Add or Delete Employee Custom Codes

Depending on your role in WorkBook, you can add multiple custom codes to employees in Resources. You can also delete custom codes that you no longer need.

Note: You must have permission to add, delete, and modify resources to complete this task.

To add or delete employee custom codes:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the employee to which you want to add or delete custom codes from by completing any of the following actions:
   • In the Search in Grid field, enter the name of the employee, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
4. On the grid toolbar, click Resource Information / to display the employee card.
5. On the side toolbar of the employee card, click Settings > Custom Codes.
6. On the top toolbar of the employee card, click Add Custom Code Reference .
7. In the Add New Reference dialog box, enter the reference type and code value, then click OK.
8. To delete a contact custom code, select it from the grid and click Remove Custom Code Reference on the card toolbar.