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Help Center

Help de EffiWork   |   Help de Time@Work  |  Help de WorkProject

Organizational chart: Employees

You can edit employees to complete the following form:


Username: The username provided by the client, which corresponds to the operating system username used by the employee.

Email address: Fill in the employee's email address.

Phone: Allows you to enter the employee's phone number to create a link that enables calling the user.

Video conference application: You can select the corporate video conferencing application.

Video conference ID: To enter the employee's video conference ID.

Position: You can select the new employee's position.

Note: These three options (Phone, Video Conference Application, and Video Conference ID) are not yet operational in this version, but soon, you will be able to call employees or start video conferences directly from our tool. However, you can fill in this data now to use these new features as soon as they are available. We will keep you informed.

      • Enabled employee: This option shows that the employee is reporting data.

      • Access allowed: This option allows employees to access the software portal to view their data.

      • Offline tracking enabled: This option indicates that the employee can report offline activity via a pop-up window.

      • Manual reporting from mobile app: This option allows the employee to report their activity through a mobile app.

      • Agreement hours: Annual hours specified in the organization’s agreement can be entered here.

      • Cost per hour: This field only applies to customers who also have the Project management software project measurement module.

      • Billable hour rate: This field only applies to customers who also have the Project management software project measurement module.

      • Calendar: Our tool allows you to create different calendars and assign the appropriate calendar to each employee. Learn more about the calendar.

      • Extra information: This field is used to add relevant information to identify the employee (for example, an identifier). 


Actions

When you select an employee’s checkbox from the list, the "Actions" submenu at the top of the table will become active, allowing you to:

  • Allow access to view data

  • Deny access to view data

  • Move to group

Employees without a PC 


By clicking the "Create employee without PC" button, you can create profiles for employees who only report manually.

Note: Employees are automatically created when WorkMeter is installed on their computer. A manual employee will only report manually. If WorkMeter is later installed on their PC, the data cannot be merged, as they are treated as separate profiles. 

Disable employees


Within the employee settings, you can disable employees who no longer need to report. By default, the termination date is set to the current day, but it can be modified as follows:



When you disable an employee in our tool, it will automatically set the termination date as the last day the employee reported activity.

Note: If you wish to change this date, you can edit the employee’s profile and select the appropriate date. 

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