Attendance Manager Dashboards

The Attendance Manager has ready-to-use dashboards that give insight into employee attendance and status in real time. These dashboards record exact work hours so you can accurately calculate utilization for every team and employee.

Prerequisites 

You must have the following before you can use the Attendance Manager dashboards: 

• A successfully installed Attendance Manager app 
• Admin role to set up and modify the dashboard settings 
• Attendance Manager users are all in the company's active directory 
• Technicians and managers are set up in User Management 

How can I access the Attendance Manager dashboards?

To access the dashboards, go to Apps, open Attendance, and click Dashboards to show the available dashboards. 

Attendance Dashboard

The Attendance dashboard shows who among your employees are on break or lunch, onsite, out, or working from home. If Attendance Manager is set up in MS Teams, the commands sent to the Teams chat or channel are reflected on this dashboard.  

Sample View - Attendance Dashboard 

To access the Attendance Dashboard, navigate to Apps on the MSPbots app menu and open Attendance.

Buttons and Functions on the Attendance Dashboard

Members can use the buttons to update their attendance status and to select the type of tickets to show on the Attendance dashboard. Below is a list of the buttons with information on when to use them.

Button Name	When to use the button
IN	Click the IN button to start your workday. This will update your status to in.
WFH	Click the WFH (Work from Home) button to start your workday in a remote location like your home. This will update your status to WFH.
ONSITE	Click the ONSITE button when you are doing work on-site at the client's location. This will update your status to onsite. ONSITE is considered as a working status, and the time you spend on onsite attendance will be included in your working hours. When you switch your attendance status to ONSITE, you can only select lunch, break, or out as the next attendance status.
BREAK	Click the BREAK button to start your break. This will update your status to break.
LUNCH	Click the LUNCH button to start your lunch break. This will update your status to lunch.
BACK	Click the BACK button to change your status from break or lunch to your previous working status. This will update your status to BACK to IN/WFH/ONSITE. Do this when you're done taking a break or having lunch. After clicking BACK, your working duration will restart. However, please don't worry. Your previous work duration is still recorded in database and will be combined with your work duration after clicking BACK to calculate your total work time for the day.
OUT	Click the OUT button to end your workday.
In Progress Status	Click the In progress status button to select the type of in-progress ticket to track and show on the dashboard. The options on the dropdown list are based on your company's PSA. Utilizing this button helps managers monitor the progress of tickets assigned to the technicians.

Attendance Dashboard Filters

You can customize your view of the dashboard using the following filters: 

• Manager Filter - Use this to show only members assigned to a particular manager. 
  
  
  
  
• Member Filter - Use this to show only a selected member.
  
  
  
  

Adjusting time entries

You can request a time entry adjustment on the Attendance dashboard. Click on the clock icon, provide the required info, and click Submit. 



Another way to request time adjustment is through the Attendance Record Dashboard. Read How to Request for Time Adjustment in the Attendance App for the details. 

What is the business card?

The business card displays the following information:


 

• Name and job title of the technician. If the job title is not shown, refer to the article How to Set Up Manager and Job Title Info for Employees to set up the title.
• Manager's name. If the manager's name shows "No Manager" instead, refer to the article How to Set Up Manager and Job Title Info for Employees to set up the technician's manager.
• Attendance status and duration. The business card displays the technician's attendance status (in, out, break, lunch, etc.) and the duration in which the technician has been in this status. 
• Ticket number and time spent. This is the highest priority ticket currently In Progress status for the technician, and the total number of hours that have been spent working on it. The types of tickets in the In Progress status include project ticket and service ticket. When this section shows Idle, it means that the technician is not working on a ticket with an In Progress status. 
  
  • The assigned ticket code and the time spent shown for each ticket are based on the information available in your company's PSA.
  • The color of the Ticket Number / Time Spent section also follows your PSA's configuration and will change when you modify the settings in your PSA.
  • If using a third-party ticketing application, the tickets with the "In progress" status in the third-party app are displayed by default. Administrators with the admin role can customize the status that the Attendance Manager will display. 
    
    For more information on how to change the status settings, view the In progress status section in this article.

Hovering the cursor over the business the card displays the name and job title of the technician's manager. The message "No Ticket" is shown when the technician is not working on a ticket with the In progress status. 

On the other hand, if the technician is working on a ticket with the In Progress status, details like ticket code and time spent, priority, company name, summary, ticket owner, ticket resource, and the name of the technician who set the status to In progress. Additionally, you can see how long the status has been set to In progress.

Attendance Record 

The dashboard for Attendance Record shows the time entries of all members and teams in your company. You can create a report for a specific period and export it as an XLS, PDF, or CSV file. Members can request time adjustments, and managers can approve requests from this dashboard. 

Sample View - Attendance Record

To access the Attendance Record:

1. Navigate to Apps on the MSPbots app menu and open Attendance. 
2. Click Dashboards on the Attendance screen then select Attendance Record. 
   
   
   
   

Attendance Record Dashboard Filters 

• Date - Select a date range to show data only for those dates. 
  
  
  
  
• Team - Select a team to show data only for that team. 
  
  
  
  
• Member - Select a member's name to show time entries for that member. 
  
  
  
  

Other Features

• Export Function - Export a copy of your report in Excel, PDF, or CSV. 
  
  
  
  
• Request and Approve Time Adjustment - Members can submit a request to adjust time entries by clicking the clock icon on the Approval column. On the other hand, managers approve submitted applications by clicking on the document icon. 
  
  
  
  For information, read How to Request for Time Adjustment in the Attendance App and How to Approve a Request for Time Adjustment in the Attendance App. 

Attendance Summary Report

The dashboard for the Attendance Summary Report shows the total number of hours worked in the past week, last 7 days, this month, and last month. It also shows the summary of the total hours late, and the number of hours spent on breaks and overtime work. You may export this report in CSV, XLS, and PDF formats. 

Sample View - Attendance Summary Dashboard

To access the summary report

1. Navigate to Apps on the MSPbots app menu and open Attendance. 
2. Click Dashboards on the Attendance screen then select Attendance Summary. 
   
   
   
   

Attendance Summary Dashboard Filters 

• Team Filter - Select a team to show team-specific data on the widgets. You can select multiple teams.
  
  
  
  
• Date Filter - Use this filter to show data for a date range. 
  
  
  
  

Attendance Summary by Employee

The dashboard for Attendance Summary by Employee shows the total number of hours where an employee has worked in the past week, last seven days, this month, and last month. It also shows the summary of the total hours late and the number of hours spent on breaks and overtime work by employees. You may also export this report in CSV, XLS, and PDF formats. 

Sample View - Attendance Summary by Employee Dashboard

To access the summary report

1. Navigate to Apps on the MSPbots app menu and open Attendance. 
2. Click Dashboards on the Attendance screen then select Attendance Summary by Employee.
   
   
   
   

Attendance Summary by Employee Dashboard Filters 

• Technician Filter - Select a member's name to show data for that employee. You can select multiple technicians.