This article will give you a basic overview of the NextHR Dashboard, a starting point from which you can access the employee management tools within NextHR.
When you log in to NextHR, the Dashboard opens by default. Please note that the appearance of the Dashboard depends on your role. Tier II Administrators can view the Dashboard as an Employee, as an Admin, or as a Manager. To switch the view, click Switch Roles in the navigation bar on the left, and then choose the needed role.
Now let’s explore the basic components of the Dashboard and see how they are displayed depending on the chosen role.
In the upper-left corner of the Dashboard page, you can see your company logo. Admins and Managers can also see the contact data of the broker under the logo.
In the upper-right corner, you can see new messages, notifications, and a menu where you can set up your account and profile.
Below you can find tabs that give you access to employee management tools. Each role has access to a different set of tabs:
- Employee role: Summary, Employees, Benefits, PTO, Attendance, Bank & Tax Info, and Files/Forms.
- Admin role: Summary, Employees, Benefits, PTO, Attendance, Files/Forms, Admins, Business Information, Reports, and Vendors.
- Manager role: Summary, Employees, PTO, and Attendance.
When you click each tab, the lower area displays the content of the corresponding page. The displayed content can also sometimes depend on the role. Now let’s explore each page, one by one.
The Summary page looks different for Employees and for Admins/Managers. For Employees, it gives a basic overview of employee management activities and latest news.
The Employee Communication area contains a feed of public messages and news that are available to all employees. To add a message to the feed, click Create Post in the lower-right corner of the page.
To the right of the Employee Communication area, there’s a search box where you can query a specific term within the feed. Under the search box, you can see reminders regarding certain HR activities, such as pending PTO approvals. To add a new reminder, click Create a Reminder.
For Admins and Managers, the Summary page shows attendance overview, broker/agency contact, new hires status, reminders, employee communication, recent proposals, and updates.
The Employees page contains a list of employees that either work for your company or are being hired at the moment.
In the Manage Employees area, you can do the following:
- For Admins: Access the broker sharing settings and filter the employees list to show only active or only terminated employees.
- For Managers: Filter the employees list to show only active or only terminated employees.
- For all roles: Export the list of employee records. You can either export it “as is” or customize it by removing certain fields before the export.
- For all roles: Bulk import employee data to the list. Use this option when your company is actively hiring new people and would like to save time on adding each employee manually. Two sub-options are available here: New Employees and Existing Employees.
When you click either of these sub-options, the Bulk Import Employee page opens, where you can download the import template, fill in the necessary data, validate the file, correct possible mistakes, and upload it.
- For all roles: Manually add an employee record. Use this option when you need to hire a smaller number of employees. Two sub-options are available here: New Employee and Existing Employee.
When you click New Employee, the empty Hire Employee form opens, where you need to fill the employee data.
When you click Existing Employee, NextHR will show you the list of employees with incomplete hiring process and suggest that you resume the process.
If you click Resume Hiring, the same Hire Employee form opens, where you need to fill in the missing data.
- For all roles: Filter employee records by different criteria or search for employee records.
The Benefits page gives an overview of insurance benefits that are available for company employees. Members of the Employee role see only the benefits that were assigned to them. If an employee has no benefits assigned, they will see this page as blank. Members of the Manager role do not see this page at all.
Admins can add new benefits and new custom product types (the most popular product types are Health, Dental, Vision, Life, and Long-Term Care).
Admins can also update and delete the benefits records.
On the PTO page, you can do the following:
- For Employees: View your paid time off requests.
- For Admins and Managers: Approve or reject paid time off requests.
- For Employees: Request time off.
- For Admins and Managers: Record time off for other employees.
- For Employees: View your PTO policy.
- For Admins: View the PTO policies of the company or add new PTO policies.
- For Employees: View the holiday calendar for the current year.
- For Admins and Managers: View vacation requests, personal time off requests, and sick leave requests of employees together with their PTO policies.
- For Admins and Managers: Export PTO data to an Excel file.
The Attendance page contains the timesheet of company employees.
On the Attendance page, the Admins also have access to the Policies and Payroll Reports tabs. In addition, they can create new attendance policies and generate payroll reports.
Admins can also add hours on behalf of employees. To do it, just click this day in the calendar and fill in the data in the popup that opens. At the bottom of the calendar, you can find some statistics, specifically, the total number of hours worked and average hours worked each day. To the right of the calendar, you can see an overview of timesheets and filter them by status – Approved, Submitted, or Not Submitted.
To view or edit the timesheet details:
- Under Actions, click the eye icon.
- If you want to add more hours, click Add Transaction.
- When ready, click Submit.
- In the dialog that opens, enter an optional message to the manager, if necessary, and then click Yes.
Bank & Tax Info
The Bank & Tax Info page is visible only to the Employee role. Here you can fill in the information that is related to bank accounts and taxation.
- On the Bank Info tab, you should first select whether it’s a check or direct deposit account. For direct deposit accounts, you need to fill in additional data. You can add several direct deposit accounts. When ready, click Finish Onboarding.
- On the Tax Info tab, click Edit, and then fill in information related to federal taxes, state taxes, and federal tax exemption. When ready, click Finish Onboarding.
For Employees, the Files/Forms page contains all files and forms that are assigned to you. You can filter them by statuses – Pending or Completed.
For Admins, the Files/Forms page contains all files and forms of your company. Here you can also send files to employees, add new files or forms, and organize the files and forms into folders.
On the Admins page, you can assign roles to your admins and add new admins, either external trusted persons or existing employees.
The Business Information page is the same as the Account Settings page.
On the Reports page, you can generate Excel files with business reports related to employees, attendance, payroll, and other important information.
The Vendors page gives you an overview of vendors that your company is working with. Here you can also add new vendor records.