How do I use my Dashboard

Created by Michael Hamilton, Modified on Wed, 9 Mar, 2022 at 2:39 PM by Michael Hamilton

All Employees will have access to the Dashboard that allows them to quickly do what they need to do, and to see information about their leave balances.

The Dashboard is designed to allow quick access to key HR processes.

Note: The Dashboard has a Control Panel that adapts to the features the company has subscribed to. If your dashboard has less buttons, it means that you are not subscribed to the additional modules and features Read more about it here

The Dashboard allows the user to action the following:

Apply for leave
Submit a Claim
Submit a Medal
Submit a Yellow Card
Check in to Work
Check out of Work
Report a COVID infection

Apply for leave - Available with HR package

Click the button and a modal will open to allow the Employee to request leave. Once filled in and submitted, the leave request will be sent to the manager for approval.

Submit a Claim - Available with HR package

Click the button and a modal will open to allow the Employee to Submit a Claim for Overtime and Expenses. Once filled in and submitted, the Claim will be sent to the manager for approval.

Submit a Medal - Available with Talent Management package

When a Medal is submitted for an Employee, the request is sent to the manager for approval, once approved the leader board is updated with the employees new score.

Submit a Yellow Card - Available with Talent Management package

When a Yellow Card is submitted for an Employee, the request is sent to the manager for approval, once approved the leader board is updated with the employees new score.

Check in to Work - Available with Time and Attendance package

When a Employee starts their day, or a task, they can click the Check In button, this will start the time.

Check out of Work - Available with Time and Attendance package

When the Employee is completed with a task or for the day, they can click the Check Out button, this will stop the time and allow them to choose what task to book the time on.

Report a COVID infection - Available with COVID-19 package

If the Employee suspects that they or anyone else in the company is positive for COVID, they can report it via the COVID report modal. This will inform management of the possible infection to be able to better manage the possible impact to other employees.

Action items/grid:

At the lower end of the screen is a grid section that shows the current leave request and claims that have been submitted by Employees that report to you.