Dashboard — User Guide
Module: HR Profile
Audience: HR managers, executives, administrators
Version: 1.0.0
Last updated: 2026-07-22
Overview
The Dashboard is your HR Profile home screen. It summarizes workforce composition, highlights contracts that need attention, lists staff birthdays in the current month, and shows who has not finished onboarding.
Prerequisites
- Permission: HR Dashboard → View.
- For meaningful charts, staff should have departments, job positions, and birthdays filled in on their HR records.
- Contract expiry widgets require contracts recorded under HR Profile → Contracts.
Step-by-step: Open the dashboard
- Go to HR Profile → Dashboard.
- Review the charts at the top (departments, job positions, age groups, seniority trends, and monthly headcount movement).
- Scroll to contract alerts, birthdays, and the unfinished onboarding table.
Expected result: A read-only overview; no records are created or edited on this page.
Dashboard sections
Workforce charts
| Section | What it shows |
|---|---|
| By department | Staff count per department |
| By job position | Staff count per position |
| By age | Staff grouped into age bands (18–24, 25–29, 30–39, 40–60) |
| Seniority fluctuations | Headcount and ratio by length of service |
| Employee chart by month | New hires, active staff, and departures per month |
Staff without a birthday on file are omitted from the age chart.
Contract alerts
Two summary cards appear below the charts:
| Card | Meaning | Action |
|---|---|---|
| Contract is about to expire | Valid contracts ending within 7 days | Click the view icon to open the filtered contract list |
| Overdue contract | Valid contracts past their end date | Click the view icon to review and renew or close |
Birthdays this month
A table lists active staff whose birthday falls in the current calendar month. Click a name to open their HR record.
Staff who have not completed onboarding
This table lists employees still in the receiving/onboarding workflow (progress below 100%). Columns include staff ID, name, job position, department, and a completion percentage.
Click a name to open the full HR record, or use Receiving staff to manage their checklist.
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Empty or sparse charts | Missing department, position, or birthday data | Complete HR records |
| Contract counts show zero | No contracts or none in valid/expiring state | Add or update contracts |
| Unfinished onboarding table empty | No active receptions, or all are 100% complete | Normal; start onboarding under Receiving staff |
| Cannot open dashboard | Missing HR Dashboard view permission | Ask an administrator to grant access |
Related features
- Contracts — manage agreements linked from expiry widgets
- Receiving staff — onboarding checklists driving the unfinished table
- HR Records — source data for charts and birthday list
- Organizational Chart — department structure used in charts
- Job Descriptions — positions used in charts