There are several built-in dashboards to visualise information about your staff and your rotas, simply navigate to Reporting > Dashboard.
👆 Click below to explore each one...
| Rota Assistant | My Tasks | Rota Dashboard | Staff Resource |
| Personnel Dashboard | Personnel Compliance | Staffing Levels |
Rota Assistant
In this dashboard, you can instantly jump into specific areas of RotaMaster depending on the tasks you need to complete. For example, if you need to add or amend your Duty Stations you can use the shortcut in Rota Assistant to navigate straight there.
My Tasks (People+ only)
🧩 People+ customers will automatically be taken to the My Tasks dashboard when signing into RotaMaster
This dashboard will display any outstanding leave; overtime & expense requests and staff who have outstanding sickness episodes.
The information displayed here is driven by if you are the line manager for certain members of staff.
📘 Click here for guidance on how to make someone a line manager.
📘 Click here for guidance on how to set who someone's line manager is.
📘 Click here for guidance on how to set a line manager for someone's post in People+
Rota Dashboard
This dashboard visualises the total number of allocated & allocated shifts; confirmed & total cost of shifts.
Clicking the filter & gear icons (outlined in green below) allows you to choose a date range; rota group & display information by role; duty station; zone & team.
Personnel Dashboard
This dashboard visualises the number of staff currently working shifts; not working; on leave or off sick, as well as an overview of your currently employed; future starting & left number of staff.
Clicking the filter & gear icons (outlined in green below) allows you to choose a date range; rota group & display information by role; duty station; zone & department.
👆 Clicking on sections of the Starters, Leavers, Employed graph will open a screen displaying a list of staff with their details...
💡 Archived staff can be excluded from the 'Starters, Leavers, Employed' dashboard by clicking the cog on the top of the dashboard and unselecting 'show archived'
NB - Archived staff can be excluded from the 'Starters, Leavers, Employed' dashboard by clicking the cog on the top of the dashboard and unselecting 'show archived'
Personnel Compliance
This dashboard visualises the status of compliance information for your staff. Displaying anyone with compliance that is up to date; expiring within the next 30 days or already expired.
Clicking the filter icon (outlined in green below) will allow you to select the rota group & date range.
👆 Clicking on sections of the graphs will open a screen displaying a list of staff with their details...
Staffing Levels
This dashboard visualises the number of each role is working on a specific day, across a
24-hour overview.
Clicking the filter & gear icons (outlined in green below) allows you to choose a date & rota group.
📊 Click here for information on the Staff Resource dashboard
All dashboards can now be expanded by dragging the arrow between into the section you want to be filled.
