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Dashboard: the Management Portal tab

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Dashboard: the Management Portal tab

What this guide covers

The Management Portal tab is a manager's daily cockpit: pick the team you're looking after, see who's in today, and act on what's pending — all from one screen.

Who sees it: department managers, and holders of manager tools (attendance, or the incident permissions). A shortcut-only user sees the tools without the full coverage board.

How it works

The Management Portal tab: 1 pick department(s) and Apply; 2 see today's coverage (here / on leave / absent) and a roster card per person; 3 Needs your action - Weeks to review opens Weekly Schedule Management, Unauthorised hours opens Team Hours, Leave to approve opens the approvals queue (each shows only when pending); 4 Planning & reference - upcoming leave next 30 days and the Team Leave Calendar.

1. Pick your team

Use the Departments picker to choose which team(s) you're viewing, then Apply. (If you manage one department, it's already selected.)

2. Today's coverage + roster

A headline of how many people are here / on leave / absent today, followed by a roster card per person showing their current status. Multiple departments group under headers.

3. Needs your action

Action tiles that appear only when something is pending, each linking to the screen that does the work:

Tile Opens
Weeks to review Weekly Schedule Management (review closed weeks).
Unauthorised hours Team Hours — authorise or decline beyond-schedule time.
Leave to approve The approvals queue.

4. Planning & reference

Upcoming leave for the next 30 days, plus the Team Leave Calendar, so you can plan around absences.

Good to know

  • It's a launchpad, not the work itself — the "→" on each action opens the proper screen (e.g. Team Hours, the approvals queue).
  • Coverage is "right now" — for historical detail use the attendance reports.
  • Scope follows the department picker — change it to look after a different team you manage.
  • Manage hours · Manage schedules · Manage your team's leave — the manager screens these tiles open.
  • Daily monitoring & attendance reports — deeper attendance views.
  • Dashboard: the My Day tab · the Admin tab · the Calendar tab.

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