). | ||
## Search Mode (for Manager/Admin) - This is only available to Managers and System Administrators. This controls the filters to what can be searched within the widget. E.g. The team relevant to logged in user (Team) or everyone in the system (Admin). | ## Search Mode (for Manager/Admin) - This is only available to Managers and System Administrators. This controls the filters to what can be searched within the widget. E.g. The team relevant to logged in user (Team) or everyone in the system (Admin). | ||
# Select the [Save] button. | # Select the [Save] button. | ||
| + | |||
| + | ===Create a New Dashboard=== | ||
| + | Otherwise click the [Create New] button to create a new dashboard. | ||
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | <b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | ||
<b>When a dashboard has been created, they can be selected to be used from the home dashboard (dropdown from the top left corner of the dashboard). After a user has accessed once, the dashboard is "saved" to their user profile. Any changes or adjustments they make directly from the home dashboard will only apply to the logged in user. If changes have been made to a dashboard within the Development TAB > Dashboards upon already accessing it, these changes will not be applied.</b> | <b>When a dashboard has been created, they can be selected to be used from the home dashboard (dropdown from the top left corner of the dashboard). After a user has accessed once, the dashboard is "saved" to their user profile. Any changes or adjustments they make directly from the home dashboard will only apply to the logged in user. If changes have been made to a dashboard within the Development TAB > Dashboards upon already accessing it, these changes will not be applied.</b> | ||
Revision as of 04:38, 6 August 2021
Contents
Creating New Dashboards in Subscribe-HR
The Subscribe-HR Platform allows for users to create customised dashboards within the system. Dashboards refer to the different dashboards that are available via the Dashboards menu. of the Home page.
The Types of Dashboards that are available in Subscribe-HR are:
- Recruitment - For Recruiters who need to manage the Recruitment Process.
- Onboarding - For Onboarding New People.
- My Info - Personal Information.
- Manager - Team Information for Managers based on their Team. Managers will have this Tab + My Info Tab.
- People and Culture - HR Manager and HR Team can use this Tab to Manage the organisation. People and Culture will have this Tab + Manager Tab + My Info Tab.
- Standard Reports - Contains Standard Reports + HR Metrics based information.
- Advanced Reports & Metrics - Contains Standard Reports + HR Metrics based information.
- System Info - Contains system usage and system configuration including billing information.
- Activation Hub - fast, efficient START to set yourself up in the Subscribe-HR system - coming soon.
Dashboards hold a total of 14 Widgets.
Coming soon: Users will also be able to create extra Dashboards and add extra/different Widgets, for example, if all thh Widgets that Users want to view don't fit on one of the other Dashboards.
Searching For, Creating and Modifying Dashboards Within Your System
- After logging into the Subscribe-HR portal, select the Development Tab, under "General" on the main System menu (left-hand side).
- Select the Dashboards Folder.
- Use the search field to help locate the Dashboard you wish to modify, or or click on your preference in the Dashboard list.
Modify an Existing Dashboard
- Select the dashboard you wish to modify.
- Name - you can adjust the name of the dashboard in the "NAME" field.
- Frontend can close Widgets - if selected, this setting enables Users to add Widgets to their Dashboards.
- Frontend can add Widgets - if selected, this setting enables Users to delete Widgets from their Dashboards.
- Widgets sortable - if selected, this setting enables Users to move Widgets around and reposition them in their Dashboards.
About Widget functionality and flexibility:
- Each dashboard can have a combination of widgets and these are broken down to different sections including Stat Widgets, Dashboard Widgets, Advanced Reports Widgets and Standard Reports Widgets. You can utilise the search fields under each widget section to search for specific widgets and add them. Adding a widget will appear under the relevant section, e.g. searching and adding a Stat Widget will appear under the "Stat Widget" section.
- To rearrange widgets around, simply click and drag widget to the desired position.
- To delete a widget, simply click the "X" button located on the top right corner of each widget.
& You can apply further specific widget configuration by clicking onto the gear icon located on the top right corner of the widget and to the left of the "X" (delete) button.
Cb>OOTE:urrently only the Standard Reports and the Advanced Reports & Metrics Widgets have
These configurations include the:
- Access Levels - this determines what details Users are able to see based on User Groups and Permissions. E.g. only the User's details (Employee), their team's details (Manager) or every users' details (System Administrator or HR/P&C Manager).
- Search Mode (for Manager/Admin) - This is only available to Managers and System Administrators. This controls the filters to what can be searched within the widget. E.g. The team relevant to logged in user (Team) or everyone in the system (Admin).
- Select the [Save] button.
Create a New Dashboard
Otherwise click the [Create New] button to create a new dashboard.
Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
When a dashboard has been created, they can be selected to be used from the home dashboard (dropdown from the top left corner of the dashboard). After a user has accessed once, the dashboard is "saved" to their user profile. Any changes or adjustments they make directly from the home dashboard will only apply to the logged in user. If changes have been made to a dashboard within the Development TAB > Dashboards upon already accessing it, these changes will not be applied.
