In this article, we will discuss the dashboard and how you can use it to complete day-to-day tasks.
When an Admin/Owner logs in, you will be directed to your Dashboard where you can complete the following tasks:
PENDING REVIEWS
If you have been assigned as an Event Reviewer, you can submit reviews for workers who worked shifts at events you reviewed. Click Go to Pending Reviews.
For more details, see Event Reviewer.
PENDING WORKER TRANSFERS
You can approve or deny worker transfers, which are potential employees who have applied to your company through an integrated ATS (Applicant Tracking System)..
Please see Worker Transfersfor more information.
TIME TRACKING
If an admin has time tracking capabilities, they can view pending and/or missing time punches for the current or previous periods. They can easily review these punches by clicking Go to Time Tracking.
Please see Time Tracking Modulefor more information.
UPCOMING CHECK-INS (Graph)
This bar graph displays information on daily check-ins, including:
Total Number of Check-Ins: The overall count of check-ins expected for the day.
Number of Workers Checked In: The count of workers who have completed their check-ins.
Number of Workers Not Checked In: The count of workers who have not yet checked in.
UPCOMING CHECK-INS (Pie Chart)
This pie chart illustrates the percentage of workers who have:
Checked In: The proportion of workers who have completed their check-ins.
Not Checked In: The proportion of workers who have not yet checked in for upcoming events.
CLIENT PREFERRED & BANNED WORKERS
If your Client has submitted feedback about your workers through the Client Portal, their suggestions will appear here.
Green Thumbs Up (ACCEPT): Clicking this will add the worker to the client's Preferred list. This means the worker will be automatically selected as a preferred choice for future events created for this client.
Red Thumbs Down (REJECT): Clicking this will add the worker to the client's Banned list. The worker will not be able to see or be assigned to future events with this client.
LATE & NO SHOW
This line graph will show you the number of LATE & NO SHOWS that have happened on each day.
RECENT BAILOUTS
Line Graph: This graph displays the number of bailouts that occurred each day. It also provides details on when these bailouts happened:
More than 72 hours before shift start
Within 24 to 72 hours of shift start
Less than 24 hours before shift start
PENDING DOCUMENT SIGNING REQUESTS
See which workers have received Document Signing Requests but have not yet completed them. You will see a list of these workers. By clicking the arrow down, you can view the specific documents that are still pending.
Please see Document Signing for more information.
Payroll Projection
You can view your current payroll projection total and examine a line graph showing daily projections. These projections are based on the shifts and workers scheduled for each day. To view projections for the next payroll period, click SWITCH TO NEXT.
RECENT SHIFTS
From here, you can view a breakdown of all recent completed shifts, including star ratings, comments, and any issues such as absences or lateness marked by the reviewer.
Check our latest video which describes the system inside out!
And this is how you can use your Dashboard as an Admin/Owner through Roosted!
If you have any questions or want to learn how to get more from your Roosted account, please contact your Client Support Specialist or get in touch with our support team through support@roostedhr.com 🤓