How to avail Dashboard

Benefits ‘Dashboard’ comprises 3 main partitions demonstrating; dashboard graph, dashboard info & dashboard recap.

 

Dashboard Graph – ‘Payroll Interface’

This partition demonstrates a graph; which displays the amounts of benefit items’ paycodes posted upon this employee, as per the period specified by the user.

o   X-axis Relevance: signifies the codes of the benefit items paycodes; which have been posted upon this employee within the specified ‘Period’.

o   Y-axis Relevance: indicates the amounts scale for the displayed benefit items paycodes.

o   Graph Bar Tooltip: refers to the names of the benefit item paycode, the benefit item, the relevant benefit option & plan; along with the benefit item amount & paycode amount.

o   Graph Bar Report: preview or print a report which displays the employee basic data & full transaction details for the clicked bar; along with the relevant ‘Payroll’ details for this benefit record within the selected period.

 

Dashboard Info – ‘Plans Details’

This partition lists details for the approved benefit records for opened plans recorded for this employee.

 

Dashboard Recap – ‘Debit Credit Details’

This partition shows a pie graph referring to the total credit & debit percentages for an opened & approved (benefit plan – benefit option) record; as per ‘Options’ drop down list selection. Note that, the Yellow color signifies the ‘Credit’ amount, while the Light Blue color refers to the ‘Debit’ amount.

 

Manipulating “Benefits” Records Grid

o   To Change a benefit record, press the relevant icon  per record to edit the details saved at a prior instance. Note that, both of the ‘Attachments’ & ‘Items’ links will be provided per record at the edit mode.

o   To Delete a record, press the provided icon , then click ‘Ok’ at the verification form, in case of omitting an incorrect record.

o   To check Details report per record, use this icon  to check relevant report per record.

o   To append any attachment relevant to this record, utilize the Attach icon .

o   Press Close/Open link; either to close this benefit plan record without the deletion of the record, or to open this benefit record which has been closed at a prior instance.

·         Note that, in case of closing a benefit plan record, both of the Edit icon  & Items link; at the benefits daily operations grid will be inactive for this record.

o   Press Items link to post the required benefit item(s) at this (Benefit Plan-Option) record, as per this benefit plan setup configuration.