Accessing the Deputy Dashboard

Questions and Answers

Who can see the Dashboard view in Deputy?

Only employees with managerial positions

Only System Administrators, Location Managers, and Supervisors (correct)

All users except for Supervisors

All users of Deputy

What primarily focuses on items that need to be confirmed, swapped, or filled?

Needs Attention section (correct)

Open Shift section

Shift Offers section

Needs Approval section

What does the Needs Approval section show?

Pending shift offers for the next scheduling period

All-time items that need actioning (correct)

Items that have already been actioned

Data requiring action from the current week only

What types of shifts does the Needs Attention section include?

Open shifts, unconfirmed shifts, and new unavailability Signup and view all the answers

If a shift has not yet been confirmed, it would fall under which category?

Unconfirmed Shifts Signup and view all the answers

What is included in the Needs Attention section relevant to the current scheduling week?

Published open shifts and new unavailability Signup and view all the answers

Which user access levels can access the Dashboard?

Supervisor, Location Manager, System Administrator Signup and view all the answers

What items does the 'Needs Attention' section of the Dashboard notify users about?

Open shifts and shift swaps Signup and view all the answers

What does the 'Needs Approval' section display?

Leave requests and timesheets for approval Signup and view all the answers

How many days in advance can open shifts requiring approval be reviewed on the Dashboard?

8 days before the shift starts Signup and view all the answers

What type of information is provided in the 'What's Happening?' section of the Dashboard?

A snapshot of the day’s shifts and team member statuses Signup and view all the answers

What information do users with an Employee access level lack compared to Supervisors?

Access to the overall Dashboard features Signup and view all the answers

How can users review and approve shifts that are more than 8 days in advance?

By using the Deputy mobile app or clicking on the shift directly in the schedule Signup and view all the answers

What can users expect from the clickable cards in the Dashboard?

They give further information or actions related to shifts Signup and view all the answers

What does the Timesheets section display on the Dashboard?

Timesheets that require action to be taken Signup and view all the answers

Which function does the 'What's happening?' section NOT provide?

Details about upcoming holidays Signup and view all the answers

How can a user show or hide the Dashboard on the Me page?

By clicking the arrow icon on the top right Signup and view all the answers

What action must be taken if the Dashboard does not reflect recent data changes?

Refresh the Dashboard Signup and view all the answers

What is displayed in the Running Late section?

Names of team members currently late for their shift Signup and view all the answers

Which feature is crucial for shift management and requires approval from a supervisor?

Shift Swaps Signup and view all the answers

What information does the People on Leave section provide?

Names of team members on leave for the day Signup and view all the answers

What kind of leave requests are displayed on the Dashboard?

Pending leave requests that need to be actioned Signup and view all the answers

Study Notes

Accessing the Dashboard

Supervisors, Location Managers, and System Administrators can access the Dashboard on the Deputy website via the "Me" option.
Employees have limited access, viewing only their calendar, shift details, available shifts, and time-off requests, but not the Dashboard functionality.

Dashboard Sections

The Dashboard comprises three key sections:
- Needs Attention: Highlights any shift items requiring action, such as open shifts and shift swaps.
- Needs Approval: Lists pending leave requests and timesheets that need to be approved or rejected.
- What's Happening?: Provides a snapshot of the daily shift activity, including late arrivals, team members on leave, and birthdays.

Approval Timing

Open shifts requiring approval will appear on the Dashboard up to 8 days before the shift starts. For earlier reviews, access the schedule directly or use the mobile app.

Clickable Cards

All items in the Dashboard are clickable, directing the user to the associated section in Deputy for actioning.

Needs Attention Section

Focuses on shift-related items, relevant for the current scheduling week.
Includes:
- Open Shifts: Displays published open shifts.
- Unconfirmed Shifts: Lists published shifts awaiting confirmation.
- Unpublished Shifts: Shows shifts not yet published.
- Shift Offers: Lists shifts offered to employees.
- New Unavailability: Displays any new unavailability entries.

Needs Approval Section

Aggregates items that require action from the user's Deputy account.
Includes:
- Timesheets: Shows how many timesheets need action.
- Leave Requests: Lists pending leave requests.
- Shift Swaps: Displays shift requests needing approval based on location preferences.

What's Happening Section

Focused on current day events; displays:
- Running Late: Lists team members who are late starting their shifts.
- People on Leave: Shows employees on leave for the day.
- Birthdays: Indicates team members celebrating their birthday.

Dashboard Visibility

Users can toggle the visibility of the Dashboard on the Me page by clicking the arrow icon at the top right of the screen.

Refreshing the Dashboard

If data changes do not reflect immediately on the Dashboard, a manual refresh may be necessary to update the view.

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Description

This quiz covers the steps for accessing the Dashboard on the Deputy website. It outlines the access levels required for Supervisors, Location Managers, System Administrators, and Employees. Learn what features are available to different user roles.