Your employees' Time & Activities profile allows you to determine how they fill out their timesheets / activity reports.
In this article, we will review how to assign a profile to an employee or change the profile assigned to them.
Wish to learn more about creating and configuring your Time & Activites profiles? Click here: Create or modify a Time & Activities profile
Who is concerned by this article?
Eurécia administrators subscribed to the Time & Activities module.
What we'll go over in this article:
- Editing the Time & Activities profile in the employee sheet
- Fill in the default Time & Activity profile
Estimated reading time: 1'30
Editing the Time & Activities profile in the employee sheet
Access: Menu > Admin area > General parameters > Employees & Users
- Open the employee sheet by clicking on it
- Open the Rules tab
- Select the desired Time & Activities profile
- Don't forget to save!
Select the company's default Time & Activities profile
Access: Menu > Admin area > General parameters > Company record > Configuration tab
- Open the company record and go to the 'Configuration' tab
- Indicate what the default Time & Activities profile is for my colleagues in the 'User default settings' box.
- Don't forget to save.
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Please note! If you use automatic user imports, it will be essential to modify your import template in order for it to match with this new data. All the important information regarding automatic imports/exports is in this article!: Data synchronization: automatic import/export |
Keywords associated with this article:
Profile - sheet - time - activities - tab - hour - day - hours - days - entry - employee - collaborator - admin - company - default - file
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