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Universal Dashboard

Universal Dashboard is the central workspace in Fountain for tracking and acting on hiring, onboarding, and workforce tasks in one place.

The Universal Dashboard is the primary workspace in Fountain. Rather than a place to check on work, it's where work gets done. Hiring tasks, onboarding steps, compliance reviews, pipeline metrics, and calendar events all come together in a single view so you can act on what matters without digging for tasks.

Every element is interactive and role-aware. Tasks link directly to filtered views where action is needed, and the Dashboard surfaces only the work that's relevant to your responsibilities and the Fountain products you use.

Hire Access Currently Required
Universal Dashboard is currently available to Fountain Hire customers and users. Onboard tasks are surfaced within the Dashboard for accounts that use both Hire and Onboard. Support for additional Fountain products is planned for a future release.


My Tasks and Team Tasks

A toggle in the top right of the Dashboard switches between My tasks and Team tasks views.

My tasks shows only your tasks, including your applicants, openings, scheduled events, and any pending work across the products you have access to.

Team tasks shows tasks across all users on your team, giving managers and admins a full-team view of outstanding work.


Components of the Universal Dashboard

Overview Cards

Four metric cards appear at the top of the Dashboard, giving you an instant snapshot of workforce status:

  • New Applicants — Applicants who have recently entered your pipeline

  • Applicants in Pipeline — Total applicants currently in active workflow stages

  • Onboarding Workers — Workers with active onboarding tasks remaining

  • Total Workers — Total active worker count

These counts reflect your full account data. Click any card to navigate to the corresponding view.

Tasks Widget

The Tasks widget consolidates all actionable items into one view, organized into three categories. Each task item is a direct entry point into work. Clicking any task navigates to the corresponding filtered view with the relevant context already applied, so you go straight from seeing the task to acting on it.

Tasks are organized into the following three types:

Hiring Tasks

  • Review applicants

  • Mark attendance

  • Review files

  • Respond to messages

Onboarding Tasks

  • Complete I-9 Section 2

  • Complete I-9 E-Verify

  • Add start dates

  • Review signatures and forms

  • Complete internal tasks

Workers (Working) Tasks

  • Review compliance documents

Each task item is a direct entry point into work. Clicking any task navigates to the corresponding pre-filtered view so you can take action immediately. Each task shows a count badge indicating how many items require action. When all tasks in a category are complete, the category displays a completion state rather than disappearing.

How the Review Applicants Count Works

The count next to Review applicants reflects the number of applicants currently sitting in stages marked as "Task stages" in your openings' workflows. Applicants in non-task stages are not counted.

This Week

The This Week calendar widget shows upcoming events for the current week, including scheduled interviews and worker start dates. Events are organized by day so you can plan without leaving the Dashboard.

Clicking an event navigates directly to the relevant applicant or worker record.

Openings

The Openings widget lists your openings with at-a-glance metrics. For accounts with a large number of openings, the widget paginates so you can browse the full list. Use the Search openings field to find a specific opening by name.

By default, each opening row shows counts across Pipeline, New, In Progress, Need Review, Scheduled, Hires, and Onboarding.

Task stages only toggle

Enabling this toggle filters the list to show only openings that have task stages configured and switches the column display to show counts per task stage rather than general pipeline metrics. The task stage column headers reflect the actual stage names configured in each opening's workflow. Openings without any task stages show a "No task stages have been configured" message with an Edit workflow link.

When an opening has applicants in a task stage, the count is displayed in the corresponding column.

Clicking the count navigates to the Applicants view filtered to those applicants. Hovering over the count reveals an inline list of individual applicants, their time in stage, and a direct link to each applicant's profile.


Configure Task Stages

The tasks that appear in the Tasks widget and the Openings task stage columns are driven by stages configured as task stages in the workflow editor. Any stage in an opening's workflow can be marked as a task stage.

To mark a stage as a task stage:

  1. Open the opening's workflow editor.

  2. Select the stage you want to configure.

  3. In the Task Stage section, enable the Mark as a task stage toggle.

Once enabled, applicants who enter that stage appear as tasks in the Dashboard. The stage also appears as a column in the Openings widget when Task stages only is toggled on.

Add Task Instructions

When a stage is marked as a task stage, an optional Task Instructions field becomes available.

Use this field to provide context about what to review or decide at that stage. Instructions entered here appear as a Reviewer Instructions block on the applicant's profile when a team member opens the applicant record from that task.

Reviewer Instructions:

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