Customized Dashboards

Modified on Tue, 25 Feb at 4:05 PM

ZenHR’s Customizable Dashboard offers a clear visual representation of your HR KPIs and key metrics, empowering you to make smarter, data-driven decisions. Displayed on your ZenHR homepage, the Dashboard is accessible only to authorized roles, such as Super Admins, HR Admins, Recruiters, and Financial Officers. Employees will not have access to view the Dashboard.

Dashboard Main Features

ZenHR’s dashboard allows you to view various insightful HR metrics and reports, which helps you better predict which aspects of your HR department need to be improved. Here are the main features of ZenHR’s Dashboard:

Provides real-time analytics and visibility of key HR metrics.
Simplifies complex HR data sets allowing users to analyze data, visualize trends, forecast HR requirements, and uncover critical insights.
Shares real-time and actionable data, allowing your key HR teams to have a single view of the data for more effective collaboration.
Filters information that is relevant to the users' needs.

How to Add a New Dashboard to the Home Page

To add a new Dashboard, click the (+) button beside the Home Page on the newly added tabs bar. A pop-up window will appear for you to fill in the new dashboard’s details.

How to Add Widgets To New Dashboard

You can add different types of widgets to display various HR information and reports.

You can add a new widget to your dashboard in two different ways:

Option 1:

If the dashboard has been newly created and has no widgets yet, click the “Add Widget” button in the middle of the page.

Option 2: If the dashboard has one or more widgets, the “Add Widget” button will be on the top right corner of the page.

When you add a new widget, a slider will appear, allowing you to fill out the following report elements:

Report Name: In both languages (English and Arabic).
Report Type: Choose the report type from the list.
Metric: Select the measurement criteria for your report (Gender, Nationality, Work Type, Saudi, or Other Nationalities).
*Note: The metric field will only appear If the report type relies on a metric; otherwise, it will be hidden.
Level: The organizational level of the report (Company, Branch, Work Location, Department, Group, Section, Project, Position). Once you specify the level, another drop-down will appear with options related to the chosen level the user role, and the assigned user permissions (Ex: Branch: Riyadh & Amman)
Interval: The period you’d like to base your report on (Today, 7D*, 30D, 3M*, 6M, 12M).
*D = Day, M = Month
Chart Type: Choose the desired type of chart (Numbers, Bar, Line, Area, Pie, Donut, Stacked Bar).

Customize your Dashboard

Once you’ve added all the desired reports, you can fully customize each report's appearance to match your business needs and priorities. Here are the customization options that you can use:

Re-sizing Widgets

To resize a widget, use the (+) and (-) buttons that are displayed around the widget when you hover over it. Use these buttons to expand or shrink the widget to the desired size.

Re-arranging Widgets

To change the order of the widgets, drag and drop the vertical ellipsis icon (⋮⋮) on the top right of each widget.

Changing the Dashboard’s Interval for All Widgets

To apply a specific time interval to all the created widgets, you can simply go to the interval bar at the top of the page and select the desired period. The selected interval will be automatically applied to all widgets.

How to Edit and Delete Widgets

Click on Vertical Ellipsis Icon (⋮⋮), then click “Edit”.

You can browse all your report fields and modify them as desired. All changes will be reflected on the dashboard when you click the “Save” button.

Click on Vertical Ellipsis Icon (⋮⋮), then click “Chart Type”.

For clearer data visualization, you can change the chart type of your report from the dashboard’s main page.

You can also delete your widgets by clicking the “Delete” button under the Vertical Ellipsis Icon (⋮⋮), and then a pop-up message will appear to confirm that you would like to delete the widget.

How to Manage My Dashboards List

You can drag and drop your dashboards to change their order. You can also delete any dashboards you no longer need by clicking the “Manage Dashboards” button, and then clicking “Delete” on the dashboard you’d like to remove.