Employee Document Management dashboard
Gain insight into macro trends more efficiently on a single dashboard-style page showing you important metrics on employee documents, status of purging and purge settings, and legal holds.
Activating the Performance Analytics - Content Pack - Human Resources Employee Document Management Scoped App [com.sn_hr_employee_files_pa] plugin enables the Performance Analytics reports and dashboard for the Employee Document Management.
The Employee Documents Dashboard has two tabs:
-
Documents and Purging
-
Legal holds
-
Documents
Provides totals for:
- Total Documents
- Documents Added in Last 30 Days
- Employees without Documents
- Unused Document Types Also provides totals for:
-
Purging
Provides totals for:
- Pending Purge Authorization
- Purged Rejected
- Purge Date Not Calculated
- Purge Authorization Approver Group
- Purge Date Passed
- Purge Schedule for Next 6 Months
-
Legal holds
Shows number of legal holds for:
-
Employees
-
Document Types
-
Documents
-
Documents on Legal hold
Note: You can also group and stack your data by different categories.
-
View Employee Document Management Dashboard
The Employee Document Management Dashboard provides a quick and easy way to view statistics about the purge and legal hold status of your employee documents.
Before you begin
Role required: admin
Procedure
-
Navigate to All > HR Administration > Employee Documents > Dashboard.
The Documents and Purging tab shows by default.
-
Select the Legal Holds tab to view the number of employees, document types, and documents on legal hold.
---
title: Employee Document Management dashboard
description: Gain insight into macro trends more efficiently on a single dashboard-style page showing you important metrics on employee documents, status of purging and purge settings, and legal holds.The Employee Document Management Dashboard provides a quick and easy way to view statistics about the purge and legal hold status of your employee documents.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/employee-document-management/edm-dashboard.html
release: australia
product: Employee Document Management
classification: employee-document-management
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Employee Document Management, HR Documents, HR Service Delivery, Employee Service Management]
---
# Employee Document Management dashboard
Gain insight into macro trends more efficiently on a single dashboard-style page showing you important metrics on employee documents, status of purging and purge settings, and legal holds.
Activating the Performance Analytics - Content Pack - Human Resources Employee Document Management Scoped App \[com.sn\_hr\_employee\_files\_pa\] plugin enables the Performance Analytics reports and dashboard for the Employee Document Management.
The Employee Documents Dashboard has two tabs:
- Documents and Purging
- Legal holds
- **Documents**
Provides totals for:
- Total Documents
- Documents Added in Last 30 Days
- Employees without Documents
- Unused Document Types
Also provides totals for:
- **Purging**
Provides totals for:
- Pending Purge Authorization
- Purged Rejected
- Purge Date Not Calculated
- Purge Authorization Approver Group
- Purge Date Passed
- Purge Schedule for Next 6 Months
- **Legal holds**
Shows number of legal holds for:
- Employees
- Document Types
- Documents
- Documents on Legal hold
**Note:** You can also group and stack your data by different categories.
## View Employee Document Management Dashboard
The Employee Document Management Dashboard provides a quick and easy way to view statistics about the purge and legal hold status of your employee documents.
### Before you begin
Role required: admin
### Procedure
1. Navigate to **All** > **HR Administration** > **Employee Documents** > **Dashboard**.
The **Documents and Purging** tab shows by default.
2. Select the **Legal Holds** tab to view the number of employees, document types, and documents on legal hold.
| title | Employee Document Management dashboard |
| description | Gain insight into macro trends more efficiently on a single dashboard-style page showing you important metrics on employee documents, status of purging and purge settings, and legal holds.The Employee Document Management Dashboard provides a quick and easy way to view statistics about the purge and legal hold status of your employee documents. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/employee-document-management/edm-dashboard.html |
| release | australia |
| product | Employee Document Management |
| classification | employee-document-management |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Employee Document ManagementHR DocumentsHR Service DeliveryEmployee Service Management |