When you log in to InTime or click on the home button, you will see a dashboard of key indicators relating to the clients, workers, and placements that you are managing. An example is shown below.
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To Self-Bill Invoice: This panel shows the number and value of timesheets which are ready to have self bill invoices generated. Click on the panel to be taken directly to the self bill invoice generation screen /wiki/spaces/ds/pages/51875309.
To Advice Note: This panel shows the number and value of timesheets which are ready to have advice notes generated. Click on the panel to be taken directly to the advice note generation page.
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- Changes for Approval. For clients that are using two-stage approval of user details only. This panel will show the number of changes that have been submitted by contractors and have not yet been actioned.
Configuring the Dashboard
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In order to configure the dashboard go to the Manage Dashboards the Dashboard Settings option from the Administration menuthe Settings Cog. You can set up different views for your Mark Holland (Unlicensed) and Consultants. At the top of the screen you can see the available widgets for the Administrator homepage and beneath that you can see the widgets for the Consultant's homepage.
Towards the bottom of the screen there is the configuration option which determines which items appear on the dashboard as shown below.
