The mobile dashboard is the home screen of the R365 app.  This dashboard features widgets that provide an app overview for the user. The widgets displayed will be dependent on user's permissions. 

TABLE OF CONTENTS

• Daily Sales Summary
  • A Look at Yesterday
  • Week to Date
• Logbook
• Schedule
• Open Requests
• Announcements
• Edit the Mobile Dashboard

Daily Sales Summary

The Daily Sales Summary allows users to see the daily sales for any selected location. Swipe left or right on the widget to switch between 'A Look at Yesterday' and 'Week to Date.'

The Daily Sales Summary widget is available to users with the following permission

Sales & Cash → Daily Sales → View Daily Sales

Tap the DSS widget in the mobile dashboard to open the Daily Sales Summaries list. From here, users with the appropriate permissions  can review, edit, and mark the DSS as complete. To read more about reviewing and completing DSS via mobile, click here. 

A Look at Yesterday

A Look at Yesterday is the first card on the Daily Sales Summary carousel. It shows information from the previous day. This shows Users:

• Total  Sales
• Labor
• Over/Short amount 
• SPLH

Green circled checks indicate goals met, and a red circled X indicates goals not met. 

Week to Date

The Week to Date shows the date range for the week. It features a graph that reflects Total Sales for the week in green and Labor for the week in blue.  The Total Sales, Labor, and amount Over/Short are listed below the graph.  As the reporting week progresses, the graph will add data points for each day.

Logbook

The Logbook widget provides users shortcuts to the manager log entries. 

The Logbook widget is available to users with the following Permission: 

Manager Log Smart Ops → Log Entries → View Log Entries

		Field	Description
		Logbook	Opens the  Logbook screen.
		Entries	Opens  the list of all manager log entries.
		My Entries	Opens the list all manager log entries created by the user logged in.
		Must Read	Opens all manager log entries with a Must Read label.
		Important	Opens all manager log entries with an Important label.

Schedule

The Schedule widget shows users a brief overview of their working hours as well as any upcoming shifts. 

The Schedule widget is available to users with employee app access. 

		Field	Description
		Hours Works/Hours Remaining	Number of hours worked thus far, and the number of hours remaining to work on the week's schedule. Tapping one of these numbers will show the calendar overview of the user's schedule.
		Schedule	Opens the schedule to the My Schedule screen.
		Upcoming Shifts	User's upcoming shifts. When there is more than one, users can swipe over this section to view the additional shifts. Tapping a shift will prompt the user to either trade or offer the shift.

Open Requests

The Open Requests widget shows users an overview of any existing schedule requests including the number of:

• Availability changes 
• Shift Trades
• Shift Offers
• Time-Off Requests

Users can tap any type of request to open to the list of the existing  schedule requests for that request type. 

The Open Requests widget is available to users with the following Permission: 

Labor → Scheduling → Schedule

My Time Off

Then My Time Off widget shows users their PTO accrual balances. From this widget, users can create a new time off request. 

The My Time Off widget is only available to users whose organizations have PTO accruals enabled. Learn more about using PTO accruals on the R365 app.

Announcements

The Announcements widget displays any messages or announcements that management is sharing with employees. 

The Announcements widget is available to view by all users with app access. However, users with the appropriate permissions can also  create and edit Announcements. The Announcement screen can be accessed by tapping Announcements. 

Each announcement shows users the date of the announcement, the locations that the announcement is for, and a preview of the announcement message and any images attached. 

Onboarding

The Onboarding widget shows users their onboarding status and gives users access to the Resume Onboarding option. 

This widget will only appear for users that are in the employee onboarding process.

Edit the Mobile Dashboard

Users can edit the dashboard to show, hide, and rearrange the dashboard widgets. The Edit Dashboard slide out can be opened from the mobile dashboard or the user profile.  

To open from the dashboard, Users can tap and hold a widget, then tap Edit Dashboard.  From the user profile screen, users can tap the Customize Dashboard option.

		Field	Description
		Show/Hide Toggle	Toggles the widget on or off. When toggled on, the widget will be shown on the mobile dashboard. When toggled off, the mobile dashboard will not show on the dashboard. Note: Some widgets, like the Onboarding widget cannot be turned off. The toggles on these widgets will be disabled.
		Rearrange	Allows for rearrangement of the widgets. Tap, hold, and drag the widget name up or down to rearrange the order of the dashboard widgets.
		Save	Saves the changes made to the mobile dashboard.

Note: Mobile dashboard edits are specific to the mobile device in which they are completed. When someone uses multiple devices to access the R365 app, the mobile dashboard will need to be edited on each device.