Configure the At a Glance panel

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can configure the At a Glance panel by adding or removing HR profile fields for the Employee Details and Contacts sections.

    Before you begin

    Role required: sn_hr_core.admin

    Procedure

    1. Navigate to All > HR Profile > HR Profiles.
    2. Open any HR profile record.
    3. Right-click the form header, and navigate to Configure > Form Layout.
    4. In the Form view and section, click the View name dropdown and select the At a Glance field.
      Configuring At a Glance
    5. Select the fields that you want to configure from Employee details and Contacts sections.
      By default, the At a Glance panel is configured to display basic employee details. You can select fields from the Employee Details and Contacts sections to add or remove fields from the At a Glance panel.
      Note:
      The At a Glance panel replaces the Customer 360 Ribbon component.
    6. Add or remove fields for that section.

      If a field does not have a corresponding value, then it does not appear in the panel.

    7. Click Save.