Program insights / administration
Insights and system connections
Monitor workload, upcoming tasks and integration health in one administrative view.
Cases opened this month
36
Leave + accommodation
Tasks completed on time
92%
Example team snapshot
Cases awaiting employee input
21
Follow-up reminders queued
Return plans due soon
9
Next 14 days
Workload by case stage
Open cases · illustrative distribution
Use trend data to prioritize staffing and reminders. Metrics do not make eligibility, approval or compliance determinations.
Upcoming workflow tasks
Example deadlines and follow-up
Review received documents · 5 cases
Due today · Assigned case managersEmployee follow-up reminders · 8 cases
Due this week · Templates require approvalReturn planning check-in · 9 cases
Next 14 days · Confirm with employeesAccommodation follow-up · 4 cases
Trial / effectiveness checkConnected systems
Sample integration health panel
HRIS · WorkdayEmployee and org sync · last run 8:42 AMSYNCED
Timekeeping · UKGLeave dates and usage · last run 8:30 AMSYNCED
Payroll · ADPLeave transaction export · approval neededREVIEW
Integration design concept: synchronize only approved workforce and case fields, maintain access controls and reconcile exceptions. Real integrations require employer configuration and security review.
Policy and workflow configuration
Example settings preview
1
Configured policy setsFederal, state and company policy mappings
Review2
Communication templatesVersioned templates with approval history
Active3
Task workflowsOwners, due dates, reminders and escalations
ActiveImportant: laws, employer policies and deadlines can change. This prototype does not encode legal rules; authorized specialists must configure and validate applicable workflows.
Data exception workflow
Resolve mismatches without hiding uncertainty.
Measure: time to reconcile and repeat exceptions—not employee risk scores.