The Dashboard gives HR and Administrators a centralized view of the organization's claim activity and utilization. Use it to quickly monitor key metrics, review budget usage, and track claim activity at both the organization and employee level.
A video walkthrough of the Dashboard is available:
Overview
The Dashboard provides a quick view of the following key metrics:
Total Employees
Pending Approvals
Approved Claims
Budget Utilisation
Organisation Balance
Employee Utilisation
Dashboard Summary
At the top of the Dashboard, you can view key summary information, including:
Total Employees: Total number of employees in the organisation.
Pending Approvals: Claims currently waiting for approval.
Approved Claims: Claims that have been approved.
Budget Utilisation: Shows how much of the organisation's total claim budget has been used.
Claim Utilisation
The Claim Utilisation section provides a visual summary of claim usage.
Review the claim utilisation information.
Use the available date range to view claim usage for the required period.
Export the claim utilisation information to CSV if required.
Organisation Balance
The Organisation Balance section shows the overall claim budget for the organisation.
It displays:
Total Budget
Amount Used
Pending Amount
Remaining Balance
The information is shown for each benefit or shared budget pool.
đNote: For example, a Dental and Medical shared pool may have a total budget, with the used, pending, and remaining amounts displayed separately.
Employee Overview
The Employee Overview section allows you to view claim utilisation at the employee level.
Search for an employee by Name.
Search by Email if required.
Search or filter by Department.
Filter employees based on their claim utilisation.
Summary
The Dashboard provides HR and Administrators with a centralised view of claim activity, budget utilisation, organisation balance, and employee utilisation, making it easier to monitor overall claim usage.