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.

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

To view or create an employee whereabout profile:

  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 whereabout 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 > Whereabout.
  6. To create a new whereabout profile, click Add on the top toolbar of the employee card.
  7. Use the fields and options in the Set Up a Whereabout Profile dialog box to create a whereabout profile for the selected employee.
  8. To delete a whereabout profile, select the profile in the grid and click Remove on the top toolbar of the employee card.