How-To: Use the Dashboard

Dashboard            

The “Dashboard” is a great way to quickly view the activity of your employees with the “Quick Stats” section. And the “Quick Links” section gives you quick access to the areas that you use more frequently. Use the text links as shortcuts to these areas.

Quick Stats:
  1. “Total Employees Clocked In” displays the number of employees who are clocked in at the moment. Click on the text link, which will take you to the “Time Card” screen.
  2. “Total Active Employees” shows the total number of employees who are actively clocking in and out.
  3. The number of “Time Off Requests” sent from employees waiting to be approved.
  4. “Total Missing Punches” displays the total number of missing punches flagged by the system when an employee incorrectly punches in or out.
  5. “Total Unmatched Punches” shows the number of Unmatched punches which are punches that are received into timekeeping, but not matched to any employee. The most common reason for an unmatched punch is when an employee has not been added to the “Employee Setup.”
  6. “Total Employees with Mobile Enable” shows the number of employees who have access to use the mobile app.
  7. “Total Employees with Mobile Punch Enabled” displays the number of employees with permissions to punch IN/OUT on their mobile device.
  8. “Total Employees with WebClock Enabled” shows the number of employees who are allowed to punch IN/OUT through the WebClock.
  9. “Last Finalized Pay Period” displays the last pay period that was finalized. If the pay period is more than sixty days, a message in bold red will display until pay periods have been finalized up to the current pay period.
  10. “New Release: Release Notes” view release notes which briefly explains new features and enhancements to the timekeeping system.



Quick Links:     
  1. The “Add a New Employee (Employee Setup)” link takes you directly to the “Employee Setup” screen, where you can add new employees and manage their profile.
  2. “Update Personal Information” gives you the ability to change your Password, Name, Phone, and Email Address for your own account.
  3. “Correct Missing Punches” are flagged by the system when an employee incorrectly completes a punch cycle, either by missing a clock in or out. 
  4. “Assign Unmatched Punches” are punches received into timekeeping, but that could not be matched to any employee.   
  5. “Review Yesterday’s Punches” will take you to the previous days punches for all employees who clocked in or out.
  6. The “Edit time cards for the Current pay period” link takes you directly to the current pay periods time cards.
  7. The “Edit time cards for the Prior pay period” link takes you directly to the previous pay periods time cards.
  8. “Run the Summary Report” offers totals per employee for hours, wages, and prompt breakdowns.
  9. “View Account Settings (Processing Rules)” allow you to view the specific rules which are setup for your company. 
  10. “Manage Login Accounts (Login Maintenance)” allows you to add or update supervisor or managers logins.










 

Attachments

Dashboard.pdf Dashboard.pdf

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