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Configuring the dashboard

Available for the following plans: Employment Unlimited
Available for the following HR plan: Platinum
Available for the following user access level: Admin   

Your dashboard is a central hub that can be tailored to meet your specific needs. You now have the flexibility to customize your view by moving widgets around, adding new ones, or removing those that are not relevant to you. This allows you to prioritize the most important information. While some widgets, like the Company Feed, are fixed in place, most others can be arranged as you prefer, giving you a personalized and streamlined dashboard experience. Follow the steps below to learn how to make these changes.

Changing widgets on your dashboard

Move widgets on your dashboard
  1. Click the Home menu.
  2. Hover over the widget you would like to move.
  3. Click and hold the drag handle, it appears as a set of dots located at the top of the widget.
  4. Drag the widget to your desired location and release the mouse button to drop it.
  5. Your changes will automatically be saved, and this layout will become your default view the next time you log in.
Add widgets to your dashboard

Important

The following widgets are mandatory and cannot be removed:

  • Getting Started
  • Company Feed
  • To Do List / Surveys
  • Recommended
  1. Click the Home menu.
  2. Click the Add Widget button.
  3. In the pop-up, you can choose which widgets to add or remove by selecting or deselecting them. Your options include: 
    • Pay stubs.
    • Employee onboarding.
    • Metrics.
    • Pinned Reports.
    • Launchpad.
    • Time off calendar.
    • Celebrations.
    • Goals.
    • Goals insights.
    • Shout Outs
    • Recognition
  4.  Click the Save button.
Remove widgets from your dashboard
  1. Click the Home menu.
  2. Click the Three Dots button next to the widget you want to remove.
  3. Click the Remove Widget button.
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