The Overview section provides quick access to critical data. Each option provides a high-level view of scheduling data.
Access this section by following this path:
Dashboard > Schedules & Attendance > Overview Section
The Live Schedule
The Live Schedule provides an overview of schedules at sites, zones, and departments. You can also perform many scheduling functions from here.
You can apply multiple filters to narrow the view of your scheduling information. If you filter by account, you can check the box Include subsites to see any sites associated with a Multi-Site. Subsites and Multi-Sites are distinguished by different icons while you filter by account.
Live Schedule Color Coding
- If the shift is Vacant and missed, Background color = red + left side = red
- If the shift is assigned and missed, Background color = none + left side = red
- If the shift is assigned and completed, Background color = none + left side = green
- If the shift is assigned and status_in, Background color = none + left side = blue
- If the shift is assigned and late, Background color = none + left side = yellow
Red Shift: There are vacant shifts in the past and future. The shift scheduled for the current date is not being worked.
Yellow Shift: Shift that has passed and was not worked.
Green Shift: Shift that has been worked.
Purple Shift: Shift in the future that is assigned (rolled).
Grey-blue shift: Shift in the future that is assigned (not rolled).
Light Blue Shift: Shift that is currently being worked.
Black Background (Not Pictured): Shifts on closed days appear with a black background.
In Account Schedules
Red Shift (left side only): The shift has not worked (no punch).
Red Shift (left side and tile): The shift is vacant and has not been worked.
Green Shift: Shift that has been worked.
Light Blue Shift: Shift that is currently being worked.
Additional Overview Features
Dashboard: The scheduling dashboard provides a high-level overview of scheduling exceptions and general information about scheduled shifts and attendance.
- Vacant Shifts: Shifts that will begin within the specified periods that do not have a guard assigned.
- Unconfirmed Shifts: Shifts that guards have not confirmed.
- Hours Summary: This window provides a count of hours and shifts within specified periods.
- Attendance Exceptions: View the number of exceptions for each type within the specified periods.
Schedule Overview: View the calendar of all scheduled shifts, including all security guards and all sites.
Employee Settings: Provides access to all employees and their related information, including name, title, pay type, and listing if they are employees or contractors. Also, it provides their main contact number in the Employee Settings panel.
Provides access to a calendar view of the selected employee’s schedule or loads their actual schedule, allowing it to be modified on the fly.
The Setting button provides access to the employee’s Settings, including their HR profile, Skills & Attributes, and schedule availability. One other feature provided here is the ability to terminate an employee quickly.
Labor Budget P&L: This option provides insight into Profit and loss per account based on payroll and billing hours.
To view Profit and loss by account, visit Dashboard > Schedules & Attendance > Projected Budget P&L.
To learn more about each column and its values, hover over the ? icon.
To set the permissions to work with the Labor Budget P&L report, go to Settings → Roles & Security → Admin Portal Roles → Choose any Role → Click on Scheduling permission → “View Labor Budget P&L.”
- This permission controls the “Project Budget P&L” tab.