Dashboard

Your starting page, with the cards that apply to you.

Who can use this page

Everyone who is signed in can open this page.

The dashboard is the first page you see. The sections on it depend on what you can do in Peoplance, so a manager sees their team’s queue and an employee sees their own tasks. Your dashboard may look different from a colleague’s.

To start, pause and end your working day, use the Your day card. See My attendance.

Customize your dashboard

Select Customize to show or hide any widget your permissions and enabled modules allow. Home offers all permitted widgets. ATS, Finance and CRM widgets carry module tags in Customize and above selected widgets. ATS, Finance and CRM overviews each offer only their own module widgets and scoped alerts. For example, an assigned reviewer can add Hiring actions or Coming up to their home dashboard; someone without ATS access cannot select them. Open roles is available only to recruitment managers.

The wider Customize dialog shows main and side columns next to each other on desktop, with visible-widget counts. On smaller screens the columns stack. Each widget groups its checkbox, description and arrangement controls.

Use Move to side or Move to main, and the up/down controls, to arrange widgets. Changes apply immediately and are saved for your user, on this device, separately for each dashboard. Reset to default restores only the current dashboard's starting choices. Your day is always first on Home and is not offered on module overviews. Needs attention alerts can be hidden and stays above widgets when shown.

The home dashboard starts with its existing home cards; ATS starts with Hiring summary, Hiring actions, Coming up and, for managers, Open roles. Cross-module widgets start hidden until selected. Vector starts with Pipeline summary, Deals needing attention, Coming up and Open opportunities. CRM widgets are available on Home and Vector when CRM access and the module are enabled. Finance starts with its permitted Finance widgets. A hidden family does not mount its data loader; visible related widgets share their requests. Team membership is resolved to decide whether Team overview is available.

On wide screens, main/side cards share a row and stretch to equal height. All dashboards use the same 8/4 main/side split. On narrow screens they stack naturally. ATS and CRM summary cards in the main column span the full width. ATS View all links continue to open the paginated ATS lists, and candidate return links lead back to the originating dashboard. CRM View all links open scoped paginated queues, and CRM record headers return to the originating dashboard or queue page.

Announcements

The Announcements widget includes public holidays from today through the end of next week, using Monday–Sunday weeks. Past holidays are left out, and optional holidays are labelled Optional holiday. Holidays appear in date order alongside announcements and birthdays. Public holiday calendar entries cannot be edited from this widget.

Other announcements appear within a rolling 30-day window, including ongoing announcements. Birthdays of active people appear the day before and on the birthday itself.

Needs attention

When there are alerts to act on, the dashboard shows a carousel above your cards. Each alert links to its action. On wider screens, it also shows the message and any badges; on phones, it shows the title and action. The card grows to fit wrapped content. Use the position buttons to change alerts, or pause automatic advancement. Automatic advancement is disabled when you prefer reduced motion.

Use View all alerts (when more alerts are available) or Manage alerts to open the alerts page.

Finance widget links open the related records or queues; the separate eye controls show or hide amounts with your finance PIN.

The general dashboard and the module overviews share the same header and Customize control styling. The reusable alerts carousel keeps the general dashboard's full scope; module overviews show only their own alerts. The carousel disappears when no matching alerts exist.

Finance work widgets

Receivables, Coming due, Invoice follow-up and Purchase orders are available in Customize on every dashboard when Finance is enabled and your permissions allow them. They start visible on Finance overview and hidden on other dashboards. Amounts use the existing Finance PIN and remain in their recorded currencies. See Finance overview.