How to avail Dashboard

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

 

Dashboard Graph – ‘Planner’

This partition demonstrates a graph; which displays the approved vacation records for this employee, as per the period specified by the user.

o   X-axis Relevance: signifies the required period, in terms of duration & its demonstration.

o   Y-axis Relevance: indicates vacation type code for the displayed vacation request.

o   Graph Bar Tooltip: refers to the type of the vacation request & its (From-To) duration.

o   Graph Bar Report: preview or print a report which displays setup details for this vacation type; along with the relevant ‘Payroll Interface’ details for this vacation type.

 

Dashboard Info – ‘Number of Days Taken’

This partition at lists the total number of the approved vacation records for this employee per vacation type within (YTD) duration; starting from the beginning of this employee’s current fiscal year till the current date & within (A-YTD) duration; starting from this employee’s hiring anniversary date till the current date.

o   Note that, the details of this employee’s vacation package can be checked via utilizing the Vacation. Package link provided at this partition.

 

Dashboard Recap – ‘Balances’

This partition lists this employee’s vacation balance details for the three standard vacation categories within the standard calendar year; starting from (01/01) till (31/12) Thus, this employee’s Previous Balance, Due, Taken & current vacation Balance are displayed per vacation category; (Annual, Holidays & Day Off).

o   Note that, the ‘Balance Details’ link can be utilized to check & preview the vacation balance details for this employee; either in terms of ‘Payroll’ periods or interns of standard ‘Annual’ calendar periods.

 

Manipulating “Vacation” Records Grid

o   To Change a vacation record, press the relevant icon  per record to edit the details saved at a prior instance. Note that, the ‘Attachments’ link 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 .