You can set up the homepage of the portal with dashboard tiles and widgets. This lets you show relevant information to users, such as outstanding actions, training overviews and shortcuts.
Requirements
- You need administrator rights to configure the dashboard.
Opening the dashboard
Go to Management > Homepage to open the overview of sites.
Adding a widget
- Open a site and go to the required page.
- Click the + button in a container to add a widget.
- Select the widget type. The widgets are divided into three categories:
General widgets:
| Widget | Description |
|---|---|
| Text | Free text field to display information. |
| Image | Display an image on the page. |
| Video | Display a video on the page (e.g. via YouTube). |
| Actions | Shows outstanding actions for the user. |
| Training calendar | Shows upcoming trainings from the catalogue. |
| Search | Search field allowing users to search in the catalogue. |
| Contact | Shows contact details. |
User widgets:
| Widget | Description |
|---|---|
| User profile | Shows the profile photo of the logged-in user. If there is no photo, the widget shows initials in a coloured circle. The widget also shows a greeting based on the time of day with the first name and selected profile details. |
| Certificates | Overview of the user's certificates. |
| Competency certificates | Shows the competency status of certificates. |
| Continue with... | Shows e-learnings the user can resume. |
| Knowledge and skills | Overview of the user's knowledge and skills. |
| Competency knowledge and skills | Shows the competency status of the knowledge and skills. |
| Upcoming trainings | Shows the date, the start time and optionally the end time and location (place) per session of trainings the user is registered for. |
| Training requests | Overview of the user's outstanding training requests. The request date and the status are shown per request (e.g. Under review or Awaiting manager approval). |
| Forms to approve | Shows forms the user needs to review. |
| Budget | Shows the available budget as a ring chart with the remaining amount in the centre. Below it is a list of the most recent costs, including date, description and amount. Costs that have not been processed yet are marked In progress. |
| Recommended for you | Learning suggestions based on the user's profile. The star rating and the duration of the training are shown with each suggestion. The image of each suggestion is clickable and navigates to the training. |
| Competency | Shows the user's competency status for Certificates and Knowledge & skills in one overview. Per part you see how many of the required items have been obtained and which items require attention (expired, expiring soon or not obtained yet). For expired or expiring certificates the widget shows the date with Expired on or Expires on. If the user is fully competent, the widget shows the message You are 100% competent. |
| Leaderboard | Shows a ranking of users based on their score. The top of the ranking is shown with the position (for example 1st, 2nd, 3rd), name and optionally a profile photo. If the logged-in user is not in the shown top, their own position is displayed separately at the bottom. |
For the User profile widget you can configure the following settings:
- Info — choose which profile fields are shown in the widget.
- Show background image — display a background image that moves along (parallax) and changes based on the time of day.
For the Search widget you can configure the following settings:
- Label — adjust the label of the search field.
- Placeholder — adjust the text shown in the empty search field.
- Button label — adjust the text of the search button.
- new window — open the results in a new window.
Manager widgets:
| Widget | Description |
|---|---|
| My team | Overview of the manager's team members. |
| Requests for approval | Training requests awaiting approval. |
| Upcoming trainings in your team | Overview of scheduled trainings for team members. |
| Forms to review | Shows forms the manager needs to review. |
| Expiring certificates | Certificates that will expire soon within the team. Certificates without a refresher requirement are not counted in this widget. |
- Configure the widget settings (title, content, visibility).
- Click Save.
Navigation button in widgets
The following widgets contain a navigation button at the bottom that takes you directly to the corresponding overview. The button text differs per widget:
| Widget | Button text |
|---|---|
| Certificates | View all certificates |
| Budget | View the full overview |
| Competency certificates | View competency |
| Continue with... | View all trainings |
| Upcoming trainings | View all upcoming trainings |
| Forms to approve | View all forms |
| Knowledge and skills | View all knowledge & skills |
| Competency knowledge and skills | View competency |
| My team | View the team overview |
| Requests for approval | View all training requests |
| Upcoming trainings in your team | View all trainings of the team |
| Forms to review | View all forms |
| Expiring certificates | View all certificates |
| Training requests | View all training requests |
Ordering widgets
You can adjust the order of widgets by dragging them to the required position on the dashboard. The new order is saved automatically.
Editing or deleting a widget
- Click the edit icon next to the widget you want to adjust.
- Change the settings or click Delete to remove the widget.
- Click Save.
Note: Deleted widgets are immediately no longer visible to all users. Check whether the widget is not essential before you delete it.
Frequently asked questions
Can I set up different dashboards per role?
Yes, you can set up widgets that are only visible to specific roles. See the article Set up widgets per role for more information.
Are widgets updated automatically?
Yes, widgets show real-time information. The training overview and the action list are updated on each page visit.
Can a user adjust the dashboard themselves?
No, the dashboard is configured centrally by an administrator. Users see the dashboard as the administrator has set it up.