What Your Employees See

What Your Employees See

1. What it is

Every employee in the platform has a set of personal surfaces that are not tied to any single app: their home dashboard, the Notifications page (the Inbox) with its Waiting on you list, a My Stuff hub that collects mentions, assignments, bookmarks, drafts, and notes, a user profile, an AI Home feed for items that need decisions, and Account Settings for notification, security, and availability preferences. These surfaces are always available — they do not require a separate app licence.

• What it is not: these are not admin surfaces. The admin Dashboard Configuration, the Widget Gallery, and the Suggestion Center are admin tools that control what appears here — they are covered in the Dashboards & Widgets article. This article describes what the employee sees as a result of those settings.

2. Standing it up

Most personal surfaces work out of the box with no configuration. The steps below cover the things that do require admin action.

1. Dashboard layout — go to Admin → Dashboard Configuration. Three starter dashboards are created automatically: Default (all employees), All Managers, and All Admins. Each is a published layout of widgets. To change what a group sees, drag widgets in or out of the layout, resize them, then click Publish. Unpublished edits stay in draft and do not affect live users.
2. Group dashboards — to give a specific audience a different home page, create a new dashboard and attach it to a Group (from Admin › Groups). A user sees the first published dashboard whose group they belong to; everyone else gets the Default.
3. Widget Gallery — go to Admin → Widget Gallery. Any widget an admin disables here disappears from every dashboard, the mobile home, and digital signage at once. Widgets whose required app is not enabled for the tenant are filtered out automatically.
4. Profile field visibility — go to People › Admin › Profile Fields. Each standard field can be set to visible to Admins Only, Employee + Admins, Managers & Above, or Everyone, and its edit permission can be Employee Self-Edit, Manager Editable, or Admin Only. Fields set to Everyone under Visible to are what a colleague sees on someone else’s profile; the Directory checkbox adds the field as a column in the People directory (it needs Everyone visibility).
5. Profile tab visibility — admins can toggle entire profile tabs (Personal Info, Employment, Compensation, Compliance, and Benefits when the Benefits Management app is on) on or off from the Profile tabs switches at the top of the same Profile Fields page.
6. Suggestion Center — go to Admin → Suggestion Center (or the Loop app’s Suggestions tab if Loop is enabled). Each suggestion service has rules that can be enabled, disabled, or tuned per tenant. Rules with a low action rate are auto-muted by a nightly job.

3. How it fits together

Dashboard groups and priority — a dashboard group is a published layout of widgets tied to a group audience. Groups are ordered by priority (lowest position number wins). When an employee loads the home page, the platform walks the list top-to-bottom and serves the first published dashboard whose group includes that user. The non-deletable Default dashboard sits at position 1,000 and catches everyone who did not match an earlier group. An admin can also mirror one dashboard to another — the mirrored dashboard inherits its target’s published layout and stays in sync automatically.

Personal layouts — where an admin has turned it on for their dashboard, an employee sees a Customize this page link under the dashboard on the desktop home page. It lets them drag cards into their own order, move a card between columns and hide cards they don’t need, then Save. Hidden cards are listed under Hidden cards with Show to bring one back, and Reset to company layout undoes everything. They cannot add cards or change a card’s size. The arrangement is theirs alone and follows them to the phone. It is off by default; see Dashboards & Widgets for how an admin turns it on and what happens when the dashboard changes later.

Widgets and roles — each widget declares which roles it is appropriate for (member, manager, admin, super admin) and which apps it depends on. A widget only appears on a user’s dashboard if all three gates pass: the widget is placed on the user’s matching dashboard, the widget’s required app is enabled for the tenant, and the widget is not disabled in the Widget Gallery. The platform ships with approximately 70 registered widgets across three tiers: platform widgets (always available), core-app widgets (conditional on business settings), and marketplace-app widgets (conditional on enabled apps). Admins can also create custom widgets (embeds, boards, quick-action sets) from the Widget Gallery.

Catch Me Up — the start-of-day brief that appears on the default dashboard. It is the single summary an employee reads to learn what happened since they last checked in: what they missed, what needs their decision, and what changed. When the employee clicks Mark all caught up, the last-seen marker advances and the brief resets. This is the only place the marker advances — refreshing the page or navigating away does not clear it.

AI Home — at /ai-home, this surface collects everything the AI-backed apps have flagged for the viewer, ranked by urgency. Items appear in scope sections: My items (personal), Team ops (direct reports, for managers), Hiring (recruiting pipeline), and Admin (business-wide actions only administrators see). Each item shows its priority, the recommended action, and a confidence indicator when the AI reasoned the recommendation. Managers can approve, reject, dismiss, or snooze items. Employees can create follow-ups to track items the AI should re-check. Snooze durations range from 1 hour to 7 days. Items that have been resolved move to the History page.

Notifications and “Waiting on you” — at /inbox, the page titled Notifications lists what has been sent to the employee. Employees reach it from the bell’s View all link or Notifications in the sidebar. Its left rail has a Waiting on you filter; on the phone it is a Waiting on you chip above the list.

Waiting on you is the one place an employee finds everything they have been asked to read and confirm and have not yet confirmed:

• must-read posts, broadcasts and alerts
• Sites pages, policies and SOPs
• job descriptions, and Frontline Execution posts to confirm

Kinds whose app is off for your organisation are left out. The list is built from each app’s own records, not from notifications. So an item stays listed even when the employee has muted that notification category. Overdue items come first, then the soonest due date, then the newest ask.

Each row links to the page where the item is confirmed — Acknowledge, Check in, Confirm on the page, Complete it or Confirm in My Day. Past 25 items of one kind, a “more” link opens that kind on its own, paged.

Two rules decide who is asked. Only someone a broadcast was actually sent to can acknowledge it; its author is not asked unless they were a recipient too. Authors are never asked to acknowledge their own must-read post.

Employees can also ask Ask AI what they still need to confirm. It can confirm must-read posts and broadcasts in the chat after the employee approves a confirmation card. For every other kind it gives the link.

Example: an employee has muted policy notifications. They still see an overdue policy at the top of Waiting on you, followed by two broadcasts they have not acknowledged.

Three counts that look alike — employees mix these up, so it helps to know which is which:

• The bell’s red badge and the Home row on the Notifications page count notifications that ask something of the employee. The bell menu’s header, “N waiting on you”, is this number too — not the Waiting on you list.
• Waiting on you counts confirmations still owed, whether or not a notification was ever sent.
• Catch Me Up shows only must-read posts published since the employee last caught up. Waiting on you is the whole backlog.

My Stuff — at /my-stuff, a unified hub showing a snapshot from each personal surface: the 8 newest bookmarks, the 5 most recent unfinished drafts, the 5 newest private notes, open task assignments (up to 20), @-mentions (up to 15), unread notifications, unread direct messages, and AI-drafted check-ins awaiting approval (up to 10). Each section links out to the full dedicated surface.

Bookmarks — at /bookmarks, the employee’s saved items. The bookmark button appears next to workspace messages, comments, tasks, wikis, policies, SOPs, library items, site pages, recognition posts, and recruiting jobs. Each bookmark can carry a personal note (up to 500 characters). Bookmarks can be sorted, filtered by type, and searched.

Drafts — at /drafts, the employee’s unfinished text. As employees type in workspace message composers, comment boxes, direct-message threads, broadcast or task composers, and communications, the platform auto-saves their work. The drafts page lists everything in progress so the employee can resume or discard it.

Personal Notes — at /notes, a private scratchpad. Notes support voice recording — a voicenote is transcribed automatically, and the transcript becomes the note body. Notes can be converted into self-assigned tasks (when the Tasks app is enabled and self-assignment is allowed). Notes auto-save as the employee types.

Soft delete and Trash — at /my-trash, a personal recovery surface. When an employee deletes a personal note, bookmark (that has a note attached), workspace message, comment, direct message, Drive item, task list, event, or workspace, the item is soft-deleted and recoverable for 30 days — a direct message only until it is older than the organization’s Messages retention window, when one is set; each item in Trash shows how long it has left. The trash page shows only items the viewer themselves deleted, groups them by type, and supports sorting by most recently deleted or soonest to expire. After 30 days, a daily background job permanently purges the item. Drafts are the exception: discarding a draft hard-deletes it and does not send it to trash.

User profile — each employee has a profile page with tabs that vary depending on which apps are enabled and what the admin has configured. The possible tabs include Overview, Personal Info, Employment, Attendance, Time Off, Compensation, Benefits, Performance, Skills & Credentials, Compliance, Custom Fields, Audit History, and Login Activity. When a colleague views someone else’s profile, they see a simplified peer card showing only the fields set to Everyone under Visible to.

Account Settings — at /account_settings, five tabs let the employee manage their own preferences:

• Notifications — per-category delivery preferences (in-app, email, push)
• Security — password change and two-factor authentication enrolment
• Availability — preferred days off, weekly hour range, weekend and holiday availability, maximum consecutive days (only visible when scheduling is enabled)
• Preferences — language preference and meeting URL defaults
• AI Profile — how the AI personalises its responses (communication style, detail level, technical level)

4. Running it

Reviewing what a group’s dashboard looks like

1. Go to Admin → Dashboard Configuration.
2. Find the dashboard group and click Preview. The preview renders the published layout with real data for your own account.

Disabling a widget across the entire tenant

1. Go to Admin → Widget Gallery.
2. Find the widget and toggle it off. It is removed from every dashboard, the mobile app, and digital signage immediately — no republish needed.

Tuning the Suggestion Center

1. Go to Admin → Suggestion Center.
2. Each service (Scheduling, Leave Management, Compensation, Training, and others) lists its rules with 30-day telemetry: how often each suggestion was shown and how often employees acted on it.
3. Toggle a rule off to suppress it, or click into a rule to adjust its thresholds. Changes take effect immediately.
4. Rules whose action rate drops below 5% over the last 30 days (with at least 5 impressions) are flagged At risk and will be auto-muted by the nightly sweep unless an admin re-enables them first.

Configuring which profile fields employees can see and edit

1. Go to People › Admin › Profile Fields.
2. For each field, set the Visibility level (who can see it) and Edit permission (who can change it).
3. Set Visible to to Everyone for fields a colleague should see on someone else’s profile, and tick Directory for those that should also be a column in the People directory.
4. To hide an entire tab, use the Profile tabs switches at the top of Profile Fields.

Managing self-service profile editing

1. Go to People › Admin › Settings.
2. Turn Enable Employee Self-Service on or off (People › Admin › Settings › General). When off, employees cannot edit their own profile fields — only admins and managers can.
3. Under Employee requests, review Let employees request changes, with approval (on for new organizations). When on, employees can ask for changes to fields they cannot edit themselves, and the request goes through a manager or admin approval workflow before taking effect.

5. Settings

Dashboard

Setting	Where	Default	What it changes
Dashboard group layout	Admin → Dashboard Configuration	Three starter groups (Default, All Managers, All Admins) with pre-set widgets	Which widgets appear on an employee’s home page
Personal layouts	Admin → Dashboard Builder → Dashboard actions (⋮) → Personal layouts…	Off	Whether the employees who get a dashboard can reorder and hide its cards for themselves
Dashboard status	Admin → Dashboard Configuration	Published (for starter dashboards)	A dashboard in Draft status is never served to users; Published is live; Unpublished changes means edits are pending
Widget Gallery disable	Admin → Widget Gallery	All widgets enabled	A disabled widget is hidden from every surface at once

Profile

Setting	Where	Default	What it changes
Field visibility	People › Admin › Profile Fields	Varies per field	Who can see each profile field (Admins Only / Employee + Admins / Managers & Above / Everyone)
Field edit permission	People › Admin › Profile Fields	Varies per field	Who can edit each profile field (Employee Self-Edit / Manager Editable / Admin Only)
Directory column	People › Admin › Profile Fields	Varies per field	Whether the field is a column in the People directory list (only for a field visible to Everyone)
Profile tab visibility	People › Admin › Profile Fields (Profile tabs)	All tabs on (where the parent app is enabled)	Toggles entire profile tabs on or off for all employees
Enable Employee Self-Service	People › Admin › Settings › General	On	When off, employees cannot edit their own profile fields (admins and managers still can)
Let employees request changes, with approval	People › Admin › Settings › Employee requests	On for new organizations	When on, employees can ask for changes to fields they cannot edit themselves; each request goes through a manager/admin approval workflow before taking effect

Account Settings (employee-facing)

Setting	Where	Default	What it changes
Notification preferences	Account Settings → Notifications	Per-category defaults	Employees choose which notification categories to receive and their delivery channel (in-app, email, push)
Security (password, 2FA)	Account Settings → Security	Password only	Employees can change their password and enrol in two-factor authentication
Availability & shift preferences	Account Settings → Availability	No preferences set	Employees set preferred days off, weekly hour range, weekend/holiday availability, and maximum consecutive days (only visible when scheduling is enabled)
Language preference	Account Settings → Preferences	Business default	The language translations render in for this employee
AI profile	Account Settings → AI Profile	No profile	Employees can view how the AI personalises its responses (communication style, detail level, technical level)

6. More help

• Dashboards & Widgets — admin-side configuration of dashboard groups, the Widget Gallery, and widget authoring
• Notifications — Channels, Defaults & Opt-outs — how notification delivery works and what employees can control
• Ask AI — What It Can Do and How to Govern It — the AI assistant employees can use from any surface
• Ask AI — the assistant answers questions about the employee experience from these articles.