This guide will explain the different types of standard Dashboard Widget that can be displayed on the HR home page, subject to user role permissions.

Contents

• Introduction
• Dashboard Widgets content and attributes
• Jump to a specific widget using the list below:

Introduction

• To view the dashboard widget configuration, go to the following area:
  • Latest (left-hand) menu: System Configuration > Dashboard Widget
  • Pre-2025 (top) menu: System > System Configuration > Dashboard Widget

• 

  Clicking into a widget will show you the parameters which are covered in the next section

• Where widgets are locked they may contain sensitive data, so on the dashboard they will display as a padlock and will not show any information until they are clicked on, and will lock again if you leave the dashboard and then return

Dashboard widgets content and attributes

Lists

These widgets display lists of useful information regarding colleagues or a specific area of the system regarding your own record (eg objectives)
 

Absence Details

• A locked widget for all users with access to the Book & View Time Off page
• Absence details, for the employee's own record over the last 12 months. Showing Holiday taken (H), Sickness (S) and subordinates' Bradford factor (BF)
• Users with access to subordinates in other departments (or OrgUnit1 equivalent) can select using dropdown list

Absence Sick League

• A locked widget for Manager or HR users
• On the left: Shows the 5 individuals with the highest number of absence days over the last 12 months
• On the Right: Shows the individuals with the lowest number of absence days over the last 12 months

Departmental Report

• Departmental list of names for HR users only

My Outstanding Objectives

• For all users with access to the Objectives page
• A list of objectives and target dates, where the completed date has not been populated

My Upcoming Holidays 

• For all users with access to the Book & View Time Off page
• A list of verified holidays up to 12 months from the current date, with a countdown in days

My Team

• For all users to see basic information on their team
• Users will be able to see their manager, team members in the same job level and subordinates (where relevant for managers)
• Team member can be sorted by dragging the column header into the sort box at the top of the widget

My Upcoming Important Dates

• For all users with access to the Training Record, Employee Relations, Book & View Time Off and Objectives pages
• A useful list of upcoming dates in the next six months for the following:
• Training, reviews (Employee Relations area only), holidays and objectives

My Verifications

• For all users to easily view a list of submitted requests that are awaiting verification

Public Holidays

• For all users to see a list of public holidays in the next 12 months relevant to their workplace location

Recent Starters 

• For all users to see new joiners in the past 28 days, showing their name and start date

Recent Payments

• For all users with access to the Payments page

• A list of your singular payments in the last 3 months

  

   

Upcoming Training Events 

• For all users with access to their Training Record to see upcoming training in the next 3 months
• Only training set up in the Event Management area will display

Verifications

• A locked list of outstanding verifications for Managers or HR users with access to the Verifications page

Who’s Off

• For all users with access to See Who's Off - Company, to see the current week for their team
• Non-working days shown in grey, absences show in other colours. Hover your mouse over the tile to see the date
• Users with subordinate access can change the dropdown to view other lists

Charts

These are larger widgets that can be useful to provide a snapshot of data. Typically the chart widgets display best in a large size for optimum visibility
 

Absence Details Chart

• A locked widget for Manager or HR users with access to the Book & View Time Off page
• Chart depicting the absence details, for the employee's own team over the last 12 months. Showing Holiday taken (H), Sickness (S) and Bradford Factor (BF).
• Other departments (or OrgUnit1 equivalent) can be selected using the dropdown, subject to subordinate access
• Hover your mouse over each bar on the chart to find out the exact number of days. 

Absence Heat Maps

• For HR users with access to the See Who's Off - Company page
• Coloured boxes showing which days of the week have the most absences and which months have the most holiday days in the last 12 months. 
• The tiles range from a dark red for high numbers to dark green for low numbers.
• Hover your mouse over each tile to find out the exact number of days.

Absence Summary Bar Chart

• A locked bar chart for Manager or HR users with access to the Book & View Time Off page
• Absence summary by each department (or OrgUnit1 equivalent). A colour key for each Absence reason can be found at the top of the chart, click each once to remove it from the display.
• For HR Users, other departments (or OrgUnit1 equivalent) can be selected using the pick list selection in the top. Hover your mouse over the coloured bar to find out the exact number of days. 

Department Headcount Chart

• For HR users with access to the Job and Pay page
• Chart showing number employee headcount and FTE by departments (or OrgUnit1 equivalent)
• Hover your mouse over the coloured bar to find out the exact figures

Departmental Summary Report

• For HR users with access to the Job and Pay page
• Shows the department totals for basic pay and total pay. Hover your mouse over the coloured bar to find out the exact figures

Holiday Entitlement Chart

• A locked widget for all users with access to the Book & View Time Off page
• A pie chart of holidays taken (past and future booked) and holiday left. Hover over the colours for the specific number of days/hours

Job Holders Chart

• For HR users with access to the Job and Pay page
• Number of job posts and job holders in each department (or OrgUnit1 equivalent) A colour key for both can be found at the top of the chart, click each once to remove it from the display
• Other departments (or OrgUnit1 equivalent) can be selected using the dropdown. Hover your mouse over the coloured bar to show the exact figures

My Development Need Stats

• A locked pie chart for all users with access to the Development Needs page
• It breaks down needs that have been completed, outstanding and are overdue. A colour key for each can be found at the top of the chart, click each once to remove it from the display

My Objective Stats

• A locked pie chart for all users with access to the Objectives page
• It breaks down completed, outstanding and overdue objectives. Objectives completed without a done date, are excluded. A colour key can be found at the top of the chart, click each once to remove it from the display

Sickness Absence Cost by Department

• Bar chart for Managers or HR users with access to Book & View Time Off and Job and Pay pages
• Hover your mouse over each department to see the cost of sickness

Team Development Need Stats

• A locked bar chart for managers or HR users with access to the Development Needs page
• It breaks down needs that have been completed, outstanding and are overdue. A colour key for each can be found at the top of the chart, click each once to remove it from the display
• Hover over a name for more details.  You can also zoom in/out using your mouse wheel over the widget

Team Objective Stats

• A locked bar chart for managers or HR users with access to the Objectives page
• It breaks down completed, outstanding and overdue objectives. Objectives completed without a done date, are excluded. A colour key can be found at the top of the chart, click each once to remove it from the display
• Hover over a name for more details.  You can also zoom in/out using your mouse wheel over the widget

Simple balances

• Small widgets for all users with access to the Book & View Time Off page
• Designed to display a quick-reference to the relevant balance as shown in the example image below

Holiday Adjustment

• Adjustments made to this years' entitlement. This can be additions or deductions

Holiday Brought Forward

• Additions or deductions to this holiday year's hours or days brought forward from the last holiday year

Holiday Entitlement

• Total holiday entitlement hours or days this holiday year

Holiday Left

• Total holiday hours or days left to book this holiday year

Holiday Taken

• Total holiday hours or days taken so far (in the past) this holiday year

Holiday TOIL Balance (hours)

• Time off in lieu balance accrued in hours

General

Holiday Entitlement Breakdown

• A summary of all the simple balance widgets in one, available to all users with access to the Book & View Time Off page
• This includes number of holiday hours or days left, verified holiday taken (doesn't include future booked leave), brought forward, TOIL and adjustment

My Work Pattern 

• For all users to see their work pattern for the current week
• Non-working days show in grey

Quick Links

• For all users to see a list of quick-access buttons to key areas of the system, based on page permissions

Welcome

• Welcome information for all users with access to Personal Details 
• Displays photograph information and length of service

Latest Updates (legacy)

• This relate to older functionality and can be disabled.
• You can use the News/Welcome Message to publish updates