How do you use the dashboard in the Agreement module?

Modified on Mon, 5 Oct at 9:51 AM

Use the dashboard to track and filter employment agreements and supplementary agreements.


Who is the Agreement module dashboard for?

The Agreement module dashboard is for agreement approvers, agreement creators, and agreement signatories.


What does the Agreement module dashboard show?

The Agreement module dashboard provides a complete overview of the status of all created employment agreements and supplementary agreements.


How can you filter agreements in the Agreement module dashboard?

  • Search: Search by the employee’s name, for example
  • Start date: Filter by the start date of the position or supplementary agreement. The default period is three months back and six months ahead. Adjust the period to view agreements outside this range
  • Status: Filter by agreement status, such as draft, sent for approval, sent for signing, signed, rejected, or cancelled
  • Type: The default selection is All. Filter specifically by employment agreements or supplementary agreements
  • Units: Search for the units whose agreements you want to view. Select the checkbox to include subunits

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