Navigating to the Dashboard
Navigate to the Dashboard from the launchpad's Dashboard link or via the main navigation bar under
Home > Dashboard to view.
Understanding the Dashboard Components
The dashboard is made up of three main areas:
- Dashboard Cards: These are individual blocks of information that you can show, hide, and reorder.
- "To Review" Sidebar: A navigation panel (on the left for desktop, collapsible at the top for mobile) that shows a count of items needing be be actioned, like approval of timesheet data, leave requests, or skills.
- Header: Top right of the header contains the navigation button to the Activity Log, and the Dashboard Settings button used to open the Dashboard settings panel and configure the dashboard layout.
How to Customize Your Dashboard
You have full control over which cards appear on your dashboard and in what order.
- Open the Dashboard Settings Panel
Click the Dashboard button in the top-right corner of the header. This will open the Dashboard Settings panel. - Show or Hide Cards
In the Dashboard Settings" panel, you will see the named tiles of each card. Click on the tile itself or use the checkbox to toggle its visibility. A checked box means the card will be shown. - Reorder Cards
To prioritise what you see, click and hold the grip icon next to a card's name and drag it up or down in the list to your desired position. - Save Your Changes
You must click the Apply button at the bottom of the panel to save your configuration. The page will then reload with your new dashboard layout.
Available Dashboard Cards
The cards you can add to your dashboard depend on your user access levels. If you don't see a particular card in your Dashboard Settings panel, it's likely because you don't have the necessary permissions or you turned off the visibility during configuration.
In order to adjust permissions: navigate using the navigation bar to Settings > Employees, click on edit button of the employee you would like to manage permissions for and click on access control in the sidebar.
Displays a summary of your active employees (clocked in, clocked out, on leave).
Required Access: Settings or Employees - Add/Edit
Shows who is scheduled work hours from the roster on a per day basis.
Required Access: Roster - Full Access or Read Only
Lists approved leave requests for the near future.
Required Access: Leave requests
Compares rostered hours to logged timesheet hours for the week.
Required Access: Timesheet and Roster
Shows a list of employees with upcoming birthdays.
Required Access: Settings or Employees - Add/Edit
Displays any open roster shifts that are available for bidding.
Required Access: Roster - Full Access
Troubleshooting
If your dashboard isn't appearing as you expect, check these common issues.
- A card is missing from my Dashboard Settings list.
Each card requires a specific user permission to be visible. For example, to see the 'Today's Roster' card, you must have 'Roster' access. Check your permissions under your employee profile in Access Control. - My dashboard is empty.
This screen appears when all your available cards are hidden. Click the message on the screen or the Dashboard settings button to open the settings panel and enable the cards you wish to see. - I toggled a card on, but it's not on my dashboard.
After making changes, you must click the Apply button at the bottom of the settings panel to save and view your new layout. - I can't see the "To Review" section.
This section only displays links if you have access to the relevant access levels (e.g., Timesheets, Leave, or Skills).