5.23 Schedules & Attendance: Overview

Updated Jun 18, 2020

The Overview section provides quick access to critical data. Each of the options in the Overview section 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.

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
Slack | Sean Miller | TRACKTIK

Red Shift: Vacant shift past and future. Shift that is scheduled on the current date that is not currently 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): Shift has not been worked (no punch).

Red Shift (left side and tile): Shift is vacant and not 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.

  1. Vacant Shifts: Shifts beginning within the specified time periods that do not have a guard assigned.
  2. Unconfirmed Shifts: Shifts that have not been confirmed by guards.
  3. Hours Summary: This window provides a count of hours and shifts within the specified time periods.
  4. Attendance Exceptions: View the number of exceptions for each type that occur within the specified time periods.

Schedule Overview:  View calendar of all scheduled shifts including all officers and all sites.

Employee Settings: Provides access to all employees and their related information including name, title, pay type and as well as listing if they’re employee or contractor. In addition, provides their main contact number in the Employee Settings panel. 

Provides access to a calendar view of the selected employee’s schedule or to load their actual schedule allowing for it to be modified on the fly.

The Setting button provides access to the employee’s Settings including their HR profile, Skills & Attributes, schedule availability among other settings. One other feature provided here is the ability to quickly terminate an employee.

Labor Budget P&L: Is an option dedicated to providing insight on Profit & Loss per account and based on payroll hours and billing hours.

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

Operation Dashboard - Google Chrome
  • This permission controls the “Labor Budget P&L” tab.
  • Go to Dashboard → Schedules & Attendance → below Overview →  Labor Budget P&L
Previous Article 5.22 Schedules & Attendance: Introduction
Next Article 5.24 Schedules & Attendance: Reports

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