Widgets are used to display the data in your system in different ways, allowing you to quickly & easily report, export and navigate from your dashboard. You can add multiple widgets to a dashboard, whilst also using the same metric to drive different widget types, giving you complete flexibility over how your data is displayed.

Hint - As metrics are used to measure information, widgets are used to display that information. For more details on creating metrics, please see this article.

When adding Widgets, they are broken down in to three categories:

Charts - Allow you to show information graphically on your dashboard & can be great fro quick filters, navigating through the system and reporting on trends.
Targets - Once you have set targets for your team members, you can use these specific charts to track & report on performance against those KPIs. To learn more about creating Target Templates, please see this article.
Other - This section includes additional miscellaneous widget types, which can be useful for specific functions within the system.

To begin adding to your dashboard, select Add Widget from the top right hand corner & then select the appropriate widget type.

Hint - For detailed guides on each type of widget, please see the section at the bottom of this article, which looks at the process, pros & cons of each.

Once you have selected the widget, you can follow the steps in the Widget Configuration wizard to set up your charts. The key stages of setting up a widget are:

Selecting the Record Type, as this determines which area of the system you are looking at. Ensuring this is set correctly, will give you access to the relevant metrics and ensure that your counts are accurate. For example, there is a big different in reporting on candidates, compared to applications. Each candidate would only be counted once, but if they applied for multiple roles, they would be counted within Applications for the number of times they have applied.
Once you set the Record Type, you will then have access to any pre-configured Metrics. Select the appropriate one from the list and then review the configuration to ensure that you are measuring what you require. From here, you can switch between metrics & make any changes to the configuration as required.

Following the metric, you can then set the Group by option(s). This will determine the detail in the widget, based on the information from the metric. For example, if you have selected an Application metric, the groups available maybe the source of the application, or the job / department that the application is for. You can select any user fields, date ranges or any other field as required - there are an extensive number of options available within Other, so take your time to understand how the information can differ based on what you select.
As well as your group by options, you can chose to apply a Filter. This will be an additional filter, on top of ho the metric has been filtered. This allows you to filter for specific user activity or anything that have taken place within a date range. An example of this would be a metric looking at job board applications, but then filtering within the widget for this year. The benefit of this is that you can have the same metric but different widgets to show this year / last year etc.

The final section are your Display settings, which control how you would like to view the widget. Depending on the widget type, you maybe able to set chart directions, order by's or colour patterns, as well as then the title of the chart.

Hint - With all of the configuration settings of a widget, you can change them at any time. This means you can really experiment with group by, filters and display settings to show the information you want, in the format that you need. Trial and error is a big part of configuring effective dashboards!

Once you click Save, your widget will be added to the top left hand corner of the dashboard - you can then drag and drop as required, as well as use the widget settings (under the three dot menu) to make changes, duplicate widgets or even send to another dashboard.

Specific Widget Types

Widgets come in all shapes and sizes, so use this section to focus on specific widget and chart types. There are pros & cons to each one, so understanding each chart will help you decide which widget type is best for the data you need to display.

To jump to a specific section, please use the links below:

Area Chart
Bar Chart
Doughnut Chart
Funnel Chart
Line Chart
Pie Chart
Rankings
Ratio Chart
SnapStat
Leaderboard
Team Trends
User Gauge
User Trend
Actions
EployMail
My Groups
My Queries
Workflow

Charts

The first section when adding widgets are your classic charts, including bars, lines and pies of different shapes and sizes. There are also some advanced options, such as ratios, funnels and SnapStats to help you get the most out of your reporting.

Area Chart

Great for comparing data or looking at trends over time, the Area chart gives you a visual representation helping you to analyse and report as required. As an Area chart has an axis, you also benefit from having two group by options, helping you to look more closely at your data.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Area Charts have two group by options, which means you can see bits of information - i.e activity dates and user associations. Use Other to select any other details from your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the curvature on the report, the title and the direction.

Once you are happy with the settings, click Save.

Hint - Try using a date option as the first group by, as this will allow you to see trends or growth over time.

Bar Chart

Easy to understand, easy to configure, easy to export - the bar chart can bring a simplicity to your analytics, which can especially effective when sharing with other stake holders.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Bar Charts have two group by options, which means you can see two bits of information - i.e activity dates and user associations. Use Other to select any other details from your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the the tile, the direction and decide on whether to show the values for each bar.

Once you are finished, click Save.

Hint - Change the Chart Type from Side by Side to Stacked to be able to accumulative values, as well as the value of each bar.

Doughnut Chart

An unhealthy take on the pie chart, the doughnut gives you great visibility of percentages and data as proportion of the whole.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by, based on the information you want to know about your selected record type. Doughnuts / Pie Charts can be especially effective for tracking application source as you can see the value & the percentage of the whole all at once, meaning you can actively compare one source to another.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the title, the label format and the small value grouping mode.

Hint - The small value grouping has two options available - either using a small value threshold, which will group any options with less than the set value together or using TopN, which will show the highest value number of segments you select, before showing the rest as one collective group.

Once you are finished, click Save.

Funnel Chart

Ideal for tracking progression through stages, the Funnel Chart will help you identify any bottleneck in your process or understand the flow throughput of your recruitment workflow.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by, based on the information you want to know about your selected record type. Try selecting workflow stage to track progression through the recruitment workflow.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the title, the label format and the chart type.

Hint - The chart type will allow you to switch from funnel, which shows data as it progresses based on the order of your group by, or Pyramid, which will show order the data from the lowest value to the highest, in the shape of a pyramid.

Once you are finished, click Save.

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Line Chart

Perfect for tracking trends & cycles over time, the line chart comes with two group by options to help you analyse your data.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Line Charts have two group by options, which means you can see multiple bits of information - i.e activity dates and user associations. Use Other to select any other details from your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the the tile, the direction and decide on whether a smooth or stepped line works best for you.

Once you are finished, click Save.

Hint - Try setting the first group by to be a date option, so that you can see progression over time.

Pie Chart

The Pie Chart focuses on the percentage of a whole, rather than totals so that you can compare performance regardless on the scale.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by, based on the information you want to know about your selected record type. Doughnuts / Pie Charts can be especially effective for tracking application source as you can see the value & the percentage of the whole all at once, meaning you can actively compare one source to another.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the title, the label format and the small value grouping mode.

Once you are finished, click Save.

Rankings

Similar to a bar chart, Rankings allow you to closely compare performance data, essentially creating league tables. This can be particularly effective at comparing user activity during a set period.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by based on the sets you wish to compare, selecting from data ranges, users assigned or any other information relating to your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the the tile, the direction and the order by, which If set to Total - Descending will create a league table effect with the best performing at the top of the chart.

Hint - Want to focus on your top performers? Set the Max Number to Show & filter out those who don't make the cut - great for encouraging a competitive atmosphere!

Once you are happy with the settings, click Save.

Hint - Want to focus on your top performers? Set the Max Number to Show & filter out those who don't make the cut - great for encouraging a competitive atmosphere!

Ratio Chart

Ratios are a classic recruitment KPI & you can now add them to your dashboard. Ratio charts, which can also be configured to display as a percentage, meaning you can see in real time how many applications it takes to get an interview or which job boards are providing the highest rate of quality candidates or even drill into your ED&I reporting.

Select your Record Type, which allows you to focus on one area of the system.
Pick the Metric you wish to use to measure.
We then set the group by, which is the detail that will be displayed on the widget.
The Ratio By option is then how you get the calculation, allowing you to compare the data from the metric to a smaller subset. Here you can ratio against a User or by selecting a field after picking Other. Once you have selected the field, you can then pick the attribute to ratio against.
You can then add filters for specific users or activity within a specific date range.
Ratio Charts can then be given a title, as well as determining the Chart type. The default is as a snapstat, which will show a list of values but you can also use Area, Line or Bar charts
You can also chose to include labels for each value, as well pick the chart colour, the order by and the draw mode - either ratio or percentage.
The final setting is the precision, which will allow you to include up to two decimal places before clicking Save to confirm.

Hint - Try picking a metric for all applications, then grouping by Source with Details, before Ratio'ing based on workflow stage - offers & placements. This will create a widget to show you how many applications from each source go on to reach the placement stage and therefore helps you identify your top sources of hire based on Quality, rather than just Quantity.

Experiment with different options to find out what suits you & your needs!

SnapStat

Snapstats are often the quickest and easiest way to display information on your dashboard. These allow you to create filtered and ordered lists of info, ideal for quick reference or easy navigation into the rest of the system.

Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by based on the details that wish to see, selecting from data ranges, users assigned or any other information relating to your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, pick a colour, change the display order or even add prefixes / suffixes for additional context.

Hint - The colour selected, along with the Prefix / Suffix option can give your dashboard more depth, as well as allowing you to categorise / organise the information you display.

Once you are happy with the settings, click Save.

Targets

As well as standard charts, there are a range of target based options to choose from which can be great for tracking & monitoring performance across your team over time.

Leader board

Great for comparing user performance, the Leader board allows you to track output against specific KPIs across your team. To use this widget though, you first need to allow targets to your team members, so that you can monitor the performance against the target. To learn more about creating Target Templates, please see this article.

Start by selecting the users to include in the widget, as this will drive the available targets to display.
Chose the appropriate target
Apply a date filter, based on the target interval to focus on a specific week / month etc.
Finalise the widget with a title, the chart direction and the order by settings.

Once you are happy with the settings, click Save.

Team Trends

Similar to the leader board, the team trend allows you to compare user performance - however, as a trend, this allows you to show the progress over time based on multiple target intervals (so several weeks or months etc).

Start by selecting the users to include in the widget, as this will drive the available targets to display.
Chose the appropriate target
Apply a date range, based on the target interval to focus on a date range, which can include multiple intervals.
Finalise the widget with a title, the chart direction and the order by settings.

Once you are happy with the settings, click Save.

User Gauge

The user gauge is effective for tracking your won performance or focusing on the performance of a specific user. This allows you to track against a target for a set interval (This / Last Month, This / Last Week).

Start by selecting the user to focus on in the widget, which will drive the available targets to display.
Chose the appropriate target to measure.
Apply a date filter based on a specific interval - Last / This / Next etc.
Finalise the widget with a title, before clicking Save to confirm.

User Trend

Similar to the User Gauge, the User Trend focuses on a specific individuals performance, but allows you to look at it over time. This can be particularly useful for tracking a users growth in performance during a certain period, regardless of the target interval.

Start by selecting the user to focus on in the widget, which will drive the available targets to display.
Chose the appropriate target to measure.
Apply a date filter based on either a specific period or a rolling date range, which can include multiple target intervals.
Finalise the widget with a title, before clicking Save to confirm.

Once you are happy with the settings, click Save.

Other / Miscellaneous

The final section includes widgets that arent necessarily charts, but can still be incredibly useful to display on your dashboard, including calendar or email access, saved groups and queries or even Eploy News Feeds!

Actions

Get an insight into your upcoming calendar with the Actions widget, helping you to organise, plan ahead and ensure that you have all the feedback recorded from recent activity.

Start with giving the widget a title, as well as determining the order of the activity flow - oldest or newest first.
Apply a date range for the activity, which allows you to use rolling date ranges. This can be particularly effective for upcoming interviews over the next 14 days etc.
Specify which action types to include, which allows you to have specific widgets for different types of interview or use one to track them all.
Filter on which User activity to include, based on either logged in users or specific people.
The Look for Selected Users option will then take your user filter above any apply it to either actions specifically or vacancies.

Hint - Selecting Looking for Selected Users on Action or Vacancy here will ensure that all actions you create, as well as any that are arranged by HMs on your vacancy will be included.

Determine whether to include incomplete or complete actions, as well as arranging, confirmed or declined. Setting incomplete here creates a to do list action plan, which means tat once they are complete and the feedback recorded, they will disappear from the widget.

Once configured, click Save to add to the dashboard.

Hint - Consider having two separate action widgets - one showing upcoming interviews so you can plan ahead, another showing incomplete interviews in the past, which will help to ensure you get all the feedback on any interviews which have taken place.

EployMail

Eploymail synchronises your mailbox with Eploy, showing correspondence against candidates and contacts, whilst the Eploymail widget gives you access to these emails on your Dashboard.

Hint - For more information on Eploymail, Please see here.

When it comes to setting up your widget, all you need to do is give the mailbox a title, determine how you would like to view the emails (oldest or newest first) and pick the specific mailbox / folder to show. Once configured, click save to add the widget to the dashboard.

Hint - Clicking the + in the top right hand corner of the widget will open a new email message, meaning you can send emails straight from your Dashboard!

My Groups

Groups are a key talent pooling and resourcing tool on Eploy, so why not add them to your dashboard for easy access? Use My Groups to display your key lists within Eploy, allowing navigation straight from your dashboard.

Simply add a title, select the groups to include after the record type and drag / drop to change the order. Once configured, click Save to add to the dashboard.

My Queries

The query builder is a great tool for talent pooling and searching within your data base & the My Queries widget makes it even easier for you to use these saved searches.

Add the widget by selecting the query type, as well as giving it a name to help you identify the saved queries involved. Pick the queries to show and click Add. You can then re-order how they display within the widget before clicking Save.

To learn more about creating and saving Queries, please see these articles.

Workflow

Workflow Widgets are the simplest way of managing your recruitment pipeline, from the dashboard. Allowing you to group per workflow or per vacancy, you can quickly show all the applications per stage / status & use this to drive your activity. Just click through the widget to access all the applications within your pipeline.

Give the widget a name, which will be visible on the dashboard.
Determine whether to display in simple (per stage) or detailed (per status).
Specify which stages / statuses you want to see - you can pick your entire pipeline to show all on one widget, or identify key stages in the process.
Group either by Workflow or Vacancy, based on whether the screening & review process is different per role or not. If not, you can group by workflow and see at each stage across your entire pipeline.
Finally, determine whether you want to see applications for your roles only, or across the entire campaign.

Hint - The workflow widget is particularly effective for Hiring Managers, allowing you to present clearly a 'To Do' list of activity, with the added benefit of being able to navigate from the dashboard to the outstanding records. Try adding one to your Hiring Manager dashboard to encourage engagement with the portal & the recruitment journey.

Note - The workflow widget will only display data for Live (Active) Vacancies. If you're planning on using this type of widget to track progress through Onboarding or to serve as a reminder to Reject candidates once the position has been filled, please bear in mind that once all of the Positions available on a given Vacancy have been filled, the Vacancy will be marked as Placed, and will therefore no longer be Active, meaning it will no longer show in this widget. In these circumstances, we'd recommend using a SnapStat instead.

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Welcome to the Eploy Knowledge Base

Adding Widgets

Specific Widget Types

Charts

Area Chart

Bar Chart

Doughnut Chart

Funnel Chart

Line Chart

Pie Chart

Rankings

Ratio Chart

SnapStat

Targets

Leader board

Team Trends

User Gauge

User Trend

Other / Miscellaneous

Actions

EployMail

My Groups

My Queries

Workflow