Using the Dashboard

From your

Applies to , , ,

Overview

The dashboard helps you see your upcoming shifts and requests. You can also clock in for shifts if mobile clock-in is enabled.

The dashboard is also available from your computer or Android device.

Considerations

  • The items that appear on the dashboard may differ based on your access level (employee, supervisor, manager, or admin) and workplace settings.

Accessing the dashboard

The dashboard appears by default when you first log in. To return to the dashboard, tap Dashboard in the bottom-left corner of the screen.

Using the Dashboard as a Supervisor, Manager, or Admin

Use the dashboard to manage attendance, tasks, requests, view shifts, and clock in and out.

a
Attendance Notices
This will display users who clock in or out early or late, are absent, or no shows. See Attendance Notices for more details.
b
Team Tasks
Tap to view and complete tasks. You can also assign tasks to a specific user.
c
User Activity
Tap to view scheduled user’s activity or clock users in or out.
d
Time Off Requests
Tap to manage and submit time off requests.

  • As an admin, manager, or supervisor, you can quickly process time off requests.
  • You can also view the status of your own time off requests.
e
Shift Requests
Tap to manage and view shift coverage requests.

  • As an admin, manager, or supervisor, you can quickly process shift requests.
  • You can view the status of your own shift requests.
f
OpenShift Requests
Tap to manage and view OpenShift requests.

  • As an admin, manager, or supervisor, you can quickly process OpenShift requests.
  • You can view the status of your own OpenShift requests.
g
Next Shift
Displays your current or next upcoming shift. Tap to see more details, including shift notes or actions.
h
My Shifts
Tap to view your schedule by week. See Viewing Your Schedule.
i
Important Upcoming Dates
This will list any Annotations that are currently on the Scheduler
j
Clock In/Out or Take Lunch

Tap to clock in or out or take a lunch break.

If you don’t see this option, this may be disabled in the Attendance Settings.

Callout Name Description
a Attendance Notices This will display users who clock in or out early or late, are absent, or no shows. See Attendance Notices for more details.
b Team Tasks Tap to view and complete tasks. You can also assign tasks to a specific user.
c User Activity Tap to view scheduled user’s activity or clock users in or out.
d Time Off Requests Tap to manage and submit time off requests.

  • As an admin, manager, or supervisor, you can quickly process time off requests.
  • You can also view the status of your own time off requests.
e Shift Requests Tap to manage and view shift coverage requests.

  • As an admin, manager, or supervisor, you can quickly process shift requests.
  • You can view the status of your own shift requests.
f OpenShift Requests Tap to manage and view OpenShift requests.

  • As an admin, manager, or supervisor, you can quickly process OpenShift requests.
  • You can view the status of your own OpenShift requests.
g Next Shift Displays your current or next upcoming shift. Tap to see more details, including shift notes or actions.
h My Shifts Tap to view your schedule by week. See Viewing Your Schedule.
i Important Upcoming Dates This will list any Annotations that are currently on the Scheduler
j Clock In/Out or Take Lunch

Tap to clock in or out or take a lunch break.

If you don’t see this option, this may be disabled in the Attendance Settings.

Using the Dashboard as an Employee

Use the dashboard to view your next shift, see who you will be working with, view your requests, and clock in or out.

a
Next Shift
Displays your current or next upcoming shift. Tap to see more details, including shift notes or actions.
b
Also Working
Displays the people that are scheduled to work today. Tap to view the entire list.
c
My Shifts
Tap to view your schedule by week. See Viewing Your Schedule.
d
Time Off Requests
As an employee, you can view the status of your own time off requests.
e
Shift Requests
As an employee, you can view the status of your own shift requests.
f
OpenShift Requests
As an employee, you can view the status of your own OpenShift requests.
g
Clock In/Out or Take Lunch

Tap to clock in or out or take a lunch break.

If you don’t see this option, it may be disabled by your employer.

a Next Shift Displays your current or next upcoming shift. Tap to see more details, including shift notes or actions.
b Also Working Displays the people that are scheduled to work today. Tap to view the entire list.
c My Shifts Tap to view your schedule by week. See Viewing Your Schedule.
d Time Off Requests As an employee, you can view the status of your own time off requests.
e Shift Requests As an employee, you can view the status of your own shift requests.
f OpenShift Requests As an employee, you can view the status of your own OpenShift requests.
g Clock In/Out or Take Lunch

Tap to clock in or out or take a lunch break.

If you don’t see this option, it may be disabled by your employer.

 

Updated on January 25, 2024

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket