Manage HR cases by reporting in legacy HR

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can use the Human Resources Overview (Reporting) dashboard to monitor and manage HR cases by reporting, in the non-scoped version of HR.

    Before you begin

    Role required: hr_basic

    About this task

    By default, the Overview (Reporting) dashboard displays the following reports.
    Name Description
    Critical Cases Open Overview.
    Unassigned Cases Overview.
    Open Cases With Breached SLAs Overview.
    Cases Awaiting Approval Overview.
    New Hires Starting This Month Overview.
    Open Cases not Updated for 7 Days Overview.
    Open HR Cases - Grouped Bar chart.
    Open HR Cases Older Than 30 Days - Grouped Bar chart.
    Open HR Cases By Priority and State Heatmap chart.
    Open HR Cases Older Than 30 Days by Priority and State Heatmap chart.
    HR Cases Open per Month Line graph.
    HR Cases Closed per Month Line graph.

    You can customize the dashboard to add or remove reports and other widgets. You can group and stack the grouped charts using a chart configuration choice list below the charts. Group and stack by: Priority, State, Category, Assignment group, Department, or SLA.

    Procedure

    1. Navigate to All > HR • Case Management > Overview (Reporting).
    2. Perform any of the following actions.
      OptionDescription
      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.
      Edit the chart or widget, refresh, or close. Click and point to the chart segment. Icons appear in the right upper corner of the chart.