Depending on your role in WorkBook, you can add whereabout profiles in
Time & Expense,
Resources, or
Finance & Administration.
Note: To complete this task, you must have access to
Allow time entry as defined in the employee cross-company setup under
Settings.
To add a whereabout profile:
-
Depending on your role in WorkBook, take any of the following actions:
- If you are an employee and you want to add a whereabout profile to your account, select one of the following options:
- Go to
Time & Expense and click
.
- Go to
Time & Expense, click
, and click
Whereabout
on the side toolbar of the grid.
- If you are a time sheet approver, manager, company administrator, or traffic manager and you want to add a whereabout profile to your employee's account, select one of the following options:
- Go to
Resources, select an employee in the main grid, click
Resource Information
/on the grid toolbar, and click
on the side toolbar of the employee card.
- Go to
Finance & Administration, click
, and select an employee in the right pane.
-
Click
Add
.
-
In the Set Up a Whereabout Profile dialog box,
specify the required information and click
OK.
Field
|
Description
|
Employee name
|
This field is pre-populated.
|
Type
|
Select a whereabout type.
Note: If
Company Variable 74 is enabled, you can only select whereabout types that are enabled for time tracking.
|
Date
|
Select a date.
Note: Company Variable 74 is enabled, you will not be able to create whereabout entries for a range of days.
|
Start Date / End Date
|
Select start and end dates.
Note: These fields are visible only if
Company Variable 74 is disabled.
Start Date and
End Date fields allow you to create whereabout entries for a range of days or for full days.
|
All day / Part of day
|
Select an option.
Note: These options are visible only if
Company Variable 74 is disabled.
|
Start time / End time
|
Select start and end times.
|
Comment
|
Enter a comment.
|
-