Dashboard
Overview
The Dashboard is the starting point for your current work in FTE Tree. It highlights position-control activity, approval tasks, recent records, messages, and shortcuts based on your access.
The Dashboard is intentionally personal. Two users in the same organization may see different cards because their permissions, department access, pending approvals, recent work, and notification settings are different.
Access needed
| Activity | Access needed |
|---|---|
| Open Dashboard | Active organization membership |
| Review requests waiting for you | Assigned approval task or approval management access |
| See position shortcuts or recent positions | View positions for the relevant department |
| Use report shortcuts | Run reports or report view access |
| Access setup | See Permissions and roles. |
Approval work
If you submit or review requests, the Dashboard can show:
- Requests waiting for your approval.
- Requests you submitted.
- Requests that are blocked or need refresh before review.
- Recent approval activity.
Open a request to review the requested values, effective dates, approval path, approval level, FTE and cost impact, attachments, comments, and Activity history.
Use this area at the start of the day when you need to know whether action is waiting on you. A request can appear because you are the assigned approver, because you submitted it and its status changed, or because you manage approval activity for the organization.
If a request does not appear, open Approvals directly and check the request status, approver assignment, department access, and effective date. Your Dashboard does not show requests you cannot open.
Recent work
The Dashboard can show recent positions, departments, employees, and approval requests you have worked with. Recent items are filtered by your current access, so you only see records you can open.
Recent work is meant for navigation, not for audit review. Use Activity history on the record when you need to confirm who changed a value and when the change happened.
Shortcuts
Dashboard shortcuts can take you to:
- Positions.
- Position change requests.
- Org chart.
- Reports.
- Tasks or approval work lists.
- Settings areas you have permission to manage.
Shortcut visibility follows your access. If a teammate has a shortcut you do not see, compare your role assignments and department scopes with an administrator rather than assuming the Dashboard is incomplete.
What may be hidden
Dashboard sections may be empty or hidden when there is no matching work or when your access does not include the underlying records.
Common examples:
- Approval cards are hidden when no approval task is assigned to you.
- Recent positions are hidden when you do not have position view access in the relevant departments.
- Report shortcuts are hidden when you do not have report access.
- User, billing, security, or setup shortcuts are hidden unless your role includes those administrative responsibilities.
This keeps the Dashboard focused and prevents users from seeing records outside their authorized scope.
Messages and comments
Dashboard message indicators help you find comments, mentions, missed activity, and request notifications. Comment email behavior depends on your user preference and your organization's notification settings.
Messages are not a replacement for the record itself. Open the linked record before making a decision so you can review the current values, comments, attachments, and Activity history on the record.
Daily review workflow
A typical daily review is:
- Check approval work that is waiting for you.
- Review unread messages and mentions.
- Open recently changed positions or requests that you own.
- Run any scheduled reports or saved report views needed for your role.
- Follow up in comments when a request or record needs clarification.
For large setup tasks, imports, report exports, and detailed review, use a desktop or laptop browser. Mobile devices are best for quick approvals, comments, and status checks.