Dashboards are preconfigured pages that consolidate key management information and actionable items in one location. These worklets may include reports, menus with related tasks, and announcements.

Delivered dashboards are based on functional areas, such as expenses, team performance, talent management, and financials.

 

Access Dashboards

From the Home page:

  1. Click the Dashboards application.

      2. Select a dashboard from the list.





 

Note: Some dashboards may not allow you to remove or add worklets. This will vary based on your organization’s security settings. Dashboards only allow six worklets; however custom dashboards support multi-tab functionality and can have six worklets per tab.

From a dashboard:

  1. Click the Configure this page icon .
  2. Click the Add Row icon  to add a new worklet.
  3. Click the prompt icon  to select from the list of available worklets.
  4. Click the Remove Row icon  to remove a worklet from the dashboard.
  5. Click the up arrow or down arrow  to reorder the worklets on the page.
  6. Click OK to save. 

Configuring multiple Tabs

Custom dashboards support multiple tabs so you can group worklets within a dashboard. Each tab still maintains a six worklet limit.

From a multiple tab dashboard:

  1. Click the Configure this page icon .
  2. On the left, click the tab you wish to configure.
  3. Click the Add Row icon  to add a new worklet.
  4. Click the prompt icon  to select from the list of available worklets.

      5. Click the Remove Row icon  to remove a worklet from the dashboard.

      6. Click the up arrow or down arrow  to reorder the worklets on the page.

      7. Click OK to save.