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Reading your dashboard

What each card answers, where the displayed period comes from, and how to arrange the screen so it shows first what you look at every morning.

6 min readUpdated August 24, 20269 landmarks
The dashboard of Groupe Lemelin inc., as it opens. The cards below are the ones shipped by default.

It is the first screen you see when opening Clic Horaire, and the only one nobody has explained how to read. It is not a decorative summary: each card answers a precise question, and three of them tell you whether anything is left to do before running payroll.

The sections that follow are not a procedure: there is nothing to execute in order. They are the zones of the screen, one by one. Read the ones that concern you, skip the others.

What the screen covers
One pay period at a time
Layout
Saved on your account, not on the machine
Cards in the catalogue
18, each configurable

Landmark 01

The header, and the period it imposes

Everything the screen shows is bounded by the period written under the title. Clicking the date opens a calendar to pick another; the arrows on the right step back or forward by a whole period.

The grey line just below is the more useful of the two, and the one nobody ever reads: it says WHY that period. Three possible answers, in this order of priority: the period of an existing pay run, failing that the cadence configured for your organisation, failing that a Monday-to-Sunday fortnight.

The third case is worth a glance: “No pay cadence configured” means Clic Horaire picked a fortnight for want of anything better, and that the dashboard figures match none of your real payrolls.

On the far right, “Export payroll” leads straight to pre-payroll for the displayed period: the normal way out of this screen.

1 the displayed period · 2 where it comes from · 3 the previous or next period · 4 the way out to pre-payroll.

Landmark 02

The six counters at the top

They read at a glance and fall into two families. The first two look at NOW: how many people are at work at this instant, and whether a punch went wrong today. The other four look at the PERIOD: hours entered, overtime, timesheets pending, anomalies.

The small percentage beside a number compares it with the previous period. A −98% on hours entered at the start of a period is nothing alarming: the current period is not over, the one before was.

“Active employees” does not count your employees

The card says how many people are on shift at the second you look, according to the punches: not how many active records your organisation holds. At 8 a.m. on a Sunday, zero is the right answer.

1 and 2 answer “right now”; 3 to 6 answer “over the displayed period”.

Landmark 03

Where the period stands

Three bars, and they read together. Days elapsed say where you are in the calendar. Timesheets approved say where you are in the review work. Timesheets locked say what is already frozen in a pay run.

It is the gap between the first and the other two that speaks: a period seven days out of seven elapsed with only a third of its timesheets approved is a payroll that is not ready.

The three bars read against one another: the calendar, the review, then the locking.

Landmark 04

The timesheets waiting

The list of the period's timesheets, with regular hours, overtime and each one's status. “Review” opens the timesheet for real; “See all” switches to the full timesheet screen, filters included.

It is a triage card, not a processing one: it tells you who is blocking, not why.

One line per timesheet: regular hours, overtime, status, and the link that opens it.

Landmark 05

Approve, check, cost

These three cards share a row because they read together: what is left to do, what is off, what it costs.

The first approves or refuses directly, without leaving the screen: it is the only dashboard card that writes anything. The second lists the anomalies detected, each with its severity. The third gives the period's labour cost, split between regular, overtime and premiums.

One mention to remember under the amount: “cost frozen at approval”. The figure no longer moves once the timesheets are approved, even if a rate grid changes afterwards.

Approving from the dashboard freezes the calculation

The green tick on the approval card does exactly what the timesheet screen does: it stops the calculation of the day, decree and version included. It is not a preview shortcut: there is no confirmation screen behind it.

The anomalies name what is blocking (reopened run, missing rate, refused timesheet) each with its severity.

Landmark 06

What has just been created

Four tabs (employees, projects, clients, subcontractors) and for each, the latest records created in the organisation, with their age.

Useful for two things: finding the record you have just entered without going back through search, and spotting a creation you were not expecting.

One tab per record type, and the age of each creation on the right.

Landmark 07

Your latest files

Two neighbouring cards, deliberately different. “Latest exports” lists the last files produced, all types together, and lets you download them again. “Last export” shows only the last payroll file, with the shortcut to prepare a new one.

The second exists because that is the Monday question: did last week's payroll go out, yes or no.

Files stay downloadable: a lost export is retrieved, not redone.

Landmark 08

Move a card

Each card carries a handle in its top right corner. It is invisible at rest and appears when the mouse passes over the card.

It is the ONLY grip for moving, and that is deliberate: without it, dragging a table to scroll it would move the card, and selecting text would become impossible.

The handle only appears when hovering over its card.

Landmark 09

Choose what the screen shows

The sliders button, right of the title, opens the customisation drawer. It does three things, from the broadest to the finest.

At the top, the skin of every card at once: light, dark, or Clic Horaire green. Below, the full list of cards: those you display and those you do not use. Each line carries an eye to show or hide it, a skin affecting only it, and a width from 1 to 4 columns.

The layout is saved on your account, not on your machine: you find it as it was from another computer, and your colleague keeps theirs. “Reset”, at the foot of the drawer, restores the shipped arrangement.

A greyed-out card (“Live field” here) depends on a module your organisation has not enabled.
One drawer line: the eye shows or hides, the skin applies to that card only, the width goes from 1 to 4 columns.

What to remember

A hidden card is not a lost card

Hiding a card removes it from the grid without forgetting where it was. The same goes for cards depending on a disabled module: they leave the screen, and come back to their exact place the day the module is enabled, not to the end of the grid, like a novelty.

The dashboard is not the same for everyone

The one described here is the administrator dashboard. A supervisor sees their crews and sites; an employee sees their shifts and hours; a client sees the progress of their projects. Those are distinct screens, not the same screen filtered.

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