The User Menu

The User Menu is accessed via the user’s avatar/profile picture.

Accessing the User Menu

In the upper-right corner of WorkSight: FLOW

1. Click the avatar/profile photo

2. FLOW displays the User drop-down Menu

Accessing the User Profile

In the upper-right corner of WorkSight FLOW:

1. Click the profile photo

2. Click "View Profile"

3. The Profile dialog opens.

4. Fields which can be edited are the Name, Phone # and Add Photo.
    To add a photo, we accept the following file types, under 5MB: JPEG, PNG, GIF, BMP

5. When a change is made, the Save Button becomes available. Click Save to commit your changes

Accessing Settings

The settings screen allows a user with admin rights in FLOW to configure and manage data components ( (i.e., People, Area, Group, Occupation, Shift Pattern, Shift Type, Reason). and create and manage business rules used for timecard calculations, validations and exporting data to payroll. 

See: Account Settings 

Accessing Keyboard Shortcuts

In the upper-right corner of WorkSight FLOW:

1. Click the profile photo

2. Click "Keyboard Shortcuts"

3. Zendesk opens to the Keyboards Shortcuts page.  

Accessing Give Feedback

In the upper-right corner of WorkSight FLOW:

1. Click the profile photo

2. Click "Give Feedback"

3. Zendesk opens to the Flow - Features Request page.

4. Click on New Post to create a new feature request.

Accessing Help

In the upper-right corner of WorkSight FLOW:

1. Click the profile photo

2. Click "Get Help"

3. Zendesk opens to WorkSight FLOW Help. 

4. Click on the Module you are seeking help for, and navigate to the appropriate knowledge base page. 

Toggle Light/Dark Theme

This menu item allows you to toggle between a white background for your schedule to a black background.  Choose whichever Theme is easier for you to work with.

Toggle Test Mode

This menu item allows a user with Test mode rights to add or remove the TEST Module tab on the header.

Accessing the "About" Screen

In the upper-right corner of WorkSight FLOW:

1. Click the profile photo

2. Click "About"

3. FLOW displays a dialog showing the WorkSight version number:

4. Clicking on Done will close the “About Flow” dialog.

Accessing Switch Locations

If a user has been invited to multiple locations within an organization, they can switch locations.

See: Switch Locations 

Accessing View Audit Logs

In the upper-right corner of WorkSight FLOW:

1. Click the profile photo
2. Click "View Audit Logs".
    The Audit Log dialog opens.
3. To choose the Audit Log Entry you wish to view, click on the filter icon and select the type:
    Types of Audit Logs include: Employee; Employee Timecard, Timecard; Time Off; User, Role.
4. When all filters have been chosen, click Apply.
   The list of changes made within the filter criteria appear in the left hand column.
5. Choose one to view the details.

See: Audit Logs (coming soon)

Accessing "Logout"

In the upper-right corner of WorkSight FLOW:

1. Click your profile photo

2. Click "Logout"

3. WorkSight will take you back to the "Sign in" Screen