Display the Employee Card Dialog Box

This dialog box displays from various applications.

  1. Use the instructions in the following table to display the Employee Card dialog box from a specific application.
    Application Instructions
    Timesheet
    1. In the Navigation pane, select My Stuff > Timesheet.
    2. Open a timesheet.
    3. Click the employee's name at the top of the timesheet.
    Expense Report
    1. In the Navigation pane, select My Stuff > Expense Report.
    2. Open an expense report.
    3. Click the employee's name at the top of the expense report.
    Approval Center
    1. In the Navigation pane, select My Stuff > Approval Center.
    2. On the Approval Center form, select an approval record type in the field beside the Approval Center heading.
    3. In the grid on the Approval Center form that displays the records to approve, click the employee's name in the Employee Name field.
    Projects hub — Plan form
    1. In the Navigation pane, select Hubs > Projects > Plan.
    2. Select a project.
    3. Click the Labor tab.
    4. Click and then click beside an entry in the Level/Resource field to expand the entry (work breakdown structure) so an employee's name is visible.
    5. Click the employee's name.
    Resource View
    1. In the Navigation pane, select Resource Management > Resource View.
    2. Search for resources.
    3. In the resource view grid, click an employee name in the Resource/Level column.
    Project View
    1. In the Navigation pane, select Resource Management > Project View.
    2. Select a project.
    3. Click and then click beside an entry in the Level/Resource field in the grid to expand the entry (work breakdown structure) so an employee's name is visible.
    4. Click the employee's name.