Skip to main content

Home Dashboard Overview

The main view is divided into a Finance tab and an HR tab, with the Finance tab currently selected.

Financial Status Summary​

h

  • This section provides an immediate snapshot of the user's financial metrics.

  • Approved / Reimbursed Expenses.

  • Pending Expenses.

  • Rejected Expenses.

  • Coins.

a. Outstanding Coins

b. Redeemed Coins

Activity and Status​

h

  • This section details recent expense activity and the current state of pending approvals.

  • Recent Bank Transactions

a. This card tracks recent deposits and withdrawals:

Expenses by category & Status Overview​

h

  • A donut chart provides a breakdown of all submissions by status.

  • A bar chart provides a breakdown of spending patterns by category.

Recent Expenses​

h

  • This section lists the latest expense submissions and their current statuses

HR Tab​

The HR tab focuses on employee engagement and coin utilization across the organization.

Redeem Coins Monthly LeaderBoard​

h

  • This section displays a ranking of employees based on their coin redemption activity for a specific month.
  • Filters: Users can filter the leaderboard by Month and Year and click Run to update the results or Clear to reset the filters.
  • Insights: A chart icon is available to view a graphical representation of the data.

LeaderBoard Columns:

ColumnDescription
EMPLOYEEName and ID of the employee (e.g., Zing Zumba ATL0012)
TOTAL REDEEMThe number of times coins were redeemed in the selected period
TOTAL COINSThe total value of PEP Coins redeemed by the employee

This detailed explanation covers the full scope of the Perkspe Home Dashboard, including both Financial insights and HR metrics, providing a comprehensive overview of the organization's health.