Edit Actions for Employees

Use Calendar Sync in the Advanced Settings submodule in the Settings module to edit actions for employees.

To use Calendar Sync in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit the actions for an employee:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the employee for whom you want to edit the actions.
  3. In the left pane of the Settings page, click Advanced Tools > Calendar Sync.
  4. Highlight the employee for whom you want to edit actions.
  5. Double-click on the Action field and use the drop-down list to select the action.