Introduction:
Upon logging in, all users are directed to the Home tab, where they can access the General Dashboard.
This dashboard provides quick access to important links, a space to share daily thoughts, and insights into upcoming milestones like birthdays and work anniversaries.
Additionally, users can now navigate to other modules without leaving the dashboard, enhancing the overall experience. Here’s a breakdown of the different sections available:
Attendance
- Clock In/Out - Easily clock in or out directly from the dashboard. This section shows your most recent clock-in or clock-out record, current date and time, remarks, and client/location/project options (if enabled in Configuration).
- Accumulated Hours - View your total hours worked and any overtime (OT) accrued for the current month.
- Upcoming Shift - See your next scheduled shift based on your roster assignment.
Leave
- Upcoming Leave - View your upcoming leave applications, including leave type, date, and duration (full or half day). An Apply Leave button is also available for quick submissions.
- Upcoming Public Holiday - Stay informed about upcoming public holidays based on your work location, with details on the holiday name and date.
Celebrations
View colleagues celebrating work anniversaries or birthdays for the current month. This section is shared with all users in the company.
NOTE: Celebrations widget is shared with all users in the company.
If you click on , a pop-up window will show the full list of celebrants for the month.
Company Links
Add quick links to sites and pages you use frequently.
NOTE: These links are user-specific and not shared with others.
To add a link:
Step 1: Click on
Step 2: A pop-up window will appear:
Step 3: Enter the Name of the Website into this field:
Step 4: Copy and then paste the link/URL of the website into this field:
Step 5: Click on .
*To access the website you have added, just click on the name.
e.g. Salesforce Dashboard has been added:
To edit the website name or the link:
Step 1: Click on .
Step 2: From the pop-up window, click on the link you wish to edit: (e.g. Salesforce Dashboard)
Step 3: Once you click on it, the fields for the name of the website and URL will be enabled for modifications.
Step 4: Click on to save the changes made.
New Hires
Newly-hired employees will be displayed in this section.
NOTE: New Hires is shared to all users in the company.
Happiness
Share your mood by clicking either the or the
to indicate your happiness level for each day.The displayed percentage reflects the overall sentiment within the company.
NOTE: Happiness is shared to all users in the company.
Share your thoughts - Share your ideas or messages with your organization. This section is also shared with all users, so remember to "Think before you click!"
NOTE: Share your thoughts is shared to all users in the company.
Expense
Expense To Do List to manage your expense tasks in one place.
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Reimbursement Claims: View expense reports requiring your action.
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Expense Reports: Check reports awaiting approval.
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Unsubmitted Reports: Review your reports that haven’t been submitted yet.
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Expense Claims: View claims you’ve created but haven’t linked to any reports yet
- Expense Report Summary: Get a detailed count of all your expense reports.
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Recent Expense Reports: See the last three expense reports you submitted, with a "See More" option for a full history.
Admin Data Insight (Available for SG Region)
The Admin Data Insight feature provides analytics based on the modules you are using, i.e. Leave, Payroll, and Expense. It is currently available for users in the Singapore region.
Interactive Filtering Options:
- General Filters:
- Filter charts by departments and years for a more granular analysis.
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Toggle between line and bar charts based on your preferred visualization style.
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Leave Chart: Filter by leave types to track usage and trends.
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Payroll Chart: Filter by pay elements to analyze payroll distribution.
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Expense Chart: Filter based on expense categories to manage cost allocations effectively.
If you would like this feature enabled for your account, please contact our Support team.