Add a Widget
Widgets are used to display the data in your system in different ways, allowing you to quickly and easily report, export and navigate from your dashboard.
You can add multiple widgets to a dashboard, using the same metric to drive different widget types, giving you complete flexibility over how your data is displayed.
When adding Widgets, they are broken down in to three categories:
Charts - Allow you to show information graphically on your dashboard and can be great for quick filters, navigating through the system and reporting on trends.
Targets - Once you have set targets for your team members, you can use these specific charts to track and report on performance against those KPIs. To learn more about creating Target Templates, please see this article.
Other - This section includes additional miscellaneous widget types, which can be useful for specific functions within the system.
To add a widget to your dashboard, load the dashboard in question and click Add Widget then select the widget type you'd like to create.
Eploy uses a Widget Configuration Wizard to guide you through the configuration process. Different widget types have different requirements, and these are explored below, but in general you'll be asked to:
Select the Record Type. This determines which area of the system you are looking at. Ensuring this is set correctly, will give you access to the relevant metrics and ensure that your counts are accurate. For example, there is a big different in reporting on candidates, compared to applications. Each candidate would only be counted once, but if they applied for multiple roles, they would be counted within Applications for the number of times they have applied.
Having set the Record Type, you will be asked to select a Metrics. Search for and select the appropriate one from the list and then review the configuration to ensure that you are measuring what you require.
Following the metric, you can set the Group by options. This will determine the detail in the widget, based on the information from the metric. For example, if you have selected an Application metric, the groups available may be the source of the application, or the job / department that the application is for. You can select any user fields, date ranges or any other field as required - there are an extensive number of options available within Other, so take your time to understand how the information can differ based on what you select.
As well as your group by options, you can chose to apply a Filter. This will be an additional filter, on top of any filters applied within the Metric. This allows you to filter for specific user activity or activity within a date range. An example of this would be a metric looking at job board applications, but then filtering within the widget for this year. The benefit of this is that you can have the same metric but different widgets to show this year / last year etc.
Finally, select your Display settings. These control how the widget is displayed and includes, for example, name, colour and ordering options.
Having added your settings click Save. This will add the widget to the Dashboard. New widgets will always appear in the top left-hand corner of your dashboard, but you can easily move widgets around your dashboard by dragging and dropping.
Widget Inspiration - Recruitment Metrics Cookbook
If you'd like some inspiration on the types of Metrics and Widgets that can be created, check out our Recruitment Metrics Cookbook.