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
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.
|
| e |
| Shift Requests |
Tap to manage and view shift coverage 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 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.
|
| e | Shift Requests | Tap to manage and view shift coverage 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 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. |