Payroll Dashboard
The Payroll Dashboard is your central hub for all payroll activities. It gives you a complete overview of payroll metrics, recent activities, quick actions, and important alerts—all in one place.
What You’ll Learn
By the end of this guide, you’ll know how to:
- Access and navigate the payroll dashboard
- Understand key dashboard widgets
- Run payroll processes and reports directly from the dashboard
- Track payroll trends and visualize data
- Customize widgets and filters to your needs
- Export or schedule payroll data
Accessing the Payroll Dashboard
Step 1: Open the Dashboard
- Log into HRMS with your credentials
- Click Payroll in the main navigation
- The Payroll Dashboard will open
- Explore available widgets and shortcuts
Note: What you see may vary based on your role and permissions.
Step 2: Layout Overview
The dashboard is divided into sections:
- Quick Stats – Key payroll metrics
- Recent Activity – Latest payroll changes
- Notifications – Alerts and deadlines
- Quick Actions – Common payroll tasks
- Charts & Graphs – Payroll trends and analytics
Dashboard Widgets
Quick Stats
Instant snapshot of payroll data:
- Total Employees in payroll
- Monthly Payroll amount
- Pending Approvals
- Payrolls Processed This Month
- Average Salary
- Total Tax Deductions
Recent Activity
Stay updated with:
- Recent payroll runs
- Salary updates
- Approval actions
- Data imports
- Generated reports
Notifications
Never miss important alerts:
- Pending approvals
- Upcoming payroll deadlines
- System errors or warnings
- Reminders and compliance alerts
- System maintenance notices
Quick Actions Panel
Common payroll tasks available in one click:
Payroll Processing
- Generate payroll
- Review pending payrolls
- Approve payrolls
- Lock completed payrolls
Employee Management
- Add employees
- Update or adjust salaries
- Perform bulk updates
- Import payroll data
Reports & Analytics
- Payroll reports
- Salary reports
- Tax reports
- Custom reports
Settings & Configuration
- General payroll settings
- Salary components
- Tax setup
- Payment methods
Charts & Visualizations
Salary Distribution
- Salary ranges
- Department-wise comparison
- Job title analysis
- Trends over time
Payroll Trends
- Monthly and yearly comparisons
- Seasonal variations
- Growth analysis
Tax Analysis
- Total tax deductions
- Tax by employee
- Compliance status
- Refund analysis
Dashboard Filters
Filter payroll data for better insights:
- Date Range → This month, last month, quarter, year, or custom range
- Department → View department-specific payroll data
- Employee Status → Filter by Active, Inactive, or All employees
Quick Access Features
- Recent Payrolls → Quick view of last 5 payroll runs with status and amount
- Pending Tasks → Approvals, reviews, action items, and deadlines
- Quick Reports → One-click monthly, department, tax, or salary reports
Customizing Your Dashboard
Manage Widgets
- Rearrange, add, or remove widgets
- Save your preferred layout
Configure Widgets
- Adjust data sources
- Set display preferences
Personal Preferences
- Notification settings
- Default dashboard view
Data Export Options
- Export Data → Choose Excel, PDF, or CSV
- Scheduled Reports → Automate report delivery by setting frequency, recipients, and content
Troubleshooting
Dashboard Not Loading
- Refresh page, check permissions, verify internet connection
Data Not Updating
- Clear cache, refresh page, confirm data sync
Widgets Missing
- Check permissions, verify role access
Slow Performance
- Try a different browser, clear cache, ensure stable internet
Best Practices
- Check dashboard regularly for updates and alerts
- Monitor payroll and tax trends for accuracy
- Customize the layout to fit your role
- Export or schedule reports for quick reviews
- Handle payroll data securely and responsibly