Manage HR cases by reporting in non-scoped HR

You can use the Human Resources Overview (Reporting) dashboard to monitor and manage HR cases by reporting, in the non-scoped version of HR.

Before you begin

Role required: hr_basic

About this task

By default, the Overview (Reporting) dashboard displays the following reports.
  • Critical Cases Open: Overview.
  • Unassigned Cases: Overview.
  • Open Cases With Breached SLAs: Overview.
  • Cases Awaiting Approval: Overview.
  • New Hires Starting This Month: Overview.
  • Open Cases not Updated for 7 Days: Overview.
  • Open HR Cases - Grouped Bar chart.
  • Open HR Cases Older Than 30 Days - Grouped: Bar chart.
  • Open HR Cases By Priority and State Heatmap chart.
  • Open HR Cases Older Than 30 Days by Priority and State: Heatmap chart.
  • HR Cases Open per Month Line graph.
  • HR Cases Closed per Month: Line graph.

You can customize the dashboard to add or remove reports and other widgets. You can group and stack the grouped charts using a chart configuration choice list below the charts. Group and stack by: Priority, State, Category, Assignment group, Department, or SLA.

Procedure

  1. Navigate to HR • Case Management > Overview (Reporting).
  2. Perform any of the following actions.
    OptionDescription
    See the information represented by a chart segment Hold your cursor over the segment to see a tooltip with the details.
    See the corresponding cases for a chart segment Click the chart segment. A list of the cases opens.
    Save the chart as an image file If a menu icon appears when you point your cursor to a chart, you can click the icon to export the chart to an image file.
    Edit the chart or widget, refresh, or close. Click and point to the chart segment. Icons appear in the right upper corner of the chart.