Enabling the Dashboard Summary is an option to receive a daily summary of pending items in an employee's "Items Requiring Your Attention" section of the platform, instead of a new email every time there is a dashboard notification. The steps below describe how to adjust this setting for one employee.
Applicable Roles
- HR Administrator
- HR Team
Step-by-Step Instructions:
Navigate to Active Employees grid and click the magnifying glass next to the employee you are enabling the summary for:
- Click Edit in the Details tab of the employee:
- Scroll to the field with a yes/no dropdown entitled "Send Dashboard Summary":
- Scroll to the bottom of the Details tab and click "Save":