Resources > Employee without Access to WorkBook

Owned by Kye Hush
Last updated: Dec 13, 2021
2 min read

An employee without access is a resource that cannot log into WorkBook, but can be used for the purpose of resource assignment and time-tracking or for freelancers that do not need to access WorkBook.

Employee resources are created in the resources module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.

CREATE AN EMPLOYEE WITHOUT ACCESS

To add a new employee without access go to:

  • Resources module > employee settings grid > click add new resource button

  • Complete the necessary new employee fields

Creating an employee without access is the same as creating an employee in WorkBook, there are some mandatory fields that need to be completed, see table below.

FIELD

DESCRIPTION 

Company*

Select the company the group scheduling resource belongs to

Name*

Name of the employee without access

Initials*

This will auto-populate, but can be amended

Email*

Leave this as the default

Profit Centre*

Select a profit centre from the drop down

Title*

Select the position

User Type*

Select Employee without access to WorkBook

Report Profile*

Select a report profile from the drop down

Timesheet Approver*

Select a timesheet approver from the drop down

  •  There is no need to complete any other fields

  • Click ok

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