Getting Started for Staff: Using My Dashboard

You can watch this video to see how to set your password for the first time or reset a forgotten password:

TABLE OF CONTENTS

• 1. Access Your Dashboard
• 2. View Your Schedule
• 2. Check In to a Visit
• 3. Access Visit Information
• 4. Check Out of a Visit
• 5. View Staff Pay
• 6. Request Time Off

1. Access Your Dashboard

• Click on the link to access the database.
• Enter your provided email and Password.

• How do I add PSP to my Android phone?  
• How do I add PSP to my iPhone? 

2. View Your Schedule

• Select "<" to go back by the timeframe selected.
• Select ">" to go forward by the timeframe selected.
• Select "Dates" to view a custom date range or select from "This Week" or "This Month."

2. Check In to a Visit

• From your schedule, select a visit.

• Check In using the Green Button.

3. Access Visit Information

• Use the navigation icons at the bottom to access information about the visit. 
• Select the Map pin, select the address to map directions in Google Maps.

• Select the Key Icon to view key details.

• Select the Report Icon to complete Service Report. Select "Save and Send" to email it.

• Select the Person Icon to view Client and Pet Details for the visit. 
• Select a section to view. Repeat to view additional information.

4. Check Out of a Visit

• Select the "i" icon. Check Out using the Red Button.

5. View Staff Pay

• Select the circle menu in the upper right.
• Select the Pay Icon, the chart with arrow pointing up.

• Your Pay will display, with a total at the bottom.
• You can adjust the Pay range using "Dates." 

6. Request Time Off

• Select the circle menu in the upper right.
• Select the Airplane Icon.

• A Calendar will display, request days off by clicking a date, which turns the date yellow.
• Click "Update" and your manager receives your request, then will approve or deny it. 

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