The Attendance Manager has ready-to-use dashboards that give insight into employee attendance and status in real time. These dashboards record exact work hours so you can accurately calculate utilization for every team and employee.
This article gives an overview of the Attendance Manager dashboards:
You must have the following before you can use 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. |
To access the dashboards, go to Apps, open Attendance, and click Dashboards to show the available dashboards.
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 are reflected on this dashboard.
To access the Attendance Dashboard, navigate to Apps on the MSPbots app menu and open Attendance.
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. |
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. ONSITE is considered as a working status, and the time you spend on onsite attendance will be included in your working hours. When you switch your attendance status to ONSITE, you can only select lunch, break, or out as the next attendance status. |
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. |
You can customize your view of the dashboard using the following filters:
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.
The business card displays the following information:
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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 the In 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 to In progress. Additionally, you can see how long the status has been set to In progress.
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.
To access the Attendance Record:
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.
To access the summary report
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.
To access the summary report