Building Dashboards

What is a dashboard?

A dashboard is where you host all of your widgets and SnapStats – a central hub of information, displaying quick navigational tools, filtered data and engaging bar charts. Designed by each individual user, the dashboard is a means to easily reach everything they need within Eploy. From a management point of view, dashboards can be used to reflect on team performance, build leader boards and asses targets; a consultant can use the dashboards to plan their week, monitor their own performance against targets & KPIs and stay on top of their workload.

Creating a Dashboard

To create a dashboard, click the Eploy Logo from the Eploymenu. This will take you to your default, or most recently viewed, dashboard. Alternatively, you can select Dashboards from the Eploymenu, to see a list of existing dashboards and select one of those.


Once a dashboard has loaded, select the Tools Icon from the right hand side to view the options menu; here you will be able to create a New Dashboard, Customise Dashboard, Set As Default, Refresh All Widgets and Print Dashboard.

  • New Dashboard – This will allow you to create a new, blank dashboard.
  • Customise Dashboard – This will allow you to change the layout and proportions of the dashboard.
  • Copy Dashboard - This will allow you to send a replica of your dashboard to other users on the system.
  • Set As Default – The first Dashboard that is loaded when logging into Eploy. The Eploy logo from the Eploymenu will lead to the dashboard selected as default.

Note: If no dashboard is selected as default, the Eploy Logo will return the user to the most recently viewed dashboard.

  • Refresh all Widgets – This will reload all the widgets on the current dashboard, providing the most recent, up to date information.
  • Print Dashboard – Allows the user to print the details of the dashboard.

Selecting New Dashboard will launch the Customise Dashboard window;

  • Title – This is a mandatory field and is the name of the dashboard. The title given here will appear at the top of the dashboard and in the list of dashboards when navigating.
  • Description – This is an optional text box, allowing you to add some detail. We would recommend adding as much information as possible to the description, as this will help to define the data held within the dashboard.
  • The Layout of the dashboard can then be set, by defining the size of the widgets required and the proportions of the dashboard. This can range from 25% - 100% of the dashboard.


Once the title, the description and the layout has been set, click Finish to create the blank dashboard and Cancel to proceed without creating the dashboard.

Creating Widgets

What is a widget?

A widget is how you choose to display certain information and there are several different types of widgets, each with their own benefits. A widget could be a SnapStat or a bar chart, a line graph or even just a quick filter. The idea of the widgets is that you are able to either quickly see or manipulate data, or to navigate quickly to your key clients, candidates, contacts and actions etc.

Eploy will look to introduce new types of widget over time, but currently there are several types of widget to choose from;

  • An Area Chart – This is similar to a line chart, but uses block colours to show the contribution of what is being measured. This is particularly useful for time series data and for looking at trends, as opposed to specific numbers.
  • A Bar Chart – This will show numerical values, represented by the height of the bar. This is particularly useful for comparing sets of data, using one common denominator.
  • A Doughnut Chart – Similar to a classic Pie chart, a doughnut chart will show values of individual entries, in proportion to the value of the whole. This is particularly useful for percentages and monitoring relative contribution.
  • A Line Chart – This shows data as a series of points, over a period of time. This is particularly useful for displaying trends or growth in your recruitment volume, over a predefined period of time.


  • A Pie Chart – This shows values relative to the overall total. This is particularly useful when considering proportions and percentages.
  • Rankings – Similar to bar chart, but with the additional option of setting the order of the chart – perfect for creating league tables and leader boards.
  • A SnapStat – This shows a total figure, with the option of being broken down by its parts. This is particularly useful for seeing specific values or contributions.


  • A Leader board – A multi user target widget, displaying targets set against multiple users within the date interval set by the target – perfect for comparisons and creating competition. Similar to the Rankings widget, the order by can be set within the configuration
  • Team Trends – Allows for multiple users and their targets to be displayed, but with more flexibility over the date range included. This allows monitoring performance of team members over time.
  • User Gauge – This is displayed as dial, showing personal performance over the date interval set within the target
  • User Trends - This is shown as a bar chart, detailing performance of a single user against a predefined target. This includes more flexibility with the date filter, which allows monitoring personal performance over time.


  • Actions – An action panel, showing upcoming actions of various types; can be filtered to match preferences.
  • EployMail – A quick view window into your EployMail account, meaning you don’t have to leave your dashboard to access new emails.
  • My Groups – This shows a selection of your most commonly used groups, such as key demographics, important clients and hot candidates. The groups shown within the widget are defined by the user. The widget will also show the number of records within the group.
  • Query – Similar to My Groups, this widget will show any saved queries. This will allow quick access, without having to load the Query Builder. Also, shows the number of records included in the query.
  • RSS Feed - Include news and data feeds on your Dashboard, using the RSS feed widget. Simple to use, the RSS feed gives you access to the world outside of Eploy.


The first step is to select + Add Widget from the Dashboard tool bar. This will give you the option to make your selection, regarding your widget type; Chart or Other

Adding a Chart Widget to your Dashboard

When adding a Chart Widget to your dashboard, you need to select what information is displayed within the widget, how it is grouped and how the details are filtered. Depending on which type of chart you have selected, there may be additional options to choose from.

Once you have selected your Chart type Widget, you then choose;

  • The Record Type – This is the type of record you are counting / reporting on. This list filters for metrics that are based on the selected record type. The record of the widget will match the record type that is selected within the metric.
  • Metric – Based on the record type selected, you can then select the metric you are basing your widget on. If the metric you are looking for does not appear, you may need to select a different record type or even create a new metric. Once you have selected a metric, the filter within that metric will be displayed.


  • Group By – This is where you define how the information is displayed.

The first option will be to group by the user associations. The user association/fields are defined within the metric, so if the option you require regarding the user associated is not available, then a different metric may be required.

The second option is date interval. The specific date field is selected within the metric. If the date function associated is not available within the drop down list, then a different metric may be required.

Depending on the type of chart selected, you may have two Group By options. Experiment with the group by functions to ensure the data is being displayed as efficiently as possible.

  • Date Filter – This will allow you to select the date period you wish to display within the widget. Selecting no date filter will include all data on your system. You can select a rolling date range, so that you are able to display upcoming actions/placements.
  • User Filter – This allows you to restrict the user data displayed within a widget. A consultant should filter their widgets to display only their records. I.E my actions, my placements, my vacancies.


  • Title – this field is to clearly define what information is being show by the chart. The filter and the group by options should be defined here, so that the data is as clear as possible.

Depending on the type of chart selected, there may also be additional options to choose from. This may include the direction of the graph (bar/line charts), the display colour (SnapStats).

  • Click Save to confirm and create the Widget.

Editing, Moving and Deleting Widgets

Once the Widget has been added to the dashboard, they can be;

  • Rearranged – To move a widget, drag the left hand corner of the widget title bar. When dragging, available spaces on the dashboard will appear as a green drop bar. Once the drop bar has been selected, any widgets currently occupying the space will be moved down below the rearranged widget.


  • Edited – To edit the widget, click the Tools (Gear) icon on the right hand side of the widget title bar. This will open an options drop down list, where the size of the widget can be adjusted, the widget can be deleted or edited. Clicking Edit Widget will open the Configure Widget window, where the details originally selected (during creation) can be amended.


  • Refresh Widget – A widget can be refreshed in two ways. To refresh all widgets, select the Tools icon from the dashboard menu, then Refresh All Widgets. To refresh an individual widget, the refresh option can be found within the Tools icon within the widget.

Note: All Widgets are refreshed automatically after log in, ensuring the data presented is the most recent & up to date. Once within Eploy, the widgets will refresh automatically each hour.


Powered by Zendesk