What's covered in this guide?
About Dashboards
Dashboards give you a central view of workforce activity. Each dashboard is made up of widgets, and what you see depends on your role and permissions.
To open your dashboards, go to Time & Attendance > Dashboard (US: Time & Schedules > Dashboard). Switch between dashboards using the tabs at the top of the page. If you have a lot of dashboards, the rest are under the more menu, grouped into Default, Created by you and Shared with you.
Available Dashboards
Default: a high-level overview of workforce activity, attendance, labour costs, scheduling, and tasks that need attention.
HR: employee and HR information. Learn more: HR Dashboard Widgets
Labour & Ops (US: Labor & Ops): labour performance, staffing and operations. Learn more: Labour & Operations Dashboard Widgets
Hire: recruitment insights. Learn more: Hire Dashboard Widgets
Payroll: payroll information. Learn more: Payroll Dashboard Widgets
You’ll only see a dashboard if it’s turned on for your account and you have permission to see at least one of its widgets. The HR, Hire and Payroll dashboards also need Workforce HR, Workforce Hire or Workforce Payroll. The Payroll dashboard is available in the UK and US.
If your organisation has set up its own dashboard templates, the dashboards you get depend on who each template is for instead.
Customise your Dashboard
Open the dashboard and click Customise (US: Customize).
Make your changes:
Add a widget: click Add Widget and choose one from the Widget Library.
Move a widget: drag it to a new spot.
Resize a widget: drag its edges or corners.
Remove a widget: click the Hide widget (eye) icon on it.
Click Save changes, or Cancel to discard them.
Dashboards use an 8-column grid. Widgets snap to the grid when you move or resize them, and each widget has a minimum size. On narrow screens, such as a phone, widgets show in a single column.
You can only customise dashboards you own. Shared dashboards are view-only.
Reset a dashboard to default
If you’ve changed one of Workforce’s built-in dashboards, such as Default or Payroll, you can put it back to how it started.
Click Customise.
Click Reset to default.
Click Reset to confirm.
Widgets you’ve added, moved or resized are replaced with the template’s layout. Dashboards from your organisation’s own templates don’t have this option.
Show, hide and reorder dashboards
You can choose which dashboard tabs show at the top of the page, and their order.
Click Customise.
In the row of dashboard names that appears:
drag a name to change its position
click the eye icon to hide a dashboard, or click it again to show a hidden one. Hidden dashboards show faded.
These changes save straight away, and Cancel doesn’t undo them. They only change your own view.
💡 Tip: Customise doesn’t show while you’re viewing a dashboard someone shared with you. Open one of your own dashboards first.
Tasks & Actions
The Tasks & Actions widget lists things that need your attention, such as approvals, setup tasks and reminders. It replaces the What Should I Work On? widget on the old dashboard.
Tabs: All, plus General, HR, Payroll, Scheduling and Recruitment. You’ll only see a tab if your account uses that module and there’s something in it to do.
Priority: tasks are grouped by priority, from Blocking and High down to Low. Up next shows tasks that are overdue or due within 24 hours.
Dismiss a task: click ✕ on a task to hide it for 24 hours. It comes back after that if it still needs doing. Dismissing only applies in the browser you used.
Hide a type of task: click the ⋯ menu on the widget, then Settings. In Tasks & Actions settings, untick the tasks you don’t want to see, or use Select all and Clear, then click Save. This only changes what you see.
You only see tasks you have permission to act on, for the staff you can access.
Dashboard Widgets
Common widgets include:
Tasks & Actions: approvals, setup tasks, reminders and other things that need attention.
Live Insights & Wage Tracker: live labour costs, staffing and sales performance.
Live Time Clock Feed: real-time clock-in and clock-out activity from your time clocks.
Who’s In Today?: who’s working, upcoming and completed shifts, absences and leave.
Time Clocks: your connected time clocks.
Who’s Using Workforce: when users last logged in.
Weekly Planner: this week’s scheduled shifts, staff and hours.
Many widgets show a single number with a trend line, and some let you switch between Bar, Pie and List views.
Build a widget with AI
When adding a widget to your dashboard, you can use Build with AI to generate a custom widget by describing what you want to see in plain language.
To build a widget with AI:
Open the dashboard and click Customise.
Click the arrow next to Add Widget, then Build a Widget with AI.
Describe the widget you’d like to see, for example “Headcount by team”.
Click Generate preview.
Check the preview. You can choose a different layout, such as Breakdown or Table.
Click Add to dashboard.
Generated widgets are based on existing reports. You need permission to view reports to use this, and it may not be turned on for your account yet.
FAQs
Why can’t I see the HR, Hire or Payroll dashboard?
Why can’t I see the HR, Hire or Payroll dashboard?
Check:
your account uses Workforce HR, Workforce Hire or Workforce Payroll
you have permission to see at least one of the dashboard’s widgets
you haven’t hidden it. Click Customise and look for a faded dashboard name.
The dashboard may also not be turned on for your account yet. If your organisation has set up its own dashboard templates, which dashboards you get depends on who each template is for. Ask your admin.
Why can’t I click Customise?
Why can’t I click Customise?
You can only customise dashboards you own. If you’re viewing a dashboard someone shared with you, open one of your own dashboards instead.
I dismissed a task but it’s back. Why?
I dismissed a task but it’s back. Why?
Dismissing hides a task for 24 hours, in that browser only. If it still needs doing, it comes back. To stop seeing a type of task, use ⋯ > Settings on the widget.
Where has What Should I Work On? gone?
Where has What Should I Work On? gone?
On the new dashboard, it’s been replaced by the Tasks & Actions widget.