Defaults

Use the Defaults tab to maintain employee preference settings. You can also access these settings from the menu navigation area.

General

Locale

Use the drop-down box 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 the drop-down box 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 General Configuration screen.

If the Security Role of the employee viewing the record does not have modification rights, this field will be non-editable.

Currency

Select the employee's pay currency from the drop-down box. The available options are all the currencies set up with the Use checkbox 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 General Configuration screen.

Notification Method

Select the notification method from the drop-down box. This is the method by which the employee will be notified of expense tasks. The valid options are "Alert" and "Email." The default for new employees is the Notification Method value in the General Options tab of the General Configuration 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 checkbox 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 General Configuration screen.

Deltek Time

If you are not licensed for Deltek Time, this section will be disabled.

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 Time Configuration screen.

Auto Load Favorites

Select this checkbox if you want the charges in your Favorites table that have the Load checkbox selected to be loaded when you open a new timesheet. The default for new employees reflects the value of Auto Load Favorites checkbox in the Miscellaneous tab of the Time Configuration screen.

Deltek Expense

If you are not licensed for Deltek Expense, this section will be disabled.

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 Expense Configuration screen.

Time Zone Settings

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 General Configuration screen.

 

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