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: Hard Edit Soft Edit No Edit If you select Hard Edit and the starting or ending date is outside the allowed range of dates, the employee will receive an error and will not be able to save his timesheet. If you select Soft Edit and the starting or ending date is outside the allowed range of dates, the employee will be able to save his timesheet after responding to a warning message.
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: Single Sign-on Active Directory Single Sign-On or Active Directory Windows Domain and Active Directory Certificate SSO 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: Selected - If Active Directory ID is empty, the user is not created, unless Login ID does not match the Employee ID. This mechanism prevents the Employee ID from becoming a default value for Active Directory ID. Clear - If Active Directory ID is empty, the user is created. The Active Directory ID field defaults to the value in the Login ID field (Configuration » Resources » Manage Resource Information). 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: Future hours and revision audits while saving of the timesheet The default date on the Daily Floor Check Inquiry screen The default date in the calendar on the Manage Timesheets screen The timesheet period that should display when selecting the Manage Timesheets screen The default expense report date in the Manage Expense Report and Manage Expense Authorization screen When the Deltek Workforce is shipped, “America/New_York” is set as the default application server time zone code.