The Dashboard menu item is used to navigate back to your home page to view your Menu items and Widget selections.
If you have tasks or actions assigned to you, when logging into Passport 360, a notification message will pop up advising you that you have unread messages. This refers to your “Bell Notifications”
You need to acknowledge the notification by selecting the ok button. You will now need to navigate to your bell notification icon to open the messages.
The pop-up message will continue to pop up every time you log in if you do not clear your notification bar. This can be done by selecting “Clear Notifications”
If you want to disable the Bell Notification entirely, simply tick the block available and select ok.
You will receive a pop-up up message to advise you that the notification has be successfully disabled.
Note: It is recommended not to disable your bell notification entirely as this function is here to assist you to keep up to date with current tasks or actions assigned to you.
1) Employee Quick Search
Use this function to search for an employee. Once the employees’ generic details display on the card, you are able to view the employees full profile by selecting “view profile.”
2) To Do List
Note: The “To Do List” can be used by individual users to track and manage various tasks that are pending actions throughout the whole system. The intention is to use your “To Do List” daily so that you can keep up to date with any daily tasks that need actioning. This function is available to both the Corporate Client users and Service Provider users. This can also be used by any type of user, from an Administrator to a Read Only user.
2.1) Turn on “To do list” function
If a company wants to make use of the “to do list” function, it is important to note that it needs to be configured first.
Navigate to settings on your dashboard,
Navigate to your users and view the applicable user.
Under the user details, select the “Show to do list on dashboard,” you need to change the status to “yes” so that the function can be active for the user. Select save so that the action can be applied to the user.
Once you have made the action active for the individual, the next time the user logs into the system, the user will receive a pop-up message asking him/her if they want to make use of the function.
It is up to the user to decide if they would like to make use of this function, by selecting “yes or No”
When you have confirmed that you would like to use the function, a “To Do List” will be seen on your dashboard.
Note: It is important to remember that sections viewable to each user will be adjusted according to the individual user rights. A Corporate Client user will see more options compared to a Service Provider because their package usage differs. This also means that users with specific user rights will only be able to view sections that are available to their user.
2.2) Specific individual to work through their “To do list”
On the list, click on the arrow displayed next to the module.
Under each module display you will see a dropdown of specific items related to the module that need an action to be completed.
Each section will display a count of pending actions so that you have insight into the number of tasks pending.
When you click on the respective section, the system will direct you to the area that needs actioning.
If you click on “New Hires” under People Manager
The click through will take you to the HR Actions awaiting approval, whereby you will be able to work through the pending approvals.
As you work through the tasks that need to be actioned, the counter on the to do list will adjust in numbers as the tasks are completed.
3) Current Risk Exposure calculator
Note: This display will only be available to your company if it has been configured in your settings field “Continuous Risk”. You can refer to the continuous risk user guide for more information.
4) TRCFR – Year To Date
Note: This display will only be available to your company if it has been configured by the Passport 360 Technical team.
The TRCFR graph displays (Total Recordable Injury Frequency Rate).
The “Incident Count” is a display of all the recorded fatalities, lost time injuries and other injuries requiring medical treatment by a trained medical professional.
The “Hours Worked” is a display of the total number of employee hours worked – “manhours.”
If you want further insight into the breakdown of the incident count, click on the view button to view the data. This will include a display of the Incidents and Historical TRCFR.
Return to Home Page
At any point while you are using the system, if you need to return to your “Home Page,” simply navigate to the dashboard menu item.
5) Section Selection
To the right of your screen you will see a “Section Selection” dropdown.
Here, you can selection which sections you want to see on your dashboard.
Note: Once you have selected the sections that you want to make up your dashboard, you will be required to set up your widget selection in each section. Widgets are setup per User, customizing your Dashboard to your needs. Select unlimited widgets for “at-a-glance” summaries of your data.
Click on the view button that displays on each tab.
Click on the add button to make your widget selection.
When you are complete, select done.
To return to the home page of your sections, you can either select the back button or you can select the “Home” icon that displays next to the “Sections” tab.