--- title: How to Use the Realtime Overview Dashboard description: The Realtime Overview is your home dashboard — a live snapshot of your team's status, activity, and schedule for the day. It's the first thing you see when you log in. --- [Skip to content](https://help.jointimecloud.com/how-to-use-the-realtime-overview-dashboard#main-content) [Contact us](https://help.jointimecloud.com/kb-tickets/new?hsLang=en) [![Timecloud-Logo-600-2](https://help.jointimecloud.com/hs-fs/hubfs/Timecloud-Logo-600-2.png?width=200&height=40&name=Timecloud-Logo-600-2.png)](https://help.jointimecloud.com/?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.jointimecloud.com/kb-tickets/new) - [Go to app.jointimecloud.com](https://app.jointimecloud.com/) [Go to app.jointimecloud.com](https://app.jointimecloud.com/) Got questions? Ask away - There are no suggestions because the search field is empty. 1. [Service Portal](https://help.jointimecloud.com/?hsLang=en) 2. [Attendance & Timesheets](https://help.jointimecloud.com/attendance-timesheets?hsLang=en) # How to Use the Realtime Overview Dashboard ## The Realtime Overview is your home dashboard — a live snapshot of your team's status, activity, and schedule for the day. It's the first thing you see when you log in. **Navigating Between Dashboards** At the top of the page, click the **dashboard title** (e.g. "Realtime Overview") or the **dropdown arrow** beside it to switch between dashboards: - **Realtime Overview** — Live team status (this page) - **Attendance Dashboard** — Detailed attendance data - **Job Dashboard** — Job costing breakdown (if enabled) - **HR Dashboard** — HR metrics (if enabled) --- **Filtering Employees** A **filter bar** sits at the top of the employee list. Use it to narrow down which employees are shown across **all widgets** on the page: - **Employee Search** — Type a name to find a specific employee - **Department / Group Filter** — Select a department or group to filter by - **Shift Filter** — Select one or more shifts to view only employees assigned to those shifts. Each shift option shows its **duration in hours** (e.g. "Morning (8.5h)") so you can quickly identify shifts by length - **Rostered Toggle** — Turn this on to show only employees who are **scheduled to work right now**. When active, the employee list, employee count, and **Quick Actions** all update to reflect only rostered employees On the right side of the filter bar, you'll see a **clocked-in count** displayed as **X / Y** — where X is the number of employees currently clocked in and Y is the total employee count matching your filters. When the **Rostered** toggle is on, Y reflects only employees currently scheduled rather than the full team. --- **Employee List (Left Side)** The main section on the left shows a **live employee table** with: - **Status Indicator** — A coloured dot showing each employee's current status (clocked in, clocked out, on break, etc.) - **Clock Source** — An icon showing how the employee clocked in (e.g. mobile, kiosk, web) - **Name, Department, Job** — Configurable columns you can customise ### **Customising Columns** - Click the **+** button in the table header to **add a column** - Click the **three-dot menu** (⋮) on any column header to **edit or remove** it - **Drag and drop** column headers to reorder them ### **Exporting to CSV** - Click the **download icon** in the filter bar to export the current employee table as a **CSV file** - The export includes all visible columns and respects your active filters — only the employees currently shown are included - The file is named with today's date (e.g. "RealtimeOverview\_2026-05-14.csv") ### **Viewing Employee Details** - Click the **info icon** next to any employee to open a **summary panel** showing their email, mobile number, shift, group, payroll code, and more - The **Mobile** field appears below the employee's email. If your company has marked mobile as a sensitive field, only admins with permission to view sensitive properties will see it - From the summary panel, click **"Edit Employee"** to go to their full profile --- **Quick Actions (Right Side)** The **Quick Actions** widget highlights things that need your attention today. Use the **left and right arrows** to browse through action cards. Navigation **loops continuously** — when you reach the last card, pressing next takes you back to the first. Quick Actions respect your active filters. When the **Rostered** toggle is on, only actions related to currently rostered employees are shown — for example, birthday cards and pending leave requests for employees who are not scheduled right now will be hidden. If you don't need the Quick Actions widget, click the **close button** (✕) in the top-right corner to dismiss it. When dismissed, the remaining widgets (Team Activity, Team Arrival, Map) expand to fill the freed-up space. Quick Actions will reappear next time you load the dashboard. ### **Missing Roster Roles** - Shows shifts that have **unfilled roles** for today - Displays the shift name with its **time range** (e.g. "Morning - 6:00 AM–2:00 PM") and **role badges** with counts (e.g. "2 Barista", "1 Manager") - Click a role badge to go directly to the **Roster** page with that shift open ### **Pending Leave Requests** - Shows leave requests submitted for **today** that haven't been approved yet - Each card title shows the **leave type** followed by "Today" (e.g. "Annual Leave Today", "Sick Leave Today") so you can identify the request type at a glance - Displays the **employee name** below the title - Click **"Approve"** or **"Decline"** right from the dashboard ### **Employee Birthdays** - Highlights any team member whose **birthday is today** with the message "It's \[Name\]'s Birthday Today!" - Shows their photo or initials - Click their avatar to go to their **employee profile** If there are no actions, the widget displays **"No actions required"**. --- **What Your Team Is Working On** This **doughnut chart** shows a breakdown of what your clocked-in employees are currently working on. - Click the **dropdown** in the widget title to switch between grouping options: - **Shift** — Groups employees by their current shift name (e.g. "Morning", "Afternoon") - **Job layers** — Groups employees by job category (e.g. Location, Role, Task). Available when Job Costing is enabled - The **Shift** option is selected by default. If your company has Job Costing enabled, the first job layer is used as the default instead - The chart only includes employees who are **currently clocked in** and match your active filters - The chart legend position adjusts automatically based on widget size for the best readability --- **When Your Team Arrived** This **horizontal bar chart** shows how your team's arrivals break down into four categories: - **Early** — Clocked in before their shift start - **On Time** — Clocked in within the expected window - **Late** — Clocked in after their shift started - **Absent** — Shift has started but the employee hasn't clocked in yet Click the chart to **drill down** and see the individual employees in each category. --- **Where Your Team Is Working (Map)** The **Map widget** shows the real-time locations of your clocked-in team members on a map. - Click the **open icon** in the top-right corner to open the **full map view** - The map respects your active filters — only filtered employees are shown - If your account does not have access to the Map feature, you'll see an **info icon** with a message to contact support --- **Responsive Layout** The dashboard automatically adjusts based on your screen size: - **Wide screens (1680px+)** — Full layout with the employee list on the left and widgets stacked on the right - **Medium screens (1024–1679px)** — Compact layout with smaller widget panels - **Mobile / small screens** — Stacked layout optimised for smaller devices --- **Tips** - **Filters sync across widgets** — When you filter by department, shift, or the Rostered toggle, the employee list, Quick Actions, team activity chart, arrival chart, and map all update together - **Multi-select shifts** — Select several shifts at once to compare employees across different schedules - **Focus on who's here now** — Turn on the **Rostered** toggle to see only employees currently scheduled, and the employee count and Quick Actions will match - **Sort the employee table** — Click any column header to sort employees by that field - **Export filtered data** — Use the download button to quickly pull a CSV of your filtered employee list for reporting or sharing - **Dismiss Quick Actions** — Close the Quick Actions widget when you don't need it to give the other widgets more room - **Quick leave approvals** — Save time by approving or declining leave directly from Quick Actions instead of navigating to the Leave page - **Fill roster gaps fast** — Click a missing role badge in Quick Actions to jump straight to the roster and assign someone - **Group by Shift** — Use the Shift grouping in the Team Activity chart for a quick view of how employees are distributed across shifts, even without Job Costing enabled - **Sensitive fields on the summary panel** — If a field like **Mobile** doesn't appear in the employee summary, it may be marked as sensitive in your company's profile template settings. Ask your Company Admin to check the field's sensitivity configuration - [Account & Security](https://help.jointimecloud.com/account-security?hsLang=en) - [Attendance & Timesheets](https://help.jointimecloud.com/attendance-timesheets?hsLang=en) - [Award Interpretation](https://help.jointimecloud.com/award-interpretation?hsLang=en) - [Biometric Scanners](https://help.jointimecloud.com/biometric-scanners?hsLang=en) - [Employees](https://help.jointimecloud.com/employees?hsLang=en) - [Forms & Checklists](https://help.jointimecloud.com/forms-checklists?hsLang=en) - [Geofencing](https://help.jointimecloud.com/geofencing?hsLang=en) - [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en#main-content) - [Organisation View](https://help.jointimecloud.com/human-resources?hsLang=en#organisation-view) - [Integrations](https://help.jointimecloud.com/integrations?hsLang=en) - [Job Tracking](https://help.jointimecloud.com/job-tracking?hsLang=en) - [Leave Management](https://help.jointimecloud.com/leave-management?hsLang=en) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#main-content) - [Kiosk](https://help.jointimecloud.com/mobile-app?hsLang=en#kiosk) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#mobile-app) - [Payroll](https://help.jointimecloud.com/payroll?hsLang=en#main-content) - [Xero](https://help.jointimecloud.com/payroll?hsLang=en#xero) - [iPayroll](https://help.jointimecloud.com/payroll?hsLang=en#ipayroll) - [MYOB](https://help.jointimecloud.com/payroll?hsLang=en#myob) - [Smartly](https://help.jointimecloud.com/payroll?hsLang=en#smartly) - [Reporting](https://help.jointimecloud.com/reporting?hsLang=en) - [Roster](https://help.jointimecloud.com/roster?hsLang=en) - [Settings](https://help.jointimecloud.com/settings?hsLang=en) - [Shifts](https://help.jointimecloud.com/shifts?hsLang=en) - [Time Clock](https://help.jointimecloud.com/time-clock?hsLang=en) - [Dashboard](https://help.jointimecloud.com/dashboard?hsLang=en) Service Desk Copyright © 2025, Timecloud Ltd