Resources > Employee Summary

Global administrators only

Full access to all functionality & data

All Employees within an office/agency that need to access WorkBook are assigned advanced or basic licenses, depending on their requirements

Access roles are granted to determine permissions

Useful for freelancers that do not need to access WorkBook

Employee for the purposes of resource assignment and time-tracking, but they cannot login

A user used to assign ‘placeholder’ tasks to and be able to view/deplete capacity against the actual resource pool with the mapped positions

The employee settings grid filters the resource results only to employees and displays different grid data relevant to employee records only.

The filter allows you to filter records by Company, Department, or other attributes specific to employees.

The employee card gives you access to resource related items such as a user’s task list, notifications and their utilisation statistics.

The absence menu gives you access to all leave records for the employee.

The employee settings tab is where you can view and edit all core employee data, such as default activity, cost rates, capacity profiles, etc.