Introduction

Dashboard is the landing page for every user after sign-in. It brings together the information you are most likely to act on: unread messages, approval requests waiting for you, requests you have submitted, a Staffing Strategy snapshot, and recent departments and positions you have worked on. The page title includes your selected organization's name, so you can confirm at a glance which organization you are viewing.

Summary cards

Four summary cards at the top of the page show counts that are specific to you:

  • Unread messages: Messages sent to you that you have not yet read.
  • Open approvals: Approval requests currently waiting for your action as an approver.
  • Upcoming approvals: Requests that will reach you in an upcoming step, giving you advance notice of work headed your way.
  • Active requests: Approval requests that you have submitted that are still in process.

Each card links to the full list for that category so you can drill in from the number.

Staffing Strategy snapshot

The Staffing Strategy snapshot section gives you a quick read on current staffing totals from Staffing Strategy. If you have position access, it can show published totals for positions, FTE, and headcount as of the organization's current date. It also shows the same freshness status used in Staffing Strategy so you know whether the published totals are current or still being prepared.

If your organization uses openings and you have access to view them, this section can also show opening attention metrics such as open openings, target-due openings, and unassigned openings. Use Open Staffing Strategy or Open queue to move from the Dashboard summary into the full workspace.

Requests needing my approval

The Requests needing my approval section lists up to five approval requests that are waiting for your review, ordered so the oldest or most urgent appear first. Each entry shows the request, request type, department, requester, and approval status. Click a request to review the proposed changes and approve or deny each step. If more than five requests are pending, a link to the full approval list is shown.

If you are currently acting as a delegate for another approver, their pending requests appear in this list alongside your own.

Status of my requests

The Status of my requests section lists up to five approval requests that you have submitted and are still active. This gives you a quick way to check the status of your in-flight work without leaving Dashboard. A link is provided to your full request list when there are more than five.

Organization messages

The Messages section displays messages that have been configured for Dashboard visibility. Messages can come from two sources:

  • Organization-wide messages sent to all users or targeted groups by administrators.
  • System messages generated by FTE Tree for events such as renewals or configuration changes.

Only messages you have not archived appear on Dashboard. Dismiss or archive a message to remove it from the list. For more on how messages are created and delivered, see Messages and notifications.

Continue in Staffing Strategy

The Continue in Staffing Strategy section shows up to ten departments you have recently viewed or edited, along with the count of active Operating Budget positions in each. This count uses the same active-position definition as subscription capacity: the position is in the Operating Budget, has not been deactivated, and its current approved status is configured to count as active. Positions are grouped by their current approved department, so scenario-only positions and draft department changes are not included in this count.

The list only includes departments where you have the View positions permission, so every entry is one you can work in directly. Use the department links to open the department summary, positions tab, or coverage tab in Staffing Strategy.

Recent positions

The Recent positions section shows up to ten positions you have recently viewed or edited. Each entry is annotated when relevant:

  • Draft: The position has unapproved field changes waiting to be submitted.
  • Scenario: The position belongs to a forecast scenario rather than the Operating Budget.

Use this list to jump back into positions you have been working on without needing to search for them again.

Need help?

If Dashboard is not showing the information you expect, it may be because your permissions do not grant access to those records. Contact your organization administrator, or contact us or email us at support@ftetree.com.