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The Attendance Manager has ready-to-use dashboards that give insight into the current work and attendance statuses of your employees employee attendance and status in real - time. These dashboards record exact work hours so you can have an accurate calculation of accurately calculate utilization for every team and employee.
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This article gives an overview of the Attendance Manager dashboards:
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Prerequisites
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You must have the following before you can use the Attendance Manager dashboards:
- A successfully installed Attendance Manager app
- Admin role to set up and modify the dashboard settings
- Attendance Manager users are all in the company's active directory
- Technicians and managers are set up in User Management
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The data and filters in these dashboards are based on your company's AAD and the recorded activities of your members in Attendance Manager. Please make sure that you have authorized MSPbots to access your company's AAD and that you have set up MS Teams for Attendance Manager notifications. |
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The Attendance dashboard shows who among your employees are on break or lunch, onsite, out, or working from home. If Attendance Manager is set up in MS Teams, the commands sent to the Teams chat or channel is are reflected on this dashboard.
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Members can use the buttons to update their attendance status and to select the type of tickets to show on the Attendance dashboard. Below is a list of the buttons with information on when to use them.
| Button Name | When to use the button |
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| IN | Click the IN button to start your workday. This will update your status to in.
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| WFH | Click the WFH (Work from Home) button to start your workday in a remote location like your home. This will update your status to |
WFH.
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| ONSITE | Click the ONSITE button when you are doing work on-site at the client's location. This will update your status to onsite.
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| BREAK | Click the BREAK button to start your break. This will update your status to break.
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| LUNCH | Click the LUNCH button to start your lunch break. This will update your status to lunch.
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| BACK | Click the BACK button to change your status from break or lunch to back. Do this when you're done taking a break or having lunch.
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| OUT | Click the OUT button to end your workday.
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In progress status | Click the In progress status |
button to select |
the type of in-progress ticket to track and show on the dashboard. The options on the dropdown list are based on your company's PSA. |
Utilizing this button helps managers monitor |
the progress of tickets assigned to the technicians.
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Attendance Dashboard Filters
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- Manager Filter - Use this to show only members assigned to a particular manager.
- Member Filter - Use this to show only a selected member.
Adjusting time entries
You can request a time entry adjustment on the Attendance dashboard. Click on the clock icon, provide the required info, and click Submit. 
Another way to request time adjustment is through the Attendance Record Dashboard. Read How to Request for Time Adjustment in the Attendance App for the details.
What is the
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This section shows the highest priority ticket that the technician changed the status to "In Progress". It also displays the total number of hours spent on the ticket.
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business card?
The business card displays the following information:
- Name and job title of the technician. If the job title is not shown, refer to the article How to Set Up Manager and Job Title Info for Employees to set up the title.
- Manager's name. If the manager's name shows "No Manager" instead, refer to the article How to Set Up Manager and Job Title Info for Employees to set up the technician's manager.
- Attendance status and duration. The business card displays the technician's attendance status (in, out, break, lunch, etc.) and the duration in which the technician has been in this status.
- Ticket number and time spent. This is the highest priority ticket in theIn Progress status assigned to the technician, and the total number of hours that have been spent working on it. When this section shows "Idle", it means that the technician is not working on a ticket with an In Progress status.
Info - The assigned ticket code and the time spent shown for each ticket are based on the information available in your company's PSA.
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- The color of the
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- Ticket Number / Time Spent section also follows your PSA's configuration and will change when you modify the settings in your PSA.
- If using a third-party ticketing application, the
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- tickets with the "In
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- progress" status in the third-party
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- app are displayed by default.
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- Administrators with the admin role can customize the status that the Attendance Manager will display.
For more information on how to change the status settings, view the In progress status section in this article.
- Administrators with the admin role can customize the status that the Attendance Manager will display.
Hovering the cursor over the business the card displays the name and job title of the technician's manager. The message "No Ticket" is shown when the technician is not working on a ticket with theIn progress status. 
On the other hand, if the technician is working on a ticket with the In Progress status, details like ticket code and time spent, priority, company name, summary, ticket owner, ticket resource, and the name of the technician who set the status toIn progress. Additionally, you can see how long the status has been set to In progress.
Attendance Record
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The dashboard for Attendance Record shows the time entries of all members and teams in your company. You can create a report for a specific period and export it as an XLS, PDF, or CSV file. Members can request time adjustments, and managers can approve requests from this dashboard.
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Attendance Summary Report
The dashboard for the Attendance Summary Report shows the total number of hours worked in the past week, last 7 days, this month, and last month. It also shows the summary of the total hours late, and the number of hours spent on breaks and overtime work. You may export this report in CSV, XLS, and PDF formats.
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- Team Filter - Select a team to show team-specific data on the widgets. Yo You can select multiple teams.
- Date Filter - Use this filter to show data for a date range.
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- Technician Filter - Select a member's name to show data for that employee. You can select multiple technicians.
Related Topics
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