To edit your company’s profile, click Settings. Then click Edit in the header of the company section. Update the information then click Save.
Author: user
Editing user information
Every user in WeWorked has a profile. Profiles contain users’ contact and work information, such as email, name, title, hire date, and more. Administrators can see the complete profile for all users. Regular users can only view the profiles of users whose time they can approve and cannot view hourly rate information.
View Your Profile
You are automatically taken to your profile whenever you sign in. You can also view your profile by clicking your name (ex. John Doe) in the Dashboard.
View Other Profiles
If you are an administrator or approve time, you can quickly jump to other users’ profiles by typing their name in the search box and clicking on the name of the user.
Important: You will only see the names of users that you have permission to view. To view the profiles of disabled users, go to Settings -> Users and click on the name of the user.
Editing Profiles
Administrators are the only users allowed to edit profiles. Go to a users profile then click Edit in the header of the section you want to edit. Update the information then click Save.
Managing tasks
A task is any activity for which you want to track time. Tasks can be high-level (ex. Hrs Worked) or very specific (ex. Widget Testing). It is entirely up to you.
Viewing Tasks
Each project has its own set of tasks. Click on Settings then click on Projects. Click on the name of the project that you want to edit. Tasks are listed under the Project Tasks section.
Adding Tasks
Looking at the task list, click Add Task. Fill out the task information then click Add Task. To add the task to multiple projects, select Yes for Copy Task to Other Projects then select the projects you wish to copy the task.
Editing Tasks
Looking at the task list, click Edit on the row of the task you want to edit. Update the task information then click Save Changes.
Archiving Tasks
Like Projects, tasks are never completely deleted or removed. Tasks can be archived. Users are not allowed to enter time for archived tasks. Time already entered for that task remains.
Looking at the task list, click Archive beside the task you want to archive.
Recover Archived Tasks
Go to Settings -> Projects then click on the name of the project that you want to edit. Looking at the task list, click Recover beside the task you want to recover.
Configuring leave types
There are four customizable leave types: Annual, Sick, Personal, and Comp. You can rename and disable each one.
Edit Leave Types
Click Settings in the dashboard. Then click Leave. Looking at the leave types section, click Edit on the row of the leave type you want to edit. Rename, disable, or enable the leave type then click Save.
Important: You can prevent users from using individual leave types by disabling them. Disabling a leave types does not disable the policy for that leave type. Users will continue to accrue leave according to the policy. You must remove the leave policy separately.
Project basics
A Project is a group of related time. Projects make it easy to organize time in a meaningful way. All time in WeWorked is organized by projects. Every account must have at least one project. We setup a default project named after your company when you sign up.
Viewing Projects
You can view your projects by clicking on Settings then Projects. You will then see a list of active and archived projects. To view a particular project, click on the name of the project.
Adding Projects
Click on Settings then Projects. Click Add Project. Fill out the project overview information then click Save. The basic project information has been created. You now need to create tasks and add people.
Editing Projects
Click on Settings then Projects. Click on the name of the project that you want to edit.
Archiving Projects
Projects are never completely deleted or removed. Instead, projects are archived. Once a project is archived, users are not allowed to enter time for that project. Time already entered remains.
Click on Settings then Projects. Click on the name of the project that you want to edit. Click Archive Project above the Project Overview.
Recover Archived Projects
Click on Settings then Projects. Scroll down to the group of archived projects then click on the name of the project that you want to edit. Click Recover Project above the Project Overview.
