Configuring Menu Profiles and Options for Key Tasks in PeopleXD
Efficiently managing team calendars and timesheets in PeopleXD requires configuring the appropriate menu profiles and options. This guide provides step-by-step instructions for setting up these configurations for key functionalities such as Team Calendars and Weekly Work Schedule access.
1. Configuring Menu Profiles for Team Calendars
To enable employees and managers to access and use Team Calendars effectively, follow these steps:
Purpose:
Team Calendars allow both employees and managers to plan and manage schedules collaboratively. Proper menu profile configuration is crucial for granting the correct access.
Steps:
Refer to the official Team Calendars Guide.
Navigate to the section titled Menu Option Configuration in this guide.
Review the listed menu profiles and menu options required for enabling Team Calendars for both employees and managers.
Apply the recommended menu profile settings from the guide to the applicable user roles.
By following these instructions, employees and managers will gain appropriate access to the Team Calendars functionality in PeopleXD.
2. Enabling Weekly Work Schedule Access in Employee Timesheets
Employees often need to view their weekly work schedules directly within the Timesheets section. Enabling this functionality requires activating specific menu options.
Purpose:
Provide easy access to the Weekly Work Schedule under the "Actions" menu within an employee’s timesheet.
Steps:
Open the Menu Profiles configuration tool in PeopleXD.
Add the following menu options to an active menu profile: -
MAIN_MENU.TIMESHEET_INPUT_WEEKLY_SCHEDULE_EMP-MAIN_MENU.TIMESHEET_INPUT_WEEKLY_SCHEDULE_EDIT-MAIN_MENU.TIMESHEET_INPUT_WEEKLY_SCHEDULE-WS_TIMESHEETS_MENU.GET_WORKPATTERN_PROXYSave the changes and assign the updated menu profile to the relevant user groups.
These configurations ensure that employees can view and interact with their weekly schedules seamlessly.
Related Topics:
By following the above configurations, you’ll ensure that users have the appropriate access to key features within PeopleXD. For further assistance or advanced troubleshooting, consult PeopleXD’s support documentation or contact your system administrator.