Dashboard

Your workforce overview.

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Team Staffing Forecast

Requested headcount from the Headcount Request Tracker spreadsheet.

Staffing requests will appear after the forecast loads.

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Today’s attendance activity

Latest attendance records for your permitted warehouse access. “Not yet arrived” means no arrival or absence record is linked to an eligible schedule.

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Quick navigation

Schedules

Create and view schedules for staff in your permitted warehouse access.

Create schedule

The backend checks the staff member, warehouse access, and duplicate schedules.

Filtered by your selected warehouse and teamChoose multiple staff
Choose a warehouse first.
0 selectedSearch to narrow results
Selected staff 0 selected
No staff selected yet.

Schedule list

Load schedules to begin.

Rest Day Management

Assign recurring weekly rest days by Reporting Team and Reporting Sub-Team. Rules are stored separately; existing schedules and attendance history remain unchanged.

Assign rest day

Selected staff 0 selected
No staff selected yet.
Choose a warehouse to load staff.

Rest-day records

Choose a weekday or All Days, then apply filters.

Attendance

Record arrivals and departures, then review attendance classifications.

Attendance Clarification Review

CI and Coordinators can review normal attendance clarifications. Coordinators and TLs can assign a scanned staff member as BUFFER for an absent scheduled staff member within their permitted warehouse access. Cross-warehouse substitutions require access to both warehouses. Every decision is audited.

Load pending clarifications to review.

Attendance records

Load attendance to begin.

Absences & Leave

Review absence records and process scheduled agents without attendance.

Submit leave request for an agent

Coordinator-only. Requests remain pending until a Coordinator reviews them. Submitting a request does not change schedules or attendance.

Leave requests for review

Load leave requests to begin.

Process scheduled absences

This action creates an ABSENT record for each scheduled agent on the selected date who does not already have an attendance record. Check the date before processing.

Absence and leave records

This list is based on the attendance status and notes returned by the backend.

Load records to begin.

Reports

Filter attendance data and export a CSV file for use in a spreadsheet.

Attendance report

Choose any start and end dates. Leave both blank to include all records available to your account.

Optionally choose a start and end date, then generate a preview. Leave both dates blank to include all records available to your account.

Additional reports

Daily Attendance, Date Range Summary, Late and Undertime, and Absences and Leave are planned report types. The current backend does not yet have dedicated server functions for each report, so this version does not label them as completed.

Available now: filtered attendance preview and attendance CSV export.

Staff Directory

Search, add, update, and import Active staff records.

Add staff member

Only Active staff are listed for staff selection, scheduling, and attendance. Historical records are preserved.

Upload staff list

For 3,000+ records, CSV is recommended because it loads faster than Excel (.xlsx). The first worksheet is used for Excel files. Preview validation results before choosing whether to add new records only or update matching Staff IDs.

Expected columns: Staff ID, WMS User ID, Staff Name, WMS Account/Email, Contract Type, Hire Status, Agency, Reporting Warehouse, Reporting Team, Reporting Sub-Team. Column order may be determined by the header names.

Staff records

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Account Approvals

Review new registrations and assign a role and warehouse access.

CI only

Pending registrations

Verify that the applicant's email is verified before approving. New accounts cannot grant themselves roles or warehouse permissions.

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All accounts

View, edit, or delete any account record, including approved, rejected, disabled, and pending accounts.

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Audit Logs

Review administrative and attendance activity.

Audit log viewer

Bulk events are compacted into summary rows. Expand a row to read each retained record detail.

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My Account

Your identity, approval status, and assigned permissions.

Your account

Account status —
Assigned role —
Warehouse access —