EVENTRA Docs

HR Dashboard & Navigation

Overview of the HR dashboard, sidebar navigation, and event switcher.

The HR Dashboard is the central hub for managing your event workforce. When you log in with an HR account, this is the first screen you see. It gives you a real-time overview of your currently selected event and provides navigation to all management areas.

What You See When You Log In

Greeting and Profile

At the top of the dashboard, you see a personalized greeting based on the time of day (e.g., "Guten Morgen, Anna!") along with your profile picture. Below the greeting, a subtitle reads: "Hier ist dein aktueller Event-Überblick für [Event Name]".

If your name is not yet set in your profile, a red warning appears: "Bitte vervollstaendige deine Stammdaten hier" with a link to your personal data page.

Dashboard Cards

The dashboard is laid out in a two-column grid on desktop (single column on mobile):

Left Column:

  1. Event Überblick -- Shows three key metrics in colored tiles:

    • Bewerber (blue tile) -- Total number of applicants and groups.
    • Tagesschichten (green tile) -- Maximum daily shift count.
    • Schichten (orange tile) -- Total shift count across the event.
    • Below: two radial charts showing Eingeteilt (assigned percentage) and Bestaetigt (confirmed percentage), plus an Eingeteilte Personen counter.
  2. Schichtstatus -- A donut chart breaking down all shifts by status:

    • Offen (gray) -- Not yet assigned.
    • Eingeteilt (orange) -- Assigned but not confirmed.
    • Abgelehnt (red) -- Rejected by the employee.
    • Bestaetigt (green) -- Confirmed by the employee.
    • Footer shows the confirmed percentage (e.g., "85.3% der Schichten bestaetigt").
  3. Schichten pro Tag -- A bar chart showing the distribution of shifts across event dates. Each bar is stacked by status (confirmed, assigned, open, rejected) in the same colours as the shift status chart.

  4. Geschaetzte Personalkosten -- An estimated cost breakdown:

    • Total cost figure at the top.
    • Definierte Zeiten (green) -- Shifts with both start and end times.
    • Geschaetzte Zeiten (amber) -- Shifts without end times, estimated at 8 hours.
    • A hover info explains the estimation methodology.

Right Column:

  1. Event Image -- The event's uploaded image, or a placeholder EVENTRA logo.

  2. Zeiterfassung -- A line chart of time tracking data over the event period with:

    • Toggle buttons: Erfasste Zeiten (number of entries) and Stunden (total hours).
    • Two stat cards: total recorded times and total hours.
    • A horizontal bar chart showing processing status: Erfasst (blue), Freigegeben (green), Abgelehnt (red).

No Event State

If you have no events created yet, the dashboard shows: "Willkommen im HR-Dashboard" with the message "Keine aktiven Events gefunden" and "Um das Planen zu beginnen, lege dein erstes Event an."

The sidebar is permanently visible on the left. It carries your organisation's logo at the top, followed by four areas: Event planen, Allgemein, System and Hilfe.

Counters in the navigation

Several entries carry a counter: Aufgaben (open to-dos), Support-Chats (unread conversations), Abschluss vorbereiten (open monthly-close items), Geringfügige (open minijob decisions) and Live (missing check-ins).

Event Section ("Event planen")

This section holds event-specific entries. The event switcher sits at the top (see below), followed by:

EntryDescription
HomeBack to the HR dashboard
BewerbungenReview applications for the selected event
SchichtplanungPlan and manage shifts (expands to show organisational units)
AkkreditierungWith the sub-entries Zuweisung, Ausgabe & Kontrolle and Konfiguration
GästelisteWith the sub-entries Gäste & Einlass, Kontingente and Konfiguration (Gästeliste add-on) -- see Guest List
ZeiterfassungTime tracking overview, with the sub-entry Teamleiter
GastronomiePOS codes for bar staff (Gastronomie add-on)
LiveThe live overview of the running day

Expanding Schichtplanung reveals the organisational unit tree of the selected event. Each unit links straight to that unit's shift planning view. At the end of the list, Einheiten verwalten leads to unit management.

The Live entry only appears when needed

Live is highlighted below the other event entries -- but only when at least five staffed shifts are planned for the day. On quieter days it disappears.

General Section ("Allgemein")

Organisation-wide, operational entries:

EntryDescription
MitarbeiterEmployee database and management
AufgabenThe to-do board
DateienThe organisation's file store
EventsView and manage all events
DienstleisterSubcontractor management (Dienstleister-Management add-on)
Gäste-KontakteAddress book of the guest list (Gästeliste add-on)
AnerkennungVolunteer evaluation and configuration (volunteer mode only)

System Section ("System")

EntryDescription
E-MailsThe email log
Support-ChatsConversations with employees (Support-Chat add-on)
WorkflowsExpands to Automatisierungen and Vergütungsregeln
LohnbuchhaltungExpands to Abschluss vorbereiten, Geringfügige, 70-Tage-Regelung and -- depending on the selected payroll interface -- Schnittstelle (Stotax) or DATEV (payroll add-on)
EinstellungenOrganisation settings

Volunteer mode hides payroll

With volunteer mode active, the entire Lohnbuchhaltung area disappears from the navigation -- volunteer assignments are not billed. Anerkennung appears instead.

Help Section ("Hilfe")

At the bottom of the sidebar sits a contact card with your personal contact. In demo tenants it is headed Persönliche Demo instead.

Settings Sidebar

Navigating to Einstellungen opens a second sidebar (on desktop to the right of the main one; on mobile the same drawer switches to the settings menu, with Zurück zum Hauptmenü as the way back). It is organised into seven groups:

  • Organisation: Unternehmensdaten, Abonnement
  • Zugriff & Sicherheit: Berechtigungen, Akkreditierung (Credentials)
  • Gästeliste: Allgemein, Tickets & Kontingente (Gästeliste add-on only)
  • Mitarbeiter & Qualifikationen: Neue Mitarbeiter, Stammdatenformular, Tags & Qualifikationen
  • Schnittstellen: Lohnschnittstelle, BookZuck (with the Gastronomie add-on only)
  • Betrieb: Zeiterfassung
  • Portal & Inhalte: Landing Page, FAQs, Sprachen, Erinnerungen

Event Switcher

The Event Switcher is a dropdown at the top of the "Event planen" section. It displays the currently selected event name and date range.

How to Switch Events

  1. Click the Event Switcher button (shows the current event name with an up/down arrow icon).
  2. A dropdown opens showing the heading Events and a list of all events for the selected year.
  3. Click on any event to switch to it. Hidden events display an eye-off icon next to their name.
  4. If multiple years of events exist, a Jahr (year) selector appears at the bottom of the dropdown with a dropdown labeled "Jahr auswaehlen".

Keyboard Shortcut

You can quickly switch events using Ctrl+1 through Ctrl+9 (or higher two-digit numbers). The shortcut number corresponds to the event's position in the list for the current year.

No Events

If no events exist for the selected year, the dropdown shows: "Keine Events für [Year]". If no events exist at all, the sidebar shows a button: Event erstellen which navigates to the events page.

User Menu

At the bottom of the sidebar, your user profile is shown with your avatar, name, and email address. Clicking it opens a dropdown with:

Menu ItemDescription
StammdatenYour personal master data; a badge shows how complete it is
BenutzerkontoThe settings dialog for your own account
Zur Teamleiter-AppSwitches to the employee / team lead view
SpracheThe interface language -- System follows your device
AbmeldenLog out of the system

EVENTRA staff additionally see a Superadmin-Dashboard entry.

Language switching takes effect immediately

The selected language applies right away; it is also stored in your profile and therefore governs notifications and emails as well.

Mobile vs. Desktop Navigation

Desktop

  • The sidebar is always visible on the left side.
  • The settings sidebar appears as a second panel to the right of the main sidebar.
  • All navigation items are fully visible.

Mobile

  • The sidebar is hidden by default.
  • A floating circular button in the bottom-left corner opens it.
  • There is only one drawer: while you are in settings it opens the settings menu directly; Zurück zum Hauptmenü leads back.
  • The sidebar opens as an overlay and automatically closes when you navigate to a new page.

Permissions

Menu items you do not have permission to access appear grayed out with a lock icon and the text "Keine Berechtigung". Features that are not enabled for your organization show the text "Feature '[name]' nicht verfügbar". If you are a partial planner not assigned to any unit of the selected event, the reason reads "Sie sind keiner Einheit dieses Events zugewiesen". Items marked with a rainbow WIP badge are still in development.

Rights instead of tiers

The sidebar follows your rights. Every menu entry requires a specific right; if it is missing, the entry is greyed out ("Keine Berechtigung") or hidden.

RightWhat it unlocks
Planung in zugewiesenen EinheitenShift planning and the live overview -- but only for units you are assigned to in the selected event
Planung über alle Einheiten und EventsEvents, applications, the complete shift planning
Mitarbeiterdaten, Freigaben, Tags, LohnEmployees, to-dos, recognition
E-Mails, Vorlagen, Erinnerungen, Support-ChatE-mails, support chats
Zeiterfassung, Korrekturen, ZeitregelnTime tracking, pay rules
Monatsabschluss, Minijob, LohnexportThe entire payroll area incl. Stotax/DATEV
Gästeliste verwalten / EinlassGuest list, guest contacts
OrganisationsdateienFiles
AutomatisierungenWorkflows, automations
Einstellungen, Abrechnung, Lizenzen, BerechtigungenThe settings

Rights are granted via a preset (Einheitenplanung, Planung, Abrechnung, Administrator) or individually -- see Permissions.

Owners

Tenant owners cannot have their HR license removed; which rights they hold is defined by their rights set like for everyone else.

Troubleshooting

ProblemSolution
Dashboard shows "Willkommen im HR-Dashboard" with no dataYou have no events yet. Click Event erstellen or navigate to Events in the sidebar to create your first event.
Menu items appear lockedYou lack the required permission. Contact your organization administrator to adjust your role in Einstellungen > Berechtigungen.
Event switcher shows "Keine Events für [Year]"Change the year selector in the event switcher dropdown to a year that has events.
Profile warning appears about missing dataClick the "hier" link to complete your personal data (Stammdaten).

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