The dashboard: your home page

The dashboard is the page that opens when you sign in to Illizeo. It brings together your shortcuts, your personal figures (leave, hours, payslips, expense reports, objectives) and, depending on your role, management indicators. This article describes what you find there and what you can do. It is for all users.

Before you start #

• The page opens with the Dashboard — View permission (Dashboard section of the role matrix, Access level), which all roles hold by default. It can also be reached through Dashboards, at the top of the sidebar.
• Each widget and each quick action has its own permission (for example Dashboard — Widget « My counters » or Dashboard — Quick action « Request leave »), and only appears if you also hold the permission for the data it shows and the module concerned is active for you.
• The layout of the page is decided by your company’s administrator (see Configuring the company dashboard). You cannot move or remove a widget.

What the page contains #

From top to bottom:

• The header: a greeting, a sentence drawn from your data (leave balance, latest payslip) and, on your birthday or work anniversary, a celebration badge.
• An alert banner, when an urgent pinned announcement is addressed to you. The cross hides it for good, on all your devices; a new alert will appear in its turn.
• Quick actions: your shortcuts (see below).
• My delegation: the delegation of your approvals.
• The company indicators, for holders of the Dashboard — Statistics / KPIs permission (by default Administrator and HR Manager): Total headcount, In onboarding, Hires in progress and Payroll evolution.
• My view: your personal widgets.
• Workspace, followed by the name of your profile (employee, manager, HR, payroll or leadership): the widgets linked to your role, for example internal announcements, people present today or expense reports to approve.

Quick actions #

The Quick actions strip shows the shortcuts you are entitled to. An employee’s are:

Depending on your permissions and modules, other actions are added: My team, Approve, Schedule 1:1 and Objective for managers; Create employee and Recruitment for HR; Close month, Salaries and Anomalies for payroll; Report for leadership; as well as those of the Scheduling (My schedule, Publish the schedule), Budget, Swiss payroll, BDESE and Annualisation modules. Your company can also add its own tiles: a link, or a window presenting text, an image, a video or documents.

My team #

For a manager, My team opens the Manage my team window on the people they lead, in four tabs: Profile (member by member), Day view (today’s timeline), Manager dashboard (today’s priorities) and Deadlines (end of probation, end of contract, work permits and medical check-ups over the next 90 days).

My delegation #

The My delegation card shows whether you have handed your approvals to someone. Without a delegation, it reads “No active delegation — your approvals stay with you.” with the Delegate button. With a delegation, it shows the person, the period and the status, with Edit and Delete. How delegations work is described in Flows & approvals.

Your widgets #

The My view section brings together, depending on your permissions and your company’s modules:

• My counters: your leave balances, with Request leave and History (see Leave balances and counters);
• Time tracking: clocking in and out, and your hours for the month (see Clocking in and out);
• Payslip: your latest payslips, to download;
• My expense reports: your reports by status;
• Your objectives: your objectives for the current quarter (see Setting and tracking objectives (OKRs));
• Your upcoming leave: your next absences and what you have left;
• Team side: your colleagues’ birthdays, work anniversaries and arrivals;
• for the modules that provide one: your next shift (see Getting started with Scheduling), your week at the office and site events (see Flex Office calendar), your BDESE sections, your annualisation counter.

Click an item in a widget to open the matching screen of the module.

Congratulating a colleague #

In Team side, the Congratulate button (birthday, work anniversary) or Greet button (arrival) sends your wishes; it then changes to Congratulated or Welcomed. Your colleague receives them on the day itself: a message on their dashboard, and a notification according to their preferences.

Changing the cover #

The header image is yours: you can change it, unless your company has imposed a cover.

1. Click Change cover at the top right of the header.
2. In the Catalog tab, choose an image (the filters follow your company’s categories), or, under Import, drop a PNG, JPG or WebP image.
3. Adjust the Framing with Zoom, Horizontal and Vertical; Reset framing returns to the centre.
4. Click Done.

Changes apply live and are saved to your account: you find the same cover on all your devices.

Good to know #

• A widget or action from a module your company has not enabled, or that is not open to you, does not appear.
• If you have several contracts, My counters and Time tracking follow the contract selected in your profile header, otherwise your main contract.
• The title of the Workspace section uses the highest profile among your roles: an administrator sees “Workspace leadership”.
• The Dashboards entry in the sidebar also offers Quick actions and My delegation, which scroll the page down to those sections.

FAQ #

I cannot see a widget that my colleague has. #

What is shown depends on the role: the administrator chooses, widget by widget, which roles see it, and each widget also requires the permission for its data. If a widget is missing, ask your administrator.

Can I rearrange my dashboard? #

No. The order and size of the widgets are set for the whole company, role by role. Only the header cover is your own.