My Dashboard and Team Dashboard (Employee and Manager)
Last Updated: 6 November 2026
What you can see and do here depends on the permission group (role) your admin has given you. See Set Up Roles and Permission Groups.
What It Is and Who It Is For
Your dashboard is the first page you see in Plumm. It shows what needs your attention: your tasks, your time off, company news and, for managers, what's happening in your team. You can act on most items straight from the dashboard.
Use the dropdown at the top to switch view:
- User Dashboard: your own tasks, time off and company updates.
- Team Dashboard: your team's tasks, time off, headcount and new joiners.
- Company Dashboard: company-wide figures, for admins. See Customise the Company Dashboard and Feed (Super Admin and Admin).
Permissions by Role
| Role | What They See |
|---|---|
| Super Admin and Admin | User, Team and Company dashboards. Super Admins also see Customise |
| Manager | User and Team dashboards, with team widgets for their people |
| User (employee) | User and Team dashboards. No Company dashboard and no Customise |
Each widget belongs to a part of Plumm. If your role doesn't include that part, you won't see its widget.
Employee: Use Your Dashboard
| Widget | What It Shows and What You Can Do |
|---|---|
| My Tasks | Your current tasks with their status. Click the three dots and choose Mark Complete |
| My Time Off | Days used and your balance. Click Apply New Leave to request time off |
| My Leave Balance | Current Balance, Admin Adjustments, Days Taken and Carry Over for a policy. View All opens My Time Off |
| Quick Actions | Tabs such as My Tasks, My Time Off, My Expenses and My Invoices, with recent items. Use the three dots to act, for example Mark Complete or View Details |
| Birthdays and Anniversaries | Colleagues celebrating soon |
| Our Mission, Our Vision and Useful Links | Set by your company |
| Feed | Company posts, announcements, polls and kudos. Like, comment and vote |
| Wellbeing widgets | For example Meditation, Soundscape or Mood Tracker, if your company uses Plumm Wellbeing |
Manager: Use the Team Dashboard
- Choose Team Dashboard from the dropdown at the top.
- Use the team widgets:
| Widget | What It Shows and What You Can Do |
|---|---|
| Team Tasks | Your people's tasks grouped by person, with status such as Overdue or Incomplete. Use the three dots to act. View All Tasks opens Team Tasks |
| Team Leave Balance | Each person's current balance in days. Policies counted in hours aren't shown. View All opens the full list |
| On Leave Today | Your team's headcount and how many are working or on leave today. View All opens Team Time Off |
| Headcount | Your people split by department |
| Upcoming Joiners | New starters with department and start date. View All opens the org chart |
| Quick Actions | Tabs such as Team Tasks and Team Time Off with recent items |
| Useful Links | Links your company has added for managers |
Settings
Super Admins choose the widgets on each dashboard and settings such as the leave policy shown in Team Leave Balance. See Customise the Company Dashboard and Feed (Super Admin and Admin).
Limitations
- You can't change the dashboard layout yourself.
- Team Leave Balance shows policies counted in days only.
- My Tasks on the dashboard shows only your most recent tasks. Open Tasks > My Tasks for the full list.
FAQs and Troubleshooting
Why Can't I See a Widget a Colleague Has? Your role doesn't include that part of Plumm, or your company hasn't added the widget. Ask your admin.
Why Doesn't My Team Dashboard Show Anyone? You need people reporting to you in Plumm. Ask HR to check your reports' Reports To field.
Can I Request Time Off From the Dashboard? Yes. Click Apply New Leave in My Time Off.
My Balance Looks Wrong. What Should I Do? Check Time > Time Off for the full breakdown. If it's still wrong, ask HR.
Related Articles
- Customise the Company Dashboard and Feed (Super Admin and Admin)
- My Tasks and Team Tasks (Employee and Manager)
- 1-on-1 Meetings: Schedule, Edit, Complete and Track
