Employee Dashboard

The Employee Dashboard is your personal workplace portal within EasyDo 365, designed specifically for individual employees to manage their work-related activities, requests, and information. This self-service interface empowers you to handle common tasks independently, from requesting leave and submitting reimbursements to tracking your attendance and viewing your performance metrics.

Unlike the Company Dashboard which is for administrators, the Employee Dashboard focuses on your personal work experience. It provides a clear view of your employment information, leave balances, attendance records, and pending requests. The dashboard is designed to reduce dependency on HR and management for routine tasks, giving you the freedom to manage your work-life balance more effectively.

The Employee Dashboard centralizes everything you need for day-to-day work management. Whether you're checking your monthly wages, viewing upcoming holidays, requesting overtime compensation, or monitoring your performance score, all your essential employment information is available at your fingertips. This transparency and accessibility help you stay informed and engaged with your workplace.

Video Tutorial

Prerequisites

To access the Employee Dashboard, you need:

• An active EasyDo 365 employee account
• Registration in a company organization
• Basic employee permissions (standard user access)
• Mobile app installed or web access configured

Accessing the Employee Dashboard

Key Dashboard Functions

The Employee Dashboard provides access to these essential self-service functions:

Request Leave

Purpose: Apply for time off from work

What You Can Do:

• Submit leave requests for vacation, sick leave, or personal time
• Select leave types (annual leave, sick leave, casual leave, etc.)
• Specify date ranges and duration
• Add reason or comments for leave request
• Track approval status of your requests
• View leave request history

When to Use:

• Planning vacation time
• Taking sick days
• Personal emergencies
• Attending to family matters
• Religious or cultural observances

Process:

1. Tap "Request Leave"
2. Select leave type
3. Choose start and end dates
4. Enter reason (if required)
5. Submit request
6. Receive notification on approval/rejection

Submit Overtime (OT) Request

Purpose: Request compensation for extra hours worked beyond regular schedule

What You Can Do:

• Log overtime hours worked
• Specify date and duration of overtime
• Add reason or project for overtime
• Submit for manager approval
• Track overtime compensation
• View overtime history

When to Use:

• Working beyond scheduled hours
• Weekend or holiday work
• Project deadlines requiring extra time
• Emergency work situations
• Client requirements needing extra hours

Important:

• Submit overtime requests promptly (within policy timeframe)
• Get prior approval if required by company policy
• Maintain accurate records of hours worked
• Attach supporting documents if needed

Request Salary Advance

Purpose: Request a portion of your upcoming salary in advance

What You Can Do:

• Apply for advance salary payment
• Specify amount needed
• Provide reason for advance request
• Track request approval status
• View advance repayment schedule
• Check advance eligibility

When to Use:

• Emergency financial situations
• Unexpected medical expenses
• Family emergencies
• One-time significant expenses
• Before payday when urgent need arises

Considerations:

• Check company policy on advance limits
• Understand repayment terms
• Consider impact on future salary
• Use judiciously for genuine needs

Request Reimbursement

Purpose: Claim expenses incurred on behalf of the company

What You Can Do:

• Submit expense reimbursement claims
• Upload receipts and supporting documents
• Categorize expenses (travel, food, supplies, etc.)
• Add expense descriptions
• Track reimbursement approval and payment
• View reimbursement history

Common Reimbursable Expenses:

• Business travel costs
• Client entertainment
• Office supplies purchased
• Professional development expenses
• Communication expenses
• Fuel and transportation

Best Practices:

• Keep all original receipts
• Submit claims within specified timeframe
• Provide detailed descriptions
• Attach clear photos of receipts
• Follow company expense policy

Leave Calendar

Purpose: View upcoming employee leave schedules

What You Can Do:

• See who's on leave when
• Plan your leave around team availability
• Check team member absence
• View leave types and durations
• Understand team capacity

Benefits:

• Better collaboration planning
• Avoid scheduling conflicts
• Coordinate with team members
• Plan project timelines effectively

Company Holidays

Purpose: View list of scheduled company holidays

What You Can Do:

• See upcoming public holidays
• View company-specific holidays
• Plan personal time around holidays
• Check regional holiday variations
• Export holiday calendar

Planning Uses:

• Vacation planning
• Family commitments
• Travel arrangements
• Project milestone planning
• Meeting scheduling

Statistical Reports

Purpose: Analyze data on your various work activities

What You Can Do:

• View attendance statistics
• Check productivity metrics
• See task completion rates
• Monitor work hours trends
• Review monthly performance data

Available Metrics:

• Days present vs absent
• Average work hours
• Tasks completed
• Meetings attended
• Leave utilization
• Overtime hours

Employment Reports

Purpose: Access your personal employment records

What You Can Do:

• View employment history
• Check salary information
• Access payslips
• See designation and role details
• Review employment documents
• Download employment certificate

Uses:

• Personal record keeping
• Loan applications
• Visa documentation
• Tax filing
• Career planning

Dashboard Information Sections

Attendance Tracking

The dashboard prominently displays your attendance information:

• Daily Attendance: Today's check-in/check-out status
• Monthly Summary: Days present, absent, on leave
• Attendance Percentage: Your attendance rate
• Punch In/Out Times: Your daily work hours
• Location: Where attendance was marked
• Pending Regularization: Any attendance corrections needed

Quick Actions:

• Mark attendance/punch in
• Request attendance regularization
• View detailed attendance history
• Export attendance records

Employee Score

Your monthly performance score is displayed based on:

• Attendance regularity
• Task completion rate
• Punctuality
• Leave balance management
• Overall productivity metrics

Understanding Your Score:

• Higher scores indicate better performance
• Scores may affect incentives or bonuses
• Regular monitoring helps improvement
• Discuss score criteria with your manager

Monthly Wages

Track your earnings for the current month:

• Gross Salary: Total earnings before deductions
• Deductions: Taxes, provident fund, other deductions
• Net Pay: Take-home salary
• Overtime Earnings: Additional compensation
• Bonuses/Incentives: Performance-based additions
• Advances/Loans: Deductions for advances taken

Salary Components Visibility:

• Basic salary
• Allowances (HRA, DA, etc.)
• Tax deducted at source (TDS)
• Statutory deductions
• Voluntary deductions

Leave Balance

Monitor your available leave entitlements:

• Annual Leave: Vacation days remaining
• Sick Leave: Medical leave available
• Casual Leave: Short-term leave balance
• Compensatory Off: Earned time off
• Leave Earned: Accrued during the year
• Leave Used: Already taken leave
• Leave Pending: Awaiting approval

Leave Planning Tips:

• Check balance before requesting
• Plan leave to avoid expiry
• Understand carry-forward policies
• Coordinate with team schedules

Upcoming Holidays

Quick view of the next company holidays:

• Holiday date and day
• Holiday name/occasion
• Type (national, regional, company-specific)
• Working vs non-working day status

Best Practices

Regular Dashboard Review

Daily:

• Check attendance status
• Review any pending approvals on your requests
• Monitor upcoming meetings or tasks
• Verify punch in/out recorded correctly

Weekly:

• Review work hours and overtime
• Check leave balances
• Plan upcoming requests
• Review performance metrics

Monthly:

• Verify salary and wages
• Check monthly attendance summary
• Review performance score
• Submit pending reimbursements
• Plan next month's leave if needed

Effective Request Management

1. Submit Early: Don't wait until last minute for leave or advance requests
2. Provide Details: Include all necessary information and documentation
3. Follow Up: Check status of pending requests
4. Maintain Records: Keep copies of all requests and approvals
5. Understand Policies: Know company policies for each request type

Maintaining Good Standing

1. Regular Attendance: Maintain good attendance record
2. Timely Submissions: Submit requests within policy timeframes
3. Accurate Information: Ensure all information is correct
4. Professional Communication: Be clear and professional in requests
5. Policy Compliance: Follow all company policies and procedures

Key Features

The Employee Dashboard offers:

• Self-Service: Handle routine tasks independently
• Real-Time Updates: Live status of your requests and information
• Mobile Access: Full functionality on your smartphone
• Transparency: Complete visibility into your employment data
• Historical Data: Access past records and history
• Document Access: View and download employment documents
• Notifications: Alerts for approvals, rejections, and updates
• Analytics: Insights into your work patterns and performance

Troubleshooting

Cannot Access Dashboard

If you can't access the Employee Dashboard:

• Verify you're registered as an employee in a company
• Check with your HR/admin if your account is activated
• Ensure you have proper permissions
• Try logging out and logging back in
• Update to latest app version

Wrong Information Displayed

If you see incorrect information:

• Pull down to refresh the dashboard
• Check if you're viewing correct company (if you work for multiple)
• Verify your profile information with HR
• Report discrepancies to your administrator
• Take screenshots for reference

Request Not Submitted

If your request doesn't submit:

• Check internet connection
• Ensure all required fields are filled
• Verify attachments are uploaded correctly
• Check file size limits for attachments
• Try submitting again
• Contact support if problem persists

Missing Salary Information

If salary details aren't visible:

• Ensure payroll has been processed for the month
• Check if you have permission to view salary info
• Verify with HR/payroll department
• Wait for month-end processing to complete

Tips & Tricks

• Bookmark Important Info: Take screenshots of important data for offline reference
• Set Reminders: Create calendar reminders for leave balance checks
• Plan Ahead: Submit requests well in advance for better approval chances
• Regular Updates: Keep your profile information current
• Notification Settings: Configure notifications for request status updates
• Document Everything: Maintain personal copies of all submissions
• Understand Trends: Review your statistics to improve performance
• Ask Questions: Don't hesitate to clarify policies with HR
• Sync Calendar: Add company holidays to your personal calendar
• Monthly Review: Set aside time each month to review all dashboard data

Related Resources

• Company Dashboard - For managers and administrators
• Request Leave - Detailed leave request guide
• Overtime Requests - Submit overtime claims
• Reimbursement Process - Claim expenses
• Advance Salary - Request salary advance
• Salary Slip - View and download payslips
• Employee Reports - Understanding your reports
• Attendance Guide - How to mark attendance

Need Help?

Your Employee Dashboard is designed for ease of use, but if you need assistance:

• HR Department: Contact your HR team for policy-related questions
• Manager: Discuss performance scores and work-related queries
• IT Support: Technical issues with dashboard or app
• Help Center: Access in-app help and documentation
• Colleagues: Ask experienced colleagues for tips
• Training: Request dashboard training from your organization

Remember, the Employee Dashboard empowers you to manage your workplace needs independently. Take time to explore all features and use them to your advantage for a better work experience!