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.
- Click My Company...Staff List to get to your Staff List.
- Click on a staffer’s name from the list on the left-side of the window.
- 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:
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
Further Reading
- Add Basic Information about Staffers on the Staff Dashboard
- Use the Timesheet History Tab in the Staff Dashboard
- Use the Expense Reports Tab in the Staff Dashboard
- Add User Rights and Contact Info to the Staff Dashboard
- Edit Staffer’s Expense Report Details
- Add and Use Default Roles in BigTime
- Edit or Delete a Time Entry on the Staff Dashboard
- Edit an Activity on the Staff Dashboard
- Bulk Edit Timesheet Entries on the Staff Dashboard
- The Activity Toolbar on the Staff Dashboard
- How to “Forget” A Staffer
Further Reading
Need more details? Once you understand the basics, the articles below will take you a little deeper.
- Add Basic Information about Staffers on the Staff Dashboard
- Update Historical Cost Rates
- Add Staffer Cost Rates
- Use the Timesheet History Tab in the Staff Dashboard
- View All Time for a Staffer in Timesheet History
- Customize the Timesheet History Window on the Staff Dashboard
- Use the Expense Reports Tab in the Staff Dashboard
- Add User Rights and Contact Info to the Staff Dashboard
- Edit Staffer’s Expense Report Details
- Add and Use Default Roles in BigTime
- Edit or Delete a Time Entry on the Staff Dashboard
- Edit an Activity on the Staff Dashboard
- Bulk Edit Timesheet Entries on the Staff Dashboard
- The Activity Toolbar on the Staff Dashboard
- How to “Forget” A Staffer