Dashboard Module#

Task List#

Your personal task list, with tabs across the top:

• My Task — your active tasks
• For Review — tasks you sent out and are awaiting review
• Paused — tasks you've paused
• Assigned — tasks assigned to you
• Done — completed tasks
• Collaborated — tasks you collaborate on

Each tab shows a count badge. Additional controls:

• Source filter (funnel icon) — filter by where the task comes from: All, Project, Engagement, Process, or Standalone.
• Drag to reorder — drag a task card up or down to set your own order; the order is saved.
• Hover action — hovering an open task shows a quick Start Task or Mark as Done button.
• Right-click menu — right-click a task for: Mark as Done, Send for Review (pick a reviewer), Pause / Resume, Delegate (pick a person), and Archive (only for tasks you created).
• Click a task to open its full detail dialog.

Cards show a colored priority edge, the due date, and the project code where applicable.

Category icons: workflow-generated task titles show a small icon before the title instead of the raw reference-code prefix (for example [TRS-2026-033] or [OF-000014]) — hover the icon to see the code. An administrator sets the icon per process category from the Processes page.

Quest Board#

Unclaimed tasks that have been tagged for your role or department but not yet assigned to anyone. When a task is offered to a group rather than a specific person, it appears on the Quest Board of everyone in that role or department — the first person to claim it becomes its owner.

Each open task is shown as a card with:

• Title — the task name (hover to see the full title if it is long).
• Group tag — the role or department the task is offered to. A role shows a badge icon; a department shows a building icon.
• Due date — shown with a calendar icon when the task has one (tasks without a due date simply omit it).
• Claim button — takes the task for you.

To claim a task, click its Claim button. While the claim is processed the button reads Claiming…; on success you'll see a "Task claimed" confirmation, the task disappears from the Quest Board, and it moves into your Task List (My Task). Claiming is first-come, first-served — if a teammate beats you to it your claim fails with a message and the board refreshes so you can pick another.

When there are no unclaimed tasks for your role or department, the widget shows a flag icon with "No quests right now" and the note "Tasks tagged for your role or department will show up here when they need a volunteer."

Request Panel#

One combined list of your own requests — HR filing requests and, if you can raise purchase requests, your Purchase Requests too (the same access that used to open the standalone Assets → My Purchase Requests page, now retired). Both kinds of request share the same tabs; there is no separate Filings/Requests toggle.

Tabs across the top:

• Pending — filings awaiting a decision, plus purchase requests still running through their workflow.
• Done — approved filings, plus purchase requests that have completed every step.
• Rejected — rejected or cancelled filings. A purchase request that gets sent back stays in Pending — it never moves to Rejected.
• Drafts — purchase requests you started but never submitted. This tab only appears if you can raise purchase requests.

Each card shows its type, a short description (dates, hours, time range, or the item count and total amount for a purchase request), and how long ago it was submitted. Rejected filings show the rejection reason. Click a filing card to view or edit the request; click a purchase-request card to open a read-only tracking view of its workflow timeline (the same view the full Purchasing page uses).

If you can raise purchase requests, two more controls appear next to the tabs:

• Filter (funnel icon) — narrow the list to All, Filings, or Requests (purchase requests only).
• + (plus) — opens the add menu, listing every filing type plus Purchase Request at the end:
  • Leave
  • Overtime
  • Official Business
  • Certificate of Attendance
  • Schedule Adjustment
  • Rest Day Work
  • Purchase Request

Selecting a filing type opens that filing form; selecting Purchase Request opens the same picker dialog as the floating + button's Purchase Request quick action. If you can't raise purchase requests, the panel shows only the filing rows — no Drafts tab, no filter, and no Purchase Request option in the add menu.

On the Drafts tab, click a draft to open a small dialog with two actions: Proceed (resumes the request form exactly where you left off) or Archive (discards the draft).

Payroll cut-off lock: Filing is blocked for dates that fall inside a payroll cut-off that has moved past the Timekeeping stage (i.e. the cut-off is at Pending, Processed, Approved, or Posted). When you select a date in a locked cut-off, a warning message appears inside the form — for example, "This cutoff (Jun 1 – Jun 15) is locked for payroll (Processed). Filing is no longer allowed." — and the Submit button is disabled. To correct an attendance issue for that period, contact HR.

If your payroll group or cut-off has not been set up yet, all filing is blocked with the message "Filing is not available yet — your payroll group / cutoff has not been set up. Please contact HR." Filing for dates in an open Timekeeping cut-off, or for future dates whose cut-off has not been generated yet, works normally.

Announcements#

Company announcements published to you. Each entry shows the title and a content preview. Click an announcement to open it in full, where you can read the body, view attachments, and acknowledge it if acknowledgement is required.

Payslip Summary#

Look up your payslips. Set a Date From and Date To, then click Generate to filter. Matching payslips are listed (paged, 5 per page) with the cut-off period and payroll date. Click a payslip to open the Payslip Preview.

My Attendance#

Two views, toggled with the calendar / list icons in the widget header:

• List view ("Attendance Warnings") — lists attendance issues for the selected cut-off period. Use the cut-off dropdown to pick a period and the filter dropdown to narrow by All, Absent, or Overtime. Each warning offers two actions:
  • Ignore — dismiss the warning (you'll be asked to confirm; this can't be undone).
  • Resolve — file a correction. Overtime-only warnings open the Overtime form directly; other issues let you choose Official Business or Certificate of Attendance.
• Calendar view ("My Attendance") — a monthly grid. Use the chevron arrows to move between months, and click any day to open its attendance detail dialog.

Forgot to clock out at a facial recognition device? If you scan in again and an earlier session was never timed out, the device either asks you to resolve it or — if that session has been left open more than 20 hours — automatically closes it and starts a fresh time-in for you. Either way, no hours are credited automatically: the earlier day is marked absent. File a Certificate of Attendance for that day to claim the hours you actually worked.

Updates#

Your notifications feed, with tabs: For Action, Remind Later, Unread, All, and CC. Each item shows who triggered it, the related item, and how long ago it happened. You can Mark as Read an item or Mark all as read. Clicking a notification jumps to the related task, announcement, payslip, filing approval, or employee record.

My Employment Information#

This widget is hidden by default — turn it on while customizing the Dashboard.

A grid of cards giving quick access to your HR details. Each card has a Review button that opens a read-only dialog:

• 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 — My employment contract, Contract History
• Government IDs — TIN, SSS, HDMF, PhilHealth numbers
• Service Incentive Leaves — Leave Summary, Leave Balances
• Deductions — Regular Deduction, Loans
• Time Sheet — Daily Time Records

Some sections (such as Job Details banking information) may ask you to verify your password before showing sensitive data.

Time Tracker#

Track what you're working on and, when possible, your official time-in and time-out for the day. The widget is always available — to every employee and even to people with no employee record at all (for example a project manager account) — what changes is what a session counts toward. Shows Today's Total and a live running timer.

• Click Start work to begin. Starting always requires a task — see Picking a task below.
• While a session is running, the task you're on is shown next to the timer, with a switch icon beside it.
• Click Stop work to end the session.
• Click the history icon to open your time history.

Petty Cash#

Shows your petty cash standing if you hold a petty cash fund:

• Remaining Balance (actual balance minus pending liquidation)
• Petty Cash Amount (actual balance; an info icon notes any pending liquidation)

Click the open-in-new icon to open the Petty Cash Details dialog (Overview, History, Liquidations), from which you can submit a liquidation. If you hold no petty cash, the widget shows "No petty cash assigned."

Calendar#

A mini month calendar. Use the chevron arrows to change months and click a date to select it. The + (plus) button opens a small menu (Event, Meeting, Task).

Online Users#

Shows who is currently online in your company. Each person's dot is green normally, and turns red the moment their Time Tracker is running on a task — busy, not just online.

While someone's timer is running, a line appears under their role: "Working on 〈task title〉 · 〈elapsed time〉" — for example, "Working on Fix login bug · 12m". The elapsed time updates live and resets whenever they switch to a different task. Hover the line to see the full task title together with its project name.

The status clears the moment that person stops or switches their timer, or if the overnight process closes their unanswered session for them (see Are you still working?) — for everyone in the company watching this widget, in real time, with no page refresh needed. This status is visible company-wide: anyone who can see the Online Users widget sees what a colleague is currently working on.

On Leave#

Shows who in the company is on approved leave today and over the next 3 days, grouped under day headings — Today, Tomorrow, then the weekday and date (e.g. Thu, Jul 31) for the remaining days. Days when nobody is out are left off the list.

The widget's header shows a count of people out today only — for example, "On Leave (3)".

Each row shows the person's photo (or initials), name, and role. A badge appears next to a row when relevant:

• Half day (AM) / Half day (PM) — the person is out for only half that day.
• Until (a date, e.g. Fri, Aug 1) — the leave spans more than one day; the date shown is the last day of the leave.

The leave type is never shown — this widget is visible to every employee, so whether someone is on vacation or sick leave is kept private. A leave that started before today still shows up under Today as long as it hasn't ended yet.

If nobody is on leave in the next few days, the widget shows "No one is on leave."

My Schedules#

This widget is hidden by default — turn it on while customizing the Dashboard.

A scrolling list of your upcoming Calendar events — your own events, ones you're invited to, department events, company-wide events, and events mirrored from a connected Google calendar. Events are grouped under section headers, in order: Today, Tomorrow, This Week (the rest of the week through Saturday), and Later (anything beyond this week, including later dates in the current month). A group is only shown when it has events in it. Rows are compact: entries under Today/Tomorrow omit the date (the section header already carries it), This Week rows show the weekday, and Later rows show the full date. All-day events show All day in place of a time range. Each entry also shows the location when the event has one.

Use the filter dropdown to narrow the list: All (the next 9 days), Today, This Week, or This Month. Click any schedule in the list to open a read-only event details view, showing the title, date, time and duration, location, who it's saved to, the creator, and attendees (when shared with specific people); click Close to dismiss it. To edit an event, open it from the Calendar page instead — the dashboard view is read-only. Click the + button in the widget header to open the Calendar page. If the schedules fail to load, the widget shows an error message instead of the list.

Step 1 — Enter edit mode#

Press F9 to toggle edit mode. A floating edit bar appears at the bottom of the screen.

Step 2 — Rearrange and resize widgets#

While in edit mode, each widget shows a small control strip:

• Drag handle — drag a widget to a new position (and between the main area and sidebar).
• Size toggle (main-area widgets only) — switch a widget between half width and full width.
• Hide (×) — remove the widget from your Dashboard.

Step 3 — Add hidden widgets#

Click Add Widget in the edit bar to open the hidden-widgets panel. Drag any hidden widget onto the main area or sidebar to bring it back.

Step 4 — Save or discard#

In the edit bar:

• Reset — restore the default layout.
• Cancel — discard your changes and exit edit mode.
• Done — save your layout and exit edit mode.

Filing a request#

1. In the Request Panel widget, click the + (plus) button.
2. Choose a type: Leave, Overtime, Official Business, Certificate of Attendance, Schedule Adjustment, or Rest Day Work.
3. Fill in the form and submit.
4. Track it under the Pending tab; once acted on, it moves to Done or Rejected.

If the Submit button is disabled: the date you selected falls inside a cut-off that is already locked for payroll processing. A warning message in the form explains which cut-off period is locked and its current status. You cannot file or edit a request for those dates — contact HR to handle the correction.

Filing or tracking a Purchase Request#

1. In the Request Panel widget, click the + (plus) button and choose Purchase Request (only shown if you can raise purchase requests) to start a new one.
2. Your own purchase requests appear mixed into the Pending / Done / Rejected tabs alongside filings — use the filter (funnel icon) and choose Requests to see only purchase requests. Click one to open its read-only tracking view.
3. On the Drafts tab, click a draft to Proceed (resume the form) or Archive (discard it).

Resolving an attendance warning#

1. In My Attendance, make sure you're on the list view.
2. Pick the cut-off period from the dropdown and, optionally, filter by Absent or Overtime.
3. For each warning, click Resolve to file a correction, or Ignore to dismiss it.

Working a task#

1. In the Task List, choose a tab (My Task, For Review, Paused, Assigned, Done, Collaborated).
2. Hover a task to Start or Mark as Done, or right-click for more actions (review, pause, delegate, archive).
3. Click a task to open its full details.

Tracking your time#

1. In the Time Tracker sidebar widget, click Start work.
2. Pick a task in the dialog that opens (or type one to create it on the spot), then click it to start.
   • If your company requires a face photo for attendance sessions, a camera dialog opens next. Capture your photo and click Use photo to complete the clock-in.
3. Switch tasks anytime with the switch icon next to the running task — this keeps the same session going instead of starting a new one.
4. Click Stop work when you finish (same camera step applies if a face photo is required).
5. Click the history icon to review past entries.

Viewing a payslip#

1. In Payslip Summary, set Date From and Date To and click Generate.
2. Click a payslip in the list to open the preview.

Claiming a quest#

1. In the Quest Board, find an unclaimed task tagged for your role or department.
2. Click Claim to take ownership.