Guide: Using the Web Dashboard for Employees

Guide: Using the Web Dashboard for Employees

As an employee, you can sign in to your Web Dashboard from any desktop computer or laptop to track time, review your timesheets and update your user profile. In this article, we'll walk through the basics of navigating your dashboard and explain the features available to you. 

 

Timesheets

The Web Dashboard functions very similar to the mobile app. You can easily access a report of all of the shifts that you have worked by clicking on the Timesheets tab in the main menu.

 

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By default, your shifts are arranged by work week and you can easily switch from one week to another using the drop down in the action bar.

 

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Shifts that are pending approval from your manager will have bold font, while shifts that have been approved will appear with regular font and a light grey background. The row with a red box around it below is an example of an approved shift. 

 

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You can use the dropdown in the left-side menu to filter your timesheets to show only shifts that have been approved. 

 

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To view more information about a shift, click on the row for that shift to open Shift Details. Here you will see a summary of the time that was tracked, a timeline of events that took place during the shift (including breaks) as well as project details and notes (if your company has these features turned on). 

 

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Lastly, depending on how your company's account is configured you may be able to add new shifts for time already worked and edit shifts that have already been logged. Check with your account administrator to see if these options are available to you. If so, you'll be able to make these adjustments directly from the Timesheets page in your dashboard. 

 

User Profile

You can add or edit information on your profile directly from the Web Dashboard. To get started, click on your name in the top right corner of the screen and then select the Account option from the dropdown menu. 

 

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You will be directed to your profile where you can update any of the following:

  • Your profile picture
  • Your name
  • Your email address
  • Your phone number
  • Your account password and/or PIN

Please note that any change made to your email address or password on this page will also change your credentials for signing in to the mobile app. 

You will not be able to make changes to your pay type or pay rate, though that information is available on this page for you to view.

 

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Track Time (If Enabled)

This feature will only be available if your company has turned it on in Preferences. If you see a Track Time tab in the main menu, than you are be able to check in for work and submit shifts directly from the Web Dashboard. To get started, click on the Track Time tab.

 

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This page shows all of the shifts that are currently open. So if you are currently checked in to a shift from the mobile app, you will be able to see the status of that shift here. You can also check in for a new shift directly from this page by clicking the green 'Check in to a new shift' button in the action bar. 

 

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This allows you to select a location for your shift and start a timer.

 

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The experience of tracking time from this page is nearly identical to the mobile app. So after you are checked in for a shift, you can log break time and view your shift timeline. If your company uses Projects or Notes, you will also be able to track project time in your shifts and submit notes directly from the Shift Details screen. To open Shift Details, just click on the row of the shift. 

 

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We hope you enjoy using the Web Dashboard! As always, our goal is to give you more options for tracking your time and to make your data readily available and easy to access.