Company Dashboard - Shifton Help

The Company Dashboard is your real-time command center for monitoring shifts, breaks, activities, and employee requests across your entire organization.

What Is This?

The Company Dashboard provides a bird’s-eye view of everything happening in your company right now. It displays a 3×3 grid of live widgets tracking shifts, breaks, and activities, along with a summary of pending employee requests and per-project overviews. Use it to quickly spot issues like late arrivals, missed breaks, or staffing gaps without digging through individual schedules.

Prerequisites

Requirement	Details
Role	Owner, Administrator, or Manager with dashboard access
Schedule	At least one active schedule with assigned shifts
Employees	Employees must be added to the company and assigned to projects

Step-by-Step Instructions

Accessing the Dashboard

From the left sidebar, click Dashboard.

The Company Dashboard loads by default, showing live data for your organization.

Understanding the Widget Grid

The dashboard displays a 3×3 grid of real-time widgets organized in three rows:

Row 1 — Shifts

Widget	What It Shows
Problematic Shifts	Shifts with issues such as no-shows or late arrivals
On Shift	Employees currently working their shift right now
Upcoming Shifts	Shifts starting within the selected time window

Row 2 — Breaks

Widget	What It Shows
Late for Breaks	Employees who should have started their break but have not
On Break	Employees currently on a break
Upcoming Break	Breaks scheduled to start within the selected time window

Row 3 — Activities

Widget	What It Shows
Late Activity	Employees who have not started a scheduled activity on time
On Activity	Employees currently performing an activity
Upcoming Activity	Activities scheduled to begin within the selected time window

Using the Time Window Dropdown

In the top area of the dashboard, locate the time window dropdown (default: 60 minutes).

Click the dropdown and select how far ahead you want to look for upcoming items.

Click the Refresh button next to the dropdown to update all widgets with the latest data.

Reviewing Employee Requests

Below the widget grid, the Employee Requests section displays pending requests organized into three tabs:

Tab	Description
Shifts Swapping	Requests from employees who want to swap shifts with a colleague
Time-off	Vacation, sick day, and other time-off requests awaiting approval
Open Shifts	Requests related to posting or taking open shifts

Click a tab to view requests of that type.

Review the request details shown in the list.

Click the “View requests >” button to navigate to the full requests management page.

Viewing Project Summary Cards

At the bottom of the dashboard, you will find Project Summary Cards — one card per project in your company. Each card shows a 3-day mini-grid with the following information:

Data Point	Description
Employees	Number of employees assigned for each of the three days
Open Shifts	Number of unfilled shifts for each of the three days

Use these cards to quickly identify projects that may be understaffed in the coming days.

Switching to My Shifts

At the top of the dashboard, locate the “My Shifts” tab.

Click My Shifts to switch from the company-wide view to your personal shift schedule.

Click Dashboard to return to the company-wide view.

Access Permissions

Role	View Dashboard	See All Projects	See Employee Requests
Owner	Yes	Yes	Yes
Administrator	Yes	Yes	Yes
Manager	Yes	Assigned projects only	Assigned projects only
Employee	No (sees My Shifts only)	No	No

FAQ

Q: How often does the dashboard data refresh?
A: The dashboard shows real-time data as of the last refresh. Click the Refresh button next to the time window dropdown to pull the latest information at any time.

Q: Why do I see “0” in all widgets?
A: This usually means there are no active shifts, breaks, or activities at the current time. Check that your schedules are published and that shifts are assigned to employees for today.

Q: Can I customize which widgets appear on the dashboard?
A: The 3×3 widget layout is fixed and cannot be rearranged. However, the time window dropdown lets you control how far ahead the “Upcoming” widgets look.

Q: Why can I only see some projects in the summary cards?
A: Managers can only see projects they are assigned to. If you need access to additional projects, ask your Owner or Administrator to assign you.

Q: What does “Problematic Shifts” include?
A: Problematic shifts are those where something has gone wrong, such as an employee being late, a no-show, or other attendance-related issues that require attention.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Dashboard shows no data	No published schedules for today	Publish a schedule that covers the current date
“Upcoming Shifts” is empty	Time window too short or no shifts in range	Increase the time window using the dropdown, or verify shift assignments
Project summary cards missing	No projects created yet	Create at least one project under Company settings
Employee requests tab shows zero	No pending requests	This is normal — it means all requests have been handled
Cannot access the dashboard	Insufficient permissions	Contact your Owner or Administrator to grant dashboard access
Data looks outdated	Dashboard not refreshed	Click the Refresh button to load the latest data