Property

Description

Login Name

The employee login name. This is required, and must be a unique value up to 80 characters.

Password

The employee password, up to 40 characters.

First Name

The first name, up to 80 characters.

Last Name

The last name. This field is required and can be up to 80 characters.

ID

The employee ID, up to 80 characters. This value is not required, but if a value is entered it must be unique for all employees.

Status

The employee status, either Active, Inactive or Locked. Accounts can become locked after too many unsuccessful login attempts.

Last Login

The date and time of the employee's last successful login.

Permission Level

The permission level determines the maximum set of permissions an employee has for the application. The exact set of permissions may depend upon which objects a user is assigned to, and the permission level they have for that object. For example, an employee may be given a default permission level of Manager, but will not be able to manage a project unless they are assigned to it and given the role of Manager for that project.

When editing an employee, the list of permission levels will be limited to only active permission levels. This list will be further limited depending upon the default permission level of the logged-in user. For instance, an Administrator will see the full list of active permission levels, whereas a Manager will not see the Administrator role as it is considered to have a higher security level.

Employee Type

The type of employee, for example Non-exempt or Exempt. The list of employee types can be customized from the General page under the System tab.

Policy

The policy for this employee. Policies are sets of rules affecting time entry, balances, overtime, etc. and are managed from the Policies page under the System tab.

Job Title

The job title, up to 80 characters.

Reporting Group

The primary or reporting group for this user. This is useful if the employee is a member of more than one group, and determines which group is associated with the employee's time entries. This can be considered the Division, Cost Center or Charge Code in some organizations, and can be renamed from the Terminology page under the System tab.

First Day

The first day of employment. The employee will not be allowed to enter time for dates prior to this date. This value can also affect balance accruals that vary based on the years employed (see the Balance and Accrual Rules topic for more information).

Last Day

The last day of employment. The employee will not be allowed to enter time for dates after to this date.

Scheduled Work Days

The days of the week the employee is scheduled to work, for example Monday-Friday. This affects the following areas of the system:

- Leave requests, when added to timesheets after approval, will only put hours on days that are not marked as a work day. See the Schedule Rules topic for more information.

- Time entry rules that require a minimum number of hours each work day will only check on days marked as a work day. See the Time Entry Rules topic for more information.

Scheduled Hours

The number of hours the employee is scheduled to work each week and each work day.

The scheduled hours per week is important if using the Percent Time Entry timesheet template option, as it uses this value to convert percentages to hours. See the Templates topic for more information on timesheet templates.

The  scheduled hours per day is used when putting holidays and leave requests onto timesheets. If no value is specified, the Hours Per Day property on the System > General page is used.

Scheduled Start

The time of day the employee is scheduled to start work or "punch in". This value is used to determine if an employee is late (see the Notices topic for information about sending late email notices), as well as is the default start time when adding new rows to an attendance timesheet.

Scheduled Finish

The time of day the employee is scheduled to finish work or "punch out".

Email

The email address, up to 80 characters.

Phone

The phone number, up to 40 characters.

Mobile

The mobile phone number, up to 40 characters.

Fax

The fax number, up to 40 characters.

Timesheet Template

The timesheet template for this employee, or blank if the user doesn't have a timesheet. Timesheet templates are managed from the Templates page under the System tab.

Timesheet Memory

Allows you to specify whether rows and hours are carried forward from the previous timesheet when a new timesheet is created. Options include:

Time Format

The choice of how you enter time, either decimal format (for example 3.5) or hours:minutes (for example 3:30). Note that whether a 12 or 24 hour clock used is determined by the locale.

Locale

The locale determines the following:

• The language displayed, e.g. English, French, Chinese, etc.
• The formatting of dates and numbers
• The list of company holidays for the selected location

Time Zone

The employee time zone.

Default Bill Rate

The default bill rate. The rate can be specified as either a named rate or a custom numeric value. Named rates are configured from the Rate Options page. The current bill rate, if non-zero, is used when a timesheet is saved to compute the bill amount for each time entry.

Default Pay Rate

The default pay rate. The rate can be specified as either a named rate or a custom numeric value. Named rates are configured from the Rate Options page. The current pay rate, if non-zero, is used when a timesheet is saved to compute the pay amount for each time entry.

Salary

The annual salary for non-hourly employees. The salary, if non-zero, is used to compute an effective pay rate when a timesheet is submitted. You should therefore only specify a pay rate or a salary, not both. If both are specified the pay rate is used and the salary ignored.

Note that the effective pay rate is based on the total hours for the timesheet period. Since the total hours is only accurate when the timesheet is submitted, the effective pay rate is not computed until the timesheet is submitted. You can also have the effective pay rate computed before a submit by specifying the 'Scheduled Hours' property. Then, when a timesheet is saved (but not submitted) the scheduled hours will be used instead of the total hours on the timesheet to give an approximate effective pay rate. Once the timesheet is submitted, however, the total hours will be used to give an accurate effective pay rate.

Approver

This is the primary timesheet approver for the employee.

Approver Backup

This is the backup approver for this employee.

Notes

Notes about this employee, up to 2000 characters.