Using the Dashboard

From your

Applies to , , ,

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 Dashboard on the bottom-left corner.

Using the dashboard

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
Your Shift
Displays your current or next upcoming shift. Tap to see more details, including shift notes.
b
Also Working
Displays the people that are scheduled to work today. Tap to view the entire list.
c
Shift Confirmation
If you have shifts to confirm, you will be prompted to confirm them.
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.
  • As an employee, you can 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.
  • As an employee, you can view the status of your own shift requests.
f
OpenShifts Available
Tap to view OpenShifts that are available for you to pick up. For more information, see Taking OpenShifts.
g
Clock-in Menu
If Mobile Clock-In is enabled, users can use this green bar to Clock-In, Take Lunch, or Clock Out.
h
Navigation Menu
The bottom menu has a shortcut to the Dashboard, Scheduler, Timesheets, and Workchat. The More More menu provides the rest of the menu options in the app.
i
Employee Activity
If you are a supervisor, manager or admin you can use this menu option to clock users in or out if they forget.
j
Important Dates
These are all dates that have an annotation in the Scheduler. Tapping an annotation will take you to the details of the annotation.
Callout Name Description
a Your Shift Displays your current or next upcoming shift. Tap to see more details, including shift notes.
b Also Working Displays the people that are scheduled to work today. Tap to view the entire list.
c Shift Confirmation If you have shifts to confirm, you will be prompted to confirm them.
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.
  • As an employee, you can 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.
  • As an employee, you can view the status of your own shift requests.
f OpenShifts Available Tap to view OpenShifts that are available for you to pick up. For more information, see Taking OpenShifts.
g Clock-in Menu If Mobile Clock-In is enabled, users can use this green bar to Clock-In, Take Lunch, or Clock Out.
h Navigation Menu The bottom menu has a shortcut to the Dashboard, Scheduler, Timesheets, and Workchat. The More More menu provides the rest of the menu options in the app.
i Employee Activity If you are a supervisor, manager or admin you can use this menu option to clock users in or out if they forget.
j Important Dates These are all dates that have an annotation in the Scheduler. Tapping an annotation will take you to the details of the annotation.

 

Updated on August 30, 2023

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