Employee Document Management dashboard

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Gain insight into macro trends more efficiently on a single dashboard-style page showing you important metrics on employee documents, status of purging and purge settings, and legal holds.

    Activating the Performance Analytics - Content Pack - Human Resources Employee Document Management Scoped App [com.sn_hr_employee_files_pa] plugin enables the Performance Analytics reports and dashboard for the Employee Document Management.

    For more information on configuring your dashboard, see Dashboards overview.

    The Employee Documents Dashboard has two tabs:
    • Documents and Purging
    • Legal holds
    Documents
    Provides totals for:
    • Total Documents
    • Documents Added in Last 30 Days
    • Employees without Documents
    • Unused Document Types
    Also provides totals for:
    Purging
    Provides totals for:
    • Pending Purge Authorization
    • Purged Rejected
    • Purge Date Not Calculated
    • Purge Authorization Approver Group
    • Purge Date Passed
    • Purge Schedule for Next 6 Months
    Legal holds
    Shows number of legal holds for:
    • Employees
    • Document Types
    • Documents
    • Documents on Legal hold
      Hinweis:
      You can also group and stack your data by different categories.

    View Employee Document Management Dashboard

    The Employee Document Management Dashboard provides a quick and easy way to view statistics about the purge and legal hold status of your employee documents.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > HR Administration > Employee Documents > Dashboard.
      The Documents and Purging tab shows by default.
    2. The Click the Legal Holds tab to view the number of employees, document types, and documents on legal hold.