Dashboard
Overview
The Payroll Dashboard provides a real-time overview of your payroll operations, displaying key metrics, employee statistics, payment trends, and compliance status. The dashboard automatically adapts to your company's country, showing country-specific cards and metrics.
Accessing the Dashboard
Navigate to Payroll > Dashboard or log in to the payroll application. The dashboard is the default landing page.
Country Detection
The dashboard reads your company's country setting and loads the appropriate country-specific dashboard component. If no country is set or an unsupported country is detected, the system defaults to the UK dashboard.
Key Metrics
The dashboard header displays summary cards with the following metrics:
| Metric | Description |
|---|---|
| Total Employees | Total number of employees registered to the company |
| Active Employees | Employees with an active employment status |
| Total Payroll Cost | Sum of gross pay for all active employees |
| Payment Date | Next scheduled payment date based on pay calendar |
Dashboard Sections
HR Summary
The HR summary panel provides a quick overview of your workforce:
| Data Point | Description |
|---|---|
| Employee Count | Total headcount by status |
| New Starters | Employees added in the current period |
| Leavers | Employees who have left in the current period |
| Department Breakdown | Employee distribution across departments |
Payment Trends
A visual chart displaying payroll cost trends over recent months, helping you identify patterns and forecast future payroll expenses.
| Element | Description |
|---|---|
| Monthly Costs | Gross payroll cost per month |
| Trend Line | Direction of payroll spend over time |
| Current Month | Highlighted current period costs |
Reporting Status (UK)
For UK companies, the dashboard shows HMRC submission status:
| Status | Description |
|---|---|
| FPS Submitted | Whether the latest Full Payment Submission has been sent |
| EPS Status | Current Employer Payment Summary status |
| P32 Liability | Outstanding HMRC payment liability |
Setup Wizard
If your company has not yet completed payroll setup, the dashboard displays a guided setup wizard accessible via the First Step link. The wizard walks you through:
- Company Details - Verify your registered company information
- HMRC/Tax Authority Credentials - Enter tax office numbers and references (country-specific)
- Pay Schedule - Configure your pay cycle (weekly, bi-weekly, 4-weekly, monthly)
- Employee Onboarding - Add your first employees
- Pension Setup - Configure workplace pension schemes
Navigate to Payroll > Dashboard > First Step or click the setup prompt on the dashboard.
P32 Report (UK)
UK companies can access a P32 (Employer Payment Record) summary directly from the dashboard. This shows:
| Field | Description |
|---|---|
| Monthly Summary | Tax and NI liabilities by month |
| Year-to-Date | Cumulative liability for the tax year |
| Payment Liability | Outstanding amount due to HMRC |
| Months List | Breakdown by individual tax months |
Navigate to Payroll > Dashboard > P32 to view the full report.
Quick Actions
The dashboard provides quick access buttons to common tasks:
| Action | Description |
|---|---|
| Add Employee | Jump to the employee creation form |
| Run Payroll | Start a new payrun |
| View Reports | Navigate to the reports section |
| Settings | Open payroll settings |