Chart management

Audience: Administrators

 

Overview

The Chart management panel allows administrators to create, rename, and delete base charts. A base chart is directly linked to an HR data source, and is typically set to automatically synchronize with your HR data.

You can create additional base charts when you want to pull data from different sources. For example, you may want one base chart that does not include open requisitions and one base chart that does.

Typically, you will only need one base chart, from which you can create multiple custom charts or plans. 

Accessing The Chart Management Panel

1. Click on the Settings button in the bottom right corner, and then select the Account Settings option from the list.

2. Click on the Chart management tab.

Chart Management Options

The following options are available in the chart management tab:

Create chart button

Create a new base chart

Mouse over a base chart to access the following chart management options:

	Rename a base chart.
	Set the selected base chart as the default chart. The default chart is displayed automatically on login.
	Configure the chart settings for the selected chart.
	Set the selected base chart as the default chart. The default chart is displayed automatically on login.
	Delete the selected base chart.