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BalanceTRAK > Home page Dashboard

KEY TOPICS:

  • Add a New Tile
  • Work with Tile Icons
    • Refresh a Tile
    • Pin a Tile
  • Work with Tile Icons in Edit Mode
    • Remove a Tile from the Dashboard
    • View and Edit a Tile's Settings (Where available)
  • How to Organize the Dashboard Layout
    • Add a Tile
    • Edit and Save a New Layout
    • Have the System Arrange the Layout
    • Restore the Default Layout
  • Available Tiles by Type
    • Dashboard Notifications
    • Searches
    • Counters
    • Graphs
    • Lists
  • Global Settings for Dashboard Content

Gain Insight through Dashboard Metrics and Lists

Displaying on entry to balanceTRAK and serving as the Home page, your Dashboard will be initially configured to contain a default set of tiles, relaying data "snapshots" culled from Job Seekers and Requisitions, plus other relevant information.

Each user can configure the Dashboard to his or her own specific needs. These tools, and the tiles they support, are outlined below.

Add a New Tile

With the tool palette activated, click the Add Widget icon to maximize the Add Widget menu on the right side of the Home page. Review the provided options, and click on the pane for the desired widget. When finished, click the Close icon, located in the menu header to return to the full Dashboard view.

Work with Tile Icons

To work with an individual tile, hover your mouse over the tile to activate icons in its toolbar on the lower right. The toolbar accommodates several actions, from refreshing data to determining tile settings, as described next.

Refresh a Tile

On the Home page, Dashboard metrics will update at the following junctures:

  • On your initial entry to the Home page
  • When a tile's Refresh icon is selected
  • During the Web session, at a defined interval, based on client or user settings (as described below)

If the Home page has been up for awhile and you would like to make sure a particular tile displays the most current data, choose the Refresh icon, located in the lower toolbar's first position on the left.

Pin a Tile

To prevent a tile from moving while other tiles are being rearranged, hover your mouse over the tile's toolbar, and choose the Pin icon. The icon will activate, indicating to the tile is pinned. Click the Pin icon again to clear this setting.

Work with Tile Icons in Edit Mode

Remove a Tile from the Dashboard

To delete a tile (and return it to the Add Widget menu), choose the Remove icon from the tile's lower toolbar.

Quick Tip: The tile can always be added to the Dashboard at a later date, according to the instructions above at: Add a New Tile.)

Default tiles cannot be deleted.

View and Edit a Tile's Settings

Tile Settings control the display and filtering of content, based on tile type, caption options, and underlying data Fields. After choosing the Settings icon from the tile's lower toolbar, use the provided prompts (along with filters, formatting/editing tools, and menu options) to customize the tile. Click the [Save] button to apply the changes.

Settings can be adjusted at any time.

How to Organize the Dashboard Layout

Add a New Tile

With the tool palette activated, click the Add Widget icon to maximize the Add Widget menu on the right side of the Home page. Review the provided options, and click on the pane for the desired widget. When finished, click the Close icon, located in the menu header to return to the full Dashboard view.

Edit and Save a New 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 palette buttons.)

Grab an existing tile by clicking its center and holding down the mouse. Then, drag the tile to a new location. Click the Save Layout button to keep the arrangement for future viewing.

Have the System Arrange the Layout

With the Dashboard tool palette activated, select the Calculate Optimal Layout button. The system will calculate an optimal layout, considering the size and orientation of each existing tile.

Restore the Default Layout

From the activated Dashboard tool palette, choose the Reset Layout to Default button. This action will reset both the selection and arrangement of tiles to the default setting.

Available Tiles by Type

Dashboard Notifications

Searches

Counters

  • Job Seekers by Stage (multiple counters)
  • Job Seekers by Source (multiple counters)
  • Job Seekers Missing Disposition Codes
  • New Job Seekers
  • Open Background Checks (Submit to Background Screening/Onboarding)
  • Percent Drop Off
  • Open Requisitions
  • Requisitions by Category (multiple counters)
  • Requisitions Closing Soon

Graphs

  • Job Seekers
    • Job Seeker Location
    • Job Applications Heat Map
    • Job Seekers by Source
    • Job Seekers by Stage
  • Requisitions
    • Applications by Day
    • Job Seekers Application Times
    • Percent Drop Off
    • Requisitions by Source
    • Time to Fill

Lists

Global Settings for Dashboard Content

General parameters for filtering Dashboard content can be set at the organizational level and then, if authorized, by user. Those Administrators and users with permissions to change these filters will see a [Settings] button above the Dashboard, in the page header and to the right.

The Global Settings menu will include the following options:

  • Date range for source data (Options include relative and actual dates.)
  • Organizational level/units that regulate User Access (e.g. Location, Department)
  • Auto-refresh Interval (In seconds or minutes)
  • Cascade settings

If an edit is made, click the [Save] button.

For easy reference, the controlling date range will display above the Dashboard, in the page header.