Dashboard Explained

🎯 The Dashboard is displayed once you have logged into your account and is used as a quick reference for upcoming important dates and Pay Run Amounts.

Priority Messages requiring actioning are displayed at the very top of the Dashboard directly below the Heading.

Announcements display important information about the latest release, including any changes you need to be aware of.

Reminders are displayed when your Plan Level is Advanced, and Comments exist with the Reminder checkbox selected, which allows you to view and complete reminders. To set up a reminder, please refer to Change Comments for a specific Payee.

The Reminder Text Colour is based on the Date & Time.

Black is used when the Reminder is either in the future OR marked as Done.
Orange is used when the Reminder is due today.
Red is used when the Reminder is overdue.

Current allows you to view the Current Reminders ONLY.

Completed allows you to view the Reminders marked as completed but not removed.

All allow you to view all Current and Completed Reminders.

Done allows you to select if the Reminder has been completed.

Payee details the Payee the Reminder has been set up for.

Date & Time details the Date and Time used for the Reminder.

Description details the information entered in Comments.

Remove allows you to remove the Reminder, which is only available for selection once Done has been selected.

Showing X to X of X entries. Show X entries allows you to select how many Reminders you want to be displayed per page.

Pagination Controls allows you to navigate between the pages of Reminders.

Upcoming Birthdays displays all Payees with birthdates within the next three calendar months.

Upcoming Anniversaries display all Payees with commencement dates within the next three calendar months.

Pay Run YTD Gross Earnings and PAYGW displays a graph of each pay run's Gross Wages and PAYGW amounts.