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Customize Your Dashboard (Managers)

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Customize your dashboard by adding, arranging, and configuring widgets that provide quick access to the information most relevant to your role.

The following widgets are available:

  • Employee Status

  • Pay Period Timeline

  • Exceptions

  • Approaching Overtime

  • Daily Approaching Break Deadline

  • Scheduled Hours

  • Planned vs Scheduled

  • Schedule Criteria Counter

  • Exceeded Employees Hours

  • Unfilled Team Staff

  • Total Scheduled Hours

  • Open Shift Criteria Counter

  • Schedule vs Need Criteria Counter

  • Schedule Monitor

  • Requests

  • Who is Out

  • Custom Field Expiration - Detailed

  • Custom Field Expiration - Summary

  • Birthdays

  • Employee Headcount

  • Anniversaries

Add widgets to your dashboard

  1. Go to Dashboard.       Dashboard option in the left navigation panel    

  2. Select the gear icon at the top right of the screen, then select Edit dashboard.

  3. Select Add Widget.       Add Widget button    

  4. In the Widget Gallery, select one or more widgets, then select Apply.

    Note: The Employee Status and Requests widgets can be added multiple times.

  5. Use your cursor to move the widgets and arrange them as needed.       Dashboard widgets in edit mode    

  6. Select Save Changes.       Save Changes button    

Note: After adding a widget, you can select the vertical ellipsis on the widget to modify its settings, update its content, or remove it from the dashboard.