Dashboard

The dashboard serves as your central hub, offering an at-a-glance overview of your colleagues, company values, performance management activities, and other insights. Designed for efficiency, it allows you to navigate the platform seamlessly and prioritise your activities with ease.

Chapter 1: Introduction to Main Dashboard

Overview of the Main Dashboard
Purpose of the Main Dashboard
Key Features of the Main Dashboard

Chapter 2: Roles and Permissions

Employee and Managerial Roles
Administrator Roles

Chapter 3: Setup and Configuration of My Dashboard

Prerequisites for this Module
Main Dashboard Implementation Guide

Chapter 4: Using the Main Dashboard

Update Banner Images
Using the Timeline
Custom Widgets
Activating Standard Widgets
Using the "My Colleagues" Widget
Give and Receive Kudos
My Performance Status
Our Company Values
HR Processes

Chapter 5: FAQs

FAQs for Managers and Employees
FAQs for Administrators

Chapter 6: Glossary

Glossary

Chapter 1: Introduction to Main Dashboard

Overview of the Main Dashboard

The Main Dashboard is the user’s central hub for people-related information, company updates, and quick actions. It delivers a personalised snapshot of employment milestones, team connections and outstanding HR items so users can see what matters most at a glance and move quickly to the right place in the system.

Dash Main Dashboard.png

Key elements include:

A timeline highlighting employment anniversaries and other personal milestones.
A carousel banner for company announcements and rotating content,
A Kudos widget that encourages peer recognition with one-click actions,
A My Colleagues widget giving a compact view of team members and shortcuts to people insights,
A My Performance Status widget that summarises contract and review information,
An Our Company Values panel for reinforcing culture,
The HR Processes widget surfaces outstanding requests, forms and approvals so users can track and complete tasks without hunting through menus, and
Custom dashboard widgets that allow targeted announcements or direct links to specific system areas, such as an e-learning course or a frequently used form.

The dashboard is crafted for a quick overview and easy action, featuring each widget with a brief summary and intuitive call-to-action buttons when needed. Further details about each widget and its settings will be covered in later chapters.

Chapter 1: Introduction to Main Dashboard

Purpose of the Main Dashboard

The Main Dashboard feature offers a personalised, single entry point to the HR platform, allowing users to see what matters most to them at a glance and act swiftly. It combines milestone information, company communications, people insights, and outstanding HR tasks into a single view, reducing the need to navigate multiple menus and helping users stay on top of their responsibilities.

The dashboard highlights key items, including a timeline showing employment anniversaries and personal milestones, a carousel banner for organisation-wide announcements or featured content, and a kudos widget to promote peer recognition. Users can quickly view colleagues and people insights, check their current performance status, and read the company values to reinforce culture and behaviour. Custom dashboard widgets enable targeted announcements or direct links to specific areas of the platform, such as an e-learning course, a frequently used form, or an internal resource.

Overall, the purpose is threefold: to inform, prompt, and connect:

The following pages in this chapter offer a closer look at each widget, explaining how they work, their role-based visibility, and how to configure them to suit your needs.

Chapter 1: Introduction to Main Dashboard

Key Features of the Main Dashboard

The Main Dashboard combines people, status, and communications into a personalised view, enabling users to scan, act, and navigate easily without searching menus. Let us examine the key features and their functions.

Timeline

Displays the user’s employment anniversary and other personal milestones along a linear timeline. Hover or click a milestone to view details and related actions, such as anniversary messages or eligibility dates.

Encourages peer recognition by showing recent kudos activity and providing a one-click option to send kudos to colleagues. It helps boost engagement and highlights positive feedback without leaving the dashboard.

A compact panel showcasing your team members or reporting lines. It provides quick access to the organisational structure, helping users connect with their colleagues efficiently.

My Performance Status widget

Summarises your performance agreement, review status, and other relevant information, such as current agreement status, upcoming review dates, or pending performance actions.

Our Company Values widget

Strengthens organisational culture by displaying the current value or behavioural focus, a brief explanation, and a link to the full values library or suggested behaviours. Designed to encourage reflection and consistent behaviour across the organisation.

Displays actionable HR tasks such as outstanding requests, pending approvals, forms to complete, and helpful process links. Users can directly navigate from the widget to submit or manage requests.

Custom dashboard widgets

Administrator-configurable blocks for targeted announcements, links, or embedded content. Typical uses include quick access to e-learning courses, company-wide announcements, links to specific module features, or region-specific information.

Usability and personalisation

Widgets present concise summaries and clear call-to-action buttons, enabling users to act with minimal navigation. Visibility and layout depend on role and permission, ensuring each user sees relevant content. Widgets can be centrally configured to reflect organisational priorities.

Chapter 2: Roles and Permissions

Employee and Managerial Roles

The Main Dashboard serves as a personalised landing page for users, offering quick access to relevant information, updates, and actions within the HR management platform.

Users can view key dates on the timeline, such as their employment anniversary or birthday.

The dashboard also promotes collaboration and engagement within the organisation. Through widgets like Kudos, users can recognise colleagues for their contributions, while the My Colleagues widget offers visibility of team members and quick access to people-related information. Employees and managers can view an overview of their Performance Status and navigate directly to their performance dashboard. Users can also stay informed through carousel announcements, company values, and customised widgets that link to internal resources, training content, or other important system areas.

Overall, the dashboard helps users stay informed, engaged, and responsive by displaying relevant information and actions in one easily accessible location.

Chapter 2: Roles and Permissions

Administrator Roles

Administrators are responsible for configuring and maintaining the content and behaviour of the My Dashboard to ensure it remains relevant and useful for users across the organisation. This includes:

managing dashboard widgets,
deciding which widgets are available, and
setting up the information displayed within them.

Administrators may use the dashboard configuration to publish announcements in the carousel banner, define or update company values, configure HR processes displayed on the dashboard, and create custom widgets that link to important resources, such as internal documentation or e-learning courses. They also oversee role-based access and permissions to ensure users only see widgets and information appropriate for their role within the organisation.

Through these configurations and governance duties, administrators ensure that the dashboard stays a valuable and efficient entry point to the HR management system. Future sections in this chapter detail the configuration options and settings for each widget.