Dashboard

Updated by Leigh Hutchens

Summary
The Dashboard is a versatile tool that provides quick access to information about events, staffing, and scheduling tailored to your selected group (district, unit, or section). It features default widgets: Upcoming Events, which lists imminent activities such as birthdays and shift requests; Staffing, which compares scheduled versus worked hours for the current day, week, or month, Needs approval, which indicates upcoming absence and shift requests, and Needs Attention, which displays shift coverage and unassigned shifts.

The Dashboard is a handy tool that lets you easily access information about events, staffing, and scheduling. Depending on your selection in the group selector, it will display the relevant data for your district, unit, or section. The default widgets are:

  • Upcoming Events
  • Staffing
  • Needs Approval
  • Needs Attention

Upcoming Events

The Upcoming Events widget contains information regarding various events about to occur and is sorted on occurrence in time, with the events closest in time appearing first in the list. The following information is displayed in this widget:

  • Absence requests
  • Agreement expiries
  • Assignment request for approving manager
  • Birthdays
  • Shift bookings of unassigned shifts
  • Shift swap requests
  • Shift unassignment requests
  • Skill expiries

Depending on your access rights, only items belonging to some of the above categories may be displayed.

This widget displays items that are taking place in the upcoming four weeks (28 days).

Filtering upcoming events in the Dashboard

You can interact with the “Upcoming events” section by filtering out the events you want to see. In addition, you can also see the number of events for each group of events.

If you don’t have any upcoming events, the empty state will look like the image below.

Staffing

This widget is set to display data for the current day, week, or month. The widget contains a chart displaying scheduled hours in relation to worked hours. Selecting the daily view will show the amount of scheduled and punched hours grouped by hour of the day. Selecting the weekly or monthly view will show the same data but grouped by day of the week or month, respectively.

Hovering over a bar in the chart will display the number of scheduled vs. worked hours for that hour or day.

Within the Staffing graph, you can see the specific dates for the selected period. Clicking on any of the graph bars will redirect you to the Schedule view for that specific day, week, or month.

Scheduling

These widgets contain scheduling-related information and display data for the coming four weeks (28 days).

Needs approval

Needs approval will contain information about the number of pending absences and shift requests that need the manager's approval.

  • Absence requests: The number of absence requests is counted for the coming 28 days.
  • Shift bookings to approve: This is the number of shift bookings, not the number of shifts employees have applied for. For instance, if there is one shift for which four employees have applied, this will be displayed as four shift bookings, not as one. Shift unassignment requests are not included in this count.
  • View requests: Below the number of pending requests, there is a new link called View requests that will redirect you to the Notifications panel of Schedule view where you can easily resolve pending requests.

Needs attention

Inside the Needs attention, you can see the number of unassigned shifts and the connected percentage of shift coverage.

  • Shift coverage: The shift coverage indicates what proportion of all shifts are currently unassigned. The formula used to calculate this percentage is: (Number of assigned shifts /(Number of assigned and unassigned shifts)) * 100.
  • Unassigned shifts: The number of unassigned shifts.
  • View upcoming schedule: Below the number of shift coverage and unassigned shifts, there is a new link called View upcoming schedule that will redirect you to the Schedule view of the upcoming 28 days so that you can easily assign those shifts and increase the shift coverage on your unit.
The number of unassigned shifts and the percentage of shift coverage represent the data for the upcoming 28 days.

Customizing widgets

In addition to the widgets Quinyx displays by default, you can display forecast-related widgets. To do this, go to Account settings > Optimization settings >Variable settings and allow the various widgets in the Dashboard column.

Read more about using variable settings.

Access Rights

Please read more about Access rights for more detailed information about what access rights are required to be able to view specific items on the dashboard.

Read more about dashboard FAQs.


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