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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 in real-time. These dashboards record exact work hours so you can have an accurate calculation of utilization for every team and employee.
This article gives an overview of the Attendance Manager dashboards:
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.
How can I access the Attendance Manager dashboards?
To access the dashboards, go to Apps, open Attendance, and click Dashboards to show the available dashboards.
Attendance Dashboard
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 reflected on this dashboard.
Sample View - Attendance Dashboard
To access the Attendance Dashboard, navigate to Apps on the MSPbots app menu and open Attendance.
Buttons and Functions on the Attendance Dashboard
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 |
|---|---|
| IN | Click the IN button to start your workday. This will update your status to in.
|
| 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.
|
| ONSITE | Click the ONSITE button when you are doing work on-site at the client's location. This will update your status to onsite.
|
| BREAK | Click the BREAK button to start your break. This will update your status to break.
|
| LUNCH | Click the LUNCH button to start your lunch break. This will update your status to lunch.
|
| 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.
|
| OUT | Click the OUT button to end your workday.
|
| 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 selection available is based on your company's PSA.
|
Dashboard Filters
You can customize your view of the dashboard using the following filters:
- Manager Filter - Use this to show only members assigned to a particular manager.
- Member Filter - Use this to show only a selected member.
Other Features
- Adjust time - 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. - Ticket Number / Time Spent - This section shows the ticket in the In Progress status with the technician and the total number of hours that have been spent on the ticket.
When this section shows "N/A", it means that the technician has no ticket in the In Progress status. For more information, read What does N/A on the Attendance board mean?
Attendance Record
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.
Sample View - Attendance Record
To access the Attendance Record:
- Navigate to Apps on the MSPbots app menu and open Attendance.
- Click Dashboards on the Attendance screen then select Attendance Record.
Filters on the Attendance Record Dashboard
Date - Select a date range to show data only for those dates.
Team - Select a team to show data only for that team.
Member - Select a member's name to show time entries for that member.
Other Functions on the Attendance Record
Export Function - Choose to export a copy of your report in Excel, PDF, or CSV.
Approve Function - The clock icon on this column means that the member has a pending time adjustment request. Managers can click the clock icon to approve the request.
Attendance Summary Report
The dashboard for 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.
It has a Team Filter at the top, so you can filter the results by Team.
To access the summary report
- Navigate to Apps on the MSPbots app menu and open Attendance.
- Click Dashboards on the Attendance screen then select Attendance Summary.
Sample Dashboard View
Attendance Summary by Employee
The dashboard for Attendance Summary by Employee shows the total number of hours where an employee has worked in the past week, last seven 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 by employees. You may also export this report in CSV, XLS, and PDF formats.
It has a Technician Filter at the top, so you can filter the results by member.
To access the summary report
- Navigate to Apps on the MSPbots app menu and open Attendance.
- Click Dashboards on the Attendance screen then select Attendance Summary by Employee.
Sample Dashboard View
Overview
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