Attendance Manager Dashboards

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: 

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.

Attendance 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.
  
  

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 section Ticket Number / Time Spent?

This section shows the highest priority ticket in the "In progress" status assigned to the technician. It also displays the total number of hours spent on the ticket.  

When you hover over this section, you can view ticket details such as priority, company name, summary, ticket owner, ticket resource, and the name of the technician who set the status to "In progress". Additionally, you can see how long the status has been set to "In progress".

• The assigned ticket code and the time spent shown for each ticket are based on the information available in your company's PSA.
• When this section shows "Idle", it means that the technician is not working on a ticket with the "In progress" status.
• The color of the 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 tickets with the "In progress" status in the third-party app are displayed by default. 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. 
  
  

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:

1. Navigate to Apps on the MSPbots app menu and open Attendance. 
2. Click Dashboards on the Attendance screen then select Attendance Record. 
   

Attendance Record Dashboard Filters 

• 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 Features 

• Export Function - Export a copy of your report in Excel, PDF, or CSV. 
  
• Request and Approve Time Adjustment - Members can submit a request to adjust time entries by clicking the clock icon on the Approval column. On the other hand, managers approve submitted applications by clicking on the document icon. 
  
  For information, read How to Request for Time Adjustment in the Attendance App and How to Approve a Request for Time Adjustment in the Attendance App. 

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. 

Sample View - Attendance Summary Dashboard

To access the summary report

1. Navigate to Apps on the MSPbots app menu and open Attendance. 
2. Click Dashboards on the Attendance screen then select Attendance Summary. 
   

Attendance Summary Dashboard Filters 

• Team Filter - Select a team to show team-specific data on the widgets. Yo can select multiple teams.
  
• Date Filter - Use this filter to show data for a date range. 
  

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. 

Sample View - Attendance Summary by Employee Dashboard

To access the summary report

1. Navigate to Apps on the MSPbots app menu and open Attendance. 
2. Click Dashboards on the Attendance screen then select Attendance Summary by Employee.
   

Attendance Summary by Employee Dashboard Filters 

• Technician Filter - Select a member's name to show data for that employee. You can select multiple technicians.