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Status In Progress
Categories Dashboard
Created by Shaun Dellar
Created on Jan 23, 2025

RELATED IDEAS

Bureau Dashboard Enhancements including filtering

I want to be able to slice the dashboard view and apply multi filters on processor, date due, approval date, finalised date, pay date, bacs & status to be able to better manage what is outstanding within the Bureau for specific pay dates etc.

As it stands, we have to do this outside of the system which means that data is outdated

Remove achieved employers from the list

Add if pension connections have failed or not

Add RTI FPS/EPS

Add quick access to the bureau dash board

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  • Brian Canner
    May 18, 2026

    Filtering by Processor MUST be available even if you do not use client approvals.

    Currently, the only way to segment clients based on processor is if every client is set up to use approvals. This adds several unnecessary steps to most of our bureau clients which has the effect of making staff click-happy - that's when things get missed.

    Reply
1 MERGED

Bureau dashboard enhancement

Merged
Bureau dashboard enhancement to have the ability to filter by team so that we can quickly check for O/S actions like finalisation and bacs/payments have been sent. Taking away the need to manage this manually in team based spreadsheet.
Tania Angell over 1 year ago in  0 In Progress
14 MERGED

Only active employees on dashboard

Merged
When on the bureau dashboard it displays employee numbers next to the employer name, however it includes leavers in the total. The option to show if its both active/inactive employees or just changing it to active employees would be good. I have a...
Guest about 1 year ago in Dashboard 0 In Progress
7 MERGED

Bureau Dashboard

Merged
Please can you look at the sort functionality of the Bureau Dashboard. Currently the Pay Date column sorts the dates numerically rather than chronologically, which causes confusion. We have over 400 employers in our bureau and most are paid four w...
Guest about 2 years ago in Bureau 0 In Progress
24 MERGED

Quick Link to Bureau Dashboard

Merged
Please could you add a quick link to Bureau Dashboard along the top taskbar?
Emily Libby about 2 years ago in Bureau 2 In Progress
11 MERGED

Bureau dashboard EPS Visibility Success/Fail

Merged
Now that EPS can be set to automatic, it would be good to include this on the overview page rather than having to check each client individually if these have been successful as it takes away the need for it being set to automatic if we are going ...
Amy Smith almost 2 years ago in RTI & Notices 0 In Progress
2 MERGED

Filter out archived clients from Bureau Dashboard

Merged
New filter to be added to the bureau dashboard to determine whether or not archived employers should show on the list. By default, only show 'live' clients.
Liam Ridgill over 3 years ago in Bureau 1 In Progress
7 MERGED

Bureau Dashboard - Pension column for direct connection

Merged
In the Bureau Dashboard, please add a column for pension where there is a direct connection so that we know easily if there is an error on upload. Thank you
Guest about 2 years ago in Bureau 0 In Progress
3 MERGED

Add RTI and Pension columns to Bureau Dashboard

Merged
Like the client list, it would be useful if the bureau dashboard displayed columns for RTI and Pensions, which are on the client list so that bureaus know if there are any outstanding submissions that need action.
Liam Ridgill over 3 years ago in Bureau 0 In Progress