Use the Enterprise HR Dashboard
Use the v1.3.0 Enterprise HR Dashboard for live metrics, primary shortcuts, Employee 360 search and permission-controlled employee reporting.
Exact navigation Admin Area → Human Resources → Enterprise Dashboard
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
What you need before you start
- Access to Admin Area → Human Resources → Enterprise Dashboard.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or evidence reference before making a change.
How to do it
- Open Human Resources → Enterprise Dashboard.
- Review the primary shortcuts for Onboard Employee, People Operations, UK Compliance and Command Centre.
- Review Active workforce, Pending leave, Open payroll drafts, RTI exceptions, Documents expiring, Timesheets pending, Reminders queued and Module health.
- Use the Employee 360 search by employee number, name, email, role or department.
- Select the correct employee and review only the tabs visible to your permissions.
- Use the PDF or CSV report action only when authorised, then verify the generated file and audit activity.
Fields and options
Reference and titleIdentify the record clearly without placing confidential data in a public-facing title.
StatusUse the implemented draft, pending, approved, rejected, active, completed, locked or archived state.
Priority and datesSet operational priority, start and due dates only when they are meaningful for this record.
Audit historyCreate, update, status, export and delete actions are recorded by the module where implemented.
What the module checks
- Dashboard metrics come from module-owned operational tables.
- Payroll and sensitive onboarding values remain capability-controlled.
- The dashboard does not replace the authoritative Employee Record Centre for operational employee amendments.
What happens next
The result remains available from Admin Area → Human Resources → Enterprise Dashboard. Verify the final status, linked records and audit evidence.
Troubleshooting
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
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