What this screen is for
This is the landing page of My Workspace and it shows only your own figures. Depending on what your company uses, it can show open work items assigned to you, the projects you belong to, open and won leads, attendance and hours for this month, gross pay from attendance, your leave balance, your latest payslip, and your earnings with pending and paid-to-date settlements. Lists of upcoming tasks with due dates and recent leads sit below, each with a link through to the full screen.
When to use it
Open it at the start of the day to see what is waiting on you. If your login is not yet linked to an employee record, the page will say so rather than show empty panels; ask your administrator to link it.
What you see on this screen
A greeting line, then a row of tiles. Each carries a figure and a smaller line explaining it, and each links through to the full screen. Tiles for modules your company does not use are simply absent:
- Work Items open — with completed and all-time counts beneath
- Bookings upcoming — with today's and this week's counts
- Leads open — with all-time and won counts
- Earnings pending — with paid to date beneath
- Projects — assigned to me
- Hours this month — gross, from attendance
- Attendance this month — of the month's working days, noting any absent, on leave, or marked without a punch
Three charts follow: Bookings - last 8 weeks, Earnings - recent settlements, and My Work Items as a doughnut split into Pending, In Progress and Completed.
List cards fill the rest: Upcoming Bookings; Upcoming Tasks, each with a priority marker and due date; Leave Balance, per type, showing used against allocated and the days left; Recent Leads, marked won where they are; My Projects with each project's status; an Earnings card with Paid to date and Pending; and Latest Payslip with its period, status and net pay.
Filters and actions
There is nothing to filter here. Every tile, chart and card is a link: tiles open the matching screen, and each list card has a View all link to the full one.
Status values
Task priority shows as urgent, high, medium or low. Work items are grouped as Pending, In Progress and Completed. Project status shows the stored value, usually active, completed, on hold or cancelled. The payslip badge reads Paid where it has been, and its own status otherwise.
Related
- My Work Items
- My Attendance
- My Leave