View Employee Information
From some applications, you can open the Employee Card dialog box to quickly review relevant employee information to help you make decisions about entering information in those applications.
The applications from which you can open the Employee Card dialog box are: Timesheets, Expense Reports, Approval Center, Resource View, Project View, and the Project hub in Planning mode.
To view information about an employee from within various other applications:
- Open one of the applications listed above, and select a record.
- In the application, navigate to an employee's name, wherever it is located, and click it. For example, in Timesheets, the employee name is in the upper left corner of the Timesheets form. In Resource View, the employee name is located in the grid in the Resource Level column.
- In the Employee Card dialog box, use the tabs to review general information, skills and credentials, projects and opportunities that the employee is associated with, and other employee information.
- Use the Actions drop-down menu on the Employee Card dialog box to open the Employee hub and see the complete information for the employee.
- To close the Employee Card dialog box, click X in the upper right corner.