Profile Designer Overview

  • Published on May 28, 2025
  • 2 minute(s) read
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The Profile Designer in WorkEasy Software allows administrators to configure the layout and available fields within an employee’s profile. You can customize personal information fields, set up required credentials, manage time off balances, attach documents, and more—all from a centralized interface.

Accessing Profile Designer

Go to Global Settings > HR Data Management > Profile Designer to open the Profile Designer.

Tabs and Configuration Options

Personal

Customize fields such as:

  • First, Middle, and Last Name

  • Employee ID

  • Date of Birth, Gender, SSN

  • Language, Contact Details, Address

Additional custom fields (e.g., Education, Social Media, Travel Visas) can be added from the left-side Toolbox and activated by dragging them into the form.

Employment

Configure employee status and job details:

  • Status, Hire Date, Termination Eligibility

  • Job Titles, Employee Type, Pay Rate, FLSA Code

  • Pay Schedule and Company Structure (e.g., Location, Department)

Settings

Settings are grouped by module (e.g., Time and Attendance, Human Resources, Scheduling). Each section lets you define employee-specific configurations such as:

  • Shift preferences

  • Rounding rules

  • Break settings

  • Reporting hours

  • Time off configuration

Credentials

Use this tab to set up:

  • Biometric authentication (fingerprints)

  • Facial recognition

  • Card swipe

  • Clocking PIN (with '123' icon)

You can enable, disable, or modify these credentials for each employee. Green icons indicate successfully registered credentials.

Time Off

Displays available and used balances for Sick, Vacation, and other categories. Managers can:

  • Review time off usage

  • Adjust balances

  • Submit requests on behalf of employees

Benefits

Track benefit enrollments by period:

  • View required actions (e.g., open enrollment)

  • See current and prior plan details

  • Contribution breakdown: employee, employer, total cost

  • Deduction frequency timeline

Trainings

Manage employee participation in training programs:

  • Track current, upcoming, and completed sessions

  • View program name, duration, coordinator, and measurement type

Notes

Add internal notes tied to the employee's profile (e.g., disciplinary actions, recognition (e.g., Employee of the Month). Each entry includes the author, timestamp, and tags, and can be edited or deleted.

Documents

Organize files into folders. You can upload, download, edit folder names, or delete files from this view.

Assets

Track assigned equipment or access rights (e.g., laptops, scanners, time clocks).

Permissions

It allows you to define visibility and edit access for each field. For each data field, you can configure who can view or modify the field.

Icons represent visibility (eye icon) and edit rights (pencil icon). These controls ensure sensitive information is only accessible by the appropriate roles.

Mobile Settings View

The Profile Designer lets you preview and configure the layout for mobile devices. To switch to the mobile view, click the mobile device icon in the Toolbox header (highlighted with an arrow in the UI). This view helps you ensure mobile users can easily access and complete fields without formatting issues.

Mobile preview supports streamlined arrangements of profile fields. It provides better visibility into how different sections will behave on smaller screens, enhancing usability for employees accessing their profiles via smartphones or tablets.

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