How to show Timesheet's custom fields in the Roster Dashboard

Timesheet custom fields can be displayed in the Roster Dashboard to provide additional details. You can select which custom fields to show alongside rostered data as users submit their timesheets.

How to select the fields to be showing in the Dashboard:

1. Go to Site Setup > Operations > Timesheet Setup.
   
   

2. Choose a Department:
   
   
   Keep in mind that each active department has its own custom field setup.
   
   

3. Click on the pencil of an existing custom field by clicking the pencil icon (or create a new one).
   
   
   
   

4. Scroll down until you see the header labelled Roster Dashboard.

   
   
   
   

5. Tick the Display On Dashboard checkbox.
   
   
   

6. Two additional options will appear beneath the checkbox - choose one to control how the custom field appears on shifts.
   
   

   • Show with shift for the input timesheet

     The custom field value will appear on the shift on the same day as the timesheet that was submitted.
     
     

   • Show with the next shift after the shift for the input timesheet

     The custom field value will appear on the next shift after the day of the timesheet that was submitted.
     
     
     
     

7. Click Update (or Insert if creating a new field).
   
   

   Please note to avoid applying Update Rules and Display Conditions on Custom Fields you want to show on the Roster Dashboard. This functionality is not yet supported due to the lack of interactivity of the dashboard.

8. Open the Roster Dashboard, or if it's open in a different tab - refresh the browser view.

From this point forward, chosen Custom Fields from any newly submitted timesheets will show in the Roster Dashboard.