Your dashboard is designed to give you a quick snapshot of the status of your personnel files and alert you to any items that require attention.
Alerts Requiring Your Attention
Alerts appear on the left side of your dashboard. They’ll be divided into two sections: 'Needs Attention' and 'Needs Immediate Attention'.
Items needing attention include form submissions to review, I-9s ready for countersignature with time remaining before the deadline, and E-Verify cases that are not yet Closed-Authorized.
Only active staff profiles generate alerts, so deactivating or removing inactive profiles can help keep your dashboard organized.
I-9s that need to be completed/countersigned today, or that are past the three-day window allotted from an employee’s start date, will fall into the items that need immediate attention. This alert is based on the “start date” entered when the new employee was added to the system.
But this date could have changed, and the employee is not yet working. If this is the case, simply go to the employee’s profile, edit or remove the start date, and this I-9 will disappear from your alerts requiring immediate attention.
To further manage I-9 notifications effectively, you can deactivate or remove staff profiles. Deactivating a staff profile retains all history and submitted forms while ensuring the profile no longer appears in dashboard alerts. On the other hand, removing a staff profile permanently deletes the profile and all associated history, also clearing it from dashboard alerts. Choose deactivation if you need to retain records for compliance or future reference, and opt for removal if you want to permanently delete the profile and its history.
Summary Breakdowns
The right side of your screen summarizes the completeness of your personnel files, the state of their I-9s, and your E-Verify cases if you are using E-Verify integration.
Green is good, yellow is OK, and red is not so good.
These summaries should alert you to macro trends so you can take action if needed. For instance,
If you saw that 0 of the 50 staff you onboarded a week ago had not yet signed in, and your sign-in activity showed an unusual amount of yellow, you might want to use Reports to ensure that you set their Notification start date appropriately.
If only one of your new hires has completed all of their required forms, you might use Reports or spot-check a few files to see if there are similarities in what particular forms they are getting stuck on.
In general, though, you want to let the system and your staff do the work, and simply sit back and watch these progress bars move toward solid green!
You can refresh the Dashboard at any time by clicking “refresh” in the upper right-hand corner.
In addition, the dashboard refreshes automatically on the hour every hour, or whenever you log back in.