Staff Dashboard Settings

Modified on Tue, 30 Aug 2022 at 04:55 PM

Here is a summary of the options on the Staff Dashboard settings screen. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.


TABLE OF CONTENTS


Show Check-in/Check-out Data

If you provide services such as group dog walking or vacation boarding, check-in and check-out times may not be relevant. In that case you may wish to "show" check-in and out times.

To show the Check-in/Check-out Data:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Show Event Notifications in the Dashboard

If you do not want staff to know you have activity details in the Staff Activity Report, you wouldn't want them notified at the same time as you are if they are late to check-in or out, provide a short service, or check-in or out at a location which is not the client's home. In that case you would chose to hide the check-in exceptions.

To hide the Check-in Exceptions:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to OFF.
  • Click "Update."




Show the Countdown for Remaining Visit Time

If you provide group dog walking, you may not need a visit countdown time. It is helpful for services where the sitter should stay a minimum time, such as a 30-minute home visit.

To show the Visit Time Remaining:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Allow Staff from Editing their Work Time

If you have junior staff members who should not be able to edit their work start or end time, you will probably want to switch this option OFF.

To allow Shift Editing:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Acknowledge on Check-in

If you use Check-in and Check-out, you may want to link the Acknowledge button to Check-in, so when a staff member "checks-in", the Acknowledge badge illuminates. This function saves your staff from having to click too many options every visit.

Note: Alternatively, if your staff prefer to "acknowledge" all their services at the start of the day, you may not want to use this function.

To set the dashboard to Acknowledge on Check-in:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Hide the Acknowledge Button

If you use the Acknowledge on Check-in function mentioned above, you may wish to hide the Acknowledge button, so that Checking-in creates a real-time notification on the schedule.

To set the dashboard to Hide the Acknowledge button:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Complete on Check-out

If you use Check-in and Check-out, you may want to link the Complete button on Check-out, so when a staff member "checks-out", the Complete badge illuminates. This function saves your staff from having to click too many options every visit.

To set the dashboard to Complete on Check-out:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Hide the Complete Button

If you use the Complete on Check-out function mentioned above, you may wish to hide the Complete button, so that Checking-in creates a real-time notification on the schedule.

To set the dashboard to Acknowledge on Check-in:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Show the Client Schedule to Staff

When you show the Client Schedule, the staff member can see other visits that they are not assigned, but that are still part of the service Order.

To Show the Client Schedule:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."




Show Timecard Export

For staff who are hourly paid for their work – whether they are employed or are independent contractors – this option will enable them to see the hours they've worked in their Staff Dashboard. IC's can use this data to invoice you for their time.

To Show the Timecard Export:
  • Navigate to: Admin > Settings > Staff Dashboard.
  • Slide the option to ON.
  • Click "Update."



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