Dashboard

  1. Shifts overview (Top left block)
  2. Staff overview (Top right block)
  3. Campaign calendar (Bottom block)

Shifts overview (Top left block)

This is the Upcoming tab within the Campaign overview block and breaks down all upcoming campaign shifts:

  • All campaigns (sub block)
    • This details all upcoming shift information for all campaigns
    • The progress bar is the percentage of all upcoming shifts that have a booking status of booked
      • Red progress bar = There are shifts still to book within the next 7 days
      • Orange progress bar = There are shifts still to book within dates 7 - 30 days away
      • Green progress bar = There are shifts still to book for dates after 30 days +
    • The table gives you details of all shifts within each of your booking statuses
    • The 'Booked' status (bottom row) shows total staff booked (green text) vs total staff checked off (green circle)
  • Each sub block below has it's own shift table for each individual campaign with it's own progress bar for that campaign only

The remaining tabs within the Campaign overview block:

  • Today
  • Tomorrow
  • Today + 2 days
  • More
    • Today - 2 days
      • So you can see a Saturday on a Monday
    • Yesterday
      • So you can see a Sunday on a Monday
    • Today + 3 days
    • Today + 4 day

The numbers with the tabs represent:

  • Today and past days:
    • Grey circle = Total shifts
    • Green circle = Total shifts checked in
    • Red circle = Total shifts not booked
  • Tomorrow and future days:
    • Grey circle = Total shifts
    • Green circle = Total shifts checked off in
    • Red circle = Total shifts not booked

Each shift being worked can show up to the following details:

  • Name
    • Click to go to staff profile in a new window
  • Booking confirmation (first tick icon).
    • Mouse over coloured icon and label will show:
      • Grey = Booking confirmation not sent
      • Amber = Booking confirmation sent and not approved
      • Green = Booking confirmation sent and approved
  • Brief email (second tick icon).
    • Mouse over coloured icon and label will show:
      • Grey = Brief not sent
      • Amber = Brief sent and not approved
      • Green = Brief sent and approved
  • Phone number
    • Click to open communication dialogue
  • Shift start / Shift stop / Break time in minutes
  • Shift address
  • Booked by
    • Who booked the shift with time/date stamp
  • Checked off by
    • Who checked off the shift with time/date stamp
  • On route at
    • Time and date stamp
    • Allow staff to tell you when they have left to get to the shift
    • See: On Route
  • Signed off by (does not show on shifts in the future)
    • If manager approval is required on site can enable this feature
    • Click the eye icon to see full name and signature
    • See: Shift approval
  • Checked in by (does not show on shifts in the future)
    • Staff check in time/date stamp, GPS location (if granted access) or Photo backup
    • See: Check in/out
  • Checked out by (does not show on shifts in the future)
    • Staff check out time/date stamp, GPS location (if granted access) or Photo backup
    • See: Check in/out

You then also have the following options for every shift:

  • Check-in / Check out (does not show on shifts in the future)
    • For agency staff to check in/out staff
  • Check-off
    • To check off staff ahead of their shift
  • Running late
  • Staff notes
    • Opens the staff evaluation dialogue to add notes for this person for this shift
  • Send message
    • Opens the communication dialogue
  • Show associated staff
    • In case of dropouts this will show all staff that were ever associated with this shift, and ability to contact them:
      • Shortlisted
      • Applied
      • Invited
      • All staff in a 10 mile radius 

Staff overview (Top right block)

The Staff overview consists of the following sections

  • Current staff
    • This will show all your active statuses and how many staff in each status
    • Statuses with no staff are hidden by default
    • Click each status to see a list of staff
    • You can manage these statuses in setting. See: Staff statuses
  •  Archived staff
    • See all statuses of staff in the staff archive
    • Statuses with no staff are hidden by default
    • Click each status to see a list of staff
    • You can manage these statuses in setting. See: Staff statuses
  • Not used staff
  • New applicants
    • Total staff applied Today
    • Total staff applied within the previous week
    • Total staff applied within the previous month
    • All new applicants
  • Requires urgent attention
    • Have their passport expired
      • You are also notifed via email 7 days before
    • Have their visa expired
      • You are also notifed via email 7 days before
    • Due pay, terms not agreed
      • So you can ensure staff that are due pay agree to their terms in advance of the next payroll run
      • You can set terms to not be required to be agreed to pay staff
    • Due pay, missing bank details
      • So you can ensure staff that are due pay add bank details in advance of the next payroll run
    • Active staff, not opted in
      • This is combines all consents, terms and opt-ins you have added into the system and lets you know who has not opted into all thus far
    • Still 'incomplete' and booked
      • The system will allow you to book staff onto shifts that have not completed their profile fully. This is a warning to ensure you make sure these staff complete their profiles, and then you approve their profile
    • Still 'applied' and booked
      • The system will allow you to book staff onto shifts that have completed their prolile but have not yet been approved. This is a warning to ensure you make sure you approve these staff profile
    • Emails that are bouncing
      • Total staff that have an email address that cannot receive emails
    • Staff queries
    • New starters for next payroll
      • Advance warning of all new starters that will be in the next payroll run
  • Recently applied staff
    • Shows last 30 new applicants
      • Main photo
      • Name
      • Town

Campaign calendar (Bottom block)

  • This calendar breaks down each campaign per day with total shifts vs total booked.
    • Green = fully booked
    • Red = not yet fully booked
  • Mouse over a campaign to see it broken down by location
    • Click on a location for a date to take you to those shifts in Locations / Shifts