Employee Settings
Use the Employee Settings submodule in the Settings module to configure employee settings such as default and exception capacity profiles, creditor mappings, Cross-Company access, positions, rates and billable targets, and teams. Employee Settings provides the following:
- Default Capacity Profile
- Employee Creditor Mappings
- Employee Cross-Company Access
- Employee Settings
- Exception Capacity Profiles
- Positions
- Rates & Billable Targets
- Teams
- Related Topics:
- Default Capacity Profile
Use Default Capacity Profile in the Employee Settings submodule in the Settings module to configure the default capacity profile for your Company and for all of the Companies in your WorkBook system. You can update the ideal booking, basic time, flex hours, maximum booking, and work time in the default capacity profile. You can also add multiple default capacity profiles and create and delete default capacity profiles. - Employee Creditor Mappings
Use Employee Creditor Mappings in the Employee Settings submodule in the Settings module to map employees to creditor accounts that you dan use for reimbursing personal expenses, mileage, or subsistence allowances. You can create and delete employee creditor mappings. You can also remove creditors from open entries. - Employee Cross-Company Access
Use Employee Cross-Company Access in the Employee Settings submodule in the Settings module to configure Cross-Company access for your employees. You can enable or disable your employees from performing functions such as logging time entries, registering vouchers, and accessing jobs. - Employee Settings
Use Employee Settings in the Employee Settings submodule in the Settings module to view all of your employees on one page and configure employee settings such as initials, license type, and access role. You can enable and disable resources and reset passwords and email them to users. You can also configure employee settings in . - Exception Capacity Profiles
Use Exception Capacity Profiles in the Employee Settings submodule in the Settings module to configure capacity profiles that can be followed for special cases or one-off situations. You can create, delete, and rename capacity profile exceptions. You can also recalculate the capacity calendar. - Positions
Use Positions in the Employee Settings submodule in the Settings module to configure roles or positions. In WorkBook, you can use positions to identify a group or department to which you want to assign a task, instead of assigning the task to a specific individual. You can add and delete positions. You can also update the description and group scheduling resource of each position. - Rates & Billable Targets
Use Rates & Billable Targets in the Employee Settings submodule in the Settings module to configure the rates and billable targets of your resources. You can add and delete resources and then update their cost per hour, estimated sale per hour, billable target percentage, and fixed Inter-Company rate. You can filter the employee list according to role and update the rates and targets for each individual employee. - Teams
Use Teams in the Employee Settings submodule in the Settings module to set up and manage teams. In WorkBook, you can use teams to identify which set of resources you want to work on a particular job. You can add, duplicate, delete, merge, and update teams. You can also add and delete members from teams. - Whereabout
Use Whereabout in the Employee Settings submodule in the Settings module to set up and manage whereabout types. In WorkBook, you can select whereabout types when setting up a whereabout profile for an employee. You can add, edit, remove, and enable whereabout types.
Parent Topic: Settings