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NEW Dashboard 2.0

The Client Dashboard 2.0 is a newly redesigned dashboard for Company users in Worksome.

Simon Bartos avatar
Written by Simon Bartos
Updated over 2 weeks ago

πŸ“Œ Key Benefits

  • Clear visibility of pending tasks and real-time updates

  • Easier access to actionable links

  • Custom view based on user roles

  • Smoother sourcing, hiring, and payment processes

  • Improved data tracking


🧭 Dashboard Widgets Overview

πŸ“Š Stats Banner


Displays current status across:

  • Unfilled jobs – Jobs without assigned workers

  • Active contracts – Contracts currently in effect

  • Unsigned contracts – Offered contracts not yet signed

  • Pending talent pool invites – Invites sent but not accepted


πŸ“† Upcoming Actions

Get a quick overview of what needs your attention:

  • Payment requests – Pending requests (linked to the Payments page)

  • Payments & invoices – Unpaid and overdue invoices (linked to Invoices page)

  • Approval workflows – Items requiring approval (linked to Approvals page)

  • Contracts – Hires missing a selected contract type
    ​



πŸ§‘β€πŸ’Ό Active Workforce

See who is starting or ending contracts:

  • Filter by next 7 or 30 days

  • Contract status: Signed or Needs Approval
    ​


πŸ“₯ Sourcing Activity

Manage job postings from a single view:

  • Unfilled jobs – View candidates, job share status, and hiring needs

  • Draft jobs – Review, edit, or delete drafted job postings


πŸ“ˆ Project Tracker

Monitor project budgets at a glance:

  • See total budget and percentage spent

  • Visualized with solid and striped color bars for actual vs. planned spend


πŸ”„ What’s Next?

Expect continued updates based on Beta feedback. To enable the new dashboard, use the toggle option in your dashboard settings (Beta users only).


🧠 Need Help?

If you’re unsure how to use a widget or need further assistance, our support team is here to help.

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