Revision as of 06:04, 31 March 2021

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 display on the Home page i.e. the page that appears when you log in.
Created dashboards will appear in the dropdown along with the standard dashboards including Recruitment, Onboarding/Offboarding, My Info etc.

Searching for, creating and modifying dashboards within your system

1. After logging into the Subscribe-HR portal, select the Development TAB.
2. Select the Dashboards Folder.
3. Use the search field to help locate the dashboard you wish to modify.
4. Select the dashboard you wish to modify. Otherwise click the [Create New] button to create a new dashboard.
5. You can adjust the name of the dashboard in the "NAME" field.
6. 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.
7. To rearrange widgets around, simply click and drag widget to the desired position.
8. To delete a widget, simply click the "X" button located on the top right corner of each widget.
9. 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. These configurations include the:
   1. Access Level - What details are they able to see. E.g. only the user's details (employee), their team's details (Manager) or every users' details (Admin).
   2. 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).
10. Select the [Save] button.

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.