Dashboard for Managers

Display Important Information in the Manager's Area

What is new & what benefits does the new feature offer?

With the help of this dashboard, your managers benefit from the intuitive job overview including approved applications. This allows managers to quickly map a simplified workflow and manage the recruitment phases of applicants.("In view", "Interview" etc.).

What must be observed?

If required, the dashboard can be integrated in the /SelfServiceLine area using the customisation mode by your administrator.

Where to find this new feature?

The view of all diagram templates (/DashBoards) takes you to the new "Application status for managers" (/DashBoards/77/Profiles).Managers receive the following view after successful integration

Integration into /SelfServiceLine

The steps listed below describe how to install the dashboard in a container on the home page of the /SelfServiceLine area.

1. Call /SelfServiceLine as administrator.
2. The dashboard can only be installed on the homepage (/SelfServiceLine), not on a subpage.
3. What do you want to include and where do you find it?

   → In parallel, go to /DashBoards.

   → Search for the dashboard with the ID 77 and the title "Dashboard for Managers" (/SelfServiceLine)".

   → Open the dashboard and check the "Description"..

4. DThe URL for the dashboard can be found in the description. The URL is /DashboardCF/77/[SelfID]/[LangID]
   
5. Now navigate to the start page (/SelfServiceLine) and activate the Configuration mode.
6. Now select a free container to include the Dashboasrd:
   
7. Show the container and click on the gear symbol to deposit the named URL.
   
8. Now enter the following under "Original content URL of the IFrame the URL is". /DashboardCF/77/[SelfID]/[LangID]
   Note:
   
   In the screenshot, the languages German, English, French and Italian are active. In your specific case, other languages may be active.

This completes the basic installation of the dashboard. The next step is to configure the dashboard correctly.

Configuration of application statuses for correct display in the dashboard

The dashboard does not use the individual statuses as defined in selection list 2 to display the number of applications, but rather groupings of statuses.

You will find which groups are used in the dashboard in the description:

There must therefore be a mapping of your individual application statuses to the defined categories/groupings in the dashboard. The categories in the dashboard are:

1 = In view (~ In evaluation)

2 = Interview

3 = wait

4 = Offer

5 = Posted

6 = Declined

7 = Retracted

Example of category assignment

Let's assume you have defined the following statuses for your application workflow:

• Application received
• Request documents
• Pre-select
• Evaluation by superiors
• Invitation
• Invited
• Interview
• Make offer
• Draw up and send contract
• Waiting for feedback
• Waiting list
• Canceled
• Discontinued
• Application withdrawn
• Application incomplete

Then an exemplary grouping option would be:

Bewerbungsstatus		Gruppierung		Dashboard-Kennung
Bewerbungseingang	-->	In Ansicht	-->	1
Vorselektieren	-->	In Ansicht	-->	1
Bewertung durch Vorgesetzte	-->	In Ansicht	-->	1
Einladen	-->	Interview	-->	2
Eingeladen	-->	Interview	-->	2
Vorstellungsgespräch	-->	Interview	-->	2
Unterlagen anfordern	-->	Warten	-->	3
Warten auf Rückmeldung	-->	Warten	-->	3
Warteliste	-->	Warten	-->	3
Bewerbung unvollständig	-->	Warten	-->	3
Angebot unterbreiten	-->	Angebot	-->	4
Vertrag erstellen und versenden	-->	Eingestellt	-->	5
Eingestellt	-->	Eingestellt	-->	5
Abgesagt	-->	Abgelehnt	-->	6
Bewerbung zurückgezogen	-->	Zurückgezogen	-->	7

Where do you then assign the application statuses to the categories?

1. The assignment is made via selection list 2 (/Administration/Dropdown/2/Profiles). Please call up the list.
2. he assignment is made via the "Dashboard" channel, which may still be hidden for you and must be shown first.
   
3. After the channel has been displayed, you can enter the values for assigning the category via the "Actions" and the entry "Edit selection values .
   Information: On this page, too, you may first need to show the "Dashboard" channel!
   
4. Now, according to your own assignment of the statuses, you can transfer the assignment to selection list 2 in the "Dashboard" channel.
   
   Important: Here in the screenshot, the numbers entered are the example from above. Please use your individual statuses and assignments for your own purposes.
   This completes the assignment of your individual statuses. The dashboard now accesses these statuses in the categories displayed there.

Configuration of job statuses for setting up the filter in the dashboard

In the dashboard, there is the possibility for supervisors to filter the display of jobs according to certain job statuses.

The general reference to this and the list in which you configure the job statuses to be displayed in the filter can be found in the diagram description

1. The maintenance of the use of the statuses as filters is done by selection list 1 (/Administration/Dropdown/1/Profiles). Please call up the list.
2. The assignment is made with the "Dashboard" channel, which may still be hidden for you and must first be displayed via the Customisation Mode.
   
3. Then click on "Actions" and "Edit selection values". Now you can enter a "1" in the "Dashboard" column for each status if it is to be available as a filter.
   This completes the assignment of your job statuses. The dashboard now accesses these statuses in the filter dropdown.

Set the display in /SelfServiceLine

Example of integration:

• Set all containers to centre, resulting in a single-column design across the entire page breadth..
• Only the dashboard is displayed
• Scrolling in the dashboard disabled
• Height of the dashboard automatically calculated

Then the integration looks like this in principle: