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Use the HR Manager Dashboard in legacy HR

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Use the HR Manager Dashboard in legacy HR

Use the Manager Dashboard to monitor HR team effectiveness based on metrics like state of assigned cases by HR agent and service level agreement (SLA) elapsed time percentage, in the non-scoped version of HR.

Before you begin

Role required: hr_manager

About this task

By default, the Manager Dashboard displays the following reports:
  • Case Satisfaction Survey - 30 Day AVG: Evaluate the satisfaction of employees with the handling of HR cases. This chart displays information if you ask employees to complete the HR Request Satisfaction Survey.
  • HR Case SLAs by Elapsed Time Percentage: Monitor the time to resolve HR cases and follow up when case SLAs are breached.
  • Active HR Cases by Assignment And State: Review the numbers of HR cases assigned to each HR agent by state, for example, Ready or Work in Progress, to help you evaluate the effectiveness of each HR agent.
  • HR Case Transfer Rate: Review the number of cases transferred to a different HR agent by case category to determine whether the right assignments are taking place.

You can customize any dashboard that you can access to add or remove reports and other widgets. For example, an HR benefits administrator may add a report to the Manager Dashboard that displays the assignment and state of HR cases in the Benefits category.


  1. Navigate to HR • Case Management > Manager Dashboard.
  2. Perform any of the following actions.
    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.