Staff Dashboard

Show expandable text

Like other dashboards in the application, the Staff Dashboard can be customized for each staff member to display important information on a single screen via portlets, such as staff availability, payroll tracking, and a view of various web pages.

To open the Staff Dashboard, choose View > Staff Dashboard.

See also: Using the dashboards

For details about customizing a dashboard, see Working with portlets.

Available portlets

Portlets that are available in the Select Portlets dialog vary slightly based on the dashboard that is currently open in the application. The following portlets are available for selection in the Staff Dashboard.

Portlet name Function
Accounting CS Ideas Community

Displays the Ideas Community login page that enables a registered user to participate in the community forum in which you can share ideas with other users and provide feedback and suggestions to the Thomson Reuters development team.

Accounting CS Library

Displays a list of custom reports, financial statements, and letters that you can preview and print or import directly into the Report Designer and Print Reports screen.


Displays the Thomson Reuters Checkpoint web page.

Complete Payroll Output Monitor

Displays the completion status of payrolls that are run using Complete Payroll Output option.

CS Home Page

Displays the Thomson Reuters Tax CS Professional Suite web page.

Help & How-To

Displays the Help & How-To Center for the application.

Internet Filing

Displays a list of links to payroll tax form filing web pages, such as the American Payroll Association State and the Social Security Business Services Online.


Displays alerts and update notifications for the application.

Payroll Form and Filing Information

Displays information about the available payroll forms in the application, filing methods, and other payroll tax form related information.

Payroll Tracking

Displays information to track the status of payroll schedules of clients to which the current staff member is assigned as the primary processor, or payroll schedules to which the current staff member was assigned via this portlet.


  • You can customize this portlet on Setup > Firm Information > Firm > Payroll Tracking tab.
  • You can filter by the status of the payroll so you can quickly see which payrolls are not completed by using the filter fields in the top right corner of the portlet.

Displays the Checkpoint PPC product web page.


Displays a list of quick links to available resources, such as Support, the Help & How-To Center, and the IRS home page.


By default, the application displays a blank portlet where you can add documents as shortcut quick links available for all of your staff members. Right-click a document and choose Add.

Staff In/Out Availability

Displays a list of all of the staff members set up in the application, their availability, and contact information. You can click the Update Availability button to update your status.

System Information

Compiles and displays system information about the machine on which the application is running.

Note: You can click the title of the System Information portlet to open a dialog from which you can easily send the information listed in the portlet to a Support Representative.
Tax & Accounting Blog

Displays a page on our website where you can view and comment on the latest blog postings related to industry news and trends.

Tax & Accounting Community

Displays a page on our website where Thomson Reuters customers can connect with other professionals in a secure environment.

Tax & Accounting Events

Displays a page on our website that contains a calendar for our upcoming tradeshows, webcasts, and customer events.

Tax & Accounting Newsletters

Displays a list of links to publications, such as the Solutions Magazine, Aumentum News, ONESOURCE Transfer Pricing newsletter, and much more.

Tax & Press Releases

(Replaces the CS Professional Suite – Thomson Reuters portlet.)

Displays a page on our website that contains the latest news and announcements of interest from Thomson Reuters’ various businesses and sectors.

Web Browser

Displays the default browser to your Home page within the dashboard that enables you to browse the internet or your network. You can also add custom portlets from within the Web Browser portlet.

Was this article helpful?

Thank you for the feedback!