1. Click the Home menu.
2. Click the Plus button on the Pinned Reports widget.

3. Select each report to pin to your dashboard:

   • 1:1 Reports
   • Asset Reports
   • Candidate EDI Report
   • Candidate Flow
   • Candidate Source
   • Certifications Report
   • Goals Reports
   • Tax Report.
   • HR Documents Report
   • Leave Taken Report
   • Orientation Content Report
   • Policy Report
   • Tenure Report
   • Termination Report
   • Turnover Report

   • Workforce Snapshot

      

   Helpful Hint

   You can select from one to five reports to pin to your dashboard. Be sure to click the most important report first, as the order in which you click the reports will decide their order in the Pinned Reports widget. This means what you click first will appear first on the dashboard. The same goes for the second and next reports you click.

4. Click the Add button.
    

1. Click the Home menu
2. Click the Three Dots button on the Pinned Reports widget.
3. Click the Remove Widget button.
    

1. Click the Home menu
2. Scroll to the Pinned Reports widget.
3. Click the title of the report you want to view.
4. If you have more than two pinned reports, click the More dropdown..
5. Click the report you want to view.
    

1. Click the Home menu
2. Scroll to the Pinned Reports widget.
3. Click the Filter button.

4. Filter the data based on the fields applicable for the specific report.

   Helpful Hint

   Filters may vary based on the report you are viewing.

5. Click the Apply button.
    

1. Click the Home menu
2. Scroll to the Pinned Reports widget.
3. Click the report you need.
4. Click the View Full Report button.
    

Here are the fixed default filters (automatically displayed information) for the different pinned reports:

1. Policies & Induction Report.
   • Personnel Type = Employees & Contractors.
   • Employment Status = Active.
   • Document Status = Overdue.
2. Certifications Report.
   • Personnel Type = Employees & Contractors.
   • Employment Status = Active.
   • Mandatory = Mandatory & Optional.
   • Certification Status = Expired & Overdue.
3. Tax Report.
   • Personnel Type = Employees.
   • Employment Status = Active & Pending.
4. Custom Build Your Own Reports (BYOR).
   • BYOR charts will only include employees.
   • You will not be able to pin table reports. You will need to either add a column or a donut chart to your BYOR for it to reflect properly on the Pinned Reports widget.