The Dashboard serves as a home screen for HR and Finance data. Cards update in real time and graphically represent data with drill-down.
Navigate to the Dashboard
Click the 9 square icon near the top left corner of the application. From the menu panel, click the Dashboard.
Adding a new Dashboard
To create a new Dashboard click the + button here. From the drop-down select if you would like to build from an existing HR or Finance template or to create a new blank dashboard.
How to Add Cards
Click the hamburger icon found to the left of the Dashboard title. From the dropdown select Add a Card.
From the new pop-up window use the search by keyword or checkmark the filter options to narrow down the list of available cards.
Click on the Card title to find more information and to select the type of data you want to report on. When you have the card you want with the data you need click Save/Add to Dashboard.
Edit a Card
If you need to change the data pulled into a card click the gear icon found at the top right hand of a card. From the drop-down menu select edit. (If you want to remove this card select delete)
From the pop-up window change the data you want to pull into the card and click save.