Employees Use the procedures in this section to view or update employee information and settings. Related Topics: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. 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 employees from the employee card. You cannot deactivate employees with active transactions in WorkBook. Deactivate an Employee From the Employee Card Depending on your role in WorkBook, you can deactivate employee from the employee card. The deactivation can be temporary or permanent. You cannot deactivate employees with active transactions in WorkBook. Permanently Deactivate Employees Depending on your role in WorkBook, you can permanently deactivate employees from Resources or Settings. Anonymize Deactivated Employees Depending on your role in WorkBook, you can anonymize deactivated employees from the employee card. Anonymizing an employee is an irreversible process and deletes information associated with the employee, such as resource and resource profile information, custom codes, interests, skills, changelogs, mail imports, and creditor mappings. Duplicate Employees From the Employee Card Depending on your role in WorkBook, you can duplicate employees from the employee card. You can also duplicate employees from the main grid in Resources. Reset an Employee's User Settings Depending on your role in WorkBook, you can reset an employee's user settings from the employee card. This process deletes the user settings defined for the selected employee. View Tasks Assigned to an Employee Depending on your role in WorkBook, you can display the tasks assigned to an employee using different views in the employee card in Resources. Mark Task as Done for an Employee Depending on your role in WorkBook, you can mark employees as done on the tasks assigned to them In Resources. Update Task Progress for an Employee Depending on your role in WorkBook, you can update task progress for employees in Resources. You can also update task progress in the job card in Jobs. Enter Time for Employees Depending on your role in WorkBook, you can enter time for other employees in Resources. Add a Whereabout Profile Depending on your role in WorkBook, you can add whereabout profiles in Time & Expense, Resources, or Finance & Administration. Delete a Whereabout Profile Depending on your role in WorkBook, you can delete whereabout profiles in Time & Expense, Resources, or Finance & Administration. Enter Your Time on Tasks Assigned to Other Employees Depending on your role in WorkBook, you can enter your own time in Resources on tasks assigned to another employee. Workbook saves the time in Time & Entry. For example, if you are the employee's manager and you also need to enter your own time for the task that the employee is working on. Use Timer to Enter Your Time in Resources Depending on your role in WorkBook, you can use a timer to save your time in Resources for tasks that are assigned to other employees. Starting the timer prompts Workbook to record the time until you stop it. You can then save the recorded time on your time sheet in Time & Expense. This is useful if you want to record the exact duration that an employee was working on a task. View or Join Employee Task Conversations Depending on your role in WorkBook, you can view conversations about tasks that are assigned to other employees in Resources. View Task Briefing Tabs From Resources Depending on your role in WorkBook, you can view briefing tabs for tasks that are assigned to other employees in Resources. You can also view the task briefing tabs in Jobs and Tasks. Display Task Cards From Resources Depending on your role in WorkBook, you can display task cards from the employee card in Resources. You can also display task cards in Jobs and Tasks. Create One-on-One Conversations on a Task Depending on your role in WorkBook, you can have one-on-one task conversations with employees in Resources. All one-on-one conversations are private - only you and the employee that you are having the conversation with have access to the conversation. You can also view your one-on-one conversations in Inbox. View Conversations That an Employee is On Depending on your role in Workook, you can view the conversations that employees are on in Resources. View Tasks That an Employee is On Depending on your role in WorkBook, you can view the tasks that employees are on in Resources. View Jobs That an Employee is On Depending on your role in WorkBook, you can view the jobs that employees are on in Resources. View an Employee's Job Statistics and Charts Depending on your role in WorkBook, you can view employee statistics and charts in Resources. These include job distribution charts, time entry charts, login history, and report statistics. View an Employee's Absence and Holiday History Depending on your role in WorkBook, you can view an employee's absence and holiday history in Resources. You can also create absence entries for other employees. Submit an Absence Request for an Employee Depending on your role in WorkBook, you can submit absence requests for other employees in Resources. 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. View or Update an Employee's Login Settings Depending on your role in WorkBook, you can view or modify the login and company-access settings for employees in Resources. These settings include the LDAP options, domain login name, and password. View or Update an Employee's Client-Access Settings Depending on your role in WorkBook, you can view or modify the client-access settings for employees in Resources. You can also copy the client-access settings from one employee to another. Copy an Employee's Coss-company Access Settings to Other Employees (Resources) Copy to come. 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. Reset Employee Passwords Depending on your role in WorkBook, you can reset employee passwords in Resources. You can also reset employee passwords in Settings. View or Update an Employee's Rates and Billable Targets Depending on your role in WorkBook, you can view or modify the rates and billable targets for employees in Resources. The rate is the billable hourly amount that you charge the client for every employee working on a particular job (this is also on price lists), while the billable target is the percent of billable time that you expect from the employee. View or Update an Employee's Team Settings Depending on your role in WorkBook, you can view or modify the team settings for employees in Resources. View or Update an Employee's Capacity Profile Depending on your role in WorkBook, you can view or modify an employee's capacity profile in Resources. Capacity profiles help ensure that you do not overschedule or underschedule your employees. A basic capacity profile consists of an ideal booking time, basic time, flex hours, maximum booking hours, and work start and end times. View or Create Employee Whereabout Profiles Depending on your role in WorkBook, you can view or define an employee's whereabout profiles in Resources. A whereabout profile shows an employee's work location for a specific period of time. For example, you can select and configure a whereabout profile indicating that an employee is working from home part time or full time for a specific number of days, weeks, months, or years. View Employee Changelogs Depending on your role in WorkBook, you can view an employee's changelogs in Resources. View or Define Reporting Dimensions for an Employee Depending on your role in WorkBook, you can view or create reporting dimensions for employees in Resources. Dimensions enable you to generate reports based on common attributes and values, thereby making it easier for data to be analyzed in a more targeted way. For example, using dimensions, you can generate reports based on job types or profit centers. Add External References to an Employee Depending on your role in WorkBook, you can add external references to employees in Resources. Update Gender via Employee Basic Settings Depending on your role in WorkBook, you can view or modify the gender for employees in Resources. Update the Gender of an Employee via Employee Settings Grid Depending on your role in WorkBook, you can view or modify the gender for employees in Resources. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresEmployees
Employees Use the procedures in this section to view or update employee information and settings. Related Topics: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. 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 employees from the employee card. You cannot deactivate employees with active transactions in WorkBook. Deactivate an Employee From the Employee Card Depending on your role in WorkBook, you can deactivate employee from the employee card. The deactivation can be temporary or permanent. You cannot deactivate employees with active transactions in WorkBook. Permanently Deactivate Employees Depending on your role in WorkBook, you can permanently deactivate employees from Resources or Settings. Anonymize Deactivated Employees Depending on your role in WorkBook, you can anonymize deactivated employees from the employee card. Anonymizing an employee is an irreversible process and deletes information associated with the employee, such as resource and resource profile information, custom codes, interests, skills, changelogs, mail imports, and creditor mappings. Duplicate Employees From the Employee Card Depending on your role in WorkBook, you can duplicate employees from the employee card. You can also duplicate employees from the main grid in Resources. Reset an Employee's User Settings Depending on your role in WorkBook, you can reset an employee's user settings from the employee card. This process deletes the user settings defined for the selected employee. View Tasks Assigned to an Employee Depending on your role in WorkBook, you can display the tasks assigned to an employee using different views in the employee card in Resources. Mark Task as Done for an Employee Depending on your role in WorkBook, you can mark employees as done on the tasks assigned to them In Resources. Update Task Progress for an Employee Depending on your role in WorkBook, you can update task progress for employees in Resources. You can also update task progress in the job card in Jobs. Enter Time for Employees Depending on your role in WorkBook, you can enter time for other employees in Resources. Add a Whereabout Profile Depending on your role in WorkBook, you can add whereabout profiles in Time & Expense, Resources, or Finance & Administration. Delete a Whereabout Profile Depending on your role in WorkBook, you can delete whereabout profiles in Time & Expense, Resources, or Finance & Administration. Enter Your Time on Tasks Assigned to Other Employees Depending on your role in WorkBook, you can enter your own time in Resources on tasks assigned to another employee. Workbook saves the time in Time & Entry. For example, if you are the employee's manager and you also need to enter your own time for the task that the employee is working on. Use Timer to Enter Your Time in Resources Depending on your role in WorkBook, you can use a timer to save your time in Resources for tasks that are assigned to other employees. Starting the timer prompts Workbook to record the time until you stop it. You can then save the recorded time on your time sheet in Time & Expense. This is useful if you want to record the exact duration that an employee was working on a task. View or Join Employee Task Conversations Depending on your role in WorkBook, you can view conversations about tasks that are assigned to other employees in Resources. View Task Briefing Tabs From Resources Depending on your role in WorkBook, you can view briefing tabs for tasks that are assigned to other employees in Resources. You can also view the task briefing tabs in Jobs and Tasks. Display Task Cards From Resources Depending on your role in WorkBook, you can display task cards from the employee card in Resources. You can also display task cards in Jobs and Tasks. Create One-on-One Conversations on a Task Depending on your role in WorkBook, you can have one-on-one task conversations with employees in Resources. All one-on-one conversations are private - only you and the employee that you are having the conversation with have access to the conversation. You can also view your one-on-one conversations in Inbox. View Conversations That an Employee is On Depending on your role in Workook, you can view the conversations that employees are on in Resources. View Tasks That an Employee is On Depending on your role in WorkBook, you can view the tasks that employees are on in Resources. View Jobs That an Employee is On Depending on your role in WorkBook, you can view the jobs that employees are on in Resources. View an Employee's Job Statistics and Charts Depending on your role in WorkBook, you can view employee statistics and charts in Resources. These include job distribution charts, time entry charts, login history, and report statistics. View an Employee's Absence and Holiday History Depending on your role in WorkBook, you can view an employee's absence and holiday history in Resources. You can also create absence entries for other employees. Submit an Absence Request for an Employee Depending on your role in WorkBook, you can submit absence requests for other employees in Resources. 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. View or Update an Employee's Login Settings Depending on your role in WorkBook, you can view or modify the login and company-access settings for employees in Resources. These settings include the LDAP options, domain login name, and password. View or Update an Employee's Client-Access Settings Depending on your role in WorkBook, you can view or modify the client-access settings for employees in Resources. You can also copy the client-access settings from one employee to another. Copy an Employee's Coss-company Access Settings to Other Employees (Resources) Copy to come. 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. Reset Employee Passwords Depending on your role in WorkBook, you can reset employee passwords in Resources. You can also reset employee passwords in Settings. View or Update an Employee's Rates and Billable Targets Depending on your role in WorkBook, you can view or modify the rates and billable targets for employees in Resources. The rate is the billable hourly amount that you charge the client for every employee working on a particular job (this is also on price lists), while the billable target is the percent of billable time that you expect from the employee. View or Update an Employee's Team Settings Depending on your role in WorkBook, you can view or modify the team settings for employees in Resources. View or Update an Employee's Capacity Profile Depending on your role in WorkBook, you can view or modify an employee's capacity profile in Resources. Capacity profiles help ensure that you do not overschedule or underschedule your employees. A basic capacity profile consists of an ideal booking time, basic time, flex hours, maximum booking hours, and work start and end times. View or Create Employee Whereabout Profiles Depending on your role in WorkBook, you can view or define an employee's whereabout profiles in Resources. A whereabout profile shows an employee's work location for a specific period of time. For example, you can select and configure a whereabout profile indicating that an employee is working from home part time or full time for a specific number of days, weeks, months, or years. View Employee Changelogs Depending on your role in WorkBook, you can view an employee's changelogs in Resources. View or Define Reporting Dimensions for an Employee Depending on your role in WorkBook, you can view or create reporting dimensions for employees in Resources. Dimensions enable you to generate reports based on common attributes and values, thereby making it easier for data to be analyzed in a more targeted way. For example, using dimensions, you can generate reports based on job types or profit centers. Add External References to an Employee Depending on your role in WorkBook, you can add external references to employees in Resources. Update Gender via Employee Basic Settings Depending on your role in WorkBook, you can view or modify the gender for employees in Resources. Update the Gender of an Employee via Employee Settings Grid Depending on your role in WorkBook, you can view or modify the gender for employees in Resources. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresEmployees