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Using the Dashboard (Scheduling and Attendance)

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Overview

The Dashboard gives you a quick look at what’s going on in your business. You’re able to monitor shift coverage, labor costs, and attendance notices right from one page. If you don’t use Time Clock & Attendance with Scheduling, check out Using the Dashboard (Scheduling Only Accounts) instead.

Considerations

  • The Dashboard is only available to users with Supervisor, Manager, or Admin access.
  • You must have Manager or Admin access privileges to view the Worked Labor Cost and Pay Period Forecast sections of the Dashboard.
  • Your employees must have wages set for the Time Clock & Attendance data to report correctly.
  • If you don’t use Time Clock & Attendance, see the Scheduling only Dashboard article instead.

Today’s Schedule

Today’s Schedule gives a preview of the schedule for the current day.

In Today’s Schedule:

  • Click the All Schedules drop down to select which schedule to view.
  • If you use Tasks, click Task Lists to view the Task Lists assigned for the day.
  • Click Calendar Sync to sync to a calendar.

Today’s Snapshot

Today’s Snapshot shows a quick look into items for today that may need your attention.  todays snapshot

  • To take action on an item, click the view link beneath the reminder. 
  • Click View Schedule to go right to the Scheduler.
  • To compare today’s scheduled shifts with actual clocked in hours, click Time Tracker.

Attendance Notices

Attendance Notices show alerts related to your employees’ attendance that need your attention. For more information, check out Attendance Notices.

OpenShifts: Next 7 Days

OpenShifts: Next 7 Days provides a way to manage unfilled OpenShifts by position, schedule, and job site for the next 7 days. OpenShifts are sorted from greatest to smallest in the table on the right.

View OpenShifts by Position

This view allows you to visualize which positions have available OpenShifts for the next 7 days across schedules. OpenShifts are color-coded in the bar graph based on their position assignments.

  • Click Position in the top right to view available OpenShifts for the next 7 days broken down by their assigned position. Note: OpenShifts without an assigned position appear under No Position.
  • Hover over the bar graph to show daily available OpenShits by position.
  • Use the table on the right to view the weekly total breakdown of OpenShifts by position.
    Tip

    Click a position name in the table to show OpenShifts for only that position in the bar graph. Click the selected position again to revert back to viewing All Positions in the graph.

  • Click View OpenShifts in the table to navigate to the Scheduler.

View OpenShifts by Schedule

This view allows you to visualize which schedules or locations need OpenShifts filled for the next week by color-coding the OpenShifts based on their scheduled assignment. 

  • Click Schedule in the top right to view available OpenShifts for the next 7 days broken down by their assigned schedule. 
  • Hover over the bar graph to show daily available OpenShits by schedule.
  • Use the table on the right to view the weekly total breakdown of OpenShifts by schedule.
  • Click a schedule name in the table to show OpenShifts for only that schedule in the bar graph.

View OpenShifts by Job Site

This view allows you to visualize which job sites have available OpenShifts for the next 7 days across schedules. OpenShifts are color-coded in the bar graph based on their job site assignments. 

  • Click Job Site in the top right to view available OpenShifts for the next 7 days broken down by their assigned job site. Note: OpenShifts without an assigned job site appear under No Job Site
  • Hover over the bar graph to show daily available OpenShifts by job site.
  • Use the table on the right to view the weekly total breakdown of OpenShifts by schedule.
  • Click a job site name in this table to show OpenShifts for only that job site in the bar graph.

Worked Labor Cost: Last 7 Days

Worked Labor Cost shows a breakdown of worked labor costs for the last 7 days based on employees’ time entries. This section can be viewed by position, schedule, and job site. Labor cost is sorted from the highest to lowest in the table on the right.

View Worked Labor Cost by Position

This view allows you to visualize your labor costs for each position across your locations. It also indicates the percentage of the weekly labor cost that each position accounts for, so you can view which positions have the highest or lowest costs.  

Note: Worked hours without an assigned position for the time entry appear under No Position.

  • Use the table on the right to view the weekly total breakdown of labor costs by position.
    Tip

    Click a position name in the table to show labor costs for only that position in the bar graph. Click the selected position again to revert back to viewing all positions in the graph.

View Worked Labor Cost by Schedule

This view allows you to visualize your labor costs sorted for each job site. It also indicates the percentage of the weekly labor cost that each job site accounts for, so you can get a better understanding of which job sites have the highest or lowest labor costs. 

Note: Worked hours without an assigned schedule on the time entry appear under No Schedule.

  • Use the table on the right to view the weekly total breakdown of labor cost by Schedule.
    Tip

    Click a schedule name in the table to show labor costs for only that schedule in the bar graph. Click the selected schedule again to revert back to viewing all schedules in the graph.

View Worked Labor Cost by Job Site

This view allows you to visualize your labor costs for each schedule. It also indicates the percentage of the weekly labor cost that each schedule accounts for, so you can view which teams or locations have the highest or lowest labor costs. 

Note: Worked hours without an assigned job site for the time entry appear under No Job Site.

  • Use the table on the right to view the weekly total breakdown of labor costs by the job site.
    Tip

    Click a job site name in the table to show labor costs for only that job site in the bar graph. Click the selected schedule again to revert back to viewing all job sites in the graph.

Pay Period Complete

If you have a completed pay period that you have not closed, it appears here. Click Close Pay Period to be taken to the Timesheets and close the pay period.pay period complete

Pay Period Forecast

The pay period forecast card lets you see how your actual hours (worked) are trending compared to your planned hours (scheduled).Pay period forecast Hover over the chart to see the daily data point for Scheduled vs. Worked hours. The card gives a visual you can use to fine tune future scheduling or build a case for hiring more employees.

  • Scheduled: The total number of scheduled hours for the pay period.
  • Projected: A projection of how the pay period will progress over time based on worked hours. These hours are calculated by adding any worked hours from yesterday and older to all remaining scheduled hours from today and the future.Projected info
  • Difference: The difference between scheduled hours and projected hours represented as a percentage.difference info

Click Export to export a labor report of a selected date range of your choice.

Custom Pay Period Frequency

The Pay Period Forecast card is not available when a custom pay period frequency is selected.

Updated on November 22, 2021

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