Settings

Use Settings pages to establish an employee record. Pages are provided to help you capture personal information, contact information, scheduling parameters, and time-related information such as time zone and project/task/activity assignment. In addition, if your organization uses special attributes, you can select them on the attributes window.

Adding an Employee

1. Select Employees from the main menu.

2. Select an employee or Employees > Add or Add to add a new employee.
   Example:
   

3. Type First Name, Last Name, Username, Password, and External Id, if you are coordinating with external systems.

4. Select Add.
   Settings > Personal page displays First Name, Last Name, and Username.

Adding Personal Info

1. Select the Personal tab if not already selected.
   Employees > Settings > Personal window displays.
   Example:
   

2. Enter Start Date and Birth Date, especially if you want to use these dates as criteria in filling a bid board.

3. Enter any additional information and select Save.

4. To terminate an employee or change employee status to Inactive, select Terminate.
   Terminate >> Employee window displays.
   Example:
   

5. Enter Terminate Date and select Terminate.

6. Select Save.

Adding Contact Info

1. Select the Contact tab.
   Employee > Settings > Contact window displays.
   Example:
   

2. Enter Employee contact information and select Save.
   Note: Many organizations ask Employees to enter this information in the Employee portal.

Adding Schedule Info

1. Select the Schedule tab.
   Employee > Settings > Schedule window displays.
   Example:
   

2. Make necessary changes to the default information that displays and select Save.

3. To add Crew and or Pay Rate information, log into a location. Then, select Employees > Settings > Schedule.
   Employees > Settings > Schedule window displays Crew and PayRate fields.
   Example:
   

Adding Time Info

1. Select the Time tab.
   Employees > Settings > Time window displays.
   Example:
   

2. Make any changes to the Time Zone if the Location Setting is not applicable to this employee.

3. Select a Project/Task and Activity if you want them to display by default on the employee time settings for Clock and Card.

4. Select Save.

Adding Attributes Info

1. Select the Attributes tab.
   Employees > Settings > Attributes window displays.
   Example:
   

2. Select appropriate attributes and select Save.
   Note: To add attributes and make them available for selection, go to Organization > Custom > Attributes. Role permissions are required.

3. Once you have added Employee Settings, see Deployments.