How to use the Dashboard

 

Introduction 

When you open Ready Recruit, the Dashboard will be displayed with all of the filters you have selected. The Dashboard offers a central place where you can manage your workload by selecting the widgets which apply to you.

This guide will show you some useful features to help you set up your Dashboard on Ready Recruit. You can follow along with the video, or refer to the guide below for a step-by-step walkthrough.

 

 

 

Quick Navigation

                                                                                

 

Setting up the Dashboard

 

To customise your dashboard view, in the top right-hand corner click on

 

mceclip0.png

 

All available widgets will be displayed with a toggleable On-Off switch.

 

mceclip1.png

 

A green on means that the widget has been added to the dashboard.

mceclip1.png

 

A grey off means that the widget has not been added to the dashboard.

mceclip4.png

 

Once the selections have been made click on

 

Your dashboard will now reflect these selections when you log in! When a user clicks on the Widget they will be redirected to the page displaying the applicable filters as outlined below.

 

                                                                                

 

Available Filters

 

Filters are customisable and can be set to your specific needs:

 

Due/Upcoming Reminders- This is a toolbar widget that will display the number of reminders with a due date X days in the past and X days in the future.

Great For: All Users

mceclip7.png

 

New Applications-This is a toolbar widget that will display the number of New Applications created for Vacancies where you are assigned to the user group specified for this widget in the settings (Officer, Internal Source, Sales Consultant).

Great For: Recruitment Officer, Admin Officer, Sales Consultant

mceclip8.png

 

Pending Vacancies- This is a toolbar widget that will display the number of Vacancies with the following vacancy statuses where you are assigned to the user group specified for this widget in the settings (Officer, Internal Source, Sales Consultant).

Great For: Recruitment Officer, Admin Officer, Sales Consultant

mceclip9.png

Open Vacancies- This is a toolbar widget that will display the number of Vacancies with the following vacancy statuses where you are assigned to the user group specified for this widget in the settings (Officer, Internal Source, Sales Consultant).

Great For: Recruitment Officer, Admin Officer, Sales Consultant

mceclip10.png

My Placements- This is a toolbar widget that will display the number of Placements assigned to you as a Placement Officer with the Status of Current and Suspended.

Great For: Field Officer

mceclip11.png

Due/Upcoming Site Visits- This is a toolbar widget that will display the number of site visits assigned to you as a user with a due or scheduled date in the past and 30 days in the future.

Great For: All Users

mceclip13.png

 

Pending Purchase Orders- This is a toolbar widget that will display the number of Purchase Orders with a status of Pending where you are assigned as a Purchase Order Approver of the Office linked to the Placement.

Great For: Finance and Administration Officers

mceclip14.png

 

Expiring Vacancies- This is a toolbar widget that will display the number of Vacancies that are due to close in the next 7 days from today

Great For: Recruitment Officers, Admin Officer, Sales Consultants

mceclip15.png

 

Interviews This Week- This is a toolbar widget that will display the number of Interviews assigned to you as a user with the Scheduled Date this week.

Great For: Recruitment Officer

mceclip16.png

 

Progressions- This is a toolbar widget that will display the number of Progressions due with a Next Year Progression Date within 30 days and with a placement status of Current or Suspended.

Great For: Field Officers

mceclip17.png

 

My Companies- This is a toolbar widget that will display the number of companies with a status of Active where you are assigned to the selected user group of that company.

Great For: Field Officers, Recruitment Consultants, Sales Consultants

mceclip18.png

 

My Prospects- This is a toolbar widget that will display the number of companies with a status of Prospect where you are assigned to the selected user group of that company.

Great For: Field Officers, Recruitment Consultants, Sales Consultants

mceclip19.png

 

Upcoming Completions-This is a toolbar widget that will display the number of Apprentice/Trainee Completions due for Placement Records in the next 30 days with a status of Current where you are assigned to the Placement.

Great For: Field Officers

mceclip20.png

 

Due & Upcoming Events- This is a toolbar widget that will display the number of events with a due date of X days in the past and X days in the future.

Great For: All Users

mceclip21.png



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.