Data Dashboard Overview

access level data processor (full access), payroll advisor (edit), manager (full access) module data the data dashboard is the primary working interface for users managing customer information and data related tasks it features a dynamic list that helps users quickly prioritize their workload and an advanced filtering system to manage which items appear navigation indicator the data dashboard navigation bar displays a small number next to the module name when tasks have been assigned to you this indicates how many tasks require your attention customer requests this section displays all customer requests, including ach setup or updates certificate requests direct deposit setup or updates (not live) employee onboarding separation notices w 4 submissions new client creation requests a numeric value next to each tab name indicates the number of active requests for that category ✅ notifications to clients are now automatically sent in either english or spanish , based on the language selected in the client’s lead card search functionality the data dashboard search bar provides flexible searching capabilities search by customer name, id, or other identifiers special characters are automatically ignored for better search results searches are case insensitive partial matches are supported ℹ️ note the search function now ignores special characters and symbols when searching by name, making it easier to find records regardless of how they were entered examples searching "o'brien" and "obrien" will return the same results "smith & sons" can be found by searching "smith sons" filtering by default, each list is sorted by service tier in the following order enterprise , whiteglove , and express for the new client and employee onboarding tasks, requests marked as expedited will appear at the top, followed by the remaining tasks sorted by their respective service tiers located directly beneath the tabs, the filtering area allows users to refine the list by client name – type the customer's business name to search 📌 tip the search bar automatically ignores special characters and symbols, making it easier to find customers even if you're unsure of exact formatting status – use dropdown to filter by one or multiple request statuses new requests that are not in progress in progress requests that users are currently processing completed requests already completed cancelled requests that were marked as rejected client status – filter customers by " new client " or " active " using dropdown active clients currently running payroll with completed first check date new client recently onboarded clients with future first check date created at – select date range using calendar pop up to filter by creation date action buttons to the right of the filtering area, users will find several action buttons show/hide columns – customize which columns appear in your view save filters – save your current filter setup for future use delete filters – remove any saved filters no longer needed 📌 tip create different combinations of filters for easier management and update them as needed ℹ️ note to learn more about managing columns, refer to the prospect list, column organization section under the leads module prospect list navigation below the action buttons , users can navigate through the list of customer requests using the pagination arrows at the top of the table the list includes key details such as customer's business name current status type of request due date 🚀 quick action select the paper with magnifying glass icon (far left) to open the customer's lead card profile under the general tab request task preview when a user selects a task assigned to them, a pop up window will appear the layout of the pop up may vary slightly depending on the type of request, but all requests typically include a mark in progress button an attempt automation button preview of the request in pdf format or through informational fields some tasks may also include additional options a reject button to decline the request a complete button to finalize the request these action buttons are located at the bottom of the pop up window skip notification feature users can skip sending automatic notifications when completing or rejecting requests how it works a " skip notification " checkbox appears when completing/rejecting requests users must provide a reason for skipping the notification all actions are logged in the client's activity log for audit purposes important certificate requests are exempt from this feature and will always send notifications 📝 notes section (new feature) the notes section is now available directly in the data dashboard , allowing users to quickly capture and track important client related updates without switching dashboards key features ✅ unified view – notes entered here are visible across dashboards, ensuring consistency 📌 pinning – users can pin important notes for quick reference usage tip use the notes section for client specific details, troubleshooting logs, and internal handoffs always pin high priority notes so they display prominently for all teams troubleshooting & escalation how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include task type, customer name, error messages screenshot the dashboard with filters shown note number of affected tasks next steps after familiarizing yourself with the data dashboard , explore specific task types ach process ach requests certificates handle certificate requests employee onboarding process new employee applications separation notice manage employee terminations w 4 update tax withholding information new client set up new customers 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation