The Account Dashboard provides a high-level overview of the various companies in your profile and their outstanding items. To access the dashboard:
- Click on the Profile icon.
- Select Dashboard.
Please note: Only admin users have access to the dashboard. If an admin user is restricted to specific companies, the dashboard will only include stats or information for the companies that they have admin access to.
The items at the top of the dashboard show:
- The number of companies in your profile.
- The number of employees across all companies in your profile.
Latest Pay Period Processed
This section indicates when the last Pay Run was created for each Pay Frequency in each company. Besides the date of the last created Pay Run being displayed, there is also a status next to each item, which will display one of the following:
- Processed (Green) – The latest Pay Run was created inclusive of all employees.
- Partially Processed (Orange) – The latest Pay Run has been created and at least one employee was not part of the Pay Run for that Pay Frequency.
- Pending (Red) – A Pay Run dated before today’s date has not been created.
If you click on the Partially Processed or Pending status, you can see more information about the Pay Run. You can then click on the link at the bottom of the pop-up to be directed to the created Pay Run (if Partially Processed) or the Pay Runs page (if Pending). Note that if you navigate to the Pay Run from the dashboard and make changes, you may need to refresh the dashboard for the updates to show.
Please note: This section is only applicable if there has been a Pay Run within the last year; it is disabled otherwise.
Submission Status
This section shows the status of returns to Revenue for the various companies in your profile. Returns submitted to Revenue can have one of the following statuses:
- Draft: For returns not finalised (you will also see a warning in red if the Revenue return has failed).
- Successful: For returns that have been finalised on the system.
You can be directed to the Regular Submissions page by clicking on the Partially Processed or Pending status. Note that if you navigate to the Regular Submissions page from the dashboard and make changes, you may need to refresh the dashboard for the updates to show.