View or Update Employee Information

Depending on your role in WorkBook, you can update employee information such as the employee's name, position, phone number, email, address, skills, and interest groups in Resources.

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

To update employee information:

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 whose information you want to update 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 Information .
6. Update the employee information as needed.