The Dashboard is your home page. It contains detailed information about the statuses of each employee including direct links to everyone’s time and expense information.
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Once on the dashboard, click on the appropriate tab to view information about each of your referrals. The available tabs are detailed below:
- The Time & Expense tab displays a list of all active account users and their open time and expense totals.
- The Time Off tab displays a summary of time-off used during the current period as well as accrual totals.
- The Human Resources tab commonly used HR information and links to HR documents and files.
- The Archived Users tab displays a list of disabled user accounts and includes links to termination letters.
The data in the main Dashboard table on the Time & Expense tab contains direct links to user data and features including
- User Settings accessed by clicking the gear to the left of a user’s name
- The Hierarchy shows a lined view of supervisor/subordinate relationships used to manage the account.
- The lock icon
displays next to a user’s name when
- The user’s ability to login has been disabled
- The user’s account was archived and then reactivated by opening a closed payroll report that included time from that user.
- The Status Column shows whether a user is in, out, or on paid leave.
- If the user is out, the column will say ‘Clock In’. Clicking this link allows you to manually clock a user into work.
- If the user is clocked in for less than 8 consecutive hours, the column will display the clock in time.
- If the user is clocked in for between 8 and 24 hours, the column will display the total number of hours on the clock.
- If the user is clocked in for longer than 24 hours, the column will display ‘Clock Out’.
- Clicking any of the above links will manually clock the user out of work, after which you may edit either time stamp.
- The Hourly Column displays a total of open work hours and is a direct link to each user’s hourly timesheet.
- The Project Column displays a total of open project based work hours and is a direct link to each user’s project timesheet.
- The Expenses Column displays a total of open expenses and is a direct link to each user’s expense sheet.
Moving a user on the Dashboard
Users can be moved in the hierarchy by re-assigning them to a different supervisor.
Removing a user from the Dashboard
Users are removed from the Dashboard Time & Expense tab by archiving them in their user settings. Archived users will appear on the Archived Users tab. For more information on archiving users, see this article.