The Live screen shows real-time information on employees, their activity and cost centre plus their timesheet. This will be a screen that will be commonly used whilst managing your employees in Chronicle.
This article will give you an overview of the Live Screen, going through all of what is achievable on this screen.
Filters
On the left-hand side there will be some filters - This is how you'll be able to filter down the list of employees so that it is more manageable.
Tag
This is where you'll be able to filter the list of employees displayed in the centre of the screen into a specific tag. This will allow you to easily see a specific department, team or organisation within your business.
Date
This will allow you to select the date range of the data that is displayed below the list of employees. It'll show you the beginning of the week based on the date that was chosen. It will always display the current week when loading into this screen.
Status
This will always be set to 'All Employees' upon loading into this screen. This is where you can further filter the displayed employees. The available options are:
- All Employees (Shows all active employees for the tag you've selected)
- Left Employees (Shows all the inactive employees within your environment - Employees that have a leaving date set)
- Clocked IN (Shows all employees that are currently clocked in for the tag you've selected)
- Holiday (Shows all employees with a 'Holiday' status for the date you're viewing)
- Sickness (Shows all employees with a 'Sickness' status for the date you're viewing)
- Absence (Shows all employees with a 'Absence' status for the date you're viewing)
- Lateness (Shows all employees with a 'Late' status for the date you're viewing)
- Unauthorised Overtime (Shows all employees with any unauthorised overtime for that week)
- Exceptions (Shows any employees with a raised exception against a work record)
- Clocked (Shows any employee that has clocked in/out for that date)
Navigation Buttons
Green +
This button will bring up the employee creation menu, where you can quick add a new employee.
Circular Arrows (Refresh)
If you need to, this button will refresh the information displayed on screen - This may be required if you change the date and it does not immediately update the data reflecting that change.
Double & Single Left and Right Arrows
The double left and right arrows will allow you to quickly navigate backwards (Left) or forwards (Right) a week.
The single left and right arrows will allow you to quickly navigate backwards (Left) or forwards (Right) a day. However, as this displays a weeks worth of data, these may not be required.
Single Square
This button once pressed, will bring you back to the current week.
Clock IN & OUT
These buttons will allow you to manually clock an employee in or out - These buttons require access assigned to your user. If these are not displayed, you may not have access to this functionality.
Employees
In the middle of the screen, you'll see the list of employees. This will show all employees that are assigned to the 'Tag' on the left-hand side.
On the left-hand side, there will be a symbol which will allow you to quickly see the status for that employee on the current date. These have different meanings:
Green Silhouette - Scheduled to work
Green Silhouette with Black Border - Scheduled to work & Currently clocked in
Gray Silhouette - Not clocked in
Red Silhouette - Clocked in late
Red Silhouette with Black Border - Clocked in late & Currently clocked in
Yellow Silhouette - Holiday
Purple Silhouette - Absence
Blue Silhouette - Sickness
Red Triangle - Exception Raised
Green Triangle - Unauthorised Overtime
From here, you can also access the employee record by double-clicking on an employee's name. This will allow you to make any amendments and check other details specific to this employee.
More information about an employee record and what can be done can be found here: PLACEHOLDER LINK
Weekly Summary
This area will show you a weeks worth of information for the selected employee. Here you'll be able to see an overview of almost everything that had happened for that employee within the current week (Or whatever date has been selected).
There are various colours which can mean different things - This reoccurs across Chronicle and are explained below:
Dark Green - Contracted to work & Clocked IN
Light Green - Contracted to work
Red - Clocked IN Late
Yellow - Holiday
Light Blue - Sickness
Purple - Absence
Off White - Bank Holiday
Dark Orange - Declined Holiday
Light Orange - Requested Holiday
Within this section, you'll be able to see at a glance the Rostered Shift, Actual Shift, Start & End time, Hours Worked, Contracted Hours, Variance (Difference between Hours worked and contracted), Overtime, Any Status', Exceptions, Verified status, Locked status, Total Hours, Total Contracted, Total Variance, Total Overtime & Flexitime Balance.
You can double-click on any row to have a more in-depth view of the details of this day. This will open their work record which you can find more information about the functionality and possibilities of this here: PLACEHOLDER LINK
Search Functionality
You'll be able to use this function to search for a specific employee and employees on a specific activity or cost centre (Providing they've clocked this). You can also search Badge ID, Badge ID2 & Payroll Number.
Comments
0 comments
Please sign in to leave a comment.