Please note that the resource names and item names described on this site may differ depending on your PORTERS environment.
ON/OFF
Preview
Templates
Common Settings
└ Department/User
└ Aggregation period criteria
└ Start date of the aggregation period
└ Items used for search
└ Assignment criteria
Cumulative Period Setting
└ Display Item Name
└ Search Condition Setting
└ Hide Item Setting
CVR Setting
Latest Phase Setting
└ Display Item Name
└ Search Condition Setting
Dashboard state after turning off usage, deleting items, deleting phases, or deleting options
Header
Note: In this image, some elements such as item names and phases are displayed in Japanese.
On the dashboard settings screen, there is an ON/OFF toggle switch. Once you complete all settings and turn the switch ON, the new dashboard will become available for use.
The dashboard settings screen can be accessed by system administrator users by clicking the 'Dashboard Settings' option from the Settings menu.
ON/OFF
In order to use the dashboard, users need to complete all settings on the configuration screen and enable the feature by switching it ON. The feature cannot be enabled unless all mandatory fields have been configured.
* Once the feature is turned ON, the previous top page and the previous dashboard will no longer be displayed.
However, for users who are not set as "Department/User" in any of the four templates, the traditional TOP page and dashboard will still be displayed.
Preview
By clicking the 'Preview' button, you can check how the current settings will appear on the dashboard screen. In the preview screen, all numerical values are displayed as dummy data.
Please note that in the preview screen, the following functions cannot be operated or are restricted:
- You cannot click the item count to access the list view.
- The last updated timestamp is not displayed.
- Additional tabs cannot be added.
- Only the tabs of the user who clicked the Preview button will be displayed.
Templates
The dashboard provides four templates: for job owners and resume owners in both agency and staffing.
Please configure the appropriate template according to your business type.
〇 Default Dashboard Name
Japanese |
English |
| 人材紹介 RA（Jobオーナー） | Agency RA (Job Owner) |
| 人材紹介 CA（Resumeオーナー） | Agency CA (Resume Owner) |
| 人材派遣 営業（Jobオーナー） | Staffing Sales (Job Owner) |
| 人材派遣 コーディネーター（Resumeオーナー） | Staffing Coordinator (Resume Owner) |
（Once a template name has been edited and saved, that name will be displayed regardless of the language settings.）
The template name will be reflected on the dashboard screen.
You can change it using the pencil icon (up to 50 characters).
Common Settings
Note: In this image, some elements such as item names and phases are displayed in Japanese.
In 'Common Settings', you configure the settings that apply to all items explained later—[Cumulative Period], [CVR], and [Latest Phase]—for each template.
Click the pencil icon to open the settings screen.
Department/User
Note: In this image, some elements such as item names and phases are displayed in Japanese.
Specify the departments and users who are allowed to use this template.
Hidden departments, deleted departments, users whose usage has ended, and users who have not yet started cannot be selected.
Users belonging to the specified departments and the designated users will be able to use this dashboard template when they access the dashboard page. They will also be included as targets for aggregation displayed on the dashboard.
Aggregation period criteria
The items used for the dashboard aggregation period are Phase Date and Process Date.
These are fixed and cannot be changed.
Start date of the aggregation period
Please set the aggregation period. You can choose one of the following two options.
■ Set Aggregation Start Date
Specify which day of the current month will be used as the start date for the aggregation period.
The system will aggregate data for one month based on the selected date.
Choose either 1st of each month or 16th of each month.
■ Custom Settings
You can specify any start date and end date.
If there is a period where the start and end dates are not set, the system will automatically create a new period based on the last configured end date, using the same number of days.
Items used for search
Set the items and conditions to be used as service categories when aggregating data on the dashboard.
The item used to determine the service category must be selected from option-type fields.
You can add conditions by clicking '+ Add Filter Condition'.
Option-type fields that are hidden cannot be selected.
Assignment criteria
Set the field used to determine the owner when aggregating data on the dashboard.
You can select from Owner fields (Resource.P_Owner) or user-type fields.
Unused Owner fields or user-type fields cannot be selected.
Template |
Resources |
Configurable Items |
|
JOB |
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| Process |
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| Sales |
|
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Resume |
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| Process |
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| Sales |
|
Cumulative Period Setting
Note: In this image, some elements such as item names and phases are displayed in Japanese.
Set the item names and conditions to display in the cumulative period.
Click the pencil icon for each item to configure the settings.
The number of items (rows) that can be set is fixed and cannot be increased.
* Any process phases not assigned to cumulative period items will be displayed in bold at the top.
Display Item Name
You can change the display item name.
The default display item name can be checked Cumulative Period Display Item Name.
Search Condition Setting
Note: In this image, some elements such as item names and phases are displayed in Japanese.
Set the “search conditions” for each item in the cumulative period.
Primarily, you will configure the phase, but for some items, additional settings beyond the phase are required.
The screen displays instructions such as “Please select the setting phase/field that represents ○○,” so please choose the appropriate condition.
Items that require search conditions other than the phase:
・ Placement Fee (Agency RA, Agency CA)
・ Recommended Resume (Agency CA)
・ Sent CV (Staffing Coordinator)
* If even one item remains unset, you will not be able to turn on the template usage option. For any hidden items, please enter an appropriate phase.
Hide Item Setting
Note: In this image, some elements such as item names and phases are displayed in Japanese.
For items that do not need to be displayed on the dashboard, check the 'Hide' option. When you do so, the related items 'CVR' and 'Latest Phase' that will no longer be displayed will appear on the screen.
CVR Setting
You can change the display item name for CVR. The default display item name can be checked under CVR : Display Item Name.
The display/hide setting follows the display/hide status of the Cumulative Period items.
You can check the percentage values displayed for each CVR item from here.
Latest Phase Setting
Note: In this image, some elements such as item names and phases are displayed in Japanese.
Configure the item names and conditions to be displayed in the latest phase.
Click the pencil icon for each item to adjust its settings.
The number of items (rows) that can be configured is fixed and cannot be increased.
The display/hide status follows the display/hide settings of the cumulative period items.
Note: Any Process phase that is not set in any latest phase will be displayed in bold at the top.
Display Item Name
You can change the display item name.
The default display item names can be checked from Latest Phase : Display Item Name.
Search Condition Setting
Note: In this image, some elements such as item names and phases are displayed in Japanese.
Set the phases to be aggregated as the latest phase.
You can select multiple phases for a single latest phase item.
Phases that have already been selected in one latest phase item cannot be selected in another latest phase item.
However, phases selected in hidden latest phase items can be set in other latest phase items.
Note: If even one item remains unset, you cannot turn ON the “Use Template” option. For hidden items, please assign an appropriate phase.
The resources to search and the “search conditions” vary depending on the dashboard. For details, refer to Latest Phase: Search Condition Setting Details.
For some items, conditions other than phases must also be set.
Items requiring search conditions other than phases:
Awaiting JOB Introduction (Agency RA, Staffing Sales)
Sent CV (Not done yet) UU (Agency CA)
Sent CV (Not done yet) UU (Staffing Coordinator)
Dashboard state after turning off usage, deleting items, deleting phases, or deleting options
When the following occurs, the corresponding dashboard will be set to “OFF”:
- The dashboard is turned OFF
- An item used in the dashboard settings is deleted
- A phase used in the dashboard settings is deleted
- A selection option used in the dashboard settings is deleted
However, due to cache effects, the TOP screen may not appear immediately, and the following screen may be shown instead. In that case, please log out of PORTERS and log back in, or wait about 5 minutes for the TOP screen to appear.
Header
Clicking the PORTERS logo on the left side of the header will take you to the dashboard screen.
Clicking Help on the right side will open the Help page.