2 - Get familiar with the Dashboard and navigate the uAttend portal Follow
Every time you log in to your uAttend cloud portal, you will land on the Dashboard page. The dashboard hosts a variety of convenient and informative widgets, giving you quick access to their function. Before we go through the list of widgets and talk about how to customize the dashboard display, let's get oriented with how to navigate the uAttend cloud portal.
In the upper right corner of the portal, notice the information displayed. You can see the time and date (for the signed-in user's selected timezone), your company name, and your account ID displayed with your username next to your profile icon. Your company name and ID are important information that will be needed when adding devices to your account, installing the uAttend mobile app, using the touch-tone phone punch method, and when submitting any request to our support team (through email, text, chat, or phone).
Click on your avatar to reveal options to review your account settings, contact our support team, visit our online help center, and log out of your account. In the My Account section, you can edit your company name, login page URL, price plan, or billing information. You can access your account invoices and payment history and a list of your archived departments and users here. This is also where you can enable phone punching and uText notifications for your account.
Turning your attention now to the dashboard widgets, click on the Customize Dashboard button, where you can enable or disable widgets and drag and drop them to resort the order they appear on the page so the widgets you use most are at the top of the dashboard when you log in. Use the list below to review the dashboard widget options with an overview description of their function.
Just click on the links to learn more about the widgets that appeal to the needs of your organization.
- earlyPAY Widget
- Customize the Dashboard
- Missed Punches Widget
- Punch Status Widget
- Add Punch Widget
- Hours by Pay Period Widget
- Hours by Department Widget
- Monthly Expenses Widget
- Monthly Tips Widget
- Time Off Requests Widget
- Upcoming Holidays Widget
- On Leave Widget