Use the Defaults tab of the Manage Resource Information screen to maintain employee preference settings. You can also access these settings from the menu navigation area.
General
| Field | Description |
|---|
| 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 check box 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 anfEmail. 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 check box 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 does not display.
| Field | Description |
|---|
| 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 check box if you want the charges in your
Favorites table that have the
Load check box selected to be loaded when you open a new timesheet. The default for new employees reflects the value of
Auto Load Favorites check box in the
Miscellaneous tab of the
Time Configuration
screen.
|
Deltek Expense
If you are not licensed for Deltek Expense, this section does not display.
| Field | Description |
|---|
| 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.
|
| Number of Expense Authorizations
|
|
Time Zone Settings
| Field | Description |
|---|
| 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.
|
