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Documentation Index

Fetch the complete documentation index at: https://docs.yrka.io/llms.txt

Use this file to discover all available pages before exploring further.

The admin dashboard is your operations command board for today and tomorrow. It surfaces high-priority signals across schedule coverage, timekeeping, payroll readiness, employees, messages, integrations, and reports — all scoped to what your role can access. Open it by navigating to Admin or selecting Dashboard from the admin sidebar.

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What you see on the dashboard

When you first land on the dashboard, a summary strip runs across the top with signals for Attention, Today commands, Open time, Underfilled, and Provider issues. Below the strip, permission-scoped widget cards organize your current work into domain groups.
Widget contents follow the permissions of the underlying surface. If you can’t normally view a record type in Schedule, Timekeeping, or Personnel, its widget won’t show those records either.

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Widget catalog

Widgets are organized by operating domain. You can add, hide, or reorder any widget using Customize dashboard.
Shows shift coverage status, underfilled events, and today’s and tomorrow’s assignments. Drilldown links open the Schedule surface with filters already applied.
Summarizes open timecard exceptions, correction requests, pay-period lock state, and payroll-prep confidence for the current period. Links into Timekeeping and Payroll for review.
Shows employees needing attention — invited but not accepted, missing documents, credentials expiring, or flagged by recent lifecycle changes. Links to the relevant Personnel filter.
Surfaces outstanding acknowledgements, overdue training assignments, and resource gaps for your organization. Links into the Resources surface.
Shows unreviewed inbox work items and board activity waiting for your attention. Links directly into Messages/Inbox with the relevant filter.
Shows provider sync health, import review items, and connection warnings. Links into Integrations and the Import Center.
Shows report confidence signals and snapshot status. Links into the Reports surface for exportable summaries and owner snapshots.
Provides quick-action links to common workflow launches and shows setup health signals when the organization has incomplete onboarding steps.
When the dashboard is empty, complete the setup actions shown in the command widget: add a first employee, create starter jobs, create a first schedule event, add a Resource, or complete a billing or admin access review step.

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Customize your dashboard layout

Open Customize dashboard from the dashboard header to adjust which widgets are visible and how they’re arranged.
1

Open Customize dashboard

Select Customize dashboard in the dashboard header. A panel opens showing your currently visible widgets.
2

Add or show widgets

Select Add widget to open the full widget catalog and enable widgets your role can access.
3

Reorder and resize widgets

Drag widgets into the order that matches your workflow, or use the move controls for keyboard navigation. Choose a size preset — compact, standard, wide, or full — where supported.
4

Hide low-priority widgets

Hide widgets you don’t need regularly. Hidden widgets remain available in the catalog and can be re-added at any time.
5

Adjust widget settings

Some widgets support per-widget settings such as date range, status filter, group, or display density. These affect what the widget shows, not the underlying source records.
6

Save your layout

Select Save personal layout. Your arrangement, visible widgets, sizes, and widget settings will persist across sessions for your account.
If your role changes and a previously visible widget becomes unavailable, the widget shows a safe unavailable state instead of hiding data. Open Customize dashboard and reset to the role or organization default to restore a working layout.

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Role and organization defaults

Owners and admins with owner-management access can save a layout as the role default or the organization default. This gives other admins a consistent starting point without overriding any personal layout they’ve already saved.
  • Reset to role restores your personal layout to the current role default.
  • Reset to org restores your personal layout to the organization default.
  • Clear role default or Clear org default removes the shared starting point so future fallbacks use the next available default.
Press Ctrl K (Windows/Linux) or Cmd K (Mac) from anywhere in the admin workspace to open global search. Search groups permitted results across employees, jobs, resources, tasks, messages, schedule events, timecards, payroll periods, imports, and integrations. It also includes command actions for common workflow launches.
Search results are scoped to your role. Records your role can’t access won’t appear in results, and the no-results state never reveals counts for inaccessible record types.
Results and command actions from search serve as handoffs into Schedule, Timekeeping, Tasks, Personnel, Resources, Integrations, Settings, Reports, or Inbox — and preserve the relevant filter or source context when the destination surface supports it.

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Saved views on other surfaces

Supported surfaces — including Schedule, Timekeeping, Personnel, and Inbox — let you save personal filter arrangements as named views. These saved views restore your preferred filters when you return to that surface. Manage them from the surface where they apply, not from the dashboard itself.

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Zavi and Appearance docks

The admin sidebar includes two dock toggles:
  • Zavi dock — available to admins with agent access. Opens a unified assistant panel where you can ask questions about permissions-visible data, request review summaries, and confirm previewed actions. Zavi reads source records before answering and requires explicit confirmation before making any write. Use Zavi as review assistance after checking source records yourself.
  • Appearance dock — available to admins with appearance management access. Opens theme and display controls for the admin workspace.
On desktop, docks resize and persist per profile and device. On mobile, they open as full-screen sheets.

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Permissions and what you can see

Dashboard respects role-based access control (RBAC) throughout. Widgets, tabs, and drilldown links reflect only what your role can open in the underlying surface. If you expect a widget or tab to appear but it doesn’t:
  1. Confirm your role has access to the relevant surface in Settings or through an owner access review.
  2. Check that setup data exists for the widget’s domain — a Schedule widget won’t show anything if no schedule events have been created.
  3. If your layout was saved under a different role and now has only unavailable widgets, open Customize dashboard and reset to the role or organization default.
Dashboard is a current-state operating board. It is not a durable analytics warehouse. Use Reports for exportable operating summaries and owner snapshots.