Dashboard
The Dashboard is the screen payIQ opens on by default. It gives you a compact, loaded overview of the workspace you are currently in.
All figures are the latest available information from your workspace, filtered to your role. If you cannot see a metric, it is because your role does not include access to that data (see Roles & access).
What you see
Section titled “What you see”Metric cards
Section titled “Metric cards”Four headline figures at the top of the page:
| Card | What it shows |
|---|---|
| Employees | Total employees in the workspace (headcount). |
| Gross payroll | Gross payroll from the latest result-bearing payroll run. Only shown if a run with results exists. |
| Net payroll | Net payroll from the same run as Gross payroll. |
| Outstanding advances | Total outstanding advance balance across all employees. Only shown if you have access to advances. |
The payroll cards name the period and run they describe (for example, Period Aug 2026). If no result-bearing run exists yet, the cards say so instead of showing a misleading zero.
Latest payroll run
Section titled “Latest payroll run”A single-row table showing the most recent payroll run (by creation date):
| Column | Meaning |
|---|---|
| Period | Payroll period code and human-readable label. |
| Pay date | The period’s pay date, or — if not set. |
| Status | Draft, Calculated, or Finalized with a coloured badge. |
| Employees | Number of employee results in the run. |
| Gross | Gross payroll amount. |
| Net | Net payroll amount. |
| Actions | Opens the Payroll workspace for that period. |
If no payroll runs exist yet, an empty state explains how to create one.
Quick counts
Section titled “Quick counts”A second card with workspace totals:
- Attendance records — total attendance records (all statuses).
- Leave requests — total leave requests (all statuses).
- Accounting handoffs — total handoffs recorded for LedgerIQ.
- Payment instructions — total payment instructions.
- Employees — workspace headcount (repeated for quick reference).
These counts come from the reports summary cards and respect your role. A Read-only Reporter, for example, sees attendance, leave, and accounting counts but not payment or payroll money.
Current period indicator
Section titled “Current period indicator”The header shows a Current period pill with the latest payroll period and an Open payroll button that takes you to the Payroll workspace.
Role-based visibility
Section titled “Role-based visibility”| Role | Sees |
|---|---|
| Payroll Operator, Approver, Administrator | All metric cards, latest payroll run table, all quick counts. |
| Payment/Reconciliation Reviewer | Employees, Outstanding advances (if advances visible), Accounting handoffs, Attendance, Leave, Payment instructions count. Does not request payroll run data. |
| Read-only Reporter | Employees (count only), Accounting handoffs, Attendance, Leave. No payroll money, no advance money, no payroll run data. |
See Roles & access for the full matrix.
What is not here
Section titled “What is not here”The Dashboard is an overview only. It does not let you:
- Create or edit employees, compensation, or components — use Employees.
- Create, calculate, or finalize payroll runs — use Payroll.
- Record advances or repayments — use Advances.
- Record attendance or leave — use Attendance & Leave.
- Prepare or reconcile payments — use Payments.
- Run or export reports — use Reports.
- Change settings — use Settings.
Empty states
Section titled “Empty states”If the workspace has no payroll runs yet, the Latest payroll run section shows an empty state with a link to create one. The payroll metric cards state that no result-bearing run exists. All other sections show honest zeros or counts based on the data that does exist.