The dashboards in both the HR System and HR Payroll are available exclusively via the web platform. Business owners (admins) and employees have different levels of access and functionality. This guide will explain how to navigate and configure the web-based dashboards, highlighting the distinct permissions for admins and employees.

1. Dashboard Access: Web-Based Only

For Admins (Business Owners):

Admins can access the full-featured dashboard via the web platform by logging in with their credentials. They have complete control over employee management, shifts, task assignments, and payroll processing.

For Employees:

Employees can log into the web platform to access their personal dashboard, which contains limited information. Employees can view details specific to them, such as work schedules, shifts, and payroll information, but do not have access to broader company data.

2. Key Features of the Admin Dashboard

Comprehensive Employee Management:

The admin dashboard provides a clear overview of all employees, including:

Clock-in/Clock-out Status: View when employees have clocked in or out in real time.

Shift Management: Admins can assign shifts, view schedules, and adjust shift allocations.

Task Management: Monitor assigned tasks and deadlines for teams or individuals.

Shift and Task Assignment:

Admins can configure and manage shifts directly from the dashboard. The dashboard allows you to assign specific shifts, create custom shift types, and adjust schedules for employees.

Task assignment can also be managed here, giving you control over what tasks employees should complete within their assigned shifts.

Payroll Overview (HR Payroll):

Admins have access to payroll management features where they can:

Calculate employee pay based on time worked and shift data.

Generate and review payslips.

Set up deductions, bonuses, and overtime for accurate payroll calculations.

Attendance Tracking:

Admins can view attendance logs for all employees, including when they clock in and out. These logs are essential for generating accurate payroll and tracking employee performance.

Reporting and Analytics:

The admin dashboard includes advanced reporting tools to generate custom reports on employee work hours, attendance, payroll, and other HR data.

Reports can be exported for analysis or shared with stakeholders.

3. Key Features of the Employee Dashboard

Personal Shift and Task Information:

Employees can view their personal work schedule, including upcoming shifts and any tasks assigned to them.

The dashboard allows employees to see their shifts before clocking in, making it easy to track their own schedules and tasks.

Shift Selection and Changes:

Employees can choose the appropriate shift type before clocking in, such as regular or double shifts. This feature ensures accurate time logging.

If an employee works a different shift than initially assigned, they can change the shift type on the web dashboard before clocking in to ensure their hours are recorded correctly.

Limited Access to Company Information:

Employees can only access information relevant to them. They cannot view other employees' schedules, payroll data, or company-wide information. Their dashboard is focused solely on their own shifts, tasks, and payroll.

Payslip Access (HR Payroll):

Employees can view their payslips via the web dashboard. The payslip section provides detailed information on earnings, deductions, and bonuses, ensuring transparency regarding their compensation.

Statistics and Work Summary:

Employees can access a summary of their work statistics, including:

Total hours worked.

Overtime.

Shift history and clock-in/out times.

These statistics help employees keep track of their own performance and attendance.

4. Configuring the Admin Dashboard

Admins can customize the dashboard to focus on the most critical business information.

Employee Management:

Admins can add or delete employees from the system by entering their email and setting a password, which employees will use to log in.

The dashboard allows admins to update employee roles, shifts, and permissions as necessary.

Shift and Task Configuration:

The dashboard enables admins to configure custom shifts and tasks for employees, ensuring that specific job roles and work schedules are accurately captured.

Payroll Configuration (HR Payroll):

The admin dashboard provides tools to configure payroll settings, ensuring that the correct calculations are made based on hours worked, deductions, and any overtime or bonuses.

Geofencing and GPS Tracking (HR Payroll):

Admins can configure geofencing areas for employees, ensuring that the system tracks where employees clock in or out. This can be useful for businesses with remote or field employees.

5. Dashboard Reports and Analytics for Admins

Admins can generate detailed reports from the dashboard to track key performance indicators:

Attendance and Time Logs:

View and export attendance logs that track when employees clock in and out, helping you monitor productivity and prevent time fraud.

Payroll Reports:

Generate payroll reports that detail employee earnings, deductions, and bonuses, ensuring transparency and compliance with payroll regulations.

Shift Reports:

View reports that summarize shift allocations, task completions, and hours worked for better workforce management.

6. Accessing the Dashboard on Web: Steps for Employees

Login to the Web Platform:

Employees can log into the HR System or HR Payroll web dashboard using the credentials provided by the admin (email and password).

Viewing Personal Information:

The employee dashboard will display their work schedule, tasks, and personal statistics. Employees can see their assigned shifts, clock in/out times, and any tasks assigned by the admin.

Shift Adjustments:

If an employee is working a different shift than originally scheduled, they can change the shift type from the dashboard before clocking in. This ensures accurate logging of work hours.

Viewing Payslips (HR Payroll):

Employees can access and download their payslips directly from the web dashboard, offering full visibility of their payroll information.

Conclusion

The web-based dashboards for both the HR System and HR Payroll are powerful tools that enable admins to efficiently manage employees, shifts, and payroll, while employees have access to personal work-related data. Admins can customize and configure the dashboard to meet their business needs, while employees benefit from a simple interface that provides limited but essential information regarding their own schedules, shifts, and payroll.

For further assistance or if you need help with dashboard configuration, please Submit a Ticket.