When you log into the Salesforce HRI, you will land on the Homepage view. This Homepage has a variety of reports to help you manage your cases.
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*Click the images below to enlarge*
Homepage Overview
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Homepage Component: Leave - My Open Cases
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This report will show you all the cases you are the Case Owner for that are open/active. Clicking on the Case Number link will send you directly into that case.
Note: Only 30 cases will show up in this view. If you own more than 30 open cases, you can click on the “Leave - My Open Cases” link and it will direct you to a page where you can see all of your cases.
Homepage Component: Today’s Tasks
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This report shows you your Tasks that are due today. You can view other tasks (All Tasks, All Overdue, etc.) by clicking the down-arrow box.
Homepage Component: Dashboard
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This customizable Dashboard currently displays five reports. This dashboard needs to be manually refreshed. You are able to view the last time it was refreshed, and you can refresh any time by clicking the “Refresh” button.
The five reports of the Dashboard are:
Leave Team Queue (Unassigned Cases): This report shows new Leave cases that haven’t been assigned to a Leave Coordinator.
My Cases with Unread Email: This report shows the number of cases you own that have unread emails.
My New Cases: This report shows the number of cases you own with a status of “New.”
My Overdue Tasks: This report shows how many overdue (Due Date in the past) tasks you have.
Active Cases by Case Owner: This report shows how many active cases each Leave Coordinator has.