Dashboard

Keep an eye on employees with active ZB

After logging in, the dashboard is displayed first. This provides an overview of all employees with an active and valid additional certificate in the company and provides information on deadlines and additional certificates.

Information about the employee and the active additional certificate

Below the employee's picture, their date of birth, the current registration number of the active and valid additional certificate, the issue date, and, if applicable, the expiry date of the additional certificate are displayed. If there is a red circle with an exclamation mark in the bottom left of the profile photo area, this means that a draft of a new additional certificate exists for this employee.

Dashboard Functions

By clicking on the pencil iconin the top right of an employee's card, you will access the editing view of the master data sheet. Here you can adjust the employee's basic data and update skills and deadlines.

Using the speech bubble icon you can record a report that the active additional certificate has been lost, stolen, or destroyed. This allows you to quickly note in the register that the active certificate is no longer valid. Afterwards, you can issue a replacement certificate via the certificate table.

Buttons for deadline monitoring with color marking

Below the employee details and their certificate, there are seven buttons that provide a brief overview of the status of various deadline types. Clicking on the respective buttons will display further information.

Color coding

The status of the deadlines is highlighted by color using a traffic light system. The following applies: 

No action required
Deadline is about to expire
The deadline has passed

 

Views when clicking the buttons

Displaying information on the employee's data, including the Check of general professional knowledge (date of last and next check). The color of this button depends on the deadline for the general professional knowledge check. 

View of the Driver's license details of the employee, as well as its expiry date (entry optional).

Link to the list (knowledge overview) of the stored Languages of the employee.

Link to the list (knowledge overview) of the stored Series knowledge of the employee.

Link to the list (knowledge overview) of the stored Infrastructure knowledge of the employee.

View of the details for the Fitness for duty examination (deadline) of the employee.

View of the deadlines for the company-specific additional monitoring, provided these were previously defined in the master table and the corresponding date values were entered in the employee's data sheet.

The dashboard offers a simple search function that can be used to search for employees' first and last names. 

Employees can be filtered by organizational unit using the drop-down menu next to the search.

Furthermore, the dashboard view can be filtered so that only employees for whom at least one deadline is about to expire or has already expired are displayed. This allows you to quickly and easily identify where action is needed. Use the slider at the top right and set it to critical only