Understanding the eypeople dashboard

Understanding the eypeople dashboard

The dashboard is the default screen you arrive at when you sign in. You can also navigate to it from any point in the system by clicking on   Home in the sidebar. The screen is split into two information modules that help keep you up-to-date on your staff. 

Staff Events/Documents
This is a list of upcoming Events and Documents due for renewal. You can toggle between the two using the tabs. Data is for the current month by default. Switch between months by clicking the  icons to the left and right.

Events will have a  icon next to them. Click on this to mark it as complete.
Both events and documents will have a  icon next to them. Click on this to see more details.

Notifications
This is a list of notifications for each month, meant to remind you of upcoming Staff BirthdaysStaff Events, and Staff Holidays. It will display the current month by default. Switch between months by clicking the  icons to the left and right. 

Events will have a  icon next to them. Clicking on it will take you to the Events tab on that staff member’s profile.
    • Related Articles

    • Creating a profile on eylog from eypeople

      While filling in a staff member’s profile form, you’re given the option to also create a profile for them on eylog using the information stored for them on eypeople, assuming you have both products. When adding a new staff member Click on Staff in ...
    • Adding a user in eypeople

      Users are anyone who has access to the eyworks system. Users are given access to different parts of the system depending on their role. Being an eyworks user is not the same thing as having a staff login. The staff login can only access your ...
    • Understanding the staff scheduling screen

      The Staff Scheduling screen provides an overview of all the scheduled sessions in each room. This includes which staff members are scheduled, the number of staff members, if they’re in ratio, and how long each session lasts. You can get to the Staff ...
    • Adding an event for staff

      eypeople allows you to schedule Events for specific staff members, such as contract changes, reviews, paternity/maternity leave, and so on. These events can be tracked through the calendar, and upcoming events are shown in the Notifications section ...
    • Completing events for staff

      You can mark events as completed, in which case they won’t appear on your dashboard but will still show up on the Branch Calendar. Click on Staff in the sidebar. Click on the name of the staff member to be taken to their profile. Click on Events in ...