The Profile Designer in WorkEasy Software lets administrators configure the information and options displayed in employee profiles. Use the desktop or mobile view to arrange profile content and manage available fields.
Access Profile Designer
Go to Global Settings > HR Data Management > Profile Designer.
Profile Designer Layout
The Profile Designer includes the following areas:
Toolbox: Displays the general, custom, and group fields available for the selected profile section.
Profile Designer: Displays the employee-profile layout and its active and inactive sections.
Properties: Displays the configuration options for the selected field or section.
Desktop and mobile controls: Let you switch between desktop and mobile layouts.
Profile Sections
Personal
The Personal section contains employee identity and contact information. The displayed fields can include:
First, middle, and last name
Employee ID and preferred name
Date of birth, gender, and Social Security number
Work and personal contact information
The Toolbox displays additional general and custom fields that can be added to the layout.
Employment
The Employment section displays employment-related fields organized into areas such as:
Employment Status: Effective date, status, hire date, termination date, termination reason, rehire eligibility, and termination notes
Employment Details: Effective date, job title, worker type, and time status
Compensation: Effective date, pay type, overtime status, and pay-period frequency
Required fields are identified by a red asterisk.
Authentication
The Authentication section displays the credential methods available for an employee, including:
Fingerprint
Proximity card
PIN
Registered fingerprints are highlighted in green.
Notes
The Notes section displays employee notes grouped by date. Each note can show the author, date and time, note text, and tags. Available controls let administrators add, filter, edit, or delete notes.
Settings
The Settings section displays employee settings grouped by applicable product area. The available options can include:
Human resources
Time off
Time and attendance
Employee scheduling
Expand a group and select an option to display its configuration settings.
Documents and Assets
Documents and Assets can appear as additional employee-profile sections. Their availability depends on your organization’s license type.
When available, these sections appear under Inactive options until they are moved into the active profile layout.
Documents
The Documents section provides access to the employee’s document folders and files. Depending on the available documents and your access, you can:
Create folders.
Upload, edit, download, or delete documents.
View document information.
Review documents under Pending Documents and Signing Pending.
The folders, files, and available controls depend on the employee’s documents and your assigned permissions.
Assets
The Assets section displays the assets associated with the employee. Asset information can include:
Name
Category
Serial number
Description
Configure Field Permissions
Select the Permissions icon on the left side of the Profile Designer to view permission settings for employee-profile fields.
Fields are organized by profile area, including:
Personal: Profile picture, Employee ID, Full name, contact information, emergency contacts, demographic information, and other personal fields
Employment: Employment status, Employment type, and EEO
Custom field: Available custom employee fields, such as Primary Work Site
Expand an individual field to view and configure its available permission settings.
If you have questions or issues, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket.