This article provides a comprehensive guide to the new ELMO Onboarding Dashboard, detailing its modern interface and new features. The goal is to help HR Managers and company administrators understand how to configure and manage the dashboard to streamline the onboarding experience for new employees.
What's New
The new dashboard replaces the previous "My Dashboard" for onboarding users with a modern, intuitive, and aesthetically pleasing interface.
A Unified View: The new dashboard provides a single, centralised location for all onboarding tasks, ensuring nothing gets missed.
Customisable Experience: You now have the power to tailor the onboarding journey for each new employee with customisable widgets and layouts.
Clear Visibility & Enhanced Usability: The dashboard gives you an at-a-glance view of each new employee's progress. The layout is now fully responsive, ensuring a consistent and readable experience on all devices, from small phone screens to extra-large monitors.
⚠️
Onboarding users will not see widgets related to reports, performance, recognition, or leave, as this is reserved for general users.
How to Customise the Onboarding Dashboard
The new experience allows for more granular control over the dashboard layout and widgets. To access the customisation options, follow these steps:
Navigate to the dashboard via the path Admin → Onboarding → Onboarding Dashboard Settings → View.
In the top-right header, you will see an "Edit Dashboard" option. Clicking this opens Edit-mode, where you can make changes. Changes are saved automatically.
Once in Edit-mode, you can perform the following actions:
Click the "Add Widget" action to see a list of available widgets.
Click on the new "Change layout" button to choose from a list of layouts.
Use the new "Reorder icon" to move widgets.
Use the "Edit" and "Delete" actions to adjust or remove widgets.
What's Changed in the Widgets
There are several changes and specific updates across all widgets.
Sorting: Users can now easily sort widget data by clicking on the "Sort icon" located at the top of the widget.
"When it is Due": The "Due Date" label has been updated to "When it is Due" to provide a clearer, more human-friendly label for new employees.
My Team Widget: The "My Team" widget has been updated with descriptive tags for better clarity. The employee's position is now also included, providing additional context.
Frequently Asked Questions (FAQs)
How do I get the new dashboard for my employees?+
The new dashboard is automatically applied to all new employees. You do not need to take any action for them to see it. It replaces the old "My Dashboard" view for onboarding users.
Can I revert to the old dashboard for new employees?+
The new dashboard is the default and only experience for onboarding users. It is not possible to revert to the old version.
What widgets can I add to the onboarding dashboard?+
Widgets related to reporting, performance, recognition, and leave are not available for onboarding users. You can add other widgets like To-Do lists, company information, or a welcome video.