Dashboard Widgets Summary (Index)

Widgets are individual displays of strategic data on myDashboard, designed to help you stay organized, track the metrics you care about, and surface data relevant to your day-to-day activities.

Note: Facebook has removed their Jobs API. The Facebook integration is no longer functional.

On This Page

Add a Widget

Available Widgets

· Tasks, Events, Projects

· Jobs

· Talent

· Contacts & Companies

· Social

Add a Widget

1. Navigate to myDashboard.
2. Click Add Widget.

3. Widgets are categorized. Click a category to view its available widgets. The number in the category title indicates how many widgets are available in that category.
    

   
4. Click the title of a widget to add it to myDashboard.

Available Widgets

Tasks, Events, Projects

Name	Description	Filter Options
Today's Events	Events involving you that are scheduled for today. Applies to events associated with a candidate's Nomination stages.	Branches: Displays the list of branches to which you have access. Users: Filter by the user associated with the Event. Select one, multiple, or All. Events: Filter by specific appointment types. Latest Stages Only: Show only activity related to a talent's most recent stage change.
Future Events	Events involving you that are scheduled in the future. Applies to events associated with a candidate's Nomination stages.	Branches: Displays the list of branches to which you have access. Users: Filter by the user associated with the Event. Select one, multiple, or All. Events: Filter by specific appointment types. Latest Stages Only: Show only activity related to a talent's most recent stage change.
Past Events	Events involving you that are scheduled in the past. Applies to events associated with a candidate's Nomination stages.	Branches: Displays the list of branches to which you have access. Users: Filter by the user associated with the Event. Select one, multiple, or All. Events: Filter by specific appointment types. Latest Stages Only: Show only activity related to a talent's most recent stage change.
Events Calendar	Calendar of Events, Tasks, and Projects — a great way to see an overview of your schedule. Note: If you are sharing Tasks, Hotlists will also be shared. Note: The Calendar is organized by color. See the Guide to the colors in the calendar.	Branches: Displays the list of branches to which you have access. Users: Filter by the user associated with the Event. Select one, multiple, or All. Events: Filter by specific appointment types. Checkboxes: Select which items to show — Show Events, Show Projects, Candidate Starts: Contract Ends, Your Tasks. Minute Grain: Select the time increment used for your calendar — 5, 10, 15, 20, 30, or 60 Minutes. Timezone: Select the timezone.
Overdue Tasks	Tasks assigned to you that are past their due date, grouped by type (Talent, Contact, etc.). Note: If you are sharing Tasks, Hotlists will also be shared.	No filters available.
Today's Tasks	Tasks scheduled for today that are assigned to you. Displays the person the task is scheduled with, the activity, and the time it is set for. Grouped by type (Talent, Contact, etc.). Note: If you are sharing Tasks, Hotlists will also be shared.	No filters available.
Future Tasks	Future tasks assigned to you. Displays who the task is scheduled with, the activity, and the time it is set for. Grouped by type (Talent, Contact, etc.). Note: If you are sharing Tasks, Hotlists will also be shared.	No filters available.

Jobs

Widgets that monitor job posting and order management activity can be added to myDashboard. See also: Dashboard Widgets: Jobs.

Name	Description	Filter Options
Active Jobs Monitor	An overview of jobs you own and the talent placed in each bucket: Days Open, Days Inactive, Nominated, Pipelined, Applied. Note: Color-coded thresholds are set system-wide by admins in Job Search Settings.	No filters available.
Candidate Submittals (Talent Submittals)	Pie chart showing the number of new candidate submittals per user over a selected date range.	Branches: Displays the list of branches to which you have access. Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, all four quarters of the current year, Year to Date, Last Year.
My Scoreboard	Key Performance Indicators and your personal performance comparison.	Branches: Displays the list of branches to which you have access.
New Orders (New Job Orders)	Pie chart showing the number of jobs created per user over a specific date range.	Branches: Displays the list of branches to which you have access. Users: Filter by the user who owns the job. Select one, multiple, or All. Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, all four quarters of the current year, Year to Date, Last Year.
New Talent	Talent added to Pipeline, Nominated, or Web Applicants sections for jobs you own that you have not yet reviewed. Click a number to open the job's Talent Manager. Profiles are removed from this widget once previewed via the Resume preview icon or manually marked as viewed.	No filters available.
Open Orders	Count of orders that are about to start but are not yet filled.	Branches: Displays the list of branches to which you have access. Users: Filter by the sales rep associated with the job. Job Types: Filter by a specific type, multiple types, or All. Date Range: Today, Next 7 Days, Next 14 Days, 1/3/6/12 Months Past and Future, All Open Orders. Grouped Totals / Individual Totals: Toggle between totals per category or sub-divided by user. Example: 40 open orders in Minneapolis across 8 recruiters — Grouped Totals shows 40 under Minneapolis; Individual Totals shows each recruiter's count separately.
Posted Jobs for Job Owner	A list for a Job Owner to view currently posted jobs.	Yours/All Toggle: View only jobs you own or all currently posted jobs.
Refundable Reqs	Reqs still eligible for refunds. Used for direct hire positions with a negotiated refund period (similar to a warranty). Set up via the Refund Schedule tag option in the company profile; calculated based on the current date at the company level.	Branches: Displays the list of branches to which you have access. Companies: Displays the list of companies to which you have access.
Talent Arrival Calls	Count of assignments that are about to start or have recently started, broken down by Branch and Entered By users.	Branches: Displays the list of branches to which you have access. Users: Filter by the user who started the talent. Date Range: Today, Next 7 Days, Next 14 Days. Grouped Totals / Individual Totals: Toggle between totals per category or sub-divided by user.
Your Posted Jobs	Currently posted jobs where you are the poster, displayed across two tabs: "Your Posted Jobs" (jobs you posted) and "All" (all jobs posted company-wide). Both tabs show job title, company, post date, and external job boards. Paid sites with limited slots display usage counts. Includes a View link to the job posting on your Career Page, and links to jump to the Job or Company record.	Yours/All Toggle: View only jobs you posted or all currently posted jobs.

Talent

See also: Dashboard Widgets: Talent.

Name	Description	Filter Options
Background Checks	Shows background checks that have been Ordered, Need Review, and Completed in a given time frame. Click a number to see the exact list of checks in that status; a fly-out allows review of specific checks. Ordered: Background checks submitted over the selected time frame. Automatically removed once results are returned. Needs Review: Checks with a state of "Not Reviewed" that require recruiter action. Completed: Checks that have been reviewed and given a pass/fail state. Requires an integrated background check provider: Asurint, Crimcheck, or Choice.	Branches: Displays the list of branches to which you have access. Users: Filter by the user who sent the task. Providers: Select Asurint, Crimcheck, or Choice. Start Date / End Date: Enter a date range.
E-Verify Cases	E-Verify cases grouped by status.	Office: Displays the list of offices to which you have access. Users: Filter by the user who sent the task. Date Range: Today, Last 7/14/30/60/90 Days. Show only open cases: Limit results to open E-Verify cases for the selected Office, User, and Date Range.
Expiring Background Checks	Background checks that are expired or will expire within a given time frame. Displays the name, package, expiration date, and report (if available). Background checks can be re-ordered directly from this widget.	Date Range: Today, Next 7/14/30/60/90 Days. Branches: Displays the list of branches to which you have access. Users: Filter by the user who sent the task. Providers: Select Asurint, Crimcheck, or Choice.
Expiring Certifications	Talent certifications that will expire within the selected date range.	Branches: Displays the list of branches to which you have access. Date Range: Today, Next 7/14/30/60/90 Days. Active Contractors: Show only talent on an active job.
Expiring Talent Documents	Talent with documents that have an expiration date within the selected date range.	Date Range: Today & Past Due, Within This Week, Within 2 Weeks, Within This Month, Within the Quarter, Within This Year.
Expiring Talent Tags	Talent with tags that have an expiration date within the selected date range.	Date Range: Today & Past Due, Within This Week, Within 2 Weeks, Within This Month, Within the Quarter, Within This Year.
Hotlist	Your personal Hotlist of candidates. Add talent via the Add to Hotlist option in the talent's quick actions menu. View contact information or click a talent's name to open their record. Note: If you are sharing Tasks, Hotlists will also be shared.	No filters available.
Last Contacted Applicants	The last 40 talent records on which you have logged an activity. Displays the last Activity Type logged and a link to the talent's record.	No filters available.
Newest 50 Talent / Applicants	The newest 50 applicants in your system, including talent who applied via web, were parsed in through a resume or the Echo plug-in, or were added manually.	Branches: Displays the list of branches to which you have access.
Onboarding Tasks	Counter of onboarding tasks showing the number of tasks/packets in Sent, Action Required, or Completed statuses. Click a number to view the specific talent who have tasks in that status.	Branches: Displays the list of branches to which you have access. Users: Filter by the user who sent the task. Date Range: Today, Last 7/14/30 Days. Tasks/Packets: Choose the Task or Packet radio button and select one or more from the drop-down.
Recruiting Stats	Key recruiting statistics compared to your personal performance, displayed as a fraction. Shows your counts for: New talent added, Meetings (Events), Submittals, Interviews, Offers, Offers Accepted, Starts.	Credit Type: Credit To (user in the Credit To field in Talent Manager) or Author (user who changed the nomination or pipeline stage). Branches: Displays the list of branches to which you have access. Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, all four quarters of the current year, Year to Date, Last Year.
Web Tests (Talent Questionnaires)	Summary and detailed information regarding web tests (talent questionnaires), accessible directly from the dashboard.	Branches: Displays the list of branches to which you have access. Users: Filter by the user who sent the task. Date Range: Today, Last 7/14/30 Days.

Contacts & Companies

Name	Description	Filter Options
Expiring Company Documents	Company documents with an expiration date set at upload, within the selected branch and date range.	Branches: Displays the list of branches to which you have access. Date Range: Today & Past Due, Within This Week, Within 2 Weeks, Within This Month, Within the Quarter, Within This Year.
Last 40 Contacted Contacts	The last 40 contacts on which you have logged an activity. Displays the last Activity Type logged and a link to the contact's record.	No filters available.
Opportunities	Open Opportunities (not yet marked as Won or Lost) on which you are the owner.	No filters available.
Sales Stats	Key sales statistics compared to your personal performance, displayed as a fraction. Shows your counts for: Meetings (events), New Orders created, # of Talent Placed, Companies in Active status you rep, Companies in Prospect status you rep.	Offices: Displays the list of offices to which you have access. Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, all four quarters of the current year, Year to Date, Last Year.

Social

Name	Description	Filter Options
Active Auto-Shares	Auto-Shares that are currently active and sharing for jobs. Set up in Marketplace > Social; users connect them to their social profiles. When jobs need more traction, this feature provides links and copy for sharing to social media to attract potential talent. Note: Facebook has removed their Jobs API. The Facebook integration is no longer functional.	No filters available.
Careers Page Counts	Graphic showing Careers Page views and incoming applications over a selected date range.	Branches: Displays the list of branches to which you have access. Date Range: Yesterday, Week to Date, Last Week, Month to Date, Quarter to Date, all four quarters of the current year, Year to Date, Last Year.

For more information, see:

• Create and Configure Users and Permissions
• Hiring Manager Widgets
• Utilities options and setup (index)
• Table Editor (Index)