Dashboard Module

The Dashboard is your central hub in ANTE ERP. It provides a comprehensive overview of your work, tasks, requests, and important information at a glance.

Overview

The Dashboard displays key information and quick access to common tasks. It's the first page you see after logging in and helps you stay organized and informed about your daily work.

Main Features

• Quick Statistics - View outstanding requests, days before cut-off, leave balance, and total tasks
• Task List - See your tasks, approvals, and tasks for review
• Updates Feed - View recent activity and notifications
• Request Panel - Manage your leave, overtime, and other filing requests
• Announcements - View company announcements and updates
• My Payslip Summary - Access your payslip information
• Attendance Warnings - View and resolve attendance issues
• My Employment Information - Quick access to your employment details
• Time Tracker - Track your work hours
• Petty Cash - View your petty cash balance
• Calendar Widget - See upcoming events and schedules
• My Schedules - View your assigned schedules

Page Layout

The Dashboard is organized into several sections:

Top Statistics Cards

Four cards at the top show key metrics:

• Outstanding Requests - Number of pending requests requiring your attention
• Days Before Cut-off - Days remaining until the next payroll cut-off
• Leave Balance - Your available leave credits
• All Tasks - Total number of tasks assigned to you

Main Content Area

The main content is divided into multiple widgets:

Task List Widget

• Shows your tasks with tabs for:
  • My Task - Tasks assigned to you
  • Approvals - Tasks waiting for your approval
  • For Review - Tasks submitted for your review
• Each task shows:
  • Task title
  • Project/folder it belongs to
  • Status (Pending, In Progress, etc.)
  • Priority level
  • Due date
  • Time since creation
• Actions available:
  • Sort tasks (swap_vert icon)
  • More options menu (more_vert icon)
  • Click on any task to view details

Updates Widget

• Shows recent activity and notifications
• Tabs: Unread, Read, All
• Displays:
  • Activity type (message, task moved, etc.)
  • User who performed the action
  • Related task or item
  • Time since the activity
• More options menu available

Request Panel Widget

• Manages your filing requests:
  • Pending - Requests awaiting approval
  • Approved - Approved requests
  • Rejected - Rejected requests
• Shows request details:
  • Request type (Overtime, Leave, Certificate of Attendance)
  • Date and duration
  • Time since submission
• Add Button - Create new filing requests

Announcements Widget

• Displays company announcements
• Shows:
  • Announcement title
  • Content preview
  • View count
  • Like count
  • Time posted
• More options menu on each announcement

My Payslip Summary Widget

• View your payslip information
• Date range filters:
  • Date From - Start date
  • Date To - End date
• Generate Button - Generate payslip for selected period
• Shows payslip list when available

Attendance Warnings Widget

• View attendance issues that need attention
• View options:
  • Calendar view (calendar_view_month icon)
  • List view (format_list_bulleted icon)
• Filters:
  • Date range selector
  • Status filter (All, etc.)
• Table shows:
  • Date of the issue
  • Description (e.g., "Marked as absent")
  • Actions: Ignore or Resolve buttons

My Employment Information Widget

• Quick access cards to your employment details:
  • Employment Details - Personal & Contact Information, Work Assignment
  • Job Details - Banking Information, Work Information
  • My Shift - Daily Time & Weekly Schedules, Schedule Assignment
  • Allowances - Allowance Assignment
  • Documentation - My Employment Documents
  • Contract Details - Employment contract and history
  • Government IDs - TIN, SSS, HDMF, PHIC numbers
  • Service Incentive Leaves - Leave Summary, Leave Balances
  • Deductions - Regular Deduction, Loans
  • Time Sheet - Time tracking details
• Each card has a Review button to view full details

Right Sidebar Widgets

Time Tracker Widget

• Track your work hours
• Shows:
  • Today's total time worked
  • TIME-IN button to start tracking
  • Current timer status
  • History icon to view past records

Petty Cash Widget

• View your petty cash information
• Displays:
  • Remaining Balance
  • Petty Cash Amount
• Open in new window icon available

Calendar Widget

• Mini calendar view
• Shows current month
• Navigation arrows to change months
• Add Button - Create new calendar event
• Click on any date to view events

My Schedules Widget

• View your assigned schedules
• Filter dropdown (All, etc.)
• Add Button - Create new schedule
• Shows schedule list with:
  • Schedule title
  • Pinned indicator (if applicable)
  • Date and time
  • Location (if applicable)

Actions Available

Quick Actions (Floating Button)

Bottom-right floating button with quick actions:

• Request Filing - File leave, overtime, etc.
• Announcement - Create new announcement
• Calendar Schedule - Add calendar event
• New Liquidation - Create petty cash liquidation
• New Task - Create new task
• New Project - Create new project

Navigation

• Click on any module in the left sidebar to navigate
• Click on widgets to view more details
• Use breadcrumbs to navigate back

Common Tasks

Viewing Your Tasks

1. Look at the Task List widget in the center
2. Click on the appropriate tab (My Task, Approvals, For Review)
3. Click on any task to view details

Creating a New Request

1. Click the Add button in the Request Panel widget
2. Or click the floating action button and select Request Filing
3. Fill in the request form
4. Submit for approval

Checking Attendance Warnings

1. Scroll to the Attendance Warnings widget
2. Review any issues listed
3. Click Resolve to fix the issue or Ignore to dismiss it

Viewing Employment Information

1. Scroll to the My Employment Information widget
2. Click Review on any card to see full details
3. A dialog will open with complete information

Tracking Time

1. Find the Time Tracker widget in the right sidebar
2. Click TIME-IN to start tracking
3. Click TIME-OUT when finished (button changes after time-in)

Generating Payslip

1. Scroll to the My Payslip Summary widget
2. Select Date From and Date To
3. Click Generate
4. View your payslip information

Tips and Best Practices

• Check Daily - Review your dashboard each morning to stay updated
• Resolve Warnings - Address attendance warnings promptly
• Use Quick Actions - The floating button provides fast access to common tasks
• Monitor Requests - Check the Request Panel regularly for approval status
• Track Time - Use the Time Tracker to accurately record your work hours
• Review Tasks - Regularly check all task tabs to stay on top of your work

Related Modules

• Task Module - For detailed task management
• Calendar Module - For full calendar features
• Manpower Module - For detailed payroll and HRIS information
• Treasury Module - For petty cash management

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💡 Note: The Dashboard content varies based on your role and permissions. Some widgets may not be visible if you don't have access to certain modules.