Welcome to Your Occy Dashboard!

From here, you can view important overview information, such as user activity, upcoming events, and live jobs, and access key areas of the system with handy quick-access links. 

Follow the step-by-step guide below to see how you can make the most out of your dashboard.

Accessing the Dashboard

Your occy dashboard will be the first screen you see when logging into occy, but it can also be accessed from the main menu.

Live Jobs

The Live Jobs section allows you to view your most recent jobs, their assigned hiring plan location, and number of applications. Jobs are conveniently listed in order of hiring plan approval date (hiring plans that do not require approval will be counted as approved on the date of creation) to ensure you can see the most relevant, up-to-date information at a glance.

• Click on each job to be redirected to the Kanban board of the job. 
• Click the View All button to be redirected to the Jobs section to see the full list of active jobs. 
• View the team assigned to a live job shown in the list by hovering over the user icons.

Upcoming Events

View your scheduled meetings in the Upcoming Events section.

Here, you will find the next five upcoming events listed in the occy calendar, including event name, time, and date. 

Quick Access Panel

The Quick Access panel provides you with convenient shortcuts that allow you to quickly navigate to key areas of the system with ease. Access the most frequently used areas of occy with the following buttons:  

• The Create a Job button directs you to the main  Jobs section; from here, you can create a job as well as view and manage your existing jobs.
• The Go to Templates option takes you to the Templates tab of the Settings area, opening onto email templates library. From here, you can quickly switch to the SMS, job, and document templates libraries to view, manage, and create templates. 
• The Add New Candidates button directs you to the Candidates section found in the main menu, where you can view, manage, and add candidates.
• The Create a Form option takes you to the forms library found in the Settings area, where users can create and manage internal and candidate forms.
• Manage Offers and Agreements directs you to the document template library found in the Settings area, where users can manage and create offers of employment and employment contracts to be sent to candidates (with or without e-sign capabilities). 
• Manage Out of Office takes you to the Calendar section found in Settings>My Account>Calendar, where you can manage your out-of-office, as well as your calendar sync, events scheduling, and working hours.

Activity Overview

The Activity Overview displays the latest actions taken by the team on jobs you have previously been assigned to. Admin users will see all activities, regardless of whether they have been assigned to a job. Click View All to see a full list of activities.

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