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Enabling the Daily Dashboard Summary Email Functionality via Mass Edit

Allyson Ryan
  • Updated

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 set this for multiple employees via Mass Edit. 

Applicable Roles

  • HR Administrator
  • HR Team

Step-by-Step Instructions:

Navigate to: Active Employees

  1. Select the employees by clicking the checkboxes to the left of the magnifying glass

    Active Employees Mass Edit.png

  2. Click "Mass Edit" at the top of the grid

    Active Employees Mass Edit1.png

    1. Note that if the Mass Edit icon is not visible, it may be grouped with other icons under "More"
  3. In the Mass Edit Employees pop-up, confirm the number of employees you've selected

  4. Scroll to the bottom of the window

    Confirm Mass Edit Dashboard Summary.png

  5. Check the boxes for both "Send Dashboard Summary", and "Enabled"
  6. Click "Update"

By enabling "Send Dashboard Summary", the selected employees will now only receive one email per day regarding their dashboard activity.

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