Employee Document Management dashboard

Gain insight into macro trends more efficiently on a single dashboard-style page showing you important metrics on employee documents, status of purging and purge settings, and legal holds.

Activating the Performance Analytics - Content Pack - Human Resources Employee Document Management Scoped App [com.sn_hr_employee_files_pa] plugin enables the Performance Analytics reports and dashboard for the Employee Document Management.

The Employee Documents Dashboard has two tabs:

• Documents and Purging

• Legal holds

• Documents

  Provides totals for:

  • Total Documents
  • Documents Added in Last 30 Days
  • Employees without Documents
  • Unused Document Types Also provides totals for:

• Purging

  Provides totals for:

  • Pending Purge Authorization
  • Purged Rejected
  • Purge Date Not Calculated
  • Purge Authorization Approver Group
  • Purge Date Passed
  • Purge Schedule for Next 6 Months
  • Legal holds

  Shows number of legal holds for:

  • Employees
  • Document Types
  • Documents

  • Documents on Legal hold

    Note: You can also group and stack your data by different categories.

View Employee Document Management Dashboard

The Employee Document Management Dashboard provides a quick and easy way to view statistics about the purge and legal hold status of your employee documents.

Before you begin

Role required: admin

Procedure

1. Navigate to All > HR Administration > Employee Documents > Dashboard.

   The Documents and Purging tab shows by default.

2. The Click the Legal Holds tab to view the number of employees, document types, and documents on legal hold.