Dashboard

Provides an overview of key recruitment metrics, hiring activity, and candidate pipeline data. Customize dashboard views to monitor recruiting performance, hiring progress, and talent acquisition goals.

Create a New Dashboard

1. Navigate to Dashboard

   
2. Select System Dashboard to open the dashboard dropdown list

   
3. Select New Dashboard

   
4. Fill in the required information

   

   Select Save to complete or Cancel to exit without saving changes. 

Dashboard Actions

• Refresh icon: Refresh the information of the dashboard
• Export icon: Export the data 
• Duplicate icon: Duplicate the dashboard 

Add a Chart

1. Select the Add Chart button

   
2. Select the desired chart

   
3. Fill the required information

   

   Select Save to complete the chart or Cancel to exit without saving. 

Chart Actions

Select a chart to interact with its functions using the following icons.

Refresh

Select the Refresh icon to update the dashboard with the latest data.

Filter

Use the Filter icon to filter chart data by category. Select a category to apply or remove it.

Additional Functions

Select the dotted icon to view additional functions.

• Edit Chart: Modify chart settings, data, or display options.
• View Detail: View the underlying data used to generate the chart.
• Export CSV: Export the chart data as a CSV file.
• Copy to Clipboard: Copy an image of the chart to the clipboard.
• Delete: Remove the selected chart from the dashboard

Task List

A centralized location to assign, track status, and monitor progress of tasks.

Add Task

Create and assign new tasks for tracking and completion.

1. Select Add Task

   
2. Fill in the required information

   

   Select Save to complete or Cancel to exit without saving changes. 

Edit or Delete Task

1. Select the Edit or Delete icon in the Action column

   
2. Confirm action

   • Edit: Fill in the required information and select Save to complete or Cancel to exit without saving changes. 
   • Delete: Select Delete to complete or Cancel to exit without saving changes.

Task List Actions

Refresh

Select the Refresh icon to update the task list.

Filter

Select the Filter icon to filter results by assignee and status.

Column

Select the Column icon to toggle view of desired columns in task list. Select Show All to select all columns at once.

View Alerts

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.

Alerts can be accessed from the dashboard Alerts section or the Notifications icon in the application header.