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

Profit.co's HR Cockpit lets HR teams and managers organize performance dashboards into folders, control who can see them, and select only the widgets relevant to their role. Chart-level data, including the Competency/Performance chart, can also be exported as a CSV for offline analysis.

What is HR Cockpit Widget Customization?

HR Cockpit widget customization lets users personalize their performance dashboard by choosing which widgets to display, instead of viewing one fixed layout. Profit.co ships with 3 default categories, Review, Development Plan, and Goals, and 18 default charts across them.

Each folder can be scoped to a specific audience using a Visibility setting:

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	Full access to all charts.
HR BP	Can view charts only for the users under their hierarchy.

Why Does HR Cockpit Widget Customization Matter?

Before customization, HR teams saw the same fixed set of widgets regardless of their role, making it harder to find the specific data they needed without searching across modules. Customization lets each user keep only the widgets relevant to their objectives, so the dashboard surfaces what they actually use.

Labeling widgets as Recommended, Best Practices, or New also means users don't have to already know which metrics matter; the dashboard points them toward relevant options based on team goals or frequently used data.

How Do I Customize My HR Cockpit?

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.

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.

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.

What Happens When You Customize the HR Cockpit?

The table below covers what happens to folders, access, and layout once you make changes, not the steps to configure them.

Scenario	What Happens
You delete a folder or subfolder in the HR Cockpit.	Profit.co permanently removes all widgets and customizations inside it, so the deletion can't be undone.
You change a folder's visibility from Private to Public, or vice versa.	Profit.co updates access immediately, so other users gain or lose visibility into that folder's charts right away.
You select widgets in the Customize panel but don't click Update.	Profit.co discards the selection, so the dashboard keeps showing whatever widgets were configured before you opened the panel.
You drag or resize a widget on your dashboard.	Profit.co saves the new layout as you adjust it, so the arrangement persists the next time you open that folder.

How Do I Export Competency/Performance Data as a CSV?

Best Practices for HR Cockpit Widget Customization

• Confirm you no longer need a folder's widgets before deleting it, since Profit.co removes everything inside permanently with no recovery option.
• Set folder visibility deliberately before sharing it, since switching between Private and Public changes what other users can see immediately, not after a delay.
• Click Update after selecting widgets in the Customize panel, since closing it without updating discards your selection.
• Use the Recommended, Best Practices, and New labels to guide your first pass at customization instead of reviewing all 18 default charts individually.
• Use Custom Selection when exporting the Competency/Performance chart if you only need specific fields, rather than exporting All Fields and filtering afterward.

Related Articles

• What are the useful Insights, Analytics, and Reports available in Profit.co?
• How to Export Performance Reviews from the HR Dashboard?
• What are Competency Activities?

Frequently Asked Questions