S
SOUNDIALHelp Center
Back to App

Daily Tasks

Common day-to-day tasks: checking the dashboard, posting announcements, managing employees, and using Soundial's AI tools.

Dashboard Overview

The dashboard is the first screen you see after logging in. It gives a real-time snapshot of your company's key metrics.

Dashboard – Company Portal
124
Employees
active
Approved
Payroll Status
May 2025
108
Attendance Today
of 124 clocked in
7
Leave Pending
awaiting approval

Employees: Total number of active employees in your company.

Payroll Status: Whether the latest payroll run is Draft, Approved, or Distributed for the current period.

Attendance Today: How many employees have clocked in so far today vs. total expected.

Leave Pending: Number of leave requests waiting for approval.

Click any metric card to jump directly to the related module for a more detailed view.

Announcements

Announcements let HR and administrators communicate important news to all employees through the portal.

Reading announcements

Announcements appear on the

Company›Announcements
page and may also appear as a banner on your dashboard. Click an announcement to expand the full message.

Posting an announcement (HR / Admin only)

1

Go to Announcements

Company›Announcements
2

Click New Announcement

The announcement editor opens.
3

Enter the title and body

Write your announcement. You can use basic formatting (bold, bullet points).
4

Set visibility (optional)

Target all employees, a specific department, or a specific branch.
5

Click Publish

The announcement is immediately visible to all targeted employees.
Only users with HR Admin or Company Admin roles can create, edit, or delete announcements.

Employee Directory

The employee list gives a searchable, filterable view of everyone in your company.

1

Go to Employees

Company›Employees
2

Search by name or TRN

Use the search bar to quickly find a specific employee.
3

Filter by department, branch, or status

Use the filter dropdowns to narrow down the list.
4

Click an employee to view their profile

The profile shows personal details, employment info, payroll data, T&A records, and document history.
Use the Export button to download the employee list as a CSV for reporting purposes.

Support Tickets

If you encounter an issue or need assistance from the Soundial support team, raise a support ticket directly from the portal.

Raising a ticket

1

Go to Support

Administration›Support
2

Click New Ticket

A form appears asking for the subject, category, and description.
3

Describe the issue

Be as specific as possible — include the page you were on, any error message, and the steps to reproduce the problem.
4

Submit the ticket

The Soundial support team will respond within 1 business day.

Tracking ticket status

Return to

Administration›Support
at any time to see replies and status updates on your open tickets.

Activity Log

The Activity Log (audit trail) records every significant action taken in your company's portal — who did what, and when. It is accessible to company administrators only.

Administration›Activity Log

Each log entry shows: Timestamp, User, Action (e.g. "Approved payroll run"), and the Affected record.

Use the date filter to narrow down events, or search by user name to see all actions by a specific person.

The activity log cannot be edited or deleted. It is a read-only audit trail for compliance purposes.

Company Settings (Admin only)

Only company administrators can change core company configuration. Navigate to

Administration›Settings
.

Logo: Upload or replace your company logo. Supported formats: PNG, JPG. Recommended size: 200×60px.

SMTP Email: Configure a custom outgoing email address for payslip distribution and system notifications.

Timezone: Set your local timezone so clock-in times and payslip dates display correctly.

Branches: Add, edit, or deactivate branch offices. Each branch can have its own location and attendance settings.

Changing the timezone will affect how historical attendance records are displayed. Do this carefully and outside of active pay periods.

AI Assistant

The AI Assistant is a chat interface powered by Claude AI that can answer payroll and HR questions in natural language. It has access to your company's data and Jamaican labour regulations.

1

Open the AI Assistant

AI & Intelligence›AI Assistant
2

Type your question

Examples: "What is the PAYE rate for someone earning $3 million per year?", "How many employees are on annual leave this week?", "Summarise the last payroll run."
3

Review the response

The AI provides an answer along with relevant figures pulled from your company data. Always verify important figures against the source records.
The AI Assistant must be enabled by a Soundial platform administrator. If you do not see this menu item, contact support.
The AI Assistant is an aid to decision-making, not a substitute for professional payroll or legal advice. For complex statutory matters, consult a qualified accountant.

Fraud Detection

Soundial's fraud detection module uses AI to monitor payroll and attendance data for unusual patterns that may indicate errors or fraudulent activity.

Signals flagged

⚠Duplicate clock-in entries on the same day
⚠Payroll entries significantly above an employee's historical average
⚠Ghost employees — pay records with no matching attendance
⚠Unusual deduction removals in the same period as a pay increase
⚠Clock-in from a location outside all configured company branches

Investigating an alert

1

Go to Fraud Detection

AI & Intelligence›Fraud Detection
2

Review the alert list

Each alert shows the severity level (Low / Medium / High), the employee affected, and a plain-English explanation.
3

Click Investigate

Soundial opens the related record so you can review and take action.
4

Resolve or dismiss

After reviewing, mark the alert as Resolved (confirmed fraud addressed) or Dismissed (false positive).
Fraud Detection must be enabled by a Soundial platform administrator. Contact support if you need this feature activated.