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Dashboard overview

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The dashboard shows tasks with links to task details and associated forms. It's your go-to place for handling tasks. Your dashboard is personalized based on the privileges granted during system setup.

Dashboard tabs

The dashboard has multiple tabs, and the ones you see are based on your employee category. For example, a benefiter (new hire) only has the My Task tab while managers, coordinators, and team members have additional tabs.

This tab:

Shows:

Employees

Tasks assigned to employees who are managed by the current user.

Assignees

Open tasks assigned to anyone where the benefiter is managed by the current user.

Team's Tasks

Open team tasks assigned to your teams. Use this tab to help other team members complete their work.

My Tasks

Tasks assigned to the current user and unclaimed team tasks.