Feature: Dashboard

 

Purpose:

• To provide a visual overview of important Attendance/HR/Payroll data in a customizable and user-friendly format
• To enable users to personalize their Dashboard experience for efficient information access

Key Points:

• Dashboard is the first page users see after logging in
• Gadgets display data graphically for easy interpretation
• Dashboard can be customized with multiple pages, layouts, and gadgets
• Data can be filtered by organizational structure and date range

Step-by-Step Instructions:

Accessing the Dashboard:

• Log in to the Global TA Cloud web software
• Select “ Dashboard” in the left menu panel

Dashboard Configuration:

• Adding Dashboard Pages:
• Click the “ Configuration icon”
• Enter a name for the new page
• Click “ ADD”

Changing View Layout:

• Click the “ Layout icon”
• Choose a layout from the options

Organizational Structure:

• Click the “ Organization Structure” icon
• Select the desired department or company
• Click “ Refresh” icon

Using and Removing Gadgets:

Adding Gadgets:

• Click “ + Add Gadget icon” or “ Add Gadget”
• Select a gadget and click “ Add”

Removing Gadgets:

• Click the “ Delete icon” in the top right corner of the gadget

Available Gadgets:

Summary: (View overall summaries and trends)

• Monthly Requests Summary
• Monthly Attendance Summary
• Daily Attendance Summary
• Attendance Employee Counts by Graph
• Labor Cost by Company
• Employee Age Report
• Total Labor Cost per Company
• Labor Cost per Headcount

My Attendance: (View personal attendance information)

• My Daily Attendance
• My Monthly Attendance
• My Leave History

Team: (View team-related information)

• My Team
• Leave Requested by Teammates
• Tasks Status Count
• Manpower List

News: (View announcements and updates)

• Teammates’ Birthdays
• Upcoming Holidays
• Monthly Announcements
• Permanent Employee List

Specifying Dashboard Date:

• Click “ Date” to select a specific date range for data display

Additional Information:

• Watch the sample video for a visual demonstration: [Dashboard Setup Link]
• Experiment with different layouts and gadgets to find the most informative and useful setup for your needs
• Regularly review and update your Dashboard configuration to ensure it aligns with your current priorities

Screenshots: