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.

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

Getting started on your Dashboard

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

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

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

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

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

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

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

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.

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

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

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

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

You can choose your range and press Apply.

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.

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.

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.

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

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.

Let's break down what each widget type represents.

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.

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

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

Let's break them down into more detail.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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