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Feature Highlight Dashboard Series - Part 1: Dashboard Management

The dashboard is an essential tool available to users in the following iCIMS solutions:

iCIMS Connect (Legacy CRM)
iCIMS Applicant Tracking (ATS)
iCIMS Offer Management
iCIMS Onboarding

Dashboards can be configured to create effective landing pages for your users, displaying key metrics, frequently used reports, and important to-do items immediately upon logging in. User admins can set up unique dashboards for the different user groups within the system, tailoring the view for each group to only show items pertinent to their role. Creating role-oriented dashboards for your user groups helps boost your team's overall efficiency and improves their user experience within the system.

Managing Dashboards for Other User Groups

The dashboard is the first screen that displays upon logging into the iCIMS system and serves as the central hub for recruiting activity. Dashboards enable users to view important information at a glance, without needing to dive too deeply into the system to accomplish their daily tasks.

Not all users within the system have the same needs; what some users need ready at their fingertips may simply add clutter to another user's view. Different roles require different information to be easily accessible from their dashboard to help them do their job effectively. For example, a hiring manager may need to review candidates on their open jobs awaiting review, whereas an executive may want to review big picture, company-wide metrics. These two types of users have different needs when it comes to utilizing the system, and setting up tailored dashboards ensures those needs are met.

As a user admin, you are able to manage the dashboards for all user groups within the system. You can add, edit, or remove panels and widgets, as well as adjust the layout for each group to ensure your users are getting the most out of their dashboard. You can decide what information users should (or should not) have displayed and manage their view to prevent it from becoming crowded with extraneous or outdated reports and metrics. Items can be added or removed from an entire user group's view at once, which eliminates the need to update users individually or rely on users to remember to update their view themselves.

The steps below discuss adding a new panel and widget to a user group's dashboard within your system. This example discusses adding a factoid widget based on a "Jobs Pending My Approval" report to a hiring manager user group; for more information on how to create that type of report, review the Jobs Pending Approval By Current Approver article. Steps for adding other types of panels and widgets to a specific user group's dashboard are similar to the following process.

1. You've created your search and saved the template as "Jobs Pending My Approval". When added to the dashboard, this report will show the logged in user all jobs that are currently awaiting their approval.

Tip: Ensure the saved search template has been shared with the user group(s) that will have it displayed on their dashboard. For more information on saving search templates, review the Saving Search & Output Templates article.

2. Select Report from the main menu bar and select Manage Dashboards.
3. Select the Dashboard option from the left-side menu, then select the green Create a new item (plus sign) icon to add a new panel. A new panel, titled New Panel, is then added to the bottom of the Dashboard menu on the left, and settings for the panel display on the right.
4. Enter a title for the new panel in the Name field and select Factoid from the Type dropdown menu.
5. When configuring dashboards for other users, the important settings (described below) are Screen Position, Allow Others to Edit, and Share With. Configure these settings as desired, then select Save. (Note: These settings can be edited at a later time).

Screen Position: This setting dictates where on the selected user group's dashboard the new panel will display.
Allow Others to Edit: When checked, this setting allows users the panel is shared with to edit the panel.
Share With: Select the user group(s) you wish to share the panel with using this setting.

An image of the panel settings screen displays.

Note: When adding new panels or widgets to dashboards, the new item will always automatically be added to your personal view. If you do not want the new item on your own dashboard, check the Invisible checkbox available within the Personal Settings section of the settings page.

6. With your new panel still selected (i.e., highlighted in the Dashboard menu to the left), select the green Create new item (plus sign) icon to add a widget to the panel. A new widget is then added to the Dashboard menu as a child item of your panel.
7. Configure the settings for your widget as desired, then select Save. The settings related to configuring dashboards for other users are Allow Others to Edit and Share With — these settings function similarly to the panel settings of the same names. (Note: These settings can be edited at a later time.)

An image of the widget share with settings displays.

Note: The user groups that appear as options in the Share With setting for widgets is limited to only those groups that were selected in the Share With setting for the parent panel. To add a widget to a group's dashboard, the parent panel must also be shared with that group.

Configuring the Layout

After you have added the desired panels and widgets to a user group's dashboard, the specific layout of the dashboard can be configured using the Arrange Layout button. The layout of a dashboard is just as important as the content displayed when it comes to creating an effective, easy-to-navigate landing page for your users. In many ways, a user's dashboard serves as their guide to the system, enabling them to quickly access areas of the system they need to complete their tasks. With that in mind, you want to organize the content in a way that makes good use of the available space and doesn't overwhelm or confuse your users.

Group panels containing related information together so that users can easily find what they need and don't have to go searching for reports scattered across their dashboard. Place widgets that are used most frequently toward the top of the view so they are readily available upon accessing the dashboard. Consider the types and sizes of widgets being displayed (e.g., graphs require more space than key metrics) to create a balanced view that uses space wisely.

To configure the layout of dashboards, follow the steps below:

1. Select Report from the top menu bar, and select Manage Dashboards.
2. Select Dashboard from the left-side menu, then select Arrange Layout above the list.

An image of the Arrange Layout button displays.

3. On the Arrange Layout page, select the user group you wish to configure from the Select a Group dropdown menu.
4. A preview of the dashboard layout for the selected user group then displays, and you can begin to make adjustments, such as the following:

Select an option from the Select a Layout dropdown menu to adjust the structure of layout (i.e., the number and size of columns).
Use the grip icon located to the left of the name of a displayed panel to drag the panel to a new location on the dashboard. You can also reorder the widgets within a panel by selecting the grip icon to the left of a specific widget's name and dragging it to the desired location on the panel.
Note: Individual users within the selected user group may have slightly different layouts than the view configured using Arrange Layout, as panels and widgets can be manually moved or marked as invisible by individual users. Any changes an individual user makes to their personal dashboard do not affect any other user's view, even if they are in the same user group.

5. Once the adjustments are completed, exit the Arrange Layout page to save your changes (e.g., select the iCIMS logo to the left of the menu bar to return to the dashboard). All changes made using Arrange Layout are saved automatically.