Current Utilization
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Self View
Employee Dashboard
Personal utilization, task status, allocation load, and leave overview.
Free Capacity
100%
Available for allocationToday Task Count
0
Tasks added for todayNext Public Holiday
--
Not configured yetLeave Snapshot
| Type | Applied | Taken | Remaining |
|---|---|---|---|
| PL | 0 | 0 | 0 |
| CL/Period | 0 | 0 | 0 |
| SL | 0 | 0 | 0 |
My Current Projects
- No projects yet.
Daily Operations
Daily Tasklist
Add tasks for today. Managers can remove tasks if priorities change.
| Task | Client | Status |
|---|
Task Handling
- Employees add tasks for the current day.
- Managers can remove tasks if priorities change.
- Past days move into archive automatically.
Weekly Capacity Planning
Weekly Allocation
Employees set weekly allocations on Monday. Managers can update allocations anytime when priorities change.
| Client | Team | Allocation % | Last Updated |
|---|
Recent Leadership Overrides
- No overrides yet.
Leave Operations
Leave Center
Policy-driven leave tracking with applied, taken, remaining, and allocated views.
Privilege Leave (PL)
Applied 0
Taken 0 | Remaining 0Casual / Period Leave (CL)
Applied 0
Taken 0 | Remaining 0Sick Leave (SL)
Applied 0
Taken 0 | Remaining 0Cycle Summary
Not Set
Configure leave policy in Admin SettingsHolidays + Team Leave Calendar
| Date | Event / Person | Type | Status |
|---|---|---|---|
| No holidays or leave entries yet. | |||
Pending Leave Approvals (Leadership)
| Employee | Type | Dates | Status | Action | Decision |
|---|
Leave decisions are handled directly in this panel.
Leadership View
Leadership Planner
Default month view is department-wise utilization with aggregate and per-employee weekly options.
Department Utilization
| Department | Headcount | Month Utilization | Weekly Spread | Status |
|---|---|---|---|---|
| No utilization data yet. | ||||
Agency-wide Employee Utilization
| Department | Employee | Week Spread | Month Utilization | Last Allocation Change |
|---|---|---|---|---|
| No employee utilization data yet. | ||||
Employee Week-wise Utilization
| Employee | Department | W1 | W2 | W3 | W4 | Month Avg |
|---|---|---|---|---|---|---|
| No weekly utilization data yet. | ||||||
Leadership Portfolio Control
Clients
Each engagement is treated as a client record with a single type: retainer or project.
Add Client
Client Registry
| Client | Client Type | Status | Owner |
|---|
Leadership / Admin
Employee Directory
Add, edit, remove employees. Click employee name to drill into profile and utilization.
| Name | Department | Employment Type | Current Utilization | Actions | |
|---|---|---|---|---|---|
| No employees yet. | |||||
Profile + Utilization Drilldown
Employee Profile
Leadership can view any employee; employees can only view their own profile.
Selected Employee
My Profile
Team: Acc Management | Employment: Full-time
Week Utilization
0%
Month Utilization
0%
Last Allocation Edit
--
| Project | Allocation | Role |
|---|
| Task | Client | Status |
|---|---|---|
| No tasks yet. | ||
Work Profile
Personal Data (v1)
Bank details are intentionally excluded in production v1.
Admin Controls
Admin & Leadership Settings
Configure full-access users and policy rules.
Full Access Users (Leadership/Admin)
| Name | Role | Access | |
|---|---|---|---|
| No full-access users configured. | |||
Operational Notes
Focus is on task add/remove flow and daily archive visibility.
Leave Policy 2026 (Applied)
- PL: 8 days, no carry-forward, no encashment
- CL/Period: 8 days, carry-forward + encashment
- SL: 12 days, no carry-forward/encashment, medical cert for 3+ days
- Total paid leave: 28 days, cycle Apr-Mar
- Public holidays: 10 days
Access Guardrails
- Employees can edit own allocations and own profile only.
- Employees cannot access leadership planner, directory, admin settings.
- Leadership/admin can override allocation and view all employee profiles.
- Leadership approval workflow applies to leave requests only.
- Fractional employees do not see leave and holiday views in employee mode.