BalanceTRAK > Home page Dashboard
KEY TOPICS:
- How to Organize the Dashboard Layout
- Edit and Save Layout
- Reset Layout to Default
- Calculate Layout
- Available Tiles by Type
- Dashboard Notifications
- Searches
- Counters
- Graphs
- Lists
Gain Insight through Dashboard Metrics
Typically displaying on entry to balanceTRAK, the Home page Dashboard will be initially configured to contain a default set of tiles, relaying "snapshots" of data, culled from the Job Seekers and Requisitions modules, plus other relevant information.
Each user can configure the Dashboard to his or her own specific needs. These tiles and related tools are outlined below.
How to Organize the Dashboard Layout
Navigate to the lower right, where a palette of Dashboard tools are available. Click the [Edit] icon, which is the largest button in the palette's center. (This action also activates the other four buttons.)Grab an existing tile by clicking its center and holding down the mouse. Then, drag the tile to a new location.
Have the System Calculate the Best Layout
Add a New Tile
Work with Tile Icons
Available Tiles by Type
Dashboard Notifications
- Pending Approvals: Requisitions and Job Seekers (Determine the Approval Process and Approve a Requisition)
- System Activity
Searches
- Recent Quick Searches
- Job Seeker [Saved Searches] (Run an Advanced Search)
Counters
- New Job Seekers Missing
- Disposition Codes
- Percent Drop Off
- Open Background Checks (Submit to Background Screening / Onboarding)
Graphs
- Job Applications
- Job Seeker Progression
Lists
- (Tasks) To Do — (Add a Note to a Requisition)
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