WorkBook

Update Gender via Employee Basic Settings

Depending on your role in WorkBook, you can view or modify the gender for employees in Resources.

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

To update an employee's gender:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Employee Settings Grid from the drop-down menu.
  3. Select the employee whose gender 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 Setting.
  6. In the Gender field, select an option.