Manage HR cases by category in legacy HR
You can use the Human Resources Overview dashboard to monitor and manage HR cases by category, in the non-scoped version of HR.
Before you begin
About this task
By default, the Overview dashboard displays the following reports.
| Name | Description |
|---|---|
| HR Cases Opened in the Last 6 Months By Category | Evaluate the types of cases that are handled over time and ensure that there is enough skilled HR staff to manage the case load. |
| Active HR Cases by Category | See a pie chart of all open HR cases by category. |
| Active HR Case Breakdown by Category | Review the numbers of HR cases assigned to each HR agent by category so workload can be adjusted if necessary. |
| Active HR Cases Pivot Table by Category | Use another type of report to see HR agent by category. |
You can customize any dashboard that you can access to add or remove reports and other widgets. For example, an HR benefits administrator may add a report to the Overview dashboard that displays the status of HR cases in the Benefits category.
Procedure
- Navigate to .
-
Perform any of the following actions.
Option Description See the information represented by a chart segment Hold your cursor over the segment to see a tooltip with the details. See the corresponding cases for a chart segment Click the chart segment. A list of the cases opens. Save the chart as an image file If a menu icon appears when you point your cursor to a chart, you can click the icon to export the chart to an image file.