Company Dashboard Tutorial

The Company Dashboard is your central hub for managing all company operations in EasyDo 365. This quick tutorial will guide you through accessing the dashboard and understanding its key features for effective organizational management.

Video Tutorial

Accessing the Company Dashboard

Key Dashboard Functions

The Company Dashboard provides access to essential company management features:

Employee Management

Purpose: Register new employees and conduct employee verifications

Actions:

• Add new employees to your organization
• Verify employee credentials
• Update employee information
• Manage employee profiles

Learn more about Employee Management

Performance Review

Purpose: Provide and track employee performance reviews

Actions:

• Create performance evaluations
• Set review criteria
• Submit performance assessments
• Monitor review completion

Learn more about Performance Reviews

Location Tracking

Purpose: Track employee locations in real-time

Actions:

• View current employee locations
• Monitor field employee movements
• Track remote work locations
• Generate location reports

Learn more about Location Tracking

Branch Management

Purpose: Manage existing branches and add new ones

Actions:

• Add new branch locations
• Configure branch settings
• Assign employees to branches
• View branch-wise data

Learn more about Branch Management

Announcements

Purpose: Make company-wide announcements

Actions:

• Create instant announcements
• Schedule future announcements
• Target specific branches
• Track announcement views

Learn more about Announcements

Document Management

Purpose: Check and add important company documents

Actions:

• Upload company documents
• Organize by category
• Set access permissions
• Manage document versions

Leave Management

Purpose: Access the company leave calendar

Actions:

• View all employee leave requests
• Approve or reject leave applications
• Check leave balances
• Generate leave reports

Holiday Tracking

Purpose: Track and manage company holidays

Actions:

• Add national and regional holidays
• Set branch-specific holidays
• View upcoming holidays
• Manage holiday calendar

Learn more about Holiday Management

Web Administration

Purpose: Access the comprehensive web admin portal

Actions:

• Full administrative console
• Advanced configuration options
• Bulk operations
• Detailed analytics

Company Reports

Purpose: Access various company reports and analytics

Actions:

• Attendance reports
• Performance metrics
• Financial summaries
• Custom report generation

Learn more about Company Reports

Approval Management

Purpose: Manage approval requests and workflows

Actions:

• View pending approvals
• Approve or reject requests
• Track approval history
• Manage workflows

Learn more about Approvals

Attendance Section

The dashboard includes a dedicated attendance section:

• Real-time Status: See who's checked in and absent
• Work-from-Home Tracker: Monitor remote employees
• Holiday Workers: Identify employees working on holidays
• Attendance Summary: Quick statistics for today

Switching Between Branches and Companies

Managing Multiple Branches

If your organization has multiple branches:

1. Locate the branch selector at the top
2. Tap to view all branches
3. Select desired branch
4. Dashboard updates to show branch-specific data

Managing Multiple Companies

If you manage multiple companies:

1. Access the company switcher
2. View list of companies you manage
3. Select company to switch to
4. Dashboard refreshes with new company data

This is useful for:

• Consultants managing multiple clients
• Business groups with multiple entities
• Franchise operations
• Holding company structures

Quick Tips

• Daily Review: Check dashboard at start of each business day
• Pending Actions: Address pending approvals promptly
• Monitor Alerts: Watch for system alerts and notifications
• Team Status: Keep track of who's working, on leave, or remote

Related Resources

• Company Dashboard Overview - Detailed dashboard guide
• Employee Dashboard - Employee view
• Add Employee - Employee registration
• Branch Management - Managing branches
• Working Hours - Configure work hours
• Company Reports - Reporting features

Need Help?

The Company Dashboard brings all management functions together in one place. For detailed information on specific features, refer to the individual feature documentation linked throughout this guide.