Dashboard
The dashboard provides an overview of all personnel files and their statuses.
DashboardYou can reach the dashboard by clicking the Employees tile in the My ELO area.
The dashboard remembers your settings. When you exit then open the dashboard again, it remembers and displays your most recent view.
The dashboard is divided into the following areas:
1 Database: In the dashboard header, use the drop-down menu (arrow icon) to select a database. A dashboard database is a list of personnel files that is loaded for evaluation.
Information: If there is only one database, this database is selected permanently and no drop-down menu is available.
2 Table/Calendar: You can choose between two dashboard views: Table and Calendar. You can switch these views by clicking the buttons in the right area of the header.
3 Search: To narrow down the data displayed, you can use the free text search in the header. The view automatically refreshes when you begin typing. In addition to text values, you can also search for deadlines. All data that you can select as column values in the table view serves as the basis.
4 Maximize: Clicking this button increases the size of the table and hides the status of the personnel files. Clicking the button a second time shows the elements once again.
5 Status: Each personnel file has a status. The dashboard header contains a button for each status. If a button is active, all personnel files with the corresponding status are shown in the dashboard viewer pane. You will recognize whether buttons are active based on the dark blue bar at the bottom of the button. Click the button to deactivate it. The bar disappears and personnel files with the corresponding status are no longer shown in the dashboard viewer pane.
6 Viewer pane: In the dashboard viewer pane, you will see a list of personnel files. This list changes depending on the filter criteria applied.
Table
The table view lists the entered data. Clicking an entry shows a preview of the entry. Double-clicking an entry brings you to the repository.
Customize the table view using the drop-down menus.
The drop-down menus in the column headings contain the following functions:
- Sort ascending: The values in the selected column are sorted in ascending order. An up arrow appears in the column heading.
- Sort descending: The values in the selected column are sorted in descending order. A down arrow appears in the column heading.
- Remove sorting: This option appears if you have sorted the column. Click Remove sorting to clear the sorting option.
Alternative: You can sort the column by clicking the column heading. Clicking once sorts in ascending order. Clicking a second time sorts in descending order. Clicking a third time clears sorting.
- Hide column: The selected column is no longer shown in the table view.
- Group: The content of a column is joined into groups. The number of personnel files in each group is shown in brackets. Click the plus icon before the group to expand it and view all contained personnel files. The minus icon minimizes it again. Clicking the plus icon in the header expands all groups.
Information: You can combine multiple groups. You can specify a hierarchy with the order in which you select the columns.
- Ungroup: This option appears if you have grouped items. Click Ungroup to discard the group.
Menu: You can show hidden columns. Click the button with three lines at the top right of the dashboard viewer pane. A drop-down menu with all available columns appears. You will recognize hidden columns based on the X next to the column heading. Click the column you want to show.
Calendar
The calendar offers three options: Year, Month, and Day.
Click the arrow buttons to move forward or backward in the chronology. Click Today to return to the current date.
Data from the personnel file is shown in all views.
Year: The annual view shows the number of deadlines each month. For more detailed information on a month, click the month. The month view appears.
Month: The month view shows the number of deadlines each day. For more detailed information on a day, click the day. An overview of deadlines appears.
The deadline types are differentiated by color.
To preview a personnel file, click the deadline.
Day: The day view lists the deadlines for the selected day. It works in the same way as the table view.