Platform Fundamentals

Global Settings Overview (NEW)

Global Settings is where administrators and managers add and manage configuration rules within the WorkEasy Software web app. A WorkEasy account manager assigns the administrator or manager a Security Group with the privileges necessary to access the Global Settings options. The Global Settings (gear icon) button is located at the bottom of the Left Nav.

  

Categories

  • Global Settings is organized into different categories such as: 
  • Advanced Settings
  • General Settings, which are basic company settings such as Time and Language, Name Format, and Work Hours Definition
  • Settings for individual features such as Geofence, Job Costing, and Integrations
  • Settings for each product area, Time and Attendance, Scheduling, Time Off, and HR Data Management

Layouts

For many of the Global Settings, the layout is a Company, Group, Employee layout or an ellipsis layout.

Company, Group, or Employee Layout 

Here, you can select a Company, Group, or Employee and tell the software the configuration rules that should be assigned to employees.

Ellipsis Layout

There are different functions for the ellipsis. As an example, you can Add, Edit, or Archive a rule or workflow.

Filter

You can use the Advanced Filter to see, for example, Archive Status of Not archived or Archived

If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or Submit a Ticket.