Operations Dashboard

This page gives the list of client managed by the login Operations user. For each of the client, the organization structure, location structure, critical contacts in the client organization, PO details, attrition graph and even the other operations personnel involved in managing the client operations are provided.

The dashboard will show the To-do list sorted by client. Based on client and service location selection, the system displays the employee ID card generation and authorization, contract extension authorization, separation authorization, leave authorization and attendance authorization details. You can view the activities for the selected date.

Select the “Operations Dashboard” activity under the “General Masters”.

The “Operations Dashboard” page appears.

The system displays the “Announcements” banner in the header.

My Dashboard

Profile section

The system displays the following details in the profile section:
Employee Picture
Employee Code – Employee Name
Job Description
Department Description
Work Location
Employee Email ID

To Do List section

Select the following detail:

Client & Service Location

From the drop-down list box, select the client and service location. The combo is loaded with various clients and service locations from “Client Access Rights” page. The system displays “Select” by default if there are multiple items. If there is only one value in combo, the system defaults it and shows the To Do List items for that client. Mandatory.

On select of Client & Service Location, the system displays the following details
Employee ID Generation – Count of all records with employee code blank and applicant ID generated with Employee File Status - New for selected client and service location.
Employee ID Authorization – Count of all records with employee code non blank and Employee file status “Pending for Authorization” for selected client and service location.
Contract Extension Authorization – Count of all records with Contract status “Pending for Authorization”' for selected client and service location.
Separation Authorization – Count of all records with separation status “Pending for Authorization” for selected client and service location.
Leave Authorization – Count of all records with leave application status “Pending For Authorization - Create / Alter / Cancel” for selected client and service location
Attendance Authorization – Count of number of employees for whom attendance confirmation is pending (Confirm attendance column blank), for selected client, service location and current upcoming process period.
Click on any Datahyperlink to view the respective records.

Activities of the Day section

Choose the date to view the activities for the selected date.
In the Client section, the system displays the following:
Payoll Cutoff Date – Count of all clients who has payroll cut off date on current date is shown in braces.
Attendance Cut Off Date –Count of all clients who has attendance cut off date on current date is shown in braces.
In the Applicants/Employees section, the system displays the following:
Expected DOJ – Count of all applicants who has expected date of joining on current date is shown in braces.
Contract Expires – Count of all applicants who has contract end date on current date is shown in braces.
Last Working Date – Count of all applicants who has Last Available Date on current date is shown in braces.
Birthdays – Count of all applicants who has date of birth on current date is shown in braces.
On Leave - Count of all applicants who has leave authorized for the day is shown in braces.
Click on any Datahyperlink to view the respective records.

My Clients section

The system displays the following in the multiline:

Client & Service Location	The client and service location.
Location	Click icon to view the location details of the client. On click of the icon, the system displays the organization and location structure details.
No. Of Employees	The count of all employees in the client and service location combination.
New Joinees	The count of all employees joined in the last 60 days for the client and service location combination.
No. Of Separations	The count of all employees separated in the last 60 days for the client and service location combination.
Contact Details	Click icon to view the contact details of the client. On click of the icon, the system displays payroll location, designation, user name, employee code and mail ID details.
PO Details	Click icon to view the PO details. On click of the icon, the system displays contract number, PO/SOW number, value, effective from and effective to details.
Attrition	Click icon to view the attrition graph. The attrition shows the Line graph for attrition number for all 12 months in current financial year. It displays month on X-axis and separated employees count on Y-axis.

Alerts section

The system displays the alert details in the alert section.

Links section

Click on any link to view the respective page.