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Dashboard Settings

The Dashboard Settings section is where you enable or disable the graphs that can be viewed and used on your Dashboard. Users will still only have access to the graphs and data to which they have access based on their roles, but these settings determine if a graph will appear at all for any user.

To make the Dashboards accessible in the application:

Turn the Enable Dashboard switch to on to allow your users to access the dashboard from within the application.

To Enable Employee and Position Dashboard graphs:

To enable a graph, tick the check box to On , then click Save.
To disable a graph, tick the check box to Off , then click Save.

To make custom tags accessible in the Dashboard:

Activating custom tags allows your authorized users to create and apply custom tags to your charts and graphs in your dashboards, including custom charts they make themselves.

To enable a custom tag, tick the check box to On, then click Save.
To disable a graph, tick the check box to Off, then click Save.

If you enable a custom tag for the Dashboard, you will then need to change the caption for this tag in the Caption Editor. so that your tag will have meaning to your end users.

To add a new Employee or Position Dashboard:

Click Manage Employee Dashboard Designer to open the Chart List.
Click Create New.
Select the type of chart/graph you want to add. Your choices are Pie, Bar, Bubble, Square, and Piematrix.
Click Edit to enter a title for your new chart/graph.
Enter the name of your new chart/graph, as well as any translations of the view title you may need for your organization.

Select the field you want to appear on the X-axis from the drop-down menu.

Tip: If you want to have a custom field on your chart/graph, you must create that before creating the chart/graph.

Select an operation for your chart/graph, if needed.
Select the tag you want to apply to this chart, if needed.
Click Create.

To Enable Extended Dashboards and Trends:

If you are using the extended dashboards, such as Retention and Termination, People Analytics, Key Position, Bench Strength, etc., or if you are using the extended trends, such as Span of Control or Organization Layer trends, you will need to ask your Nakisa Nakisa HR Suite implementation team to it in Module Management. The dashboards and the data fields are disabled by default unless Nakisa enables them for you. When the team grants access, you can enable or disable specific graphs, as needed.

To enable a graph, tick the check box to On , then click Save.
To disable a graph, tick the check box to Off , then click Save.