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What is the Dashboard?

What you can see and do on the Dashboard on desktop and the app

Sophie Wilson avatar
Written by Sophie Wilson
Updated over 9 months ago

The Dashboard on RotaCloud gives you an at-a-glance overview. On the app, this will show you summary for the day and what's upcoming, and on desktop it will show you a compressed view of your shifts both monthly and daily.

Dashboard month-view on desktop

On desktop, your Dashboard page will give you an overview of shifts. The month-view (below) will show you all your shifts grouped by Role. You can navigate to this in the top right corner.

The numbers indicate how many people are working each Role on that day, and there's also a summary of the total number of employees working and the cost of this.

You can choose to view the information across 'All Locations' or you can select a specific Location to seethe data for using the dropdown at the top of the page.

You can also tick specific Roles you'd like to see using the list on the left.

Dashboard day-view on desktop

To access the day-view, click 'Day' in the top right of the Dashboard page. This will show you your daily shifts in a timeline format. Across the top of the page, you can see the timings of the day and, beneath that, the shifts for your staff. The shifts are laid out in order of start time and grouped if employees are working the same shift.

Employees' initials indicate who is working each shift and can be hovered to see the full name.

You can also choose to order the shifts Role. This will show your Roles in alphabetical order and will group your shifts together if they're the same - the shifts will align. with the times. at the top of the page using this view.

Dashboard on the app

The Dashboard tab on the app will give you a more generalised daily overview across your account rather than just your shifts. When you first log in, your account should default to the Dashboard, or, you can navigate there by tapping the tab in the bottom left of your screen.

The Dashboard is where you can clock in to your shifts*, see how many people are on leave that day, check who's currently working (which is a helpful tool for fire roll call),see what requests you have pending for leave, swaps etc., and access your Availability. Each of these sections can also be tapped to see details.

*Clocking in/out of your shifts is a feature of our Time and Attendance package - to learn more about how this works and start a free trial, click here.

You can choose in your Settings if you'd also like unpublished shifts to be included on the Dashboard. To learn more about account settings, click here.

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