Managing the Dashboard on the Deputy website – Deputy Help Center.pdf

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8/7/24, 8:01 PM Managing the Dashboard on the Deputy website – Deputy Help Center Sign in Deputy Help Center > Using Deputy as a manager > First steps Search Deputy Help Center... Articles in this section Managing the Dashboard on the Deputy website Lisa Kirby 8 months ago · Updated Follow The Dashboard on the Me tab offers System Administrators and Location Managers a snapshot of items that can be actioned. What is the Dashboard? How to access the Dashboard Dashboard Sections Need Attention Needs Approval What's happening? Show/Hide the Dashboard Refresh the Dashboard What is the Dashboard? The Dashboard sits within the Me page on Deputy and displays items related to scheduling, task management, leave and timesheet approval that are relevant to the manager viewing it at the time. https://help.deputy.com/hc/en-au/articles/4657365737231-Managing-the-Dashboard-on-the-Deputy-website 1/7 8/7/24, 8:01 PM Managing the Dashboard on the Deputy website – Deputy Help Center Clicking on action cards takes you straight to the corresponding item in Deputy. How to access the Dashboard All users with an access level of Supervisor, Location Manager and System Administrator can access the Dashboard by logging on to the Deputy website and clicking on Me as shown below: Users with an access level of Employee will still see an overview of their own Calendar, details about their shifts, any available shifts and requesting time off but will not have access to the Dashboard as shown below: https://help.deputy.com/hc/en-au/articles/4657365737231-Managing-the-Dashboard-on-the-Deputy-website 2/7 8/7/24, 8:01 PM Managing the Dashboard on the Deputy website – Deputy Help Center Dashboard sections The Dashboard displays actionable items in three sections: Needs Attention - Notifies you of any shift items that need to be actioned, i.e. open shifts, shift swaps Needs Approval - Displays leave requests and timesheets which need to be approved/rejected What's happening? - Allows you to see a snapshot of the day's shift, including the number of team members running late, people on leave or birthdays for that day Note: Open shifts requiring approval will only begin to appear on the Me tab up to 8 days before the shift is due to start. If you need to review and approve an open shift more than 8 days before the shift then please click directly on the shift in the schedule or use the Deputy mobile app to review and approve open shifts. Below is an example of the Dashboard: https://help.deputy.com/hc/en-au/articles/4657365737231-Managing-the-Dashboard-on-the-Deputy-website 3/7 8/7/24, 8:01 PM Managing the Dashboard on the Deputy website – Deputy Help Center Note: All cards in the Dashboard are clickable. Clicking an item in the collapsible card will take you to the corresponding section within Deputy to action the item. Additional note regarding permissions/access levels: The Dashboard view is based on permission levels. It is only visible to System Administrators, Location Managers, and Supervisors. The viewable cards you see will be based on what functionality your user access level allows in Deputy. Needs Attention This section primarily focuses on shift options and items that need to be confirmed, swapped or filled. Needs Attention primarily focuses on items that are relevant for the current scheduling week, based on your set starting day for your location. This section will include: Open Shift - Will display published open shifts Unconfirmed Shifts - List of shifts that have been published, but have not yet been confirmed (if Shift Confirmation option is selected) Unpublished Shifts Shift Offers - Displays a list of offered shifts New Unavailability - Displays any new set unavailability in the system. Needs Approval This section searches for items in your Deputy account that require an item to be actioned. Needs Approval will show data from all-time that need to be actioned. These include: https://help.deputy.com/hc/en-au/articles/4657365737231-Managing-the-Dashboard-on-the-Deputy-website 4/7 8/7/24, 8:01 PM Managing the Dashboard on the Deputy website – Deputy Help Center Timesheets - Displays timesheets that need to be actioned, with the number showing the number of timesheets needed to be actioned Leave Requests - Shows any leave requests to be actioned, with the displayed number representing the number of leave requests received Shift Swaps - Shows any Shift Requests that need to be approved. This will appear based on your Location Settings preferences What's happening? This section shows information regarding the current day, and the team members currently on shift. What's happening focuses on the current day's events This section will display the following sections: Running Late - If any team member is currently late for their shift, they will be displayed here. It is not possible to remove or disable this element People on Leave - Will display any team member who currently has leave for the day Birthdays - If it is a team member's birthday How to show/hide the Dashboard Showing and hiding the Dashboard on the Me page is simple. Click the arrow icon on the top right of the screen to collapse or reveal the Dashboard. https://help.deputy.com/hc/en-au/articles/4657365737231-Managing-the-Dashboard-on-the-Deputy-website 5/7 8/7/24, 8:01 PM Managing the Dashboard on the Deputy website – Deputy Help Center Refreshing the Dashboard If you have changed any data and the Dashboard does not immediately reflect the data changed, you may need to refresh the Dashboard. To do this, simply click the Refresh icon as shown below. https://help.deputy.com/hc/en-au/articles/4657365737231-Managing-the-Dashboard-on-the-Deputy-website 6/7 8/7/24, 8:01 PM Managing the Dashboard on the Deputy website – Deputy Help Center Was this article helpful? Yes No 3 out of 8 found this helpful Have more questions? Submit a request Return to top Related articles Custom Report Builder Video: Timesheets and Payroll Exporting Manager guide to the Deputy mobile app Seeking permission from your employees to schedule shifts on a public holiday Video: People management https://help.deputy.com/hc/en-au/articles/4657365737231-Managing-the-Dashboard-on-the-Deputy-website 7/7