The HRSimplified Dashboard is your central hub for managing core HR tasks quickly and efficiently. This section explains how to perform key HR actions and monitor notifications that require your attention.

Key Areas of the Dashboard #

1. Leave Balance Overview #

• At the top of the dashboard, you will see your current leave balances for different types of leave:
  • Annual Leave
  • Sick Leave
  • Family Leave
  • Special Leave
  • Study Leave
• These balances are updated automatically as leave requests are approved and new leave days are accrued.

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Quick Actions for HR Tasks

The Action Panel provides fast access to core HR functions, allowing you to streamline HR processes with just a few clicks. Here’s a breakdown of what you can do:

1. Apply for Leave #

• Submit a leave request in seconds by selecting your leave type, specifying the dates, and submitting the request for approval.

2. Submit a Claim #

• Easily submit expense claims by uploading relevant receipts. Track the status of your claims until they are reimbursed.

3. Check In/Out #

• Start or stop your workday using the Check In/Out feature, which helps track your attendance and working hours.

4. Create HR Incident #

• Log various issues or queries with HR by submitting an HR Incident. You can select from the following ticket types:
  • Grievance
  • Salary/Payroll Issue
  • Overtime Query
  • Health and Safety Concern
  • Performance Review Concern
  • Training and Development Request
  • General HR Queries
  • HRSimplified Support (for reporting system errors)

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Notifications (Awaiting Actions) #

Stay on top of important tasks and approvals with the Notifications Panel. When actions require your attention, they will appear here for easy access.

1. Pending Tasks and Notifications #

• Your dashboard will notify you of any pending tasks or important actions, such as:
  • Approve Leave Requests: View, approve, or reject leave requests from your team directly from the dashboard.
  • Approve Claims: Review and approve submitted claims after verifying their accuracy.
  • Complete Performance Reviews: Finish any pending self-assessments or manager reviews that need to be completed.
  • Employee Review Submissions: Review and provide feedback on employee performance assessments that have been submitted.
  • Complete Surveys: Participate in employee surveys to give feedback on company policies, culture, or performance.
  • Sign Employee Notes: Review and sign any employee notes that require your attention.
  • Sign Offer Letters: Finalize new hires by signing offer letters displayed in this section.
  • Action Onboarding Tasks: Complete tasks related to the onboarding of new employees to ensure a smooth transition.
  • Sign Unsigned Documents: View and sign any pending documents to maintain compliance and complete necessary paperwork.

Conclusion: #

The HRSimplified Dashboard makes it easy to perform essential HR tasks and monitor notifications for pending actions. Whether you’re submitting a claim, reviewing leave requests, or logging an HR incident, the dashboard provides everything you need to manage your workforce effectively.