---
title: How to Navigate the RecordVault Dashboard
description: Understand the RecordVault Dashboard, including navigation, summary cards, employee filters, tenant controls, plan indicators, and next steps for support.
---

[Skip to content](https://info.resnav.com/how-to-navigate-the-recordvault-dashboard#main-content)

English - United States

Show submenu for translations

[More support](https://info.resnav.com/kb-tickets/new?hsLang=en-us)

![](https://info.resnav.com/hs-fs/hubfs/ResNav%20Solutions%20Alt%20logo.png?width=2000&height=300&name=ResNav%20Solutions%20Alt%20logo.png)

Open main navigation

Close main navigation

- English - United States
  
  Show submenu for translations
- [More support](https://info.resnav.com/kb-tickets/new)
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [ResNav](https://info.resnav.com/?hsLang=en-us)
2. [RecordVault - Pro](https://info.resnav.com/recordvault-pro?hsLang=en-us)
3. [Dashboard](https://info.resnav.com/recordvault-pro?hsLang=en-us#dashboard)

September 24, 2026

# How to Navigate the RecordVault Dashboard

## Understand dashboard cards, data elements, filters, and plan indicators.

The RecordVault Dashboard is the main landing page and provides a summary of employee and document information stored in the database. Use the dashboard to review high-level information, then select a dashboard card or illustration to open the related area for more detail.

**Navigate the Main Screen**

Review the page from top to bottom and left to right. The navigation pane remains on the left side of the application and can be used at any time to move to other parts of RecordVault.

**Use the Navigation Pane**

- **RecordVault Pro and Hide Navigation:** Select the small icon next to RecordVault Pro to collapse the navigation pane. The collapsed view shows icons only instead of icons with descriptions.
- **Company/Tenant:** The company name identifies the tenant currently being viewed.
- **Dashboard:** Displays summary cards and data elements based on information stored in the database.
- **Employees:** Stores employee-centered records and provides access to employee information and related data.
- **Applicants:** Stores applicant-centered records.
- **Pay Stubs:** Stores pay-stub records.
- **Documents:** Stores document records.
- **Reports:** Provides access to reports based on system data.
- **Settings:** Provides access to available system settings.

**Review Dashboard Information**

The cards and data elements on the Dashboard summarize information captured from the system or systems that were migrated into RecordVault. Select an employee-related dashboard illustration or card to open the Employees tab and review the records behind the summary.

**Filter Employee Records**

On the Employees tab, use the available controls to narrow the displayed records:

- **Status:** Filter records by available statuses, including Active, Terminated, Leave of Absence, On Leave, or All.
- **Department:** Filter records by the departments configured in the system.
- **Hire date:** Filter by available date ranges, such as Anytime, Last Year, or Last Five Years.
- **Search:** Enter an employee name or the last four digits of a Social Security number in the search box.

**Review Plan Indicators**

Items displayed under **Not Included in Your Plan** are additional products or modules that may be enabled if they are added to the organization's purchase plan.

**Manage the User Session**

The bottom of the navigation pane displays the username or email address of the account currently signed in. If the account has access to multiple tenants, select **Switch Tenant** to move to another available tenant. Select **Sign Out** to end the current session.

**Helpful Tips**

- Use the Dashboard for a high-level overview, then select a related card or illustration to review the underlying records.
- Confirm the displayed company or tenant before reviewing or searching records.
- Collapse the navigation pane when additional screen space is needed.

**Need Additional Help?**

If the expected information is not displayed, provide Support with the signed-in username, selected tenant, affected dashboard card or tab, filters used, steps attempted, and a screenshot with sensitive information removed.

- [History Link](https://info.resnav.com/history-link?hsLang=en-us#main-content)

    - [Password Help](https://info.resnav.com/history-link?hsLang=en-us#password-help)
    - [Create a New User](https://info.resnav.com/history-link?hsLang=en-us#create-a-new-user)
    - [Two Factor Authentication](https://info.resnav.com/history-link?hsLang=en-us#two-factor-authentication)
    - [Reports & Data](https://info.resnav.com/history-link?hsLang=en-us#reports-data)
- [RecordVault - Pro](https://info.resnav.com/recordvault-pro?hsLang=en-us#main-content)

    - [Account Access](https://info.resnav.com/recordvault-pro?hsLang=en-us#account-access)
    - [Dashboard](https://info.resnav.com/recordvault-pro?hsLang=en-us#dashboard)
    - [Employees](https://info.resnav.com/recordvault-pro?hsLang=en-us#employees)
    - [Pay Stubs](https://info.resnav.com/recordvault-pro?hsLang=en-us#pay-stubs)
- [RecordVault - Express](https://info.resnav.com/recordvault-express?hsLang=en-us#main-content)

    - [Getting Started](https://info.resnav.com/recordvault-express?hsLang=en-us#getting-started)

# ResNav Solutions

Copyright © 2026, ResNav Solutions