Dashboard

How Managers Add Widgets to Dashboard

Our Widget Selector is a powerful tool that empowers managers to personalize their dashboard by adding, organizing, and configuring widgets with ease. This guide provides step-by-step instructions to help you make the most of your dashboard customization. 

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

How to Add Widgets to Your Dashboard:

  1. Click Dashboard in the Left Navigation panel.

  2. Click the gear icon at the top left of the screen and select Edit Dashboard.

  3. Click Add Widget.

  4. In the Widget Gallery, select one or more widgets and click Apply. The selected widget(s) will appear on your dashboard. Note: Employee Status and Requests widgets can be added multiple times.

  5. You are now in Edit Mode. Click the vertical ellipsis on any widget to access its settings, update content, modify settings, or remove the widget.

  6. Use your cursor to move the widgets and arrange them as desired.

  7. Click Save Changes to apply all modifications. (Always remember to save your changes.)

  8. For more details on managing exceptions, refer to Managing Employee Time and Attendance Exceptions.


    FAQs:

    Q: Can I add the same widget more than once?
    A: Only Employee Status and Requests widgets can be added multiple times.

    Q: How do I remove a widget from my dashboard?
    A: While in Edit Mode, click the vertical ellipsis on the widget you want to remove and select Remove Widget.

    Q: What happens if I forget to save my changes?
    A: Unsaved changes will be lost if you leave the page. Always click Save Changes after editing.

    Q: Can I change widget settings after adding them?
    A: Yes, in Edit Mode, click the vertical ellipsis on the widget to access and modify its settings.

    Q: Where can I find more help on managing employee time and attendance?
    A: Refer to Managing Employee Time and Attendance Exceptions guide for comprehensive details.