People and Payroll: How do I use the Employer Portal dashboards?

Juniper People and Payroll

Overview

This article explains how to use the Dashboards in the Juniper People and Payroll Employer Portal. This is the first area you land on when logging into the system. 

Switch between the Combined overview, Payroll, and HR views

  1. Select Home in the left-hand menu.
  2. Select Combined overview, Payroll, or HR near the top of the page to change which set of widgets you see.

Switch between schools

  1. Select the All schools menu, top right of the page header.
  2. Choose a single school, or choose All schools to see the Trust combined.

Combined overview tab

This tab is a combination of your other Dashboard views. 

Payroll tab

Headline tiles: 

  • Monthly payroll
  • Cost per pupil: Cost per pupil gross cost to employer for the period / number of pupils. 
  • NI letter changes due
  • Minimum wage: Select the Minimum wage tile, it shows anyone whose pay might have fallen short of the National Minimum Wage for their age band.
  • In a pension: Select the In a pension tile, on the Payroll tab, to see who still needs a statutory enrolment notice.

Widgets below the tiles:

  • Payroll at a glance: this payroll's reference, tax reference, pay date plan, and current pay period, with Sign off this period, Review changes, and P32. See People and Payroll: How do I approve payroll?
  • Payslip message: add a note that prints at the foot of every payslip this period
  • Year to date: gross pay, PAYE, National Insurance (NI), and pension totals for the financial year so far
  • Period activity: employees to be paid, joiners, leavers, and form counts (applied, your drafts, awaiting your approval, with bureau, and scheduled)
  • Payroll notifications
  • Headcount: starters, leavers, and FTE change this month. Use the < and > arrows to move between months. It follows whichever school or All schools you're viewing
  • Deadlines: key dates for this payroll, such as amendment cut-off and sign-off, each marked Done or Behind schedule
  • Pension cost by scheme: employer contributions broken down by pension scheme
  • Student loans: how many people are repaying each student loan plan

Review pension enrolment notices

Select the In a pension tile, on the Payroll tab, to see who still needs a statutory enrolment notice. Juniper Education flags this because you have six weeks from each eligible jobholder's enrolment date to write to them. See The Pensions Regulator's website for the full rules.

  1. Switch between Outstanding and Written to see who still needs a notice and who's already had one.
  2. Select Write letter against a person to generate theirs.
  3. After it's sent, select Mark as sent to move them across.

 

 

HR tab

Headline tiles: 

  • Staff
  • Staff turnover
  • Gender pay gap: Select the Gender pay gap tile, on the HR tab, to see your organisation's figures for the reporting year.
  • Bradford Factor
  • Actions required

Widgets below the tiles:

  • Safeguarding checks: every person on the record, broken down by check type, for example Enhanced DBS, barred list, and identity
  • Sickness summary and Open absences
  • HR notifications
  • Headcount: starters, leavers, and FTE change this month. Use the < and > arrows to move between months. It follows whichever school or All schools you're viewing
  • Leaving reasons
  • Staff by contract type
  • Average length of service: by gender
  • Diversity monitoring
  • Policy engagement
  • Staff by age band: headcount by age, as it stands today
  • Staff overview and Headcount & FTE
  • Upcoming dates

Action buttons

Policies

Select Policies to view policies set up within your Documents section. 

Organisation Chart 

Select Home, the HR tab, then the Organisation chart. The chart shows who reports to whom, by post, drawn from the reporting lines set up in Settings.

  1. Choose Stack by role or Stack by department to change how posts are grouped.
  2. Choose Show direct or Show functional to switch between direct and functional reporting lines.
  3. Set an as-at date to see the structure on a different day.
  4. Use the zoom, fit to window, and print controls to work with the chart itself.
  5. Select a person, then Focus on this person, to centre the chart on them and their immediate reports.

Print 

A print icon sits next to the gear icon, for printing the dashboard as it's currently set up.

Customise your Dashboard

Select the gear icon, top right of the dashboard, to choose which tiles and widgets are shown.

Updated