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For HR staff: Employee Dashboard

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The Employee Dashboard displays visual data summarizing activity among employee records.


View the Employee Dashboard

  1. Select Employee Dashboard from the left navigation menu.

  2. View the visual data panels to monitor activity.

Summary metrics

The following metrics are available:

Metric

Description

Total Employees

The total number of employee records maintained in the system, including active and inactive employees, as of the current reporting date.

Active Employees

The number of employees who currently have an active employment status in the system and are eligible for work, payroll, or system access.

New Employees (Last 30 days)

The count of employee records created or activated within the last 30 calendar days, representing recent hires added to the system.

Total Documents

The count of employee records created or activated within the last 30 calendar days, representing recent hires added to the system.

Document Types

The count of employee records created or activated within the last 30 calendar days, representing recent hires added to the system.

Departments

The count of employee records created or activated within the last 30 calendar days, representing recent hires added to the system.

Charts

The following charts are available:

Visualization

Description

New Employee Activity Trend, By Month

A time‑series visualization showing the number of new employees added to the system by month, used to identify hiring patterns and workforce growth trends over time.

Documents Types (Distribution Chart)

A visual breakdown of stored employee documents by document type, illustrating the relative proportion of each document category within the system.


Frequently Asked Questions

What information is included in the KPI cards?

KPI cards present important summary metrics such as the total number of employees, active documents, document types, or department counts. These values provide a quick snapshot of the organization’s workforce and document activity.

What types of analytics widgets or charts are available?

The dashboard includes analytic visualizations that may display:

  • Total Employees

  • Total Documents

  • Document Types

  • New Employee Activity Trend, by Month

These charts help users understand patterns and identify potential bottlenecks.

Can I interact with the charts?

Yes. Users can hover on the analytic widgets to explore detailed insights and better understand workforce or processing trends.

Can I click on KPI cards or charts to view the underlying data?

Currently, KPI cards and charts provide a visual summary of the data but do not support drilling into the underlying dataset directly from the dashboard. To review the detailed records that contribute to a metric, users may access the associated reports or data exports. Options to add drill-down capabilities may become available in future releases.

How often is the data updated?

Data refresh frequency may depend on your organization’s configuration. Typically, dashboard data is updated in near‑real time or on a scheduled interval to ensure users always see the most accurate metrics. You can also manually push a refresh with the icon in-line with the page heading.

Can I export the dashboard data?

Yes. The Export Report functionality allows users to download dashboard information in a standardized format for offline analysis, reporting, or sharing with stakeholders.

Does the dashboard show individual employee records?

No. The dashboard shows aggregated, high‑level information. To view individual employee files or documents, users must navigate to the Employee Records section.

What should I do if the dashboard doesn’t load or the data looks incorrect?

Try refreshing your browser or logging out and back in. If the issue persists, contact your system administrator or support team, as data visibility or access may be affected by permissions or integration jobs.

What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please contact your organization administrator. Your organization will be able to help you access your account, and can help troubleshoot any issues you may have run into.