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:
-
On the main toolbar, click
Resources
.
-
On the right side of the grid toolbar, under the filter icon
, select Resource Default Grid from the drop-down menu.
-
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.
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On the grid toolbar, click
Resource Information
/
to display the employee card.
- On the side toolbar of the employee card, click .
-
To create a new whereabout profile, click
Add
on the top toolbar of the employee card.
- Use the fields and options in the Set Up a Whereabout Profile dialog box to create a whereabout profile for the selected employee.
-
To delete a whereabout profile, select the profile in the grid and click
Remove
on the top toolbar of the employee card.
Parent Topic: Employees