Global Settings Fundamentals

Basic overview of the Global Settings

Introduction

What are the Global Settings?   

• The Global Settings are where configuration rules are added and managed within the Workeasy Software web app (workeasysoftware.com).

Who uses the Global Settings? 

• Administrators and managers who are responsible for adding and managing configuration rules    
  • Managers must be assigned a Security Group with the privileges necessary to access the Global Settings options. 

Where are the Global Settings located?

• The Global Settings button is located at the bottom of the Left Nav. Depending on your computer screen's resolution, you will see either the minimized or maximized view.
  • Minimized Left-Nav view:             
  • Maximized Left-Nav view:     

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Inside the Global Settings

The Global Settings are organized into categories: 

• • Advanced Settings
  • General Settings - Basic company settings such as Time and Language, Name Format, and Work Hours Definition.
  • Settings for individual features - e.g. Geofence, Job Costing, Integrations
  • Settings for each product area
    • Human Resources => EasyHR
    • Time and Attendance => EasyClocking
    • Scheduling => EasyScheduling
    • Time Off => EasyTimeOff

Each category contains individual settings for the related feature(s).  

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2 Types of Global Settings Layouts

Once a Global Settings option is selected, you will see one of two layouts: 

A. The Assignment Scope layout

With this layout you must:

1. Select an Assignment Scope (Company, Group, or Employee).

• With the Assignment Scope, you are essentially telling the software which employees the configuration rule should be assigned to. 
• Be careful, not all rules are created equally. Please read The Assignment Scope Hierarchy to learn about the priority of each scope. 

2. Select or create a Rule Name

* For new rules, you must input a rule name and click Create option "..."

 

Once a rule name is selected or created, the necessary inputs and selections are made and saved 

• Click    to archive the rule 
• Click    to edit the rule

You can also click    to see which rule has been assigned to a particular employee. 

 

B. The Ellipsis Layout

 

With this layout, you must:

1. Click the Ellipsis      and select Add     to add a new configuration rule. 

2. Enter a name, make the necessary configurations, and click 

To edit or archive the rule, highlight the rule and click the Ellipsis. 

You can use the Advanced Filter   to filter by Name, Code, Internal/External, and Archiving Status. 

* Set Archiving status to "Archived" to view the archived rules.