Update Employee Properties

Use the Update Employee Properties view to quickly and easily adjust employee properties for all or multiple employees. Use it to save time when you need to make a change for a large number of employees.

To update employee properties:

1. Click the Update Employee Properties button located in the Tools section of the side navigation bar.

2. Select one or more employees from the list.

3. Perform any or all of the updates described below for the employees selected:

• Check the Timesheet Approval box and select the Workflow process from the drop-down list.

• Check the Expense Approval box and select the Workflow process from the drop-down list.

• To change the Leave/Absences Accrual start date, check the Accrue Start box, and select a date.

• To add an Adjustment to the Leave/Absences Accrual, check the Adjustment box and enter the Adjustment Amount.

• Check the Security Group box and select the Security Level from the drop-down list.

• Check the Email Notifications box and set the default value for the Instant Email Notification checkboxes (shown in the Employee properties Additional tab)
• Notify when there is time to approve: This option sends an e-mail to the employee whenever a timesheet is awaiting his/her approval.

• Notify when there are Expenses to approve: This option sends an e-mail to the employee whenever an expense sheet is awaiting his/her approval.

• Notify when time/Expenses have been rejected: This option sends the employee an e-mail whenever one of his/her time or expense sheets has been rejected.

  Note: To receive Email Notifications, employees must have valid e-mail addresses entered in their employee profile.

4. Click Apply when done.