Employee Setup

The Timesheet integrates with Lucity Work and is tied to the user's Employee record. To make this relationship possible, each user's Lucity login must be associated with his or her Employee record. To associate these elements, open the Work > Work Flow Setup > Employee module.

Note: If a user does not have a record in the Work Flow Setup > Employee module, one must be created. Without it, the user will have access to the Timesheet, but any Timesheet data entered there will not be saved.

How To Set up an Employee To Use a Timesheet

1. Find each user's Employee record, and check the Active checkbox found in the header data.
   • Only employees marked as Active will be able to access the Timesheet.
2. On the General tab, enter the employee's Lucity Login ID into the Login ID field.
   • Then, when this Employee record is used as a Resource on a Work Order, the time associated with that resource will appear (as a read-only value) on that user's Timesheet.