Find your way around the dashboard

The Panatag dashboard has four roles, and each role sees a different set of sidebar items. If someone can’t see a menu item, their role doesn’t include it.

Dashboard roles

The dashboard roles are Owner, Admin, HR and Accountant.

Employees do not use the dashboard. They use the employee portal, which is a separate web app and mobile app, and they are sent there automatically when they sign in.

Owners, admins and HR who are also on payroll can open their own employee portal with the Employee portal link under My portal in the sidebar. It opens the employee portal in a new tab.

Sidebar menu items by role

• Overview: Dashboard (everyone).
• People: Employees (Owner, Admin, HR); Hiring (Owner, Admin, HR, only when hiring is switched on for the company); Leave & requests (Owner, Admin, HR).
• Pay: Payroll, Loans and Reports (Owner, Admin, HR, Accountant).
• Operations: Time and Shifts (Owner, Admin, HR); Calendar (Owner, Admin, HR, Accountant). Time has the Attendance, Hours and Import tabs. Hours appears only when hourly pay is switched on for the company.
• Admin: Billing (Owner and Accountant; only the owner can change anything); Templates (Owner, Admin, HR); Settings (Owner, Admin); Audit log (Owner, Admin).
• My portal: the Employee portal link.

If someone can’t see a sidebar menu item, their role doesn’t include it.

Plans and locked features

Panatag has four plans: Startup (free), Small, Medium and Large. For prices, see Pricing on panatag.app.

• Reports need the Medium plan or higher.
• Hourly pay, loans & cash advances and the template gallery are included on every plan.

When a feature isn’t in your plan, its page shows a locked panel with See plans (which goes to Billing) or See add-ons.

The Dashboard home page

The Dashboard home page shows:

• The next payroll run, with Start payroll run or Continue run.
• Pending leave requests, with Open inbox →.
• Statutory remittance · this cutoff, with View reports →.
• Expiring 201 documents (Owner, Admin, HR).
• The compliance table versions in effect.
• Your recent activity.

If the Dashboard home says No pay period scheduled, click Set up payroll.

Badges, the bell icon and switching companies

Pending counts show as badges on Leave & requests and Shifts in the sidebar. The bell icon in the top bar does not do anything yet.

If you belong to more than one company, you can switch companies: click the company box at the top of the sidebar and pick another company from the dropdown. The company box is hidden when the sidebar is collapsed, so expand the sidebar first.