Use the General tab of the Manage Preferences screen to specify general configuration preferences.
Screen Fields
| Field | Description |
|---|
| Time Zone
|
Use the drop-down list 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.
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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 |
|---|
| 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 check box selected in the
Functional Roles screen.
|
| Group
|
From the
Group drop-down list, select the Group that will be delegated. The drop-down list displays all of the employee groups where you have the functional role selected in the
Delegating Role column.
For example, 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 list displays all employees set up as Supervisors for the employee group selected in the
Group column.
|
| Start Date
|
Click
 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
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.
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