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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:
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Click Dashboard in the Left Navigation panel.
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Click the gear icon at the top left of the screen and select Edit Dashboard.
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Click Add Widget.
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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.
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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.
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Use your cursor to move the widgets and arrange them as desired.
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Click Save Changes to apply all modifications. (Always remember to save your changes.)
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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.