Defaults Subtask
Use the Defaults subtask screen to maintain employee preference settings. You can also access these settings from the menu navigation area.
General
Field | Description |
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Locale |
Use to select the locale that you want to use. The available values are the combinations of country and language code descriptions that have been configured for your system. |
Security Role |
Use to select the security role for the employee. The available options are all roles set up in the Security Roles screen in the General Setup menu. The default for new employees is the Security Role value in the General Options tab of the Configure General Settings screen. If the Security Role of the employee viewing the record does not have modification rights, this field will be non-editable. |
Currency |
Use to select the employee's pay currency. The available options are all the currencies set up with the Use check box selected in the Currencies screen in the General Setup menu. The default for new employees is the Currency value in the General Options tab of the Configure General Settings screen. |
Notification Method |
Use the drop-down box to select the notification method. This is the method by which the employee will be notified of expense tasks. The valid options are Alert andEmail. The default for new employees is the Notification Method value in the General Options tab of the Configure General Settings screen. |
Location |
Enter the employee's default location. The system will use this information as the default on expense reports when the employee is selected as an attendee for Meals and/or Entertainment expenses. This field is optional on both the Employee Information screen, and the Expense Report. |
Title |
Enter the title that the employee has in the company. The system will use information as the default on expense reports when the employee is selected as an attendee for Meals and/or Entertainment expenses. This field is optional on the Employee Information screen, but could be required for the expense depending on if it is a required input option on the Meals and/or Entertainment Expense Types. |
Show Menu |
Select this check box if you want the navigation menu to be displayed when the employee logs into the system. The default for new employees is the value from the General Options tab of the Configure General Settings screen. |
Deltek Time
If you are not licensed for Deltek Time, this section does not display.
Field | Description |
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Number of MyTimesheets |
Use the drop-down box to select the number of timesheets that can display on the desktop. The available values are 1 to 25. The default for new employees is the value from the Miscellaneous tab of the ConfigureTime Settings screen. |
Auto Load Favorites |
Select this check box if you want the charges in your Favorites table that have the Load check box selected to be loaded when you open a new timesheet. The default for new employees reflects the value of Auto Load Favorites check box in the Miscellaneous tab of the ConfigureTime Settings screen. |
Deltek Expense
If you are not licensed for Deltek Expense, this section does not display.
Field | Description |
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Number of MyExpense Reports |
Use the drop-down box to select the number of expense reports that can display on the desktop. The available values are 1 to 25. The default for new employees is the value from the Miscellaneous tab of the Configure Expense Settingsscreen. |
Number of Expense Authorizations |
Use the drop-down box to select the number of expense authorizations that can display on the desktop. The available values are 1 to 25. The default for new employees is the value from the Miscellaneous tab of the Configure Expense Settings screen. |
Time Zone Settings
Field | Description |
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Time Zone |
Use the drop-down box to select the time zone in which this employee resides. The list contains all of the time zones currently used throughout the world. The default value is the time zone that was configured as the default time zone in the General Options tab of the Configure General Settings screen. |