Client Dashboard: Where to Start
The client dashboard is for a client who runs its own workers in TempClock. This page lists the tasks for each role, in order, with the guide for each one.
Last checked against the product:
Overview
Sign in at /manage.
The menu has two rows. The top row holds the areas: Today, Workforce, Schedule, Time & Pay, Sites, Reports and Setup. Click an area to see its pages in the second row. You only see the pages your role can open.
Before you start
- Client dashboard, with an account from your account admin or your agency.
- Tenant admin (Admin role) for the first-week tasks. Tenant manager (Manager role) for the daily tasks.
- Two-factor authentication set up. See Two-factor Authentication.
First Week (Admin)
In this order.
| Task | Client dashboard | Guide |
|---|---|---|
| Company details, worker messages, PIN and lateness | Setup > Settings | Client Dashboard Settings |
| Add your managers and viewers | Setup > Users | Inviting Your Team |
| Check each site, its billing details and 24/7 flag | Sites > Locations | Managing Locations |
| Set limits for each site | Sites > Site rules | Site Rules |
| Set up kiosks | Sites > Kiosk setup and Sites > Kiosk devices | Setting Up a Kiosk |
| Add workers | Workforce > Import workers | Importing Workers |
| Give site supervisors portal access | Setup > Portal users | Setting Up Portal Users |
| Email alerts for late workers and no-shows | Setup > Automation | Alerts and Automation |
Every Day (Manager)
The daily routine.
| Task | Client dashboard | Guide |
|---|---|---|
| See who is in, late or missing | Today > Live activity | Live Activity and No-shows |
| Build and publish the rota | Schedule > Shifts | Creating Shifts |
| Fix missing clock-outs and other problems | Time & Pay > Exceptions | Handling Exceptions |
| Approve hours | Time & Pay > Timesheets | Approving Timesheets |
| Answer amend requests from site supervisors | Time & Pay > Amend requests | Client Approvals |
| Resolve queries on shifts | Schedule > Queries | Shift Queries |
| Clock someone in or out by hand | Time & Pay > Manual clock | Manual Clock |
Every Week (Admin)
Close the pay week.
| Task | Client dashboard | Guide |
|---|---|---|
| Check, approve and lock the week | Time & Pay > Close week | Closing the Pay Week |
| Export the Sage payroll file | Time & Pay > Sage export | The Sage Payroll File |
| Check the charges (Manager can view) | Reports > Charge schedule | The Charge Schedule |
| Lock or unlock a period | Time & Pay > Financial locks | Financial Locks |
A tenant admin can unlock a period that the client dashboard locked. A period the agency locked can only be unlocked by the agency: the page says "This period was locked by the agency. Ask them to unlock it."
Who Can Open What
Each role adds pages to the one before.
| Role | In the menu | Not in the menu |
|---|---|---|
| Viewer | Dashboards, Live activity, Attendance, Fire register, Workers, Shifts, Queries, Timesheets, Amend requests, Visitors and most reports. | Payroll, Exceptions, Rate rules, Manual clock, Close week, Settings, Users and every page below. |
| Manager | Everything a Viewer has, plus Payroll, Exceptions, Rate rules, Manual clock, Backfill, Batch edit, Import workers, Registration links, Incidents, Restrictions, Kiosk fleet, Site rules, Charge schedule and Automation. | Close week, Sage export, Financial locks, Templates, Patterns, Locations, Settings, Users, Portal users, Billing and Audit log. |
| Admin | Everything. | Nothing in the client dashboard. |
This is what each role sees in the menu. A few pages left out of the menu can still be opened by typing the address. The full list is in User Roles and Permissions.
What the Agency Does
Some settings live in the agency console.
For anything else, raise a ticket from Setup > Help & support. See Getting Support.
Know who turned up, and pay every hour right.
Face-verified clock-ins, live geofencing and payroll-ready timesheets in one system. Tell us how your shifts run and we will show you how it fits.
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