The Dashboard screen and Menu items
This is the landing page all users can see when they log into the payroll software.
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Change the default view between Status and Task List by selecting the ‘burger’ icon on the top right then Task List.
You can also use this menu to:
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Select which clients are included on the dashboard by changing the option in the drop-down menu.
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Refresh the data you are looking at.
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Open the payroll software by selecting Go To Payroll.
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You can then return to the dashboard by going to Bureau > Bureau Dashboard in the payroll software.
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Close the software by selecting Logout.
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Change the Pay Period you are operating in using the drop-down menus at the top of the screen:
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The other three icons at the top of the screen show the number of Errors, Warnings and Overdue Tasks there are for the clients you have selected to view.
The menus on the left of the screen link to the main functions of the module, as well as the main configuration options:
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Shift between views by selecting Status or Task List.
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Access to the Configure menu can be restricted via Operators/Groups in the Admin section of the payroll software.
The Bureau Efficiency module will need configuring before you can begin using it. We will look at the Configure menu in more detail first.