You will need to specify:
the type of user accessing each dashboard and reports
whether the dashboard uses an existing template or your own design
all report, field and chart definitions
any associated field requirements and access filters
Complete the Requirements Template available on the Analytics Solutions page.
Different dashboards could be designed for different personas, where the granularity of data and the results returned can change, depending on the user persona accessing it.
The following are suggested personas only and any access filters will need to be configured in your system against specific user details. By default, templates use the Super User (no restrictions) persona. See Access Filter Solutions for more information.
Suggested Personas | Super User | EXEC / HR Director | Group HR Manager | Team Leader | Recruiter | Job Role |
|---|---|---|---|---|---|---|
Data Level | Summary level with access to detail | Summary at org level | Summary at group level | Team level | Related jobs level | Related jobs level |
Access Controls | No restrictions, dynamic filtering | No restrictions, dynamic filtering | Access filter: Single Custom GQ Value (Group) | Access filter: Multiple Custom GQ Values (Team Members) | Access filter: Job Owner | Access filter: Job Role |
SMART Job Access
| SMART: Job Workflow Summary/Detail  | Not required OR SMART: Job Workflow Summary/Detail  | SMART: Job Workflow Summary/Detail limited to Group  |  |  |  |
EXEC/EXEC+ Dashboard | Customised EXEC+ Templates covering detailed Vacancy Management, Time to Hire, Candidate Groups and Sourcing metrics across the organisation (or group access filter). 
| Customised EXEC Templates covering basic Time to Hire, Gender and Diversity and Sourcing metrics against each persona’s access filters.  | ||||
Alternatives | Mix and match with other EXEC+ Templates and/or Metrics Templates and add customised drill through reports. |
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