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Dashboard Widget Configuration

Chris Ayris
Updated
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The Dashboard provides an easy to read summary snapshot of selected data within HR. 

This guide explains how the Dashboard view can be configured by selecting from a range of predefined widgets to determine what information is displayed, where and how.  Widgets can also be created to display RSS feeds, links to other websites (ie your benefits provider) and using predefined components. 

For details on the standard widgets please see the Dashboard widgets explained guide.

 

Contents

 

To display the dashboard

  • The Dashboard, once configured and saved, will normally be visible on login (subject to page access permissions)
  • If you want to display the Dashboard click on the page at the top of the menu (My Company  > Dashboard in the pre-2025 top menu layout) or click on the organisation logo in the top left corner
  • For more details on see the Dashboard home page guide

 

To view the available dashboard widgets

  • Go to the following area:
    • Latest (left-hand) menu: System Configuration > Dashboard Widget
    • Pre-2025 (top) menu: System > System Configuration > Dashboard Widget
  • A list of the available widgets will be displayed
  • Click on a widget item to view the setup of that widget
  • The settings determine the sizing options, whether the title is displayed, whether the information is locked, who has access to the widget and whether it is enabled
  • Click Summary to return to the list view
Note: Standard widgets cannot be edited directly, except to enable or disable them. However, you can create your own versions of these widgets if you need to make modifications.

 

To create an RSS feed dashboard widget

  • A widget can be created to link to an external RSS feed.  You will need to know the RSS URL in order to complete this
  • Go to the following area:
    • Latest (left-hand) menu: System Configuration > Dashboard Widget
    • Pre-2025 (top) menu: System > System Configuration > Dashboard Widget
  • A list of the available widgets will be displayed.  Click Insert New Record
  • Enter a Title and from the list of Widget Type select “RSS Feed”
  • Set a minimum and maximum width and height for the widget, the minimum will form the red dotted line when sizing the widget for display purposes and the maximum the green dotted line.
  • Click on the magnifier alongside the Data Source field and paste in the RSS URL. These can usually be found by searching the web using the provider’s name followed by RSS for example “BBC RSS”.
  • Click OK
  • The Show Title slider determines whether this will be visible
  • The Locked slider determines whether the widget will display a padlock on opening the dashboard to view.  This is generally used for sensitive data
  • The widget will need to be Enabled in order for it to be selected for use
  • Access level enables you to select who can use this widget
  • Page Permissions can be added to a Dashboard. Widgets can therefore be restricted in their viewing to those users that have access to that page
  • Click Update
  • Once back in the summary view click on your newly created widget to configure the feed information
  • You will now have a number of pieces of information from the feed that can be selected.  The Title for each of these can be changed as required
  • Click in the Reference Name box alongside each entry and select the information as required – this information is feed-dependent and not part of HR
  • Click Update
  • The widget is now ready for use and can be added to your Dashboard
Tip: Each user will need to set up their own dashboard and add widgets of their choice.  In the latest HR experience check out the in-app guide in the help menu to show you how to you configure your widgets.
 

To create a value dashboard widget

  • A Value widget will simply display a value but it can be an immediate reminder of something
  • Go to the following area:
    • Latest (left-hand) menu: System Configuration > Dashboard Widget
    • Pre-2025 (top) menu: System > System Configuration > Dashboard Widget
  • A list of the available widgets will be displayed
  • Click Insert New Record
  • Enter a Title and from the list of Widget Type select “Value”
  • Set a minimum and maximum width and height for the widget, the minimum will form the red dotted line when sizing the widget for display purposes and the maximum the green dotted line
  • Click on the magnifier alongside the Data Source field and select the Ciphr data source
  • From the drop down list select the Data Source Column Name
  • Set the sliders and access as required and then click Update
  • The widget is now available for display on your Dashboard

 

To create a link dashboard widget

  • A Link widget will enable you to create a link to another site, eg a benefit provider
  • Click System Configuration > Dashboard Widget
    • Go to the following area:
      • Latest (left-hand) menu: System Configuration > Dashboard Widget
      • Pre-2025 (top) menu: System > System Configuration > Dashboard Widget
  • A list of the available widgets will be displayed
  • Click Insert New Record
  • Enter a Title and from the list of Widget Type select “Quick Link”
  • Set a minimum and maximum width and height for the widget, the minimum will form the red dotted line when sizing the widget for display purposes and the maximum the green dotted line
  • Click on the magnifier alongside the Data Source field and paste in the address to link to
  • The link can be represented by an Icon or an Image.  Choose as is required and then select the Icon or Image to use
  • Set the sliders and access as required and then click Update
  • The widget is now available for display on your Dashboard

 

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