Adding Users
70
You can change the default preferences at:
Administration > Users/Departments > User Preferences.
Setting Up Custom Fields for User Profiles
You should create user defined fields if you want to track information beyond the basic user profile fields
already provided. For example, you may want to enter a user’s job title.
User defined fields can be created at:
Administration > Users/Departments > User Defined Fields
For each field you create you can specify:
1. The name of the field, as it will appear in the user’s profile
2. The type of field, as explained in Types of User Defined Fields Available on page 23
3. Restrictions on the values entered, such as minimum or maximum values or the maximum length of
the field. The available restrictions depend on the type of field.
4. The default value to show when adding a new user, if any
5. Whether you are required to enter a value
Checking Previously-Configured Items
If you followed the order of this guide, the following items have already been set up. If any of these haven’t
been set up, it is recommended that you configure them before adding users. This will allow you to add users
without interruption.
It is recommended that you choose 20 records be displayed on each page and, if applicable, 50 tasks
be listed in the task drop-down list.
Item to Configure
Edition
Required if...
Page
Departments
Both
Always required
24
Employee Types
Both
Timesheet periods depend on the
user
24
Approver Types and
Approval Paths
Both
Always required
31
Overtime Rules
Time &
Attendance
You are using the system for payroll
purposes
33
Validation Rules
Time &
Attendance
You are using the system to track
attendance or payroll
35
Activities
Both
You want users to track time
against activities
36
Time Off Types
Time &
Attendance
You are using the system to track
time off
39
E-mail Notifications
Both
You want to customize the contents
of e-mail reminders sent to users
49
