Users And Staff

Access and Use the Staff Dashboard

  

The Staff Dashboard is where you can add, edit, and obtain information about a staffer. The dashboard consists of six tabs:

  • Basic Info.
  • User Rights.
  • Contact Info.
  • Timesheet History.
  • Expense Reports.
  • Activity.

In this article, we’ll explain how to access a Staff Dashboard and the features associated with it. Plus, at the end, we’ll add links to specific articles that will guide you through the functions of each tab.

Takeaways

Add basic details for a staffer, like their title, status, and address.

Review and edit timesheet and expense entries.

Establish up to five different billing rates for a staffer.

Access a Staff Dashboard

Follow the steps below to access the Staff Dashboard for one of your staffer's.

  1. Click My Company...Staff List to get to your Staff List.


  2. Click on a staffer’s name from the list on the left-side of the window.


  3. Navigate within the Staff Dashboard by clicking on the tabs on the gray header.


 

Staff Dashboard Functions

Here’s a brief summary of each tab within the Staffer Dashboard:

  • Basic Info—add a staffer’s status, establish work capacity, set up bill rates, identify cost centers, and create custom fields.
  • User Rights—identify the security group for a staffer.
  • Contact Info—include details, like address and phone number, about a staffer so it’s easy to get ahold of them.
  • Timesheet History—review and edit timesheet entries for a staffer.
  • Expense Reports—review and edit expense entries for a staffer.
  • Activity—create reminders, like send an email or make a phone call, for your staffers.

Now let’s discuss each tab in detail. Follow the links below:

 

Add Basic Info for Staffers

Use the Timesheet History Tab in a Staff Dashboard

Use the Expense Reports Tab a Staff Dashboard

Add User Rights and Contact Info to a Staff Dashboard

Assign an Activity to a Staffer

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