Page 73 - Unanet AE: Administering the System

Deploying Dashboard
Assigning employees to created Dashboard Groups gives them access to all the
allowed widgets in the group. Once deployed, the employee can create Dashboard
layouts upon login, or Admin can configure on behalf of the group.

Activity 8.2 – Apply Dashboards
In this activity, you will apply a Dashboard Group to an employee.

Activity Steps

1. Navigate to Human Resources > Employees. The Employees applet opens.
2. Type CBA in the Employee Lookup field.
3. Press Enter. The Employees applet populates with the information for cadams.
4. Select Finance from the Dashboard Group drop-down list.
5. Select the Save button.
6. Close the Employees applet.

Configuring Dashboards
The Unanet AE Dashboard gives you immediate access to the information that matters
most to you. Dashboards can be configured by Admin, or the end users can tailor the
Dashboard to meet their unique needs.

Activity 8.3 – Manage Dashboard Layouts
In this activity, you will customize the Dashboard layout for all employees
assigned to the Dashboard Group.

Activity Steps

Part 1: Add Activities
1. Navigate to Utilities > Dashboard Groups. The Dashboard Groups applet
opens.
2. Double-click Finance in the Dashboard Groups list.
3. Select the Configure Dashboards button on the toolbar. The Group
Dashboard Layout window opens.
4. Select Default from the blank drop-down list.
5. Select the + icon at the bottom of the Group Dashboard Layout window. The
Add Dashboard Widget window opens.

Lesson 8: Creating and Managing Dashboards ©2022 Unanet. All rights reserved. 73