1. Click on Employer – Edit Employer Details - Client Details – Tracking:

• In here you can label companies for easy Identification:   Select a colour and assign it to companies that share similar features, such as weekly payroll or mid-month pay dates. This makes it easy to visually group and identify companies with the same payroll schedule.

  

• Set Key Tracking Fields: You can also assign a staff member responsible for each company, update the current status, and set the next due date for payroll processing.

2. Customise Your Dashboard View:

• From the main employer dashboard, click on Options and then Choose Columns. Select the tracking fields you want to display, example shown in screenshot

  

3. Your dashboard will now show these details, making it simple to monitor deadlines, responsibilities, and payroll schedules at a glance.