Dashboard Template Update 2024

Recording from Implementation Huddle on 1/10: Implementation Huddle-20240110_090355-Meeting Recording.mp4 

New Dashboards Templates

New templates are available for Admins, Managers, and Employees in our Fulltemppc2 Model company and product's demo companies.  Any clients created from the model company after 1/1/2024 will automatically have the new templates.  New admins in our new admin program will also be trained on this layout.  Existing clients can have these templates copied to their environment for them to utilize to make their lives easier.

What Changed:

1) Specific Themed Start Menus per dashboard tab.

2) New widgets

3) Better tab definitions to correspond with system activities and products (i.e. an onboarding tab)

When implementing the new dashboards:

1) Hide tabs that aren't applicable to the client's products or experience.

2) Client specific adjustments: Removing irrelevant widgets or adding new ones by request

3) Recruitment: Replace career portal link in start menu with client specific link.

4) Training should include an overview of each tabs start menu options along with widgets.

Reminder: Start Menu options scale based on a user's security.  If they don't see the item, it may be they don't have the security permission for it.

 

Tab Designs:

PayNW (Admin Only)


Home (All Templates)

 

My Team (Admin / Manager)

 

Time (Admin / Manager)

 

Payroll (Admin Only)

 

Recruitment (Admin Only)

 

Onboarding (Admin Only)

 

HR Tracking (Admin Only)

 

Benefits (Admin Only)

 

ACA (Admin Only)

 

Schedules (Admin Only)

 

Performance (Admin Only)