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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.

Customize your dashboard

Your dashboard can be customized to hide and rearrange cards to highlight the information that is most valuable to you. To configure your dashboard, click Wrench in the top-right corner.

The dashboard configuration screen appears.

On the configuration screen:

  • Toggle the switch off to hide cards from your dashboard. By default, all cards are switched on.
  • Sort cards by clicking and holding Move then dragging to re-order the cards.

Today’s Schedule

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

In Today’s Schedule:

  • 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.

Coverage

The Coverage graphs provide a way to quickly preview coverage for published OpenShifts and Assigned shifts by position, schedule, and job site.

a
Click Down to switch between viewing OpenShifts or Assigned Shifts.
b
Change the time period you’re viewing:

    • Click  button to go back to the previous day, week, or month (depending on your current view).
    • Click  button to go to the next day, week, or month (depending on your current view).
    • Click button to choose a specific date.
c
Click Today to return to today’s date.
d
Click the drop-down menu to switch between day and week views. 
e
Use the drop-down menu to filter the Coverage graph by position, schedule, and job site.
Callout Description
a Click Down to switch between viewing OpenShifts or Assigned Shifts.
b Change the time period you’re viewing:

    • Click  button to go back to the previous day, week, or month (depending on your current view).
    • Click  button to go to the next day, week, or month (depending on your current view).
    • Click button to choose a specific date.
c Click Today to return to today’s date.
d Click the drop-down menu to switch between day and week views. 
e Use the drop-down menu to filter the Coverage graph by position, schedule, and job site.

Coverage by Position

Select By Positions to visualize which positions have shifts in the selected time range. Shifts are color-coded in the bar graph based on their position assignments.

 
  • Use the table on the right to view the weekly total breakdown of shifts by position.
  • Click a position name in the table to show shifts for only that position in the bar graph. Click the selected position again to revert back to viewing All Positions in the graph.
  • Hover over the bar graph to show a breakdown of shifts by position.
  • Click Down to sort from positions with the least amount of shifts to the most.
  • Check Only Show Positions With Shifts to hide positions with zero shifts.
  • Click View Shifts in the table to navigate to the Scheduler. 

NOTE: Shifts without an assigned position appear under No Position.

Coverage by Schedule

Select By Schedules to visualize shift coverage across schedules or locations for the selected time range. 

 
  • Use the table on the right to view the weekly total breakdown of shifts by schedule.
  • Click a schedule name in the table to show shifts for only that schedule in the bar graph. Click the selected schedule again to revert back to viewing All Schedules in the graph.
  • Hover over the bar graph to show a breakdown of shifts by schedule.
  • Click Down to sort from schedules with the least amount of shifts to the most.
  • Check Only Show Schedules With Shifts to hide schedules with zero shifts.
  • Click View Shifts in the table to navigate to the Scheduler. 

Coverage by Job Site

Select By Job Sites to visualize shift coverage across job sites for the selected time range. Shifts are color-coded in the bar graph based on their job site assignments.

 
  • Use the table on the right to view the weekly total breakdown of shifts by job site.
  • Click a job site name in the table to show shifts for only that job site in the bar graph. Click the selected job site again to revert back to viewing All Job Sites in the graph.
  • Hover over the bar graph to show a breakdown of shifts by job site.
  • Click Down to sort from job sites with the least amount of shifts to the most.
  • Check Only Show Job Sites With Shifts to hide job sites with zero shifts.
  • Click View Shifts in the table to navigate to the Scheduler. 

NOTE: Shifts without an assigned job site will appear under No Job Site.

Scheduled Labor Costs

Scheduled Labor Cost shows a breakdown of labor costs 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.

a
  • Change the time period you’re viewing:
    • Click  button to go back to the previous day, week, or month (depending on your current view).
    • Click  button to go to the next day, week, or month (depending on your current view).
    • Click button to choose a specific date.
b
Click Today to return to today’s date.
c
Click the drop-down menu to switch between day and week views. 
d
Use the drop-down menu filter the Scheduled Labor Cost graph by position, schedule, and job site.
Callout Description
a
  • Change the time period you’re viewing:
    • Click  button to go back to the previous day, week, or month (depending on your current view).
    • Click  button to go to the next day, week, or month (depending on your current view).
    • Click button to choose a specific date.
b Click Today to return to today’s date.
c Click the drop-down menu to switch between day and week views. 
d Use the drop-down menu filter the Scheduled Labor Cost graph by position, schedule, and job site.

View Labor Cost by Position

Select By Positions to visualize labor cost by position in the selected time range. The bar graph is color-coded based on their position assignments. This view allows you to visualize your labor costs by position across your locations. It also indicates the percentage of labor cost that each position accounts for, so you can view which positions have the highest or lowest costs. 

 
  • Use the table on the right to view the total breakdown of labor costs by position.
  • 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.
  • Hover over the bar graph to show a breakdown of labor cost by position.

NOTE: Scheduled hours without an assigned position for the time entry appear under No Position.

View Labor Cost by Schedule

Select By Schedule to visualize labor cost by schedule in the selected time range. This view allows you to visualize your labor costs sorted by schedule. It also indicates the percentage of labor cost that each schedule accounts for, so you can get a better understanding of which schedules have the highest or lowest labor costs. 

 
  • Use the table on the right to view the total breakdown of labor costs by Schedule.
  • 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.
  • Hover over the bar graph to show a breakdown of labor cost by schedule.

NOTE: Scheduled hours without an assigned schedule for the time entry will appear under No Schedule.

View Labor Cost by Job Site

Select By Job Site to visualize labor cost by job site in the selected time range. The bar graph is color-coded based on their job site assignments. This view allows you to visualize your labor costs by job site. It also indicates the percentage of labor cost that each job site accounts for, so you can view which teams or locations have the highest or lowest labor costs. 

 
  • Use the table on the right to view the total breakdown of labor cost by job site.
  • 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.
  • Hover over the bar graph to show a breakdown of labor cost by job site.

NOTE: Scheduled hours without an assigned job site for the time entry will appear under No Job Site.

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 August 5, 2022

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