Overview
The dashboard helps you see your upcoming shifts, see who is scheduled today, process requests, take OpenShifts, or customize your availability preferences. You can also clock in for shifts if mobile clock in is enabled.
The Dashboard is also available from your computer or iOS device.
Considerations
- The items that appear on the dashboard may differ based on your access level (employee, supervisor, manager, or admin) and workplace settings.
- Your employer has the ability to turn availability preferences on and off. If you don’t see an option to set your availability, it may be disabled for your workplace.
Accessing the dashboard
The dashboard appears by default when you first log in. To return to the dashboard, tap Dashboard on the bottom-left corner.
Using the Dashboard as a Supervisor, Manager, or Admin
Use the dashboard to get quick updates, clock in or out, request time off, take OpenShifts, see who’s working, or set your availability.
| 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 |
| Employee 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.
|
| e |
| Shift Requests |
Tap to manage and view shift coverage requests.
|
| f |
| OpenShift Requests |
Tap to manage and view 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 | Employee 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.
|
| e | Shift Requests | Tap to manage and view shift coverage requests.
|
| f | OpenShift Requests | Tap to manage and view 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 |
| Shift Confirmation |
| 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 |
| OpenShifts Available |
| As an employee, you can view any OpenShifts you are eligible to request or take. |
| 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 | Shift Confirmation | 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 | OpenShifts Available | As an employee, you can view any OpenShifts you are eligible to request or take. |
| 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. |