Global Filters
-Use these filters to refine the data presented in the charts and the majority of the grids on the tabs below.
-A default filter is applied automatically. When any filter is active, the icon changes to green to indicate it 
.
-When changes are made to the filters but have not yet been applied, the icon appears yellow 
. Clicking this icon will apply the pending filter changes, after which the icon will turn green .
- Click the 
icon to revert filters to their default settings.
Charts
The dashboard consists of 3 charts; Openings Fill Rate All Locations, Openings Fill Rate By Location, Leave Requests.
-Openings Fill Rate All Locations - Tracks the overall percentage of filled job openings across all locations.
-Openings Fill Rate By Location - Displays job openings fill rate for each specific location.
-Leave Requests - Shows all employee leave requests that are still awaiting approval.
-Hovering over the bars in the graph displays additional details about the openings and leave requests for each location.
- Clicking the 
will expand the chart. The charts only show the top 4 locations for the Center and Right charts, expanding the chart will show all the locations.
Managed Openings Tab
The Managed Openings Tab displays a consolidated view of openings across multiple locations that the user manages. This tool provides a quick and efficient way to oversee and track all managed openings in one place.
Create Opening
- Click the 
to create a new opening.
Edit Opening
- Click the 
icon to edit the opening in the selected row.
- This action will redirect you to the Edit Openings page, where you can modify the details of the opening.
Mass Cancel Opening/Assignments For A Specific Date
- Click the 
to begin mass canceling all time slots on a specific date. Select a Date and enter a Reason then hit save.
NOTE - This will cancel all assigned and unassigned time slots on that day and is irreversible
View Qualified Substitutes
- Click the 
to show the Qualified/Eligible Substitutes, their ranking, and details for the ranking.
- Clicking the '>' opens the details for the ranking of that substitute
Send Notification To Substitute for Opening Still Available
-Click the 
to send a notification the Qualified/Eligible Substitutes saying that this opening is available.
Cancel Opening
- Click the 
to initiate cancellation of the opening for the selected row. A confirmation screen will appear. Click 
to confirm and complete the cancellation of the opening.
Show Time Slots
- Click the 
to show the time slots on the opening and who they are assigned to.
Filtering
- Some columns are able to be filtered, some have dropdowns, other allow text (some of which you can change how the filter behaves)
| Filter Option | Description |
|---|---|
| Starts With | Matches values that begin with the input text. Example: "Pro" matches "Product" |
| Ends With | Matches values that end with the input text. Example: "Pro" matches "MicroPro" |
| Equal | Matches values that exactly match the input. Example: "Admin" matches "Admin" only |
| Contains | Matches values that contain the input text anywhere. Example: "Pro" matches "Product" and "MicroPro" |
| Less Than | Matches values less than the input (for numbers, dates, etc.). Example: 50 matches 10 and 49 |
| Less Than or Equal | Matches values less than or equal to the input. Example: 50 matches 50 and 49 |
| Greater Than | Matches values greater than the input. Example: 50 matches 51 and 100 |
| Greater or Equal | Matches values greater than or equal to the input. Example: 50 matches 50 and 60 |
- Click the 
to filter the grid to today, click it again to clear the filter
Managed Assignments Tab
The Managed Assignments Tab displays all staff members you manage across various locations, along with the substitutes assigned to cover their absences.
- Click the Edit icon to modify the selected record.
- This action opens the editing interface where you can update the existing information.
Assignment Statuses
| Status | Meaning |
|---|---|
| Active | Substitute is assigned and has upcoming time slots |
| Complete | Substitute's attendance has been verified for all time slots (final state) |
| Partially Complete | Substitute's attendance verified for some time slots, rejected for others (final state) |
| Not Attended | Substitute's attendance has been rejected for all time slots (final state) |
| Canceled | Substitute has canceled all time slots and is no longer assigned (final state) |
- Some columns are able to be filtered, some have dropdowns, other allow text (some of which you can change how the filter behaves)
| Filter Option | Description |
|---|---|
| Starts With | Matches values that begin with the input text. Example: "Pro" matches "Product" |
| Ends With | Matches values that end with the input text. Example: "Pro" matches "MicroPro" |
| Equal | Matches values that exactly match the input. Example: "Admin" matches "Admin" only |
| Contains | Matches values that contain the input text anywhere. Example: "Pro" matches "Product" and "MicroPro" |
| Less Than | Matches values less than the input (for numbers, dates, etc.). Example: 50 matches 10 and 49 |
| Less Than or Equal | Matches values less than or equal to the input. Example: 50 matches 50 and 49 |
| Greater Than | Matches values greater than the input. Example: 50 matches 51 and 100 |
| Greater or Equal | Matches values greater than or equal to the input. Example: 50 matches 50 and 60 |
My Openings Tab
The My Openings Tab displays openings generated from approved leave requests submitted by the user. This feature provides a quick and convenient way to track and manage personal openings.
View Opening Details
- Click the 
icon to view the opening details.
Filtering
- Some columns are able to be filtered, some have dropdowns, other allow text (some of which you can change how the filter behaves)
| Filter Option | Description |
|---|---|
| Starts With | Matches values that begin with the input text. Example: "Pro" matches "Product" |
| Ends With | Matches values that end with the input text. Example: "Pro" matches "MicroPro" |
| Equal | Matches values that exactly match the input. Example: "Admin" matches "Admin" only |
| Contains | Matches values that contain the input text anywhere. Example: "Pro" matches "Product" and "MicroPro" |
| Less Than | Matches values less than the input (for numbers, dates, etc.). Example: 50 matches 10 and 49 |
| Less Than or Equal | Matches values less than or equal to the input. Example: 50 matches 50 and 49 |
| Greater Than | Matches values greater than the input. Example: 50 matches 51 and 100 |
| Greater or Equal | Matches values greater than or equal to the input. Example: 50 matches 50 and 60 |
Location Leave Requests Tab
Create Leave Request
- Click the button to create a new leave request.
- This action allows you to input all necessary details for submitting a new leave request.
Editing A Leave Request
- Click the icon to edit the leave request for the selected row.
- This opens the Edit Leave Request page, where you can modify the details of the request.
Approving/Denying A Leave Request
Click the View icon to approve or deny the selected request. This action provides options to review and take action on the request.
- This action opens a page specifically designed for approving or denying leave requests. Unlike editing, this page focuses on decision-making, not direct changes to the request.
Pending Profile Images Tab
- The Pending Profile Images Tab allows managers to review and verify any pending profile images submitted by users.
- Click the 
to verify and approve the pending profile image.
- Click the 
to reject the pending profile image.
My Leave Requests
Create Leave Request
- Click the button to create a new leave request.
- This action allows you to input all necessary details for submitting a new leave request.
Substitute Attendance Tab
- The Substitute Attendance Tab allows managers to verify substitute's attendance.
- Clicking the opens the Verify Assignment Attendance form, allowing the manager to view notes left by the substitute, add their own notes, and edit the Actual Time Worked.
- Clicking the opens the Reject Assignment Attendance form, allowing the manager to reject the attendance of a substitute, if a substitute does not show up.
-If 'Substitutes Must Verify Their Own Attendance' is enabled in the location's preferences, the 'Substitute Verification' column becomes available, this is where the manager can see if the substitute has verified their attendance:
Grid Operations
- Clicking the 
will export the current grid to an Excel sheet.
- Clicking the 
will bring up a column chooser where a user can choose which columns are displayed in the grid.
- Clicking the 
will save the layout of the grid so it can be loaded at another time easily.
- Clicking the 
will load the saved layout of the grid.
- Clicking the 
will reset the layout to the default layout for the grid.