General Options Tab
Use this tab to specify the general options you wish to use such as notification method, authentication method, and time zone.
Defaults
Field | Description |
---|---|
Account Type Code |
Select the UDT01 Type that you want to use as a default for imported records that do not have a UDT01 Type code. |
Employee Security Role |
Select the security role that you wish to use as a default for new employee records that are added or imported into the system. Note: See the
Manage Security Roles
section of the Deltek Time Collection Getting Started Guide for more information.
|
Subcontractor Security Role |
Select this option provides a more restrictive default role for subcontractor resources who are added or imported into Time & Expense. When importing resources, if a security role is not provided for a new resource, the Subcontractor Security Role is applied by default of the resource is classified as a subcontractor. |
Date Edit |
Select the type of date edit that you want performed on starting and ending dates. It will be used as the default value for the UDT01 and UDT02 date edit and the for UDT01 and UDT02 imported records. The valid options are:
|
Currency |
Select the currency that will be used as the default when you create new employee records. This currency is also used as the base currency on expense reports. The available options are those with the Use check box selected in the Manage Currencies screen under Expense Controls. They are listed in alphabetical order. |
Notification Method |
Select the notification method that will be used as the default when you create new employee records and when an employee initially logs in to Deltek Time\Expense. This notification method is also used in conjunction with the workflow process. The available options are Task and Email. |
Employee ID not allowed as Login ID |
This setting is enabled only if you selected one of the following (non-Database) authentication methods:
When one of the above listed authentication methods is in use, a Time & Expense user cannot be created unless the Active Directory ID field (Configuration » Resources » Manage Resource Information) contains a value. To ensure that the user is created without delay, Time & Expense will complete the Active Directory ID field with a default value if it is empty. This check box enables you to control how Time & Expense responds if Active Directory ID is empty when a Time & Expense user is created. When the user is created and Active Directory ID is empty, and this check box is not selected, the value in the Login ID field is used to complete the Active Directory ID field. Note, however, that the Login ID field itself defaults to the Employee ID. Therefore, for customers who do not want the Active Directory ID to match the Employee ID, the standard defaults would be undesirable. Depending on whether
Employee ID not Allowed as Login ID
is selected or clear at the time users are created, the following occurs:
If you do not want to select this check box, but you also do not want Active Directory ID to default to the Employee ID, you must ensure that the Login ID field contains a value that is also appropriate as the Active Directory ID. |
Server Settings
Field | Description |
---|---|
Time Zone |
This Lookup displays both the time zone code and description from the Time Zone table delivered with Deltek Workforce. The default is "Eastern Standard Time (America/New_York)." The value selected from this Lookup determines the server's time zone. The system will compare it with the user's time zone when performing the following edits:
When the Deltek Workforce is shipped, “America/New_York” is set as the default application server time zone code. |