General Tab of the Preferences Screen

Use this screen to specify general preferences.

Locale

Select the locale that you wish to use when you log on to Deltek Time & Expense with ESS. The locale is a combination of the country code and language code. When you change the locale, the language for field labels on the login screen change to match the locale you selected.

The default country code and language code "United States/English" displays the first time you enter this screen.

The other language/locale choices include the following:

If your Web browser accepts cookies, Deltek Time and Expense with Employee Self Service retains your locale/language preferences for future use. Otherwise, English is the default language.

Notification Method

Select the type of notification you wish to receive when workflow events are sent. The available options are "Alert" and "Email." The selection in the Notification Method field in the General Options tab of the General Configuration screen defaults here when you initially enter this screen.

This field is currently used only in the Expense workflow events.

Time Zone

Use the drop-down box to select the time zone in which you reside. The list contains all of the time zones currently in use around the world. When you enter timesheets or expense reports, the system will compare the time zone to the server’s time zone to determine whether or not you are allowed charge time against the charges you have selected.

Text/Icon

This option controls whether the icons that display in the Time & Expense with ESS toolbar display with text or without.

If you are new to Time & Expense with ESS, displaying the text will help you identify the function of each icon. After you familiar with the icons, you can hide the text by selecting Icon Only from the drop-down menu.

Password Self Reset

Answer

In the event that you forget your password for Time & Expense with ESS, you may be allowed to reset it yourself by correctly answering a predefined security question. If your user profile allows this, you will provide the correct answer the first time you log in.

If you later need to change the answer, you can do so by typing the new answer in the Answer field.

The security question and your answer to it, as displayed here, are used to verify your identity when you click Forgot Password on the login screen.

Delegation

Delegation

Deltek Workforce enables employees to assign their tasks to another individual or individuals when they are unable to perform those tasks themselves. They can narrow down the list of who does which task by Employee Group and then by individual person. For example, if a supervisor is going on vacation for a week, he can delegate his timesheet approvals to one person and his expense report and expense authorization approvals to another.

If you are authorized to do so, use the Delegation area to select individuals who can perform tasks on your behalf.

Field

Description

Add Line

Click Add Line to add a delegate to the grid. When you click Add, the Delegation dialog box displays.

Delete Line

To delete a line, select the check box next to the line you want to remove and click Delete Line.

Delegating Role

From the Delegating Role drop-down list, select the functional role that you want delegated. The drop-down box lists all of the functional roles where you are listed as a "Supervisor" in the Employee Groups screen and that have the Allow Delegation checkbox selected in the Functional Roles screen.

Group

From the Group drop-down list, select the Group that will be delegated. The drop-down box lists all of the employee groups where you have the functional role selected in the Delegating Role column.

For example, let's say you have a functional role of "Primary Supervisor" over the following employee groups: "Group ABC" and "Group XYZ." You have a functional role of "Backup Supervisor" over the following employee groups: "Group 123" and "Group 456." If you select "Primary Supervisor" in the Delegating Role column, the groups listed will be "Group ABC" and "Group XYZ," but NOT "Group 123" and "Group 456."

Delegate

From the Delegate drop-down list, select the individual that you want to receive the tasks of the functional role selected in the Delegating Role column. The drop-down box lists all employees set up as Supervisors for the employee group selected in the Group column..

Start Date

Click grid_calendar-lookup2.gif to select the date upon which the delegate shall commence delegate responsibilities for you. All tasks that are assigned to you will also be assigned to the delegate starting on the selected date.

End Date

Click grid_calendar-lookup2.gif to select the date upon which the delegate shall end delegate responsibilities for you. Tasks will no longer be assigned to the delegate after the selected date.

Active

Select the active check box to activate the delegation task on the individual's desktop. This check box is used when this feature is set up for an extended period (for example from Jan 1 through Dec 31) and the user would like the option of turning it on or off without having to re-configure it each time.