Introduction/Purpose:

The Dashboard of the Employee Self Service (ESS) system allows the user to view various sorts of their details in the summary in KPI , which allows the user to quickly understand the users. The dashboard of the ESS system’s purpose is to provide users with quick and easy access to critical information and to execute multiple tasks connected to their work.

How to Navigate: 

The navigation to a dashboard in a employee self service typically involves the following steps:

• Click on the logo: On clicking on the logo, the user is directly redirected  to the main dashboard of the application.

Dashboard:

My Profile Info:

In the left section, the user can view the below mentioned details: 

• Profile photo: In profile photo, user can view their profile photo.

• Job Profile: it displays the designation of the user in the organization.

• At work for: It displays the duration in years, months, and days since the employee is working with the organization.

• Employee Type: This section specifies users employment status, such as full-time, part-time, contract, or temporary. 

• Department: It highlights the functional area within the organization where users skills and expertise are primarily utilized.

• Location: This section contains information about the user’s official location. 

• Line Manager: The line manager’s name and position will be displayed, enabling users to easily identify and contact them when needed.

• Head of Department (HOD): This provides information about user HOD, allowing them to understand the chain of command and the key person leading your department.

• Change Password: The user can change their password using the change password feature.

The change password in a user profile  typically includes:

• Old Password: User enters their current password of the ESS system. 

• New Password: users will enter their desired new password for the ESS system.

• Confirm New Password: Re-enter the new password exactly as the user entered it in the previous field.

The user can perform the following actions in this section:

• Submit: By clicking on the Submit button, the user can update the password.

• Close: By clicking on this, the user can close the change password form. 

Dashboard Header Section:

• Holiday List: This section provides a list of holidays of the organisation for the current year.

• News and Announcements: The News and Announcements section serves as a platform to communicate important information and updates to users. In this section , the user can view the news published by the HR from the HRMS.

• Notifications: users can configure their notification preferences in the settings section. It allows them to choose whether they want push notifications for relevant updates and events within the ESS system.

• Task list: The task section displays pending requests awaiting the user’s response. Requests that haven’t been accepted or rejected are conveniently listed for easy tracking and management.

• User Profile: In this section, users can view their name and the specific organizational units or departments they are associated with. If the user associates with multiple organizations, by clicking on the organization name, the user can switch the organization.

The user can perform the following actions in this section:

• Sign out: The Sign out function in an Employee Self-Service (ESS) system allows users to securely log out from their account and end their session. 

• Change Password: The user can change their password using the change password feature.

The change password in a user profile  typically includes.

• Old Password: User enters their current password of the ESS system. 

• New Password: users will enter their desired new password for the ESS system.

• Confirm New Password: Re-enter the new password exactly as the user entered it in the previous field.

The user can perform the following actions in this section:

• Submit: The user can update their current password.

• Discard: The user can discard the change password request.

Quick Summary  of the user on the Dashboard:

1. Timesheet: The timesheet section includes the following details:

• Attendance Summary: In the attendance summary of a month, it includes the following details:
  • Present days: It display the counts of the present days of the user.
  • Absent days: It display the counts of the absent days of the user. 
  • Leaves: It displays the day counts of the leaves taken by the user.
  • Official trips: It displays the day counts of the official trip done by the user.

• Average Attendance: It includes the average attendance percentage of a month.

• Monthly Attendance Summary: It includes the month wise bar chart of the user, which includes the present days, weeks off, and leaves.

• Upcoming Holidays: It displays a list of upcoming holidays of that present year.

• Weekly Attendance Summary: It includes the bar chart, which includes the count of the present absent and week offs.

• Punctuality: It displays the user records how many time the user come on time or before their shift time.

• Leave Balance: the user views respective leave data by filter provided for annual leave, emergency, absence, sick leave, compassionate leave and medical leave of a year. It display the following details:
  • Opening Balance: The opening balance include the total leave allotted to user on that working year.
  • Carry Forward: The total leave is carry forward to the user from previous year
  • Utilized: The total leave taken by the user on that present year.
  • Closing Balance: The closing balance include the count of the leaves remaining of the user.
  • Settlement Pending: The settlement pending include the count of leave to be settled by the HR
  • Pending For approval: The leave is pending for the approval from the HR.

• My Upcoming leave: It displays the upcoming leave details along with their status.

• Past leave: It displays the past leave details along with their status.

• Team leave Requests: It display the team leave request with the below mentioned details:
  • Employee Name: The name of the user requesting for the leave.
  • From Date: This include starting date of the requested leave period.
  • To Date: This include ending date of the requested leave period.
  • Leave Name: This include the type of leave being requested like sick leave, maternity leave, etc.
  • Applied Leave(Days): The number of days the employee is requesting for the leave.
  • Status: It shows the current status of the leave request.

2. Expense: The expense summary offers a comprehensive overview of the organization’s retirement and payment-related expenses. It includes the following details, which are mentioned below:

3. Payslip: users can view their pay slips categorized by month, allowing them to access specific salary information for different periods. They can conveniently download their pay slips, which provide comprehensive details of their earnings, deductions, and net pay.

The user can perform the following actions in this section:

• Filter: The payslip includes a month filter option that allows users to filter their payslips based on their selected months of the year

• Download: The user can download their payslip using the download button.

4. Training: This includes the training details of the user within the organization. It also include the following details:

• Training Summary:
  • Upcoming: It display the count of the upcoming trainings.
  • In-process: It display the count of the in process trainings.
  • Completed: It include the count of the completed trainings.

• Upcoming Sessions: In this the user can also view the upcoming training sessions details which are mentioned below:
  • Code,
  • Training Name,
  • Start Date,  
  • End Date, 
  • Category, 
  • Training Location and 
  • Action. 

5. Asset: It includes the asset details of the user which was mentioned below:

• Asset Summary: It include the user asset summary details which are mentioned below:
  • Physical Asset
  • Virtual Asset
  • Pending Acceptance
  • Pending Request
  • Return

• My Asset: It display asset summary of users which are mentioned below:
  • Asset Info,
  • Request Date,
  • Assign Date,
  • Accepted Date, and
  • Action: User can return their active asset.

• Team Asset Request: The user can view their team members asset request details which are mentioned below:
  • Employee Info,
  • Request Code,
  • Request Purpose,
  • Request Date,
  • Status,
  • Action: The user can accept or reject the team member asset requests.

6. Loan: It includes the loan details of the user which was mentioned below:

• Loan Summary: It include the organisation loan summary details which are mentioned below:
  • Total Disbursement
  • Total Amount Recovered
  • Total Outstanding Amount

• My Upcoming Instalments: It include the user upcoming loan details which are mentioned below:
  • Loan Codes,
  • Loan Names,
  • Amount,
  • Repay Dates,

• My Current Loan: It include the user current loan details which are mentioned below:
  • Loan Codes, 
  • Loan Amount, 
  • Recovered,
  • Outstanding and 
  • Action: The user can download the loan details in pdf format locally.

• My Completed Loan: It include the user completed loan details which are mentioned below:
  • Loan Codes, 
  • Loan Amount, 
  • Recovered,
  • Outstanding and 
  • Action: On clicking, the user can download the loan details in pdf format.

The user can perform the following actions in this section:

• Download: The user can download their completed loan details in pdf format.