Employee Dashboard
Role: Employees
Scope: Employee corporate-giving portal
Purpose
Give employees visibility into participation, donation totals, and period-level funding trends.
Who this is for
Employees voting in corporate giving periods.
Prerequisites
- You are signed in through your employee voting link.
Step-by-step instructions
1. Open Dashboard
Navigate to Dashboard in the employee portal.
2. Review top KPI cards
Track active voter participation, total company donated amount, and your personal contribution amount.
3. Review period funding chart
Use chart data to understand upcoming allocation windows.
4. Use related navigation
Move to Causes or My Votes to act on current period opportunities.
What users should expect
- Dashboard values reflect current company setup and period state.
- Some sections can be empty for newly launched companies.
Common issues and troubleshooting
- Values appear unchanged: verify whether a new voting period has started or completed.
- Missing data cards: your company may not have enough completed activity yet.
Verify success
- Dashboard cards reflect your company and personal participation context.
- You can move from dashboard to Causes or My Votes for next actions.