Customize your HR Dashboard

Arrange the HR Dashboard the way you want it. Move, resize, add and remove widgets, choose what some widgets show, and go back to the default layout at any time. Your layout is yours alone.

Every HR person can arrange the HR Dashboard for themselves. You decide which widgets you see, in what order and how wide each one is. Your layout is personal: nobody else on your HR team sees your changes, and theirs do not change yours. Until you change anything, you see the default layout CLVR sets for your company.

Start customizing

Select Customize next to the date range, above the dashboard. A bar appears at the top of the page that says Customizing your dashboard, and the area behind the widgets turns into a dotted canvas. The line under the title tells you whose layout you are editing: Default layout from CLVR until you have saved your own, then Personal layout.

While you customize, the widgets show your real figures but do not respond to clicks, so you can grab them anywhere.

Move a widget

Drag a widget to where you want it. The other widgets slide out of the way as you go, so you can see the new order before you let go. You can also drop a widget on one of the dashed Add spaces at the end of a row.

Change a widget's width

Hover a widget to show its toolbar. Under Width you can pick a size, such as 1/4, 1/3, 1/2, 2/3 or Full. You can also drag the handle on the widget's right edge, and it snaps to the nearest size the widget offers.

Each widget looks a little different at each width. A wider widget shows more: the key figures add the previous period and a bar for each of the last twelve months, Top benefit categories becomes a table with the number of claims, and Needs your attention shows the details under each item.

Choose what a widget shows

Some widgets have their own settings behind the settings button in their toolbar:

• Employer savings over time: show or hide the projection to year end.
• Top benefit categories: show the top 4 or all 6 categories.
• Recent activity: show all activity types, only expenses or only benefits, and choose how many rows to show.

Add and remove widgets

Select Add widget in the bar, or select a dashed Add space in the grid to add a widget at that place. The Add widgets panel lists every widget that is not on your dashboard. Each one has a preview with your real data. Pick a width under the preview to see how the widget looks at that size, then select Add.

Each widget is tagged with the period it answers for:

• Follows period: changes with the period you pick above the dashboard.
• Last 12 months: always shows the last 12 months.
• Benefit year: uses your company's benefit year.
• Live: live counts, not tied to a period.

To remove a widget, hover it and select the x in its toolbar. Needs your attention is marked Managed by CLVR: it is part of every HR dashboard, so you can move and resize it but not remove it. If you remove something by mistake, select Undo in the message that appears.

Start over

Start over in the bar gives you two choices, each confirmed before anything changes:

• Reset to default layout brings back the layout CLVR sets for all HR dashboards.
• Start from an empty dashboard removes every widget except Needs your attention, and opens the Add widgets panel so you can build your own.

Both can be undone from the message that follows.

Save or cancel

Select Done to save your layout. It stays until you change it again, on every device you sign in on. If your layout matches the default, you are simply back on the default, and you will see any later changes CLVR makes to it. Select Cancel to throw away everything you changed since you selected Customize.

Troubleshooting

• I do not see Recent activity in Add widgets. CLVR turns it on for your company. Contact CLVR support to get it set up.
• My dashboard looks different from a colleague's. Each HR person has their own layout. Use Start over and Reset to default layout to see the default.
• Your dashboard was not saved. Check your connection and select Done again. Your changes stay on screen until you do.