New look for Dashboard, Appraisal and Job Plan forms

On Monday 30th September 2024, we will be deploying changes to the User Dashboard (My Dashboard), Appraisal and Job Plan Forms. Please read on to see what exciting new features have been created, and how to utilise these.

Introducing the new SARD Dashboard upgrade: your enhanced navigation and action hub

We are thrilled to announce a significant upgrade to your SARD experience – a brand new Dashboard designed with you in mind. This latest update not only enhances your navigation capabilities but also provides a more comprehensive overview of the actions required to keep your account in top shape.

What's new?

Improved navigation. We have streamlined the layout to make it easier than ever to find what you need. Whether you are updating your Appraisal, Job Plan or MSF, reviewing reports, or accessing support, everything is now just a click away.

Dashboard overview. Stay on top of your account with our new Dashboard overview. This feature consolidates all pending tasks across all our products in one place, giving you a clear view of what needs your attention.

We know how important it is for you to manage your account efficiently. With these upgrades, you will save time navigating through menus and tracking down tasks. The new Dashboard ensures that you are always informed and empowered to take action when needed, keeping your account running smoothly and with minimal effort.

Ready to explore?

Log in to your SARD account today and see the new Dashboard for yourself! We are confident that this upgrade will enhance your experience across the SARD application.

As always, we value your feedback. Feel free to reach out to our Customer Support Team if you have any questions or need assistance navigating the new Dashboard. We are here to help!

Overview

The Overview is the first thing you see when you view your Dashboard. It is a comprehensive view of everything you need to know, highlighting things that require your attention. All your due dates are listed there, plus the status of any open Appraisals, MSF, Job Plans (including Job Plans to sign), eLeave requests, and appraiser actions.



Messages from your Organisation will now pop up when you access your Dashboard. This is where you will find the contents which used to sit at the top of a user’s Dashboard. The pop-up can be easily closed, but we intend on turning the pop-up aspect of it off in a few months' time.


SARD Administrators: We recommend these contents are checked through and either added as Single Pages (a page each user must click to confirm they have read) or as contents specific elsewhere (many are about Appraisals; we now have an Appraisal info section on the Appraisal form which can contain ‘Messages from your Organisation’). Our goal is for the pop-up to be on first login only and referred to by users when necessary afterwards.

My Dashboard is now a drop-down menu, which will take you to a specific product. Different Dashboards based on your roles now appear across the top bar (e.g. Appraiser/RO/ASPAT). This will help with navigation around the site and takes you to the various pages as you wish. Clicking on the SARD logo in the top-left will take you back to your Dashboard.

A link to the Old Dashboard will still be available for some time via your account menu in the top-right of the page for the original view. This will be removed in due course as users become more familiar to the new navigation of the site.



Note how the product icons remain at the top of each product selected, to ease navigation between products. The System Support icon shows you all your support documents, and where to go if you need any help:



We are really excited about these changes and we hope that you are, too. If you have any feedback, please contact the support team on support@sardjv.co.uk

Updated on: 05/03/2025