Customize HR Portal Dashboards

Because every Cherwell instance is different, you will need to set up the links to work with your specific One-Step™ Actions.

To set up the links, perform the following steps:

  1. In the CSM Desktop Client, select Dashboards > Dashboard Manager.... Navigate to the HR Dashboards: Global/Corporate Portal/Human-Resources-v3/.
  2. Right-click on the Dashboard you wish to update and select Edit.
  3. Most clients will want to add, remove, or update the Common Requests links on the HRV3-Home Dashboard. You can update the actions behind these links by right-clicking and selecting Widget Properties…
  4. Adjust any text or photos you wish.
  5. When you are finished adjusting the Dashboard, click OK to save your changes.