Customize a dashboard with portlets

Organize your workflow and optimize your view with these dashboard customization tips.

Add or remove a view

To add a view:
  1. Select
    Add View
    in the dashboard.
  2. Enter a name for your new view.
  3. Select
    OK
    .
To remove a view:
  1. Select Delete on the view's tab.
  2. Select
    Yes
    to confirm deletion.

Add or remove portlets

To add portlets:
  1. Select
    Select Portlets
    .
  2. Mark the checkboxes next to the portlets you want to add.
  3. Select
    OK
    .
To remove portlets: Select Delete in the portlet.
note
The Payroll Form & Filing Information portlet works best in its own view due to its dynamic content.

Resize portlets

  1. Hover your mouse over the border between portlets until you see a resize cursor: or Resize vertically
  2. Select and drag to resize.
    tip
    Use the Maximize and Restore buttons in the portlet's title bar for quick size changes.

Move portlets

  1. Select and hold the portlet's title bar.
  2. Drag until you see the docking guides.
  3. Hover over a guide point to see where the portlet will land.
  4. Release the mouse to drop the portlet.
note
Drag a portlet to another screen to undock it. Drag it back to re-dock.

Stack portlets

  1. Drag a portlet as described previously.
  2. Hover over the middle of the docking guide.
  3. Release to create a new tab.