Edit Settings of Employee Accounts

Use Employee Settings in the Employee Settings submodule in the Settings module to edit the settings of selected employee accounts.

To use Employee Settings in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit the settings of a selected employee account:

  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 account for which you want to edit the settings.
  3. In the left pane of the Settings scpagereen, click Employee Settings > Employee Settings.
  4. Highlight the employee account for which you want to edit the settings, and select or deselect the following check boxes:
    • User Must Enter Time Sheet: Select to require the employee to enter a timesheet.
    • Receive Time Sheet Notification Email: Select so that the employee receives timesheet notification messages via email.
    • Time Entry Dialogue to Appear upon Login: Select so that the time entry dialogue appears when the employee logs in.
    • Allow Saving of New Job Based Templates: Select to allow the employee to save new job-based templates.