Label UDF Fields
You can now specify custom labels for each of the 5 UDF's for projects, cost codes and employees. To customize your labels: * Go to Organization * Select the Companies tab * Click to Edit the desired company. (Note: labels are specific to each of your companies.) * Within the options tab, you can now define …
Editing Employee Information on Timecards
Riskcast allows you to edit employee information directly from your Time Cards. First, the option has to be enabled within your user security group . If you do not see this option, contact your system administrator. * Open the Time Cards module. This will take you to a calendar view of the available time card…
Adding an Employee Through The People & Equipment Module
If you have access to our People and Equipment module. You have the ability to add new employees, or edit exisitng employee's information. Follow the instructions below in order to create a new employee. 1. Open the 'People and Equipment' module. 2. Select the 'employees' tab. 3. Select the three dots in t…
Allow Edit of Employee Info from Timecard
There's a security privilege that allows users to edit Employee Info (such as Nickname, and Profile Photo) directly from the timecard. Follow these steps to make these changes to any user group you need. * Go to your organization's home page by clicking the organization icon in the upper right hand corner of your…
Access Employee Certificates on Timecards
See how to retrieve certs, employee tags and other data for your crew on the timecard. If your company is tracking employee certificates within Riskcast, you have the ability to access these certificates from your timecard, as well as the ability to email those certificates to your inbox. From the timecard: …
Modify Tool: Change Employee and/or Codes
This video will show you how you can utilize the MODIFY TOOL to easily change cost codes, and employees in your timecard. Changing a Cost Codes: This can be useful if you have an incorrect cost codes used on your crew 's timecard. If all other information besides the Cost Code itself is correct, you can sw…
Uploading Employees
This video will show you how to upload information about your employees into the Riskcast system. * Access the Upload tool in the top right corner of your Riskcast home page. * In the Upload tool, you can copy information and data in from another sheet, like an Excel sheet or Google Sheet. You also can type …
