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Using the Dashboard (Scheduling Only)

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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 and labor costs from one page. If you use Time Clock & Attendance with Scheduling, check out Using the Dashboard (Scheduling and Attendance) 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 Scheduled Labor Cost and Labor Trend sections of the Dashboard.
  • If you use Time Clock & Attendance with Scheduling, see the this Dashboard article instead.

Today’s Schedule

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

Todays schedule

In Today’s Schedule you can:

  • Click a shift to view that shift’s details.
  • Click the All Schedules drop down to select which schedule to view.
  • Click Task Lists to view the task lists for the assigned 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.

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 the most to fewest on 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 schedule 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 OpenShits for each 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. 

Scheduled Labor Costs

Scheduled Labor Cost shows a breakdown of labor costs for the last 7 days based on employees’ assigned shifts. 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. These costs do not include OpenShifts.

View Labor Cost by Position

This view allows you to visualize your labor costs by 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: Scheduled 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 Labor Cost by Schedule

This view allows you to visualize your labor costs sorted by 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.  

  • Use the table on the right to view the weekly total breakdown of labor costs 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 Labor Cost by Job Site

This view allows you to visualize your labor costs by 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: Scheduled hours without an assigned job site for the time entry will appear under No Job Site.

  • Use the table on the right to view the weekly total breakdown of labor cost by 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 Schedules in the graph.

Labor Trend: Last Week + This Week

The Labor Trend card graphs scheduled hours over time, which helps you see how many hours are trending.

You can compare scheduled hours for the current week with the last week to see how your schedule budget changes over time.

  • Last week: The total number of hours scheduled for last week.
  • This week: The total number of hours scheduled for this week.
  • Difference: The difference between last week’s hours total and this week’s hours total represented as a percentage.difference

Click Export to export the schedule, including hours per employee.

Updated on June 9, 2021

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