Dashboards allow you to tailor your welcome screen for internal team users. This simple page will direct them to specific platform actions that are relevant to their company role. 


Note: this option is available only to system administrators



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As you can see in the screenshot below, team dashboards can be built to direct the user to the specific action needed within a module. This decreases click time and increases speed to getting a task accomplished. 


Dashboards can include default options readily available in your platform, or you can create a custom action that links to a specific page that is applicable to your team! Read below to learn how easy it is to increase productivity with Shortlist!


Dashboards

Dashboards can be segmented by staff function with the creation of Teams. For example, when creating a team, you could enable a unique dashboard for analysts and another for your hiring managers.



When creating a dashboard, you'll be presented with a list of pre-defined actions already present. You also have the option to create a custom action if needed. For an action to be possible, you'll just need the URL of the module action. The button on the dashboard will link directly to that module action.

The dashboard can also be customized by including welcome note and description for the actions.


Creating Dashboards

  1. Navigate to your Settings page

  2. Under the Team heading, click on Dashboards (if you don't have this option, please contact your system administrator to complete the following steps).

  3. Select the option for Add new dashboard

  4. Complete the fields for naming the dashboard (hint: use something that pertains to the team function), add a welcome note and select the appropriate actions to add to the dashboard



Note: you can create multiple dashboards, but each team with be assigned to a single dashboard.

Teams

You can create multiple teams within your Shortlist platform. In general, each team performs a specific set of actions in regard to managing your talent. 


Use case: your organization has several types of users (for example: content creators, finance team members and talent managers). Each user type can be placed in a team with an associated dashboard that highlights the daily actions they take.


Creating Teams

  1. Navigate to your Settings page

  2. Under the Team heading, click on Teams (if you don't have this option, please contact your system administrator to complete the following steps).

  3. Select the option for Add new team

  4. Complete the fields for naming the team (hint: use something that pertains to the team function)


While assigning a dashboard to a team, you have the option to mark the team as default. This means whenever a new user is added, they will be assigned to this team.


When you've created your teams, you can navigate to the 'Team mates' tab on your settings page to add each user to their corresponding team. 


Note: multiple teams can be created, but each teammate can be assigned to one team.


Based on the actions selected in the dashboard for the team, a dashboard page with the action will be available to the members of the team.


Note: individual permissions must be set so the dashboard action is possible. If an individual does not have permission to take the desired action, it will not appear on their dashboard.




Contact your Account Manager for any questions or help you need on this feature.


Information on setting permissions and user roles:


Permissions & Access