Procedures
Use the procedures in this section to view all of your employees on one page and configure employee settings such as initials, license type, and access role.
To use Employee Settings in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.
- Related Topics:
- Enable Resources
Use Employee Settings in the Employee Settings submodule in the Settings module to enable selected resources. - Disable Resources
Use Employee Settings in the Employee Settings submodule in the Setting module to disable selected resources. - Deactivate an Employee From the Employee Card
Depending on your role in WorkBook, you can deactivate an employee from the employee card. The deactivation can be temporary or permanent. You cannot deactivate employees who have active transactions in WorkBook. - Deactivate an Employee from the Main Resources or Employee Settings Grid
Depending on your role in WorkBook, you can deactivate employees from the main grid in Resources or Employee Settings. The deactivation can be temporary or permanent. You can also deactivate an employee from the employee card. You cannot deactivate employees who have active transactions in WorkBook. - Permanently Deactivate Employees
Depending on your role in WorkBook, you can permanently deactivate employees from Resources or Settings. - Reset a Password and Email it to a User
Use Employee Settings in the Employee Settings submodule in the Settings module to reset passwords and email temporary passwords to affected users. - Search for Employee Accounts
Use Employee Settings in the Employee Settings submodule in the Settings module to search for employee accounts. - Display Employee Information Card
Use Employee Settings in the Employee Settings submodule in the Settings module to display the information cards of selected employees. - Filter Employee Accounts
Use Employee Settings in the Employee Settings submodule in the Settings module to filter employee accounts. - 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. - Add a Gender Term
Use Employee Settings in the Employee Settings submodule in the Settings module to add gender terms. - Edit or Delete Gender Terms
Use Employee Settings in the Employee Settings submodule in the Settings module to modify or delete custom gender terms. - Update Gender of Employee via Employee Settings
Use Employee Settings in the Employee Settings submodule in the Settings module to update the gender information of selected employee accounts. - Require Employees to Track Time on Their Whereabout Entries
Depending on your role in WorkBook, you can require selected employees to track their time on whereabout entries. This is useful if you want to compare the whereabout hours with the timesheet hours when approving timesheets. To require employees to track time on their whereabouts, you must set Company Variable to 3 - Required for Some Employees.
Parent Topic: Employee Settings