View or Update an Employee's Basic Settings

Depending on your role in WorkBook, you can view or modify the basic settings for employees in Resources. These settings include the employee name, manager, time sheet approver, time entry requirements, position, department, employment type, report profile, and default activity.

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

To view or update an employee's basic settings:

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 basic settings you want to view or modify 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 > Employee Basic Settings.
6. Update the employee's basic settings as needed.