The personnel overview is the landing page when you click Personnel in the menu. It gives you a high-level picture of your workforce without clicking into individual records.
The metric cards
Five cards run across the top of the page:
- Active Staff — the number of personnel currently in active status.
- On Leave — how many people are currently on leave.
- New Hires (30d) — people who were hired in the last 30 days.
- Expiring Credentials — approved certifications expiring in the next 30 days.
- Pending Job Bids — open bids waiting on a decision, with a Review link to the positions page.
The panels below
- Status Breakdown — a count of personnel per current status.
- Upcoming Status Changes — scheduled status effective dates in the near future.
- Recent Documents — the latest files uploaded to personnel records.
How to use it
Check the overview at the beginning of each week. It takes less than a minute. If you see expiring credentials, follow up from the credentials registry. If you see pending job bids, use the Review link on the card to open the positions page.
Example
On Monday morning, you open the overview and see two expiring credentials and one pending job bid. You click through to the credentials registry to send reminder emails, then open Positions to review the bid.