Your Dashboard

The dashboard is the first screen you see after logging in to Udyamo HRMS. Accessible at the root path /, it provides a real-time summary of your organization's HR activity — pending approvals, attendance snapshots, upcoming holidays, and recent announcements. This chapter walks you through every element of the dashboard, the navigation sidebar, and how to move efficiently between modules.

What You Will Learn

• How to read and interpret dashboard widgets and metrics
• How to navigate the sidebar menu to access different modules
• How to use the top menu bar, notification bell, and profile menu
• How to switch between organizations (for multi-org users)
• How to perform quick actions from the dashboard

Prerequisites

Required: A valid Udyamo HRMS account and successful login. See Chapter 2: Signing Up & First Login if you have not logged in yet.

Dashboard Overview

The dashboard is divided into several regions, each serving a specific purpose.

Top Menu Bar

The top menu bar is always visible, regardless of which page you are on. It contains global controls that apply across the entire application.

Organization Switcher

If your account is associated with more than one organization, the organization switcher appears in the top-left area of the menu bar.

1. Click the current organization name in the top menu bar.
2. A dropdown list appears showing all organizations you belong to.
3. Click the organization you want to switch to.
4. The page reloads with the selected organization's data.

Tip: The organization switcher uses the org_selects mechanism. If you only belong to one organization, the switcher may not appear or may display your organization name without a dropdown.

Warning: Switching organizations changes all data displayed across the application. Any unsaved work on the current page will be lost when you switch.

Search Bar

The search bar in the top menu allows you to quickly find employees, settings, or pages.

1. Click the Search icon or field in the top menu bar.
2. Type a name, employee ID, or keyword.
3. Results appear as you type. Click a result to navigate directly to that page.

Notification Bell

The notification bell icon displays a count of unread notifications.

1. Click the bell icon in the top menu bar.
2. A dropdown panel shows recent notifications, such as:
   • Leave requests submitted or approved
   • Attendance anomalies
   • Payroll processing updates
   • Announcement postings
3. Click a notification to navigate to the relevant page.
4. Click Mark All as Read to clear the unread count.

Tip: Configure your notification preferences in your profile settings to control which events generate notifications. This prevents notification overload.

Profile Menu

The profile menu is located at the far right of the top menu bar, typically showing your avatar or initials.

1. Click your profile icon or name.
2. A dropdown menu appears with options:

Navigation Sidebar

The sidebar is the primary navigation element in Udyamo HRMS. It appears on the left side of the screen and provides access to all modules and settings.

Sidebar Structure

The sidebar is organized into logical groups based on functionality. The exact items visible depend on your role and which feature toggles are enabled for your organization.

Note: The sidebar color can be customized by your administrator through Settings > Organization > Sidebar Color. This is useful for visually distinguishing between multiple organizations.

Collapsing and Expanding the Sidebar

• Click the hamburger menu icon (three horizontal lines) at the top of the sidebar to collapse it into an icon-only view.
• Click the icon again to expand the sidebar back to its full width.
• On mobile devices, the sidebar is hidden by default and can be opened by tapping the hamburger icon.

Dashboard Widgets and Metrics

The main content area of the dashboard displays a collection of widgets. Each widget provides a summary or snapshot of a specific area. The widgets visible to you depend on your role.

Administrator / HR Dashboard Widgets

Employee Count Widget

Displays the total number of active employees in the organization.

Attendance Summary Widget

Shows today's attendance snapshot at a glance.

Tip: Click on any attendance metric to drill down into the detailed attendance list for today.

Leave Requests Pending Widget

Displays the count of leave requests awaiting approval, broken down by urgency.

Click View All to navigate to the full Leave Requests approval page.

Upcoming Holidays Widget

Lists the next few holidays on the organization's holiday calendar.

Recent Announcements Widget

Shows the most recent announcements posted by administrators or HR.

• Displays the announcement title, date, and a preview of the content.
• Click an announcement to read the full text.

Birthdays & Work Anniversaries Widget

Highlights employees celebrating birthdays or work anniversaries this week or month.

Employee Dashboard Widgets

Employees see a personalized dashboard focused on their own data.

Quick Actions

Quick action buttons on the dashboard allow you to perform common tasks without navigating through menus.

Common Quick Actions

Tip: Quick actions save time on repetitive tasks. The most commonly used quick action for employees is the Check In button, which may also appear as a prominent button on the dashboard.

Navigating Between Modules

There are several ways to move between different areas of Udyamo HRMS.

Using the Sidebar

Click any item in the sidebar to navigate to that module. Sub-items expand when you click a parent section.

Using Breadcrumbs

Most pages display breadcrumb navigation below the top menu bar, showing your current location in the application hierarchy.

Dashboard > Employees > John Smith > Leave History

Click any breadcrumb segment to navigate back to that level.

Using the Browser

You can use your browser's back and forward buttons to navigate between previously visited pages. You can also bookmark frequently used pages.

Keyboard Shortcuts

Udyamo HRMS may support keyboard shortcuts for power users.

Customizing Your Dashboard

Setting Your Preferred Landing Page

By default, the dashboard at / is your landing page after login. If your administrator has configured a different default, you may land on a different page.

Sidebar Color

Administrators can change the sidebar color to match the organization's brand or to visually distinguish between multiple organizations.

1. Navigate to Settings > Organization.
2. Find the Sidebar Color setting.
3. Select a color from the palette or enter a hex color code.
4. Click Save.

The sidebar color updates immediately for all users in the organization.

Multi-Organization Usage

If you are a member of multiple organizations in Udyamo HRMS, here is how to manage them effectively.

Switching Organizations

1. Click the organization name in the top menu bar.
2. Select the target organization from the dropdown.
3. The entire application context switches to the selected organization.

Visual Differentiation

Tip: Ask each organization's administrator to set a different sidebar color. This provides an immediate visual cue indicating which organization you are currently viewing, reducing the risk of performing actions in the wrong workspace.

Independent Data

Each organization maintains completely independent data. Employees, payroll records, leave balances, and all settings are separate. Actions in one organization do not affect another.

Tips & Best Practices

Tip: Check your dashboard each morning for pending approvals, attendance anomalies, and new announcements. The dashboard is designed to surface the most important items first.

Tip: If the dashboard feels cluttered, ask your administrator about role-based widget visibility. Employees typically see fewer widgets than administrators, which keeps the interface focused.

Warning: The dashboard data refreshes when the page loads. If you leave the dashboard tab open for an extended period, refresh the page to see the latest data.

Tip: Use the notification bell to stay informed about events that require your attention without constantly checking each module individually.

Quick Reference