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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 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. |
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.
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.
Hovering over this section shows the ticket details like priority, company name, summary, ticket owner, and ticket resource.
The assigned ticket code and the time spent shown for each ticket are based on the information from 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 for the Ticket Number / Time Spent section follows the configuration in your PSA. It will change when you change the color settings in your PSA.
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.
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
- Navigate to Apps on the MSPbots app menu and open Attendance.
- 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
- Navigate to Apps on the MSPbots app menu and open Attendance.
- 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.