If you're in a rush and want to speed things up, we 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 have access to multiple features, can 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:
Create a Task
Create an Update
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.
If you 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.
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.
If you have 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 employee's 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.