HRMS · Dashboard

Route /hrms/dashboard Menu HRMS → Dashboard

Employee Dashboard

Two-tab dashboard: My dashboard for individuals and Team dashboard for managers with org-wide workforce analytics.

Personal and team analytics — attendance, utilization, task mix, and workforce demographics for managers.

Two-tab people tower

My numbers, then the team’s — still the same employees

The employee dashboard has two tabs: My dashboard for individuals and Team dashboard for managers with workforce analytics. Both read live Employee, leave, attendance, and timesheet — they do not keep a second headcount.

People → HR dashboard Route /hrms/dashboard Employee (self) · Manager / HR (team)

The job of this console

See personal time and leave posture, or switch to team analytics when you manage people. Drill into leave, timesheet, or the directory rather than treating a chart as editable.

Seat at the table

Every employee gets My dashboard. Team dashboard is for managers, HR, and executives whose persona can open it. Admin towers stay under Admin.

The working rhythm

Open People dashboard, read the active tab, follow a card into the owning register, act there, return. Managers switch tab instead of opening a different product.

Moments that bring you here

Monday personal scan. A manager preparing 1:1s. HR looking at team leave load. Not for payroll totals — that is Payroll and Finance.

ⓘ

Charts are views of HRMS sources

Headcount, leave, and hours come from Employee, leave, attendance, and timesheet. Correct the source screen if a number looks wrong.

Flowcharts

Each diagram auto-plays when it scrolls into view. Use Play / Pause or click a step.

1 — Personal vs team tabs

Choose My dashboard or Team dashboard (managers).

flowchart TD
  Open[Open Dashboard] --> Tab{Tab}
  Tab -->|My| Pers[Personal KPIs]
  Tab -->|Team| Mgr[Team analytics]
  Mgr --> Scope[Team scope filter]

1
Open DashboardHRMS → Dashboard.
2
TabMy or Team (managers).
3
Personal KPIsAttendance, utilization, trends.
4
Team analyticsHeadcount and workforce charts.
5
Team scope filterNarrow org unit on Team tab.

2 — Refresh personal insights

Reload personal cards without changing tab.

flowchart TD
  R[Refresh] --> Load[Reload insights]
  Load --> Cards[Update panels]

1
RefreshHeader Refresh on My tab.
2
Reload insightsFetches utilization and attendance.
3
Update panelsCharts and KPI tiles refresh.

Overview

HRMS → Dashboard is the default landing for many HRMS users. Individual contributors see personal utilization; managers with team-switch permission see a second tab with headcount, churn, and demographic charts.

Screen layout

Top: Page header with module kicker and tab bar (My dashboard | Team dashboard).
Body: Responsive grid of chart panels and lists — each panel is a card with title, chart, and optional drill action.
Team tab only: Team scope bar above analytics to filter organizational unit.

Header & filters

Tabs: My dashboard · Team dashboard (managers only).
Team scope bar (Team tab): select organizational unit to narrow all downstream charts.
No SHOW/SORT on dashboard — scope is tab + team selector only.

Summary & charts

The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).

Switch tabs to change the entire panel set.

◆ Emerald Luxury UI theme · chart data refreshes when filters change

My dashboard — chart panels

Attendance (month)

Calendar + bar

What it measures: Present / absent days and attendance rate for the current month
How to read it: Calendar strip colours each day; bar shows monthly attendance percentage
How to use it: Scan for unexpected absence clusters before month-end

When to act: Open Attendance to mark or correct days

Hours over 6 weeks

Stacked bar

What it measures: Billable, non-billable, and leave hours per week
How to read it: Stacked segments show composition; total bar height = weekly hours
How to use it: Track whether billable ratio is stable or drifting

When to act: Open Timesheet for the week that looks off

This week at a glance

Donut

What it measures: Utilization breakdown — billable vs other hours this week
How to read it: Largest slice = dominant time type; centre may show total hours
How to use it: Compare against org target (~80%+ billable if policy requires)

When to act: Add billable entries on Timesheet if ratio is low

Task queue mix

Donut

What it measures: Open tasks grouped by workflow status
How to read it: Each slice = share of tasks in that column/status
How to use it: Spot blocked or overdue concentration

When to act: Open Task Board or My Tasks to clear blockers

Leave & holidays

List

What it measures: Leave hours booked plus upcoming public holidays
How to read it: List rows show dates and types; not a chart but part of summary strip
How to use it: Plan around team and personal availability

When to act: Book leave on Timesheet or HR portal as per policy

Team dashboard (managers)

Headcount trend

Line

What it measures: Active employee count over the last 6 months
How to read it: Upward slope = growth; dips may indicate exits or scope change
How to use it: Monthly workforce planning checkpoint

When to act: Cross-check with Employees directory after sharp changes

Joins & exits

Stacked area

What it measures: Monthly join vs exit events
How to read it: Overlapping areas show churn vs hiring in the same month
How to use it: Identify retention issues or hiring spikes

When to act: Drill into Employees list filtered by join date

Gender mix

Donut

What it measures: Gender distribution across scoped roster
How to read it: Slice size = proportion of each category
How to use it: DEI reporting and roster balance review

When to act: Export roster if external reporting is required

Employment type

Donut

What it measures: Permanent, contract, intern, and other types
How to read it: Shows workforce composition by contract type
How to use it: Contract-heavy teams may need renewal tracking

When to act: Filter Employees register by employment type

Tenure bands

Column bar

What it measures: Headcount in 0–1y, 1–3y, 3–5y, 5y+ buckets
How to read it: Taller columns = more employees in that tenure band
How to use it: Succession and experience mix analysis

When to act: Pair with skills chart for capability planning

Work locations

Column bar

What it measures: Office, remote, and region counts
How to read it: Compare site vs remote distribution
How to use it: Facilities and timezone planning

When to act: Update employee profiles if locations are stale

Top skills

Horizontal bar

What it measures: Most tagged skills in the scoped roster
How to read it: Longest bars = most common skill tags
How to use it: Capability demand and bench strength

When to act: Open employee profiles to verify skill tags

Departments & teams

Horizontal bar

What it measures: Headcount by org grouping
How to read it: Shows load distribution across teams
How to use it: Rebalance hiring or transfers if one bar dominates

When to act: Use team scope bar to narrow before comparing

Grade & band

Treemap

What it measures: Compensation band distribution
How to read it: Tile area = count in each band
How to use it: Compensation structure review (permission required)

When to act: HR-only — do not share outside authorized roles

Team scope bar (Team tab only) filters every chart in the Team dashboard by organizational unit.

Main content & actions

Switch tabs to change entire panel set. On Team dashboard, change team scope to re-query all charts. Click chart segments where supported to filter related lists (varies by panel).

Complete feature list

Every control, panel, and workflow on this screen.

✓
Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
✓
Documentation searchHeader search indexes all guide pages (docs site).
✓
Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
✓
My dashboard tabPersonal attendance, utilization, task mix, and leave/holiday list.
✓
Team dashboard tabManager-only org analytics with team scope bar.
✓
Team scope barFilter all Team tab charts by organizational unit.
✓
Chart drill-downClick chart segments where supported to filter related data.
✓
Tab persistenceLast selected dashboard tab remembered per session.

Before you start

ℹ️

Weekly ritual

Expand the summary strip, scan utilization donut, then open Timesheet to fill gaps for the current week.

💡

Manager handoff

Before 1:1s, set Team scope to the report's org unit and screenshot trend charts for discussion.

Who uses this screen

Every employee for the My dashboard tab; people managers and HR leads for the Team dashboard tab with org-wide workforce analytics. Open this screen at the start of the week to review utilization, attendance, and task load.

ℹ️

Two tabs, two audiences

Individual contributors should stay on My dashboard. Switch to Team dashboard only if your role includes direct or org-unit reports — the Team tab exposes headcount and demographic charts.

Key concepts

My dashboard

Personal attendance strip, six-week hour stack, weekly utilization donut, task queue mix, and upcoming leave/holidays.

Team dashboard

Manager-only analytics: headcount trends, grade distribution, gender and tenure mix, department bars, and team-scoped filters.

Summary strip

Collapsible KPI row above tabs; expand for charts, collapse for a cleaner view. State persists in browser storage.

Utilization

Billable hours divided by available hours — target varies by org policy (often 75–85% for client-facing roles).

Team scope bar

On Team tab, filters every chart to selected organizational units — always set scope before interpreting numbers.

Permissions

Role	Access on this screen
Individual contributor	My dashboard tab only; personal charts and leave list.
People manager	My + Team tabs; team scope bar for org-unit filtering.
HR administrator	Full Team dashboard across all org units; may see extended demographic panels.
Executive (read-only)	Team dashboard analytics without edit actions on underlying records.

📝

Administrator override

Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.

Controls reference

Control	Description	Notes
My / Team tabs	Switch between personal and manager analytics.	Tab choice persists per session.
Team scope bar	Multi-select org units on Team tab.	Required before comparing teams fairly.
Summary strip toggle	Expand/collapse chart gallery.	Same control as other Lux list screens.
Attendance calendar strip	Month view of present/absent days on My tab.	Click segments where drill-down is enabled.
Hours over 6 weeks	Stacked bar: billable, non-billable, leave.	Spot trending billable ratio drops.
This week donut	Utilization breakdown for current week.	Compare to org target line if shown.
Leave & holidays list	Booked leave hours and upcoming public holidays.	Plan around team availability.

Common mistakes

⚠️

Using Team tab without scope

Managers view blended company-wide data and draw wrong conclusions — always narrow the team scope bar first.

⚠️

Ignoring non-billable hours

A healthy billable ratio still requires tracking internal and training time; zero non-billable entries often indicate under-reporting.

⚠️

Checking dashboard once a month

Utilization and task mix are weekly signals — review Monday or after timesheet submission deadlines.

FAQ

Why can't I see the Team tab?

Your account lacks manager permissions or has no direct/indirect reports in Tracopus org structure.

Do dashboard charts respect filters?

Team tab charts follow team scope; My tab is always personal data regardless of global header search.

Can I export dashboard data?

Export lives on underlying registers (Timesheet, Employees) — dashboard is read-only analytics.

What utilization target should I aim for?

Org-specific — check with your delivery lead. The donut shows actuals; policy targets may appear as reference markers.

Workflows

Review your week

Open My dashboard → check This week at a glance donut → open Timesheet if billable ratio is low.

Manager health check

Team dashboard → set team scope → scan joins/exits area and headcount trend.

Tips & best practices

Tip: Target ~80%+ billable on the utilization donut if your org policy requires it. Leave & holidays list helps plan around public holidays.

More guidance

💡

Remember

Personal attendance strip, six-week hour stack, weekly utilization donut, task queue mix, and upcoming leave/holidays.

ℹ️

Why can't I see the Team tab?

Your account lacks manager permissions or has no direct/indirect reports in Tracopus org structure.

My numbers, then the team’s — still the same employees

The job of this console

Seat at the table

The working rhythm

Moments that bring you here

Flowcharts

Overview

Screen layout

Header & filters

Summary & charts

My dashboard — chart panels

Attendance (month)

Hours over 6 weeks

This week at a glance

Task queue mix

Leave & holidays

Team dashboard (managers)

Headcount trend

Joins & exits

Gender mix

Employment type

Tenure bands

Work locations

Top skills

Departments & teams

Grade & band

Main content & actions

Complete feature list

Before you start

Who uses this screen

Key concepts

My dashboard

Team dashboard

Summary strip

Utilization

Team scope bar

Permissions

Controls reference

Common mistakes

FAQ

Why can't I see the Team tab?

Do dashboard charts respect filters?

Can I export dashboard data?

What utilization target should I aim for?

Related pages

Workflows

Tips & best practices

More guidance