Employee Setup

The Timesheet integrates with the Lucity Work module and is tied to each user's Employee record. The Employee module links the Lucity user with work hours added in the system. The Employee module also builds a hierarchy of supervisors and employees, which then enables supervisors to see their employees' hours in the Timesheet Overview.

Open the Work > Administration > Work Flow Setup > Employee Setup module.
Find a user's Employee record.
- If the user does not have an Employee record, create one.
- Without an Employee record, the user will have access to the Timesheet, but any Timesheet data he or she enters there will not be saved because it must be linked to an employee record.
On the Employee record, enter the user's Lucity Login ID in the Login ID field.
- Then, when this Employee record is used as a Resource on a Work Order, the work hours associated with that resource will appear (as a read-only value) on that user's Timesheet.
Check the Active checkbox.

Open the Work > Administration > Work Flow Setup > Employee Setup module.
Find each supervisor's Employee record and mark the Supervisor checkbox on each record.
Then, go through all Employee records and use the Supervisor pick-list to select each employee's supervisor.

This process creates the layers of an agency's Supervisor/Employee hierarchy.