Overview

The Overview dashboard provides a graphical representation of HR cases.

Before you begin

Role required: sn_hr_core.manager

About this task

By default, the Overview Dashboard displays the following reports:
  • HR Cases Opened in the Last 6 Months by Service: Provides a color coded bar chart on the number of cases opened in the last six months by type of HR service.
  • Active HR Case Breakdown by Service: Provides a bar chart color coded by active HR cases and the HR agent assigned.
  • Active HR Cases by Service: A pie chart, color coded by active HR cases by service.
  • Active HR Cases Pivot Table by Service: A spreadsheet that cross-references the HR agent assigned to the type of HR service case with number of cases.

You can customize any dashboard that you can access to add or remove reports and other widgets.

Procedure

  1. Navigate to HR - Dashboards & Reports > Overview.
  2. Perform any of the following actions.
    OptionDescription
    Add content Click, highlight topics, and move to sections of the page.
    Change Layout Click the column layouts on the left.
    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.