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:
- In the CSM Desktop Client, select Dashboards > Dashboard Manager.... Navigate to the HR Dashboards: Global/Corporate Portal/Human-Resources-v3/.
- Right-click on the Dashboard you wish to update and select Edit.
- 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…
- Adjust any text or photos you wish.
- When you are finished adjusting the Dashboard, click OK to save your changes.