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Employee Management Dashboard

Quickly review your employee's availability, licenses and documentation with one page.

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Quick Notes

  • The Employee Management Dashboard was created so you could easily oversee your employee records and when they are due.
  • The Employee Management Dashboard allows you to select the  availability status, licenses and document types that you want to see
  • To see documents in this page, you need have a subscription to the Billiyo Document Hub,
  • Click Here to learn more about trackable licenses
  • Click Here to learn more about employee availability

Accessing the Employee Management Dashboard

To access the Employee Management Dashboard, in the left menu navigate to:

Operations > Employee > Employee Management Dashboard

Analytics

At the top of the page, we will see analytics.

In these analytics we can see how many documents and trackable licenses are over due and about to be due.

The "Documents" analytic will only appear if you have signed up with the Document Hub addon 

The blue number in each section indicates how many licenses/documents are about to be due.

For instance, let's take a look at this analytic:

Here I can see that there is are nine overdue trackable licenses and one license that will be due this week. In order to see the individual documents/licenses that are included in these analytics, we can click in the blue text.

Date

At top right of the page is a date filter.

 

Licenses, document types and availability requests will only appear if they were active in the selected date range.

This date filter can be adjusted, but please note that selecting a longer date ranges will mean that the page has more information to pull and may result in data loading errors.

Select Documents, Trackable Licenses and Availability Types

The "Documents" filter will only appear if you have signed up with the Document Hub addon 

Below the analytics is a table. In this table we can see documents, trackable licenses, and employee availability requests. In the top right of this table, is a button. Hitting this button will trigger a pop up.

In In this pop up we can search for document and license types as well as availability statuses. Then, the table will adjust to only show the  information that you selected. 

For example, if I choose "Driver's License" as my license type, the Trackable License tab will adjust to only show the Driver's Licenses that have been entered in Billiyo.

These filters are multi-select.

The filter's that you enter will be saved in Billiyo and will be automatically applied every time you enter the Employee Management Dashboard.

Documents

The "Documents" table is only visible  if you have signed up with the Document Hub addon 

While looking at this table, we will be seeing the employee document that have been entered.

The generate date and due date are based on the configurations that were entered into Document Hub Set Up. To learn more about this set up, click here!

Trackable Licenses

In the trackable license table, we can review the trackable licenses that were entered for your employees.

Employee Availability

Click here for more information on how your staff can file  availability requests with their app.

Click here for more information on how to review and approve availability requests.

 

In the availability tab, we can see availability requests that your staff has requested through the app.

We can also approve and decline these requests. To do this, we will hit the green plus sign and, in the expanded view, we will can choose to either approve or reject the request.