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Dashboard Widgets

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Overview

Widgets are individual displays of strategic data designed to help you stay organized, provide insights to the metrics you care about, and select the data that is pertinent to your day-to-day activities. Widgets are displayed on myDashboard. 

 

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Add a Widget 

  1. Navigate to myDashboard.

  2. Click Add Widget.
    AddWidget.png
  3. Widgets are categorized. Click a category to view its available widgets.
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    • The number in the category title indicates how many widgets are available in that category.
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  4. Click the title of a widget to add it to myDashboard.

 

Available Widgets

 

Name Description Filter Options
Today's Events

Events involving you that are scheduled for today.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who is associated to the Event. You can select one, multiple, or All users.

Events: Select an event type to filter by specific appointment types.

Latest Stages Only checkbox: Show only the activity related to a talent's most recent stage change

Future Events

Events involving you that are scheduled in the future. This widget applies to future events associated with a candidate's Nomination stages.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who is associated to the Event. You can select one, multiple, or All users.

Events: Select an event type to filter by specific appointment types.

Latest Stages Only checkbox: Show only the activity related to a talent's most recent stage change

Past Events

Events involving you that are scheduled in the past.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who is associated to the Event. You can select one, multiple, or All users.

Events: Select an event type to filter by specific appointment types.

Latest Stages Only checkbox: Show only the activity related to a talent's most recent stage change

Events Calendar

Calendar of Events, Tasks, and Projects. This is a great way to see an overview of your schedule.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who is associated to the Event. You can select one, multiple, or All users.

Events: Select an event type to filter by specific appointment types.

Checkboxes (Select which items you want to show on your calendar): Show Events, Show Projects, Candidate Starts: Contract Ends, Your Tasks

Minute Grain (Select the time increment used for your calendar): 5 Minutes, 10 Minutes, 15 Minutes, 20 Minutes, 30 Minutes, 60 Minutes

Overdue Tasks

Tasks that are assigned to you that are past their due date. The widget groups tasks by type (Talent, Contact, etc).

No filters available
Today's Tasks

Tasks with a due date of today that are assigned to you. The widget groups tasks by type (Talent, Contact, etc).

No filters available
Future Tasks

Tasks that are assigned to you that have a due date in the future. The widget groups tasks by type (Talent, Contact, etc).

No filters available
Active Jobs Monitor

An overview of your jobs (jobs on which you are the owner) and the talent placed in each bucket:

  • Days Open
  • Days Inactive
  • Nominated
  • Pipelined
  • Applied
No filters available
Candidate Submittals

Pie chart of the number of new candidate submittals per user over a selected date range.

Branches: Displays the list of branches to which you have access.

Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, First Quarter this Year, Second Quarter this Year, Third Quarter this Year, Fourth Quarter this Year, Year to Date, Last Year

My Scoreboard

Key Performance Indicators and your personal performance comparison.

Branches: Displays the list of branches to which you have access.
New Orders

Pie chart that provides a visual representation of the number of jobs created per user over a specific date range.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who owns the job. You can select one, multiple, or All users.

Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, First Quarter this Year, Second Quarter this Year, Third Quarter this Year, Fourth Quarter this Year, Year to Date, Last Year

New Talent

Jobs on which you are the owner that have new talent that were added to the pipeline or nominated status or that have new web applicants. Click on a number in the widget to open the job's Talent Manager. 

 No filters available
Refundable Reqs

Reqs that are still eligible for refunds

Branches: Displays the list of branches to which you have access.

Companies: Displays the list of Companies to which you have access.

Hotlist

Your personal Hot List of talent. You can add talent to this widget by selecting Add to Hotlist from the talent's quick actions menu on their profile. Quickly view contact information for the talent or click the talent's name to open their record.

No filters available
Last Contacted Talent

The Last 40 talent records on which you have logged an activity. The last Activity Type logged is listed on the widget along with a link to the talent's record.

No filters available
Last Contacted Contacts

Displays the last 40 contacts on which you have logged an Activity. The last Activity Type logged is listed on the widget along with a link to the contact's record.

No filters available
Newest 50 Talent

A list of the newest 50 talent that have been added to your system. This includes talent who have applied via the web, parsed in through a resume or the Echo plug-in, or added manually.

No filters available
Recruiting Stats

Displays key recruiting statistics compared to your personal performance in the form of a fraction. This widget displays your number of:

  • New talent added
  • Meetings (Events)
  • Submittals
  • Interviews
  • Offers
  • Offers Accepted by talent
  • Starts

Credit Type: Credit To (the user selected in the Credit To field in the Talent Manager), Author (the user who changed the nomination or pipeline stage)

Branches: Displays the list of branches to which you have access.

Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, First Quarter this Year, Second Quarter this Year, Third Quarter this Year, Fourth Quarter this Year, Year to Date, Last Year

Talent Arrival Calls

Displays a count of assignments that are about to start or have recently started. This widget displays these recent starts broken down by Branch and Users.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who sent the task. You can select one, multiple, or All users.

Date Range: Today, Next 7 Days, Next 14 Days

Grouped Totals/Individual Totals: Toggle between these radio buttons to select whether the counter displays totals for each category or sub-divides each category by individual user. (Example: there are 40 recent starts in the Minneapolis branch among 8 different recruiters. Grouped Totals will display 40 under the Branch category for Minneapolis, whereas Individual Totals will display multiple lines for the Minneapolis branch with the number of open orders separated by job owner)

Opportunities Open Opportunities (not yet marked as Won or Lost) on which you are the owner.  No filters available
Open Orders

Displays a counter of the number of open orders by Branch and Job Type. Click a number on the counter to view the specific orders that fall under the category.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who sent the task. You can select one, multiple, or All users.

Job Types: Filter by a specific Job Type, select multiple types, or All.

Date Range: Today, Next 7 Days, Next 14 Days

Grouped Totals/Individual Totals: Toggle between these radio buttons to select whether the counter displays totals for each category or sub-divides each category by individual user. (Example: there are 40 open orders in the Minneapolis branch among 8 different recruiters. Grouped Totals will display 40 under the Branch category for Minneapolis, whereas Individual Totals will display multiple lines for the Minneapolis branch with the number of open orders separated by job owner)

Sales Stats

Displays key sales statistics compared to your personal performance in the form of a fraction. This widget displays your number of:

  • Meetings (events)
  • New Orders created
  • # of Talent Placed
  • Companies in Active status on which you are the Rep
  • Companies in Prospect status on which you are the Rep

Branches: Displays the list of branches to which you have access.

Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, First Quarter this Year, Second Quarter this Year, Third Quarter this Year, Fourth Quarter this Year, Year to Date, Last Year

Active Auto-Shares

Your Auto-Shares that are currently active and sharing for jobs.

No filters available
Careers Page Counts

Graphic of Careers Page views and incoming applications over a selected date range. Use the filter to select the date range the widget should display.

Branches: Displays the list of branches to which you have access.

Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, First Quarter this Year, Second Quarter this Year, Third Quarter this Year, Fourth Quarter this Year, Year to Date, Last Year

Your Posted Jobs Jobs that are currently posted on which you are the owner. From this widget, you can quickly view which board(s) the job is posted to, view the posting, and jump to the Job or Company record.

Yours/All Toggle: Choose whether you want to view only posted jobs on which you are the owner or all jobs currently posted.

Expiring Talent Tags
Talent who have tag(s) that have an expiration date within the selected date range. Use the filter to select the date range the widget should display.
Date Range: Today & Past Due, Within This Week, Within 2 Weeks, Within This Month, Within the Quarter, Within This Year
Expiring Talent Documents Talent who have document(s) that have an expiration date within the selected date range. Use the filter to select the date range the widget should display. Date Range: Today & Past Due, Within This Week, Within 2 Weeks, Within This Month, Within the Quarter, Within This Year
Onboarding Tasks
Displays a counter of onboarding tasks which  shows the number of tasks/packets that are in Sent, Action Required, or Completed statuses. Click on a number on the widget to view the specific talent who have tasks in that status.

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who sent the task. You can select one, multiple, or All users.

Date Range: Today, Last 7 Days, Last 14 Days, Last 30 Days

Tasks/Packets: To filter the widget by specific tasks or packets, choose the Task or Packet radio button and then select one or more tasks or packets from the drop-down. 

Background Checks
Shows the status and number of the background checks that were sent, ordered or completed. Users can click on a number on the widget to see an exact list of background checks that fall into that status. A fly-out will appear that allows the user to review specific background checks.
  • Ordered - Number of background checks submitted over the selected time frame
  • Needs Review - Background Checks that need to be reviewed by a recruiter. These Orders will have a state of "Not Reviewed" associated until a recruiter reviews and changes the state of the Background Check.
  • Completed - Background Checks that have been reviewed and have been given a pass/fail state.

(Must be using an integrated background check provider: Asurint or Choice)

Branches: Displays the list of branches to which you have access.

Users: Select a user to filter by the user who sent the task. You can select one, multiple, or All users.


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1 Comments

  • Avatar
    Katie Schulz

    Future Events widget applies to future events associated with a candidate's Nomination stages


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