The Dashboard provides an outlook on your performance in the form of a range of different widgets which represent your scheduling data over any given period. This includes a schedule overview, late comers to shifts, and Billing vs Payroll.

These can be customized to display exactly the information you want to represent.

The Dashboard in Schedule Xpress

This article will cover the following topics in Time processing in Schedule Xpress:

Getting started on your Dashboard

Widgets

Refreshing your Dashboard (Make sure you're up to date!)


Locating your Dashboard

The dashboard can be located by clicking the top-left icon as below.

Locating the Dashboard in Schedule Xpress

Creating a Dashboard

Upon entering Dashboard, you'll be greeted with the opportunity to create Dashboard which you can customize.

Creating a Dashboard in Schedule Xpress

You'll then be given the opportunity to name the Dashboard and write a description. Then press Create.

Create Dashboard in Schedule Xpress

Once you already have a Dashboard created, you'll then use the Manage option in the top-right corner to create additional Dashboards.

Manage > Create Dashboard in Schedule Xpress

Defaulting a Dashboard

You can default a Dashboard by clicking the star option next to the filter.

Defaulting a Dashboard in Schedule Xpress

Cloning a Dashboard

Using the Manage button, you can also clone a Dashboard. This will always attempt to clone the dashboard you're currently using.

Cloning a Dashboard in Schedule Xpress

Deleting a Dashboard

You can delete a Dashboard in the Manage section in the top-right of your screen. This will delete the dashboard you're currently using.

Note: A default Dashboard cannot be deleted.

Deleting a Dashboard in Schedule Xpress

Switching between Dashboards

Your Dashboard will always show in the top-left corner.

Switching between Dashboards in Schedule Xpress

You can switch between Dashboards by clicking the dropdown and selecting the Dashboard you want to display.

Switching between Dashboards in Schedule Xpress

Dashboard filters

There are 3 Dashboard filters that are fundamental to searching for and displaying the data exactly as you want.

Date Range

The Date Range can be used to look for data within specific time periods. You have the option to select:

  • Yesterday

  • Today

  • Previous week

  • Current week

  • Previous month

  • Current month

  • Previous quarter

  • Current quarter

  • Custom range

You can choose your range and press Apply.

Date Range in Dashboard in Schedule Xpress

Employees

You can use the Employees filter to display data relating to all employees, or you have the option to specifically choose the employees you want to see data for.

You can make your selection and press Apply.

Employees in Dashboard in Schedule Xpress

Locations (Sites)

You can use the Location (Sites) filter to display data relating to all locations (sites), or you have the option to specifically choose the locations (sites) you want to see data for.

You can make your selection and press Apply.

Note: If you prefer to label this dropdown as Sites, Locations, or something else, please refer to your Customer & Reference labels to make this change.

Locations (Sites) in Dashboard in Schedule Xpress

Widgets

You can customize your Dashboard using the Widgets option towards the top-right corner. Alternatively, if you don't yet have any widgets in place, you can click the Add widgets + option in the center of your screen.

Widgets in Dashboard in Schedule Xpress

Select widgets to display (Widget types)

You can use the Select widgets to display dropdown to choose a type of widget to display. The options are:

  • All

  • Scheduling

    • Schedule overview

  • Employee activity trends

    • Late comers

  • Time processing

    • Billing vs Payroll

Select widgets to display in Widgets in Dashboard in Schedule Xpress

Adding a widget

Selecting All will select all options, and selecting a sub-header will select the header itself. For example, if you choose Schedule overview, this will automatically select Scheduling.

Adding a widget in Select widgets to display in Widgets in Dashboard in Schedule Xpress

Let's break down what each widget type represents.

Selecting and unselecting widgets

You can head to your Widgets button to select and unselect new and existing widgets. Any widgets that are currently selected on your Dashboard can be removed by unchecking them.

Don't forget to click Save.

Selecting and unselecting widgets in Dashboard in Schedule Xpress

Reordering widgets

You can reorder widgets by dragging them in the header column and dropping them into position.

Reordering widgets in Dashboard in Schedule Xpress

Or alternatively, you can reorder the widgets by clicking the Widgets option and dragging them into position using the arrows.

Reordering widgets in Widgets in Dashboard in Schedule Xpress

What does each widget represent?

Let's break them down into more detail.

Schedule overview

The Schedule overview widget presents the schedule total hours, assigned shift hours and open shift hours.

The colors display on the bars will be categorized as Worked (light green), Not Worked (dark green) and Open shifts (red). This is labelled below the bars.

Schedule overview widget in Dashboard in Schedule Xpress

Hovering your cursor over a bar (date) in the widget will show a breakdown of the number of hours, shifts and people that this data represents for the Schedule total, Worked, Not Worked and Open shifts. Worked, Not Worked and Open will also present as a percentage of the Schedule total.

Breakdown of number of hours, shifts and people in Schedule overview widget in Dashboard in Schedule Xpress

You can select and unselect Worked, Not Worked and Open to show only 1 or 2 of the options at once. In our example, we've chosen to removed Open shifts, and show Worked and Not Worked shifts.

You'll see that Open is greyed out due to being deselected.

Selecting and deselecting data in Schedule overview in Dashboard in Schedule Xpress

Shifts not filled

You'll see shift's not filled percentage in the top-right corner. This is an indication to the user of how many of their shifts in this period went unfilled.

Shifts not filled percentage in Schedule overview in Dashboard in Schedule Xpress

Late comers

The Late comers widget presents data based on any employees, and highlights the number of time the employee(s) have been more than 5 minutes late in the given period.

Late comers widget in Dashboard in Schedule Xpress

Billing vs Payroll

Based on your hours totals, pay rates and bill rates and any additions such as allowances, the Billing vs Payroll widget will break down the Total Billing cost, the Total Payroll cost, and the Difference between the two for the selected date range.

Billing will show in blue, and Payroll in red.

Billing vs Payroll widget in Dashboard in Schedule Xpress

Hovering your cursor over a line (date) in the widget will show a breakdown of Billing for Standard and Overtime, Payroll for Regular and Overtime, and the Difference including a Profitability percentage.

Billing for Standard and Overtime, Payroll for Regular and Overtime , and the Difference including a Profitability percentage in Billing vs Payroll widget in Dashboard in Schedule Xpress

You can select and deselect Billing or Payroll to show one or the other.

Selecting and deselecting data in Billing vs Payroll widget in Dashboard in Schedule Xpress

Profitability

The Billing vs Payroll widget gives a percentage of your profitability based on the figures of your overall Billing and Payroll totals.

Profitability percentage in Billing vs Payroll widget in Dashboard in Schedule Xpress

View in Time processing

You can also click the View in Time processing option, which will show you all the shifts relating to this widget in the Time Processing module.

View in Time processing option in Billing vs Payroll in Dashboard in Schedule Xpress

Refreshing your Dashboard

To ensure you're fully updated, you can refresh you Dashboard at any time. This will recalculate any data that may have been recorded between your current and last refresh.

Hovering your cursor over the refresh button will give you a timestamp of when you last refreshed. So by ensuring you're up to date, you'll be sure that you've got the exact and current data that you need.

Refreshing your Dashboard in Dashboard in Schedule Xpress

For more information on anything in your Dashboard, please Contact Support now!

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