Your CakeHR dashboard is there for you to see your key information in one place. Here you can see your upcoming time off, your tasks, quick feedback, annual leave balance and much more. The layout of your dashboard can be customised to look how you want it to.

Editing your dashboard

If you click on the cogs on the top right of the dashboard, here you can edit your dashboard. You can select the widgets you would like to see on your dashboard, remove widgets, as well as change your background.

Add a widget to your dashboard

  1. Click on the cogs top right of the dashboard.
  2. At the top in green are widgets currently not showing on the dashboard.widget name and it will automatically appear on the dashboard.
  3. Click on the green widget.

The widget is now on your dashboard.

Remove a widget

  1. Click on the cogs top right of the dashboard.
  2. Click on the ❌ top right of the widget.

The widget will now not appear on the dashboard. You can add these back again when needed.

Move a widget

If you want to move where your widget is on the dashboard:

  1. Click on the cogs top right of the dashboard.
  2. Click and hold on the arrows icon top right of the widget.
  3. Drag it to where you want it go.

Change the background

You can change the background to suit your mood:

  1. Click on the cogs top right of the dashboard.
  2. At the top select which background template you want to have.

Managing the contents of Dashboard widgets

You can specify how much information your widgets show. 

Anniversaries 

To configure the contents of the widget, hover on the rightmost side of the widget to reveal a hidden cog icon.

Click on the cogs icon, and a pop-up windows appears. Here you can specify the Period and Teams that will show in the Anniversaries. Once you have specified what you want to have shown, click SAVE.


Below is an example of an Anniversaries widget

Out of office

Out of office widget shows current absences in company. You can narrow or expand the contents of this widget by selecting Teams of your interest. 

Hover on the rightmost side of the widget to reveal a hidden cog icon.

Click on the cogs icon, and a pop-up windows appears. Here you can you can specify the teams you would like to see show on your dashboard widget, when they are out of office. Once you have specified what you want to have shown, click SAVE.

The widget shows who is out of office, what time off policy they are off for, and when they will be back.

Below is an example of an Out of office today widget

My balance

My balance widget shows the status of each time off policy you are assigned to.

Hover on the rightmost side of the widget to reveal a hidden cog icon.

Click on the cogs icon, and a pop-up windows appears. Here you can specify which of your Time off policies you want to track in the widget. Once you have specified what you want to have shown, click SAVE.

Below is an example of a My balance widget

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