Employee Document Management dashboard

concept brazil Updated Sep 10, 2026 1 min read edm-dashboard.md
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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.

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