Company Dashboard Overview

The Company Dashboard is your command center for managing all aspects of your organization in EasyDo 365. This comprehensive management interface provides quick access to critical business functions, from employee management and performance tracking to approvals and reporting. Designed with simplicity and efficiency in mind, the dashboard consolidates all administrative tasks into a single, intuitive interface.

As an administrator or manager, the Company Dashboard empowers you to oversee your entire organization at a glance. You can monitor employee attendance, manage branches, make company-wide announcements, access important documents, and review comprehensive reports—all from one centralized location. The dashboard's modular design ensures that you can quickly navigate to any function you need without wading through complex menu systems.

The Company Dashboard is specifically designed for business leaders, HR professionals, and managers who need real-time visibility into organizational operations. Whether you're managing a small team or a large workforce spread across multiple locations, the dashboard provides the tools and insights you need to make informed decisions and keep your business running smoothly.

Video Tutorial

Prerequisites

To access the Company Dashboard, you need:

• An active EasyDo 365 account
• A company/organization created in the system
• Administrative or managerial permissions
• Manager or Authority Level 1-2 access rights

Accessing the Company Dashboard

Key Dashboard Functions

The Company Dashboard provides access to the following critical management functions:

Employee Management

Purpose: Register new employees and conduct employee verifications

Key Features:

• Add new employees to your organization
• Verify employee credentials and documents
• Update employee information
• Manage employee status (active, on leave, terminated)
• View employee directory

Use Cases:

• Onboarding new hires
• Conducting background verification
• Updating employee records
• Managing employee lifecycle

Performance Review

Purpose: Provide and track employee performance reviews

Key Features:

• Create performance review cycles
• Set review criteria and metrics
• Submit performance evaluations
• Track review completion status
• View historical performance data

Use Cases:

• Annual performance reviews
• Quarterly evaluations
• Promotion assessments
• Performance improvement plans

Location Tracking

Purpose: Track and monitor employee locations in real-time

Key Features:

• View employee current locations
• Track field employee movements
• Monitor remote work locations
• Generate location-based reports
• Set geo-fence boundaries

Use Cases:

• Field force management
• Remote work monitoring
• Safety and security
• Client visit verification

Branch Management

Purpose: Manage existing branches and add new office locations

Key Features:

• Add new branch locations
• Configure branch-specific settings
• Assign employees to branches
• View branch-wise reports
• Manage multi-location operations

Use Cases:

• Opening new office locations
• Managing regional offices
• Organizing by geography
• Branch performance comparison

Announcements

Purpose: Make company-wide announcements and communications

Key Features:

• Create instant announcements
• Schedule future announcements
• Target specific departments or branches
• Track announcement views
• Add attachments and rich media

Use Cases:

• Policy updates
• Company news and events
• Emergency notifications
• Celebration and recognition

Document Management

Purpose: Check and add important company documents

Key Features:

• Upload company documents
• Organize documents by category
• Set access permissions
• Version control for documents
• Search and retrieve documents

Use Cases:

• Policy documentation
• Compliance certificates
• Employee handbooks
• Training materials

Leave Management

Purpose: Access and manage the company leave calendar

Key Features:

• View all employee leave requests
• Approve or reject leave applications
• See leave calendar for entire organization
• Check leave balances
• Generate leave reports

Use Cases:

• Managing team availability
• Planning project resources
• Tracking leave patterns
• Year-end leave reconciliation

Holiday Tracking

Purpose: Track and manage company holidays

Key Features:

• Add national and regional holidays
• Set branch-specific holidays
• View upcoming holidays
• Manage holiday calendar
• Sync with attendance system

Use Cases:

• Annual holiday planning
• Managing regional variations
• Festival and cultural holidays
• Communicating time-off schedules

Web Administration

Purpose: Access the comprehensive web admin portal

Key Features:

• Full administrative console
• Advanced configuration options
• Bulk operations and imports
• Detailed analytics and reports
• System-wide settings

Use Cases:

• Complex configuration tasks
• Bulk data management
• Advanced reporting needs
• System administration

Company Reports

Purpose: Access various company reports and analytics

Key Features:

• Attendance reports
• Performance metrics
• Financial summaries
• Custom report builder
• Export capabilities (PDF, Excel)

Use Cases:

• Monthly management reviews
• Compliance reporting
• Strategic planning
• Board presentations

Approval Management

Purpose: Manage approval requests and workflows

Key Features:

• View pending approvals
• Approve or reject requests
• Track approval history
• Set approval workflows
• Delegate approval authority

Use Cases:

• Expense approvals
• Leave approvals
• Purchase requisitions
• Contract approvals

Attendance Section

The dashboard includes a dedicated attendance section that provides:

• Real-time Attendance Status: See who's checked in and who's absent
• Work-from-Home Tracker: Monitor employees working remotely
• Holiday Workers: Identify employees working on holidays
• Attendance Trends: Visual representation of attendance patterns
• Quick Statistics: At-a-glance metrics for today's attendance

This section helps you understand workforce availability and plan accordingly.

Multi-Branch and Multi-Company Management

One of the powerful features of the Company Dashboard is the ability to switch between different views:

Switching Between Branches

If your organization has multiple branches:

1. Locate the branch selector (usually at the top of the dashboard)
2. Tap to view list of all branches
3. Select the branch you want to manage
4. Dashboard updates to show branch-specific data

Switching Between Companies

If you manage multiple companies or organizations:

1. Access the company switcher
2. View list of companies where you have admin rights
3. Select the company to switch to
4. Dashboard refreshes with selected company's data

This functionality is particularly useful for:

• Consultants managing multiple client organizations
• Business groups with multiple legal entities
• Franchise operations
• Holding company structures

Best Practices

Daily Dashboard Review

1. Morning Check-in: Review attendance at start of business day
2. Pending Actions: Address pending approvals promptly
3. Monitor Alerts: Check for any system alerts or notifications
4. Team Status: Review who's working, on leave, or working remotely

Weekly Management Tasks

1. Leave Planning: Review upcoming leave requests for the week
2. Performance Reviews: Complete any pending review tasks
3. Announcements: Plan and schedule weekly communications
4. Reports Review: Check weekly performance and attendance reports

Monthly Administrative Tasks

1. Month-end Reports: Generate and review monthly reports
2. Performance Reviews: Conduct monthly or quarterly evaluations
3. Document Updates: Update policies and documents as needed
4. Branch Reviews: Compare performance across branches
5. Holiday Planning: Update upcoming month's holiday calendar

Security and Access

1. Limit Access: Grant dashboard access only to authorized personnel
2. Regular Audits: Review who has administrative access quarterly
3. Activity Logs: Monitor dashboard usage and changes
4. Secure Devices: Ensure devices with dashboard access are secure
5. Password Management: Use strong passwords and change regularly

Key Features

The Company Dashboard offers these powerful capabilities:

• Centralized Control: All management functions in one place
• Real-time Data: Live updates on attendance, approvals, and activities
• Mobile-First: Full functionality on smartphones and tablets
• Quick Actions: One-tap access to common tasks
• Visual Analytics: Charts and graphs for data visualization
• Customizable Views: Arrange modules based on your priorities
• Notification Center: Never miss important updates
• Search Functionality: Quickly find employees, documents, or records

Troubleshooting

Dashboard Not Loading

If the dashboard fails to load:

• Check your internet connection
• Verify you have proper permissions
• Clear app cache and retry
• Ensure you've selected a company
• Contact support if issue persists

Missing Functions

If some dashboard functions are not visible:

• Verify your user role and permissions
• Check if modules are enabled for your company
• Ensure you have latest app version
• Contact your system administrator

Data Not Updating

If dashboard data appears stale:

• Pull down to refresh the dashboard
• Check your internet connectivity
• Log out and log back in
• Verify server status with support

Can't Switch Companies/Branches

If you're unable to switch organizations:

• Verify you have access to multiple entities
• Check network connection
• Ensure companies are properly set up
• Contact administrator for access rights

Tips & Tricks

• Favorites: Bookmark frequently used functions for quick access
• Notifications: Enable push notifications for critical alerts
• Shortcuts: Learn keyboard shortcuts in web admin portal
• Quick Search: Use the search bar to find employees or documents instantly
• Dashboard Widgets: Customize widget order based on your workflow
• Report Scheduling: Schedule automatic report generation
• Bulk Actions: Use web admin portal for bulk operations
• Export Data: Regularly backup important data through reports
• Mobile + Web: Use mobile for quick actions, web for detailed work
• Delegation: Delegate approval authority when you're unavailable

Related Resources

• Employee Dashboard - Guide for employees using their personal dashboard
• Add Employee - How to register new employees
• Branch Management - Managing multiple office locations
• Working Hours - Configure company working hours
• Announcements - Create company announcements
• Company Reports - Generate and analyze reports
• Performance Reviews - Managing performance evaluations
• Location Monitoring - Track employee locations

Need Help?

The Company Dashboard is your primary management interface. If you need assistance:

• Quick Tips: Tap the info icon (i) next to each module for quick help
• Video Guides: Watch module-specific tutorial videos
• Knowledge Base: Search for specific function documentation
• Support Team: Contact support for dashboard-related questions
• Training: Request administrator training for your team
• Community: Join admin forums to share tips with other managers