If you're in a rush and want to speed things up, we've got you covered! Using the Overview page to perform Quick Actions will save time and help you manage your business most efficiently. From the overview page, you can access multiple features, invite users who have not logged in to the mobile app, check your employee's engagement with the app or their activity in general, and much more.
In this article we will go over the following:
Quick Actions on the Overview Page
By entering the Overview Page, you can choose one of the many Quick Actions instead of performing them from the feature itself, saving you time.
The available Quick Actions are:
Adding Users
Adding Admins
Create a Task
Create an Update
Attendance
Those using the Time Clock and Job Scheduler features can get an overview of which employees are running late to their shifts, who are currently clocked in, and who are absent due to Time off (including their specific time off policy). You can also send messages to these employees to request a status update by clicking on the chat icon, or view their scheduled shift details by clicking on the three dots near their name.
💡Tip: Admins can customize which attendance information will appear on the overview page. Choose to display any combination of: who's running late, who's clocked in, and who's on time off. Click on the settings icon, and select what you would want to display from the dropdown.
Quick Filters In The Attendance
You can use the Quick Filters in the Attendance widget to filter for any user profile field to find exactly what you need. For instance, if you want to check that all employees from a specific location have clocked in? Simply apply the location filter.
Please note: The filters displayed are based on the user profile fields you have previously set up in your account.
Managing Your Time Off Requests
To manage Time Off requests from the Overview page, look for requests in the top right corner. To edit requests, click any employee in the Attendance section. Their details will open in a separate window, allowing you to edit their request.
Engagement
The engagement section tracks your employees' activity on the app. You can adjust the gate range at the top, and by hovering over a date, you will see the number of active users throughout the set period.
How to Invite Users That Have Not Logged In
You can invite your users from the overview page by heading to the right side of the page and clicking on select users to invite. This will send them a text message which prompts them to download the application. Note that these text messages do not count towards your monthly text message allowance.
Daily Activity
Scroll down the Overview Page to view the Daily Activity on your account. The activity log shows all the recent actions taken and the exact time they were made.
For example, you can see the exact hour an employee sent in a time off request, availability, who edited time, who edited timesheets or a shift, and more.
💡Tip: To learn more about the Activity Log, click here.
Alerts
In the bottom right corner, there is the alert section. Here you can see any Quick Tasks you haven't completed, or pending requests you my in the time clock, by clicking on the alert, you will be moved straight to the action that needs to be taken or reviewed.
Celebrations
If there is a celebration on the day you log in, it will automatically appear in the top right-hand corner of the overview page, making sure you never miss one of your employees' special moments. By clicking on a user's name, you can join in and celebrate with them.
💡Tip: Want to learn more about the celebration feature click here.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.