Admin Settings: Configuring Your Dashboard

Configuring Your Dashboard as an Admin 

Customization is definitely the name of the game in the newest revision of HR Hero, allowing you as an administrator to change the majority of your settings in the platform. There’s more than enough to get lost here, so let’s go into the basics. 

Customize 

Navigate to the Customize drop-down at the top of your dashboard and click Dashboard. 

Next, click Add New to add a custom dashboard.  

Here’s the process for managing the key elements of your dashboard, including names, tabs, widgets, and sidebars. Each of these elements is important, and some, like widgets, come with pre-made templates to help you get started. 

Step 1: Name Your Dashboard Name your dashboard Enter a description (optional): Add a brief overview of your dashboard. Click Next
Step 2: Choose Tabs Select the tabs you want to display on your dashboard. Rearrange tabs by clicking and dragging them into your preferred order.
Step 3: Choose Widgets Select the default widgets to include on your dashboard. Rearrange widgets by clicking and dragging them into your desired order. After creating custom widgets, they will also be available to show, hide, and rearrange.
Step 4: Configure Sidebar Choose the sidebar components to display on your dashboard. Rearrange the sidebar sections by clicking and dragging.

Once you’ve completed these steps, you can make the dashboard active and share it with your team members.  

Managing your Dashboards 

Once your dashboard is finalized, you can create additional ones as your needs change. You’ll also be able to create custom widgets. To access the "Management" view, simply click on 'Customize.' Here, you can view all your dashboards and make edits or add new configurations. 

For any additional FAQ, more tips, or if you need any assistance – feel free to reach out to your BLR representative or submit a ticket at: https://simplifycompliance.freshdesk.com/support/tickets/new