This article is designed for: User Type: Admins Device: Web Browser (Computer)
Your dashboard is the first screen you see when you log in to ClubsHR. It includes customisable widgets, which you can move, remove and add to your screen.
The default widgets you will see on the screen are:
- Account Setup - Links to articles in our knowledge base to help guide you through the first stages of using RosterElf.
- Statistics - A handy widget that helps you see the value of RosterElf across your business. Simply hover over the ? to see what each stat is tracking.
- Roster Trends - See how your organisation's rostered hours, labour costs and average pay rate trend
- Pending Shifts - Manage all shift swap requests and fill open shifts
- Leave Requests - Manage your team's leave requests straight from the dashboard
- Live Time Clock - See who is late, clocked in, on break and clocked out for the day
- Availability - See who has updated their availability in the last seven days
Customising your Dashboard
Moving or hiding Widgets - Simply click and hold on to the handle in the middle of the header of any widget and drag it around your screen until you are happy with the order of the widgets. Click on the eye if you want to hide the widget.
NOTE: Some widgets cannot be removed from the dashboard due to their importance for the system's functionality.
Adding Widgets - In the top right of your dashboard, you will see the + Widgets button. You will see all the available widgets you can add to your screen. We recommend exploring the different options to determine what best suits your business and your role.
Another popular feature for admins is the Activity Feed. This allows you to see an audit log of all critical changes in your account, like who submitted leave for a staff member and who approved it or made changes to the roster or payroll.
To use the Activity Feed, click on the toggle in the middle of the dashboard header.
You can filter the feed using the Type of Activity dropdown and typing in the search bar. Once you find something you'd like to review, click View to see more details about the event in the Activity Feed.
Thank you for reaching the end of the Getting Started with ClubsHR walkthrough.
If you feel stuck or want to learn more, there is a wealth of information within the help centre.
Please do not hesitate to contact us by:
- Email: firstname.lastname@example.org
- Book a free 30-minute video call with our ClubsHR Customer Success Team
- Live Chat: The blue 'question mark support button' to the bottom right of your browser
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