How-to

Navigate the dashboard as a first-time user

Last updated May 30, 2025 · Administrator

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These tips help you, as a new user, understand where to find key insights and how to interact with widgets for better navigation.


Dashboard navigation tips

  1. Use Filters
    • Top filters allow you to switch between:
      • Job Status (Published, Internal, Archived)
      • Candidate Source
      • Department
  2. Hover for insights
    • Many widgets display quick data on hover, such as:
      • Job progress
      • Candidate counts
      • Interview volume
  3. Click to drill down
    • Clicking any stat or chart (e.g., interview count, applications) opens a detailed view.
    • Use this to go from the dashboard summary to actionable lists.
  4. Explore the right panel
    • Contains your personal:
      • Interview calendar
      • Pending feedback
      • Weekly performance stats
  5. Note that widgets vary by role
    • Recruiters will see jobs and applications
    • Interviewers will mostly see feedback and scheduled interviews

Recommendations for new users

  • Start each day by checking the interview schedule and application trends.
  • Use candidate source analytics to plan outreach.
  • Reach out to your admin if a module seems missing due to permission limits.