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To access the Manager/Reportee screen:

  1. Expand the sidebar.

  2. Click Manager/Reportee.

    The Manager/Reportee screen appears.

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  1. Expand the sidebar and click Admin.
    The Admin Panel appears.

  2. Click Design Studio.


    Design Studio appears.

  3. Click the Default Manager Dashboard tab.

  4. Drag widgets onto the layout grid, move them to the correct positions, and resize them to the desired width. For a list of available widgets, see the Available widgets section below.

  5. Click Publish.

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    The layout is saved.

Configuring the Manager/Reportee screen for specific role types

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  1. Expand the sidebar and click Admin.
    The Admin Panel appears.

  2. Click Design Studio.


    Design Studio appears.

  3. Click the Manager Specific Dashboard tab.

  4. Click Settings.

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    The Settings popup appears.

  5. From the dropdown, select a custom profile field.

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  6. Select the By ticking this I accept that I am responsible for the consequences which will occur checkbox.

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  7. Click Save.

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  8. From the Edit Layout dropdown, select the option that will apply to this layout. For example, you might be configuring a layout for users that have the “Paris managers” option selected in the Management field in their profile. Any users with this option selected in their profile, would see this layout instead of the default one when accessing the Manager/Reportee screen.

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  9. Select Use custom layout.

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  10. Drag the desired widgets onto the layout grid, move them to the correct positions, and resize them to the desired width. For a list of available widgets, see the Available widgets section below.

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  11. Click Publish.

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    The layout is saved.

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