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Dashboard

The Dashboard is the first page you see after logging in. It provides an at-a-glance overview of key metrics relevant to your role. The system automatically displays a different dashboard based on whether you are an administrator, an HR user, or an employee.

Navigate to Dashboard from the sidebar (or click the home icon) to return to the dashboard at any time.

Admin Dashboard​

Administrators and super admins see a comprehensive system overview organized into multiple sections.

Core HR & Attendance​

The top section displays key workforce and attendance metrics:

MetricDescription
Total EmployeesTotal number of employees in the system
Active EmployeesNumber of currently active employees
Present TodayEmployees who have checked in today
Absent TodayActive employees who have not checked in
On Leave TodayEmployees with approved leave for today
Today's HoursTotal working hours logged today across all employees
Weekly HoursTotal working hours logged this week
Pending Leave RequestsLeave requests awaiting approval
Pending Expense RequestsExpense requests awaiting approval
Pending Loan RequestsLoan requests awaiting approval (if Loan Management addon is enabled)

Module-Specific Widgets​

The admin dashboard dynamically displays additional sections based on which addon modules are enabled. Each section only appears if its module is active:

HR & Workforce

  • Payroll: Last processed month, amount, and employee count
  • Recruitment: Open positions, total applications this month, and pending reviews
  • LMS: Active courses, total enrollments, and completion rate
  • Assets: Total assets, assigned, available, and under maintenance

Finance & Accounting

  • Accounting: Monthly income, monthly expense, net profit, and transaction count
  • Loans: Pending and approved loan requests with total approved amount
  • Expenses: Pending requests, approved this month, and total amount
  • Payment Collection: Amount collected today, this month, and payment count

Business Operations

  • Operations (SystemCore): Customer count, supplier count, product count, sales orders, and purchase orders

Sales & Field Operations

  • Field Manager: Visits today, visits this week, total clients, and active clients
  • Field Tasks: New tasks, in-progress tasks, completed today, and overdue tasks
  • Product Orders: Orders today, orders this month, total value, and pending orders
  • Sales Targets: Current month target, achieved amount, achievement percentage, and remaining target

Communications

  • Agora Call: Calls today, missed calls today, and total call duration
  • Notice Board: Active notices and recent notices (last 7 days)

Documents & Data

  • Document Management: Total documents, uploaded this month, and pending requests
  • Form Builder: Active forms, submissions today, and submissions this week

Operations & Productivity

  • Calendar: Events today and upcoming events (next 7 days)
  • Notes: Total notes and recent notes (last 7 days)

System

  • System Backup: Last backup time, backup size, and total backups

Recent Activities​

The admin dashboard includes a recent activities feed showing the latest actions across enabled modules, including new orders, client visits, form submissions, and task updates.

Department Performance​

A department performance section shows each department with its total employees, present employees, and absent employees for the current day.

HR Dashboard​

Users with HR roles (hr, hr_manager, hr_executive) see a focused dashboard containing:

  • Core HR & Attendance metrics (same as admin)
  • HR & Workforce module stats (Payroll, Recruitment, LMS, Assets)
  • Finance module stats (Accounting, Loans, Expenses)
  • Documents module stats (Document Management, Form Builder)

This provides HR staff with the information most relevant to their daily responsibilities without the broader business operations data.

Employee Dashboard​

Employees see a personal dashboard focused on their own data:

Attendance Summary​

  • Today's Attendance: Current check-in status, check-in time, and check-out time
  • Monthly Working Hours: Total hours worked this month
  • Weekly Working Hours: Total hours worked this week

Leave Summary​

  • Total Leaves: Total leave requests submitted
  • Approved Leaves: Number of approved leave requests
  • Pending Leaves: Number of leave requests awaiting approval

Task Summary​

If the Field Task addon is enabled:

  • Total Tasks: All tasks assigned to you
  • Completed Tasks: Tasks marked as completed
  • Pending Tasks: Tasks currently in progress

Recent Activity​

  • Recent Leave Requests: Your latest 5 leave requests with status
  • Recent Expense Requests: Your latest 5 expense requests with status
  • Recent Tasks: Your latest 5 assigned tasks (if Field Task addon is enabled)

Next: Learn about Employees to manage your workforce.

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