Dashboard

Your dashboard provides an at-a-glance view of your organization's key metrics and real-time activity.

Dashboard Overview

The default dashboard is organized into sections:

Section	Information
Today's Summary	High-level stats for the current day
Active Now	Employees currently clocked in
Schedule Preview	Today's and tomorrow's shifts
Recent Activity	Latest team actions and updates
Quick Actions	Common tasks and shortcuts

Default Widgets

Today's Summary

Displays key daily metrics:

• Total scheduled hours
• Hours worked so far
• Active employees
• Pending requests

Who's Working Now

Real-time view of clocked-in employees:

• Employee name and photo
• Clock-in time
• Current duration
• Department/position

Upcoming Shifts

Shows imminent schedule information:

• Shifts starting in the next 2 hours
• Shifts ending soon
• Coverage status
• Any unfilled shifts

Recent Activity

Stream of recent events:

• Clock in/out actions
• Schedule changes
• Request submissions
• Announcements

Customizing Your Dashboard

Add Widgets

1. Click Customize in the top-right corner
2. Click + Add Widget
3. Browse widget categories:
   • Scheduling
   • Time & Attendance
   • Team
   • Communication
   • Performance
4. Click a widget to add it
5. Drag to desired position
6. Click Save

Available Widgets

Scheduling Widgets

Widget	Shows
Schedule Overview	Weekly schedule summary
Coverage Status	Staffing vs. requirements
Open Shifts	Unfilled shifts needing coverage
Shift Requests	Pending swap and pickup requests
Time-Off Calendar	Team time-off visual

Time & Attendance Widgets

Widget	Shows
Active Clock-Ins	Currently working employees
Hours This Week	Weekly hours by employee
Overtime Alert	Employees approaching overtime
Attendance Score	Team attendance metrics
Late Arrivals	Today's late clock-ins

Team Widgets

Widget	Shows
Headcount	Total active employees
Team Directory	Quick employee lookup
Birthdays	Upcoming team birthdays
Work Anniversaries	Upcoming anniversaries
New Hires	Recently onboarded employees

Communication Widgets

Widget	Shows
Messages	Unread message count
Announcements	Latest company announcements
Team Chat	Recent team messages
Pinned Messages	Important pinned content

Performance Widgets

Widget	Shows
Labor Cost	Current period labor spend
Hours vs. Budget	Actual vs. planned hours
Productivity Score	Team productivity metrics
Custom KPIs	Your defined key indicators

Remove Widgets

1. Click Customize
2. Hover over the widget to remove
3. Click the X icon
4. Click Save

Resize Widgets

1. Click Customize
2. Hover over a widget
3. Drag the corner handles to resize
4. Available sizes: Small, Medium, Large, Full-width
5. Click Save

Rearrange Widgets

1. Click Customize
2. Click and drag widgets to new positions
3. Widgets snap to grid
4. Click Save

Dashboard Layouts

Save Custom Layouts

1. Customize your dashboard
2. Click Layout > Save Layout
3. Name your layout
4. Choose visibility:
   • Personal (only you)
   • Team (your team sees it)
   • Organization (everyone can access)

Switch Layouts

1. Click Layout in the header
2. Select from saved layouts
3. Dashboard updates immediately

Default Layouts

Pre-built layouts available:

Layout	Best For
Executive	High-level KPIs and summaries
Manager	Team management focus
HR	People metrics and attendance
Operations	Scheduling and coverage

Filtering Data

Date Range Filter

Control the time period for displayed data:

Option	Shows
Today	Current day only
Yesterday	Previous day
This Week	Current week
Last Week	Previous week
This Month	Current month
Last Month	Previous month
Custom	Select specific dates

Location Filter

For multi-location organizations:

1. Click the location dropdown
2. Select:
   • All Locations - Aggregated data
   • Specific Location - Single site data
   • Location Group - Regional data

Department Filter

Narrow data by department:

1. Click Filters > Department
2. Select one or more departments
3. Apply filter

Real-Time Updates

Refresh Intervals

Clock-in events and messages update instantly, but aggregated metrics and analytics refresh on a 5- to 15-minute cycle. Use the manual Refresh button to force an immediate update.

Dashboard data refreshes automatically:

Data Type	Refresh Rate
Clock-ins/outs	Instant
Messages	Instant
Schedule changes	Instant
Metrics	Every 5 minutes
Analytics	Every 15 minutes

Manual Refresh

Click the Refresh icon to force an immediate update.

Exporting Dashboard Data

Export Widget Data

1. Hover over a widget
2. Click the Export icon
3. Choose format:
   • CSV - Spreadsheet data
   • PDF - Formatted report
   • Excel - Full workbook
4. Download file

Export Full Dashboard

1. Click Export in the header
2. Choose Export Dashboard
3. Select format
4. Includes all visible widgets

Dashboard Notifications

In-Dashboard Alerts

Alerts appear when:

• Employees are approaching overtime
• Shifts are unfilled
• Requests need attention
• Schedule conflicts exist

Notification Settings

Configure dashboard alerts:

1. Click Settings > Dashboard Notifications
2. Toggle alerts on/off
3. Set thresholds (e.g., overtime warning at 35 hours)
4. Save preferences

Keyboard Shortcuts

Speed Up Your Workflow

Use keyboard shortcuts to navigate the dashboard faster. Press ? at any time to see all available shortcuts.

Shortcut	Action
R	Refresh dashboard
C	Open customize mode
Esc	Exit customize mode
/	Open search
?	Show all shortcuts

Tips

• Start with a default layout, then customize
• Use full-width widgets for important metrics
• Check your dashboard at shift change times
• Set up alerts for critical thresholds
• Export weekly data for team meetings