What is the HR Cockpit widget customization in Profit.co?

Category: Performance

Profit.co offers a customizable HR Cockpit widget, allowing users to personalize their dashboard by selecting relevant widgets to display. 

Why this feature?

  • Users can customize their HR Cockpit to show only the necessary widgets, creating a more tailored, focused, and efficient workspace. 
  • A personalized dashboard saves time by providing quick access to the most relevant data, reducing the need to search for information across multiple modules.
  • Real-time access to tailored insights helps HR professionals make data-driven decisions to enhance workforce productivity and engagement.
  • The customization makes the dashboard more user-friendly, as users have quick access to the information they value most.

Note: There are 3 default categories available in PMS. They are Review, Development Plan, and Goals.

 

In addition to this, there are 18 default charts available.
 

Key capabilities:




 

1. Folder & Subfolder Structure for Grouping    

Users can create folders and subfolders in the HR Cockpit to organize and manage their dashboards more effectively.

With the new customization, users can:

Create a new folder:

To create a new Folder, click on the + icon. 

Create a Subfolder:

Once you create a new folder, an untitled Subfolder will be created. You can Edit or Delete the Subfolder by clicking on the More option. 

To create a new Subfolder, click on the + icon.

Note: You can create a Subfolder within both newly created and existing folders. 

2. Visibility

You can set the Visibility for both new and existing folders.

 

Visibility Setting

Description

Public

Accessible to all users within the organization or team. Anyone can view and interact with the content.

Private

Restricted to the owner or creator. Only the person who created the folder can access and manage its contents.

Access List

Limited to specific users or groups assigned by the owner. Only users on the access list can view or interact with the folder.

PMS Admin

The PMS Admin has full access to all charts.

HR BP

The HR BP can view charts only for the users under their hierarchy.

3. Relevancy

The insights for each phase will be displayed, and you can also select the desired phase using the filter.

Similarly, the widgets will be labeled as "Recommended," "Best Practices," and "New" to help users easily identify their purpose and relevance:

Best Practices:

These widgets reflect must-have metrics, representing standard methods or approaches widely recognized for achieving success.

Recommended:

These widgets provide tailored suggestions based on user behavior, team goals, or frequently used metrics. 

New:

This category highlights the latest widgets added to the platform. It ensures users are aware of and can explore newly introduced functionalities or visualizations.

Note: Users can filter widgets by these categories, making it easier to customize their dashboard with relevant tools while streamlining the selection process.

4. Personalization

You can choose the required folder and Subfolder and click on the Customize button. 

Select the widgets that are most relevant to your role and objectives.

Once done, click Update

The selected widget will appear on your dashboard. 

5. Interactive Layout Adjustments

This feature allows you to dynamically rearrange and resize widgets, optimizing the dashboard layout for improved usability and clarity.

Rearrange

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