New Dashboards Key Components and Configuration

What is a Dashboard?

The HCM market trends today is to provide a consumer grade end-user experience.  Dashboards are like the face of the system or the front door of the house welcoming a user to engage with actions, activities, and information.  Because of this, the dashboard configuration is critical across almost all clients to provide a positive and engaging user experience.

 

Key Components of a Dashboard:

  • Tabs: Dashboard can have separate tabs that correspond with different areas of activities in the system.  The HOME tab is commonly used as the employee self service tab. All other tabs are typically custom tabs which give the most flexibility of configuration as compared to using domain tabs 
  • Widget: These are typically pre configured dashboard tiles that can be used for a wide range of functions. Some have configuration options, while others are do not have any options.  Those that start with MY indicate the information relates to their own information (Self-Service) as opposed to the information of others.
    General TLM Payroll HR Recruitment Other

    Start / Favorites
    Documents

    Employees

    Links

    My Sticky Notes

    My Team

    My Saved Reports

    My Mailbox

    Websites

    Attendance Board

    My Schedule / My Time Off

    Exceptions

    Missing Punches

    My Time Statistics

    My Timesheet

    My Timesheet Chart

    Time off Awaiting My Approval

    Timesheets Awaiting My Approval

    My Pay

    My Accrual Balances

    Events

    Succession Chart

    Announcements

    My Benefits

    Recruitment

    My Open Job Requisitions

    My applicant profile 

     

     

    Leave of Absence Cases

    Turtles

     
  • Report/Charts: These are either saved reports or charts that can be added to a tab of the dashboard.  These gives users quick access to report information to draw attention to key pieces of information that can help them better manage their employees or make business decisions.
    • Some examples
      • Employee Information Reports
      • Overtime Reports
      • Payroll Reports 
      • Forms to be Processed (I9 or W4)
      • Checklists
      • Pending Approval Reports
      • Performance Reviews
      • Benefits / ACA Reports
      • Recruitment
      • Turnover
      • Schedules
  • Content Widget: This is a dynamic widget that can be used for displaying Videos, Text, Images, and more right on the dashboard.