What do the fields in the profile mean? (Admin only)

Note: Some fields may be hidden depending on your organization, and some fields are not applicable to all user types.

Contents (pages of the user profile):

Account Settings

Work Details

Access

Contact Info

Time Forms

LoA

Special Duties

Account Settings

• Active: YES/NO
  • Automatically set by the Termination Date field.
• Locked: YES/NO
  • An account locks after 5 failed login attempts. To unlock, set Locked to NO and click Save, or have the user reset their password.
• Type: Admin / Reporter / Supporter
  • See the differences between these roles here
• Username
  • Shown in reports
  • Used for login if not SSO
  • Visible at the top right of the screen
  • Cannot be changed post-creation
• First Name
• Last Name
• Email
  • Notifications and welcome email will be sent here.
• SSO Identity
  • Used for login if your company uses Single Sign-on.
  • Enter this before clicking Save the first time, to trigger the correct welcome email.
• Hire Date
  • Enter the user's start date for Time Study; backdating is allowed for earlier periods.
• Termination Date
  • Setting a termination date will inactivate the user; their license will be freed up. This is preferable to deletion.

Work Details

• Business Unit*
  • Used as a report filter; each person can only be assigned to one.
• Specialty*
  • Used as a report filter; each person can only be assigned to one.
• Department*
  • Used as a report filter; each person can only be assigned to one.
• Employee Number
  • Optional
• User State
  • Reporters only
  • Full Time, Part Time, or Contractor
• Receive Email Reminders: YES/NO
  • Controls email notifications for time period start alerts and due date warnings. We recommend keeping this enabled.

Access

• Organs
  • For some organ-based time forms, organs must be assigned to the user.
• Support Staff Role*
  • Supporters/Admin only.
  • Unique to your company.
  • The Review Supporter Access report can be filtered by this value.
• Enter for Group: YES/NO
  • YES = Allow more than 24 hours/day. This is rarely used; leave at NO unless instructed otherwise.
• Support Staff Approve Time Records: YES/NO
  • Requires Admins/Supporters to review and approve (or return) time forms submitted by their assigned Reporters before they are marked complete and included in reports.
• Support Staff Submit Time Records: YES/NO
  • Supporters: YES = Can check the attestation box and SUBMIT on behalf of their assigned Reporters. Leave NO to require the Reporter to log in and attest to their own time study before submission.
  • Admins: YES = Can attest for all Reporters in the system.
  • Regardless of this setting, both Admins and Supporters can HOLD time studies on behalf of Reporters.

*Go to the Control Panel to add new options to the drop-down. 

Contact Info

• Secondary Email
  • Informational only; no notifications will be sent here.
• Phone/Address
  • Informational only, not seen by the user or included in reports.
• Notes
  • Informational only, not seen by the user or included in reports.

The above four sections are required sections. The below are additional optional sections:

Time Forms

Assign the time forms this person must submit, using the yellow flag. 

LoA

Leave of Absence - specify date ranges when someone is not responsible for time studies.

Special Duties

Define activities applicable to specific users only.