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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. |
Checkpoint |
Displays the Thomson Reuters Checkpoint web page. |
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. |
Notices |
Displays alerts and update notifications for the application. |
PPC |
Displays the Checkpoint PPC product web page. |
Resources |
Displays a list of quick links to available resources, such as Support, the Help & How-To Center, and the IRS home page. |
Solutions |
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. |
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