Configure Personal Settings

Personal Settings in TimePlanner allow you to update your personal and professional information, which is used across TimePlanner. It also helps define how you work, who manages your timesheets and leave requests, and how you receive important updates. These settings ensure your schedule, availability, and communication preferences are aligned with your actual work habits and team structure.

Access Your Personal Settings

From the left-hand menu, click on "[Your name]".

This will open your profile page with tabs including:

1. Overview: See your personal time usage across selected projects and dates, including scheduled, logged, and remaining capacity.

2. Profile: View and update your job title, department, years of experience, and technical skills.

3. Rate: View and change your resource rate when working on billable hours.

4. Capacity: View and switch between Default and Custom Availability that reflects your working hours or capacity.

5. Holiday: View, select, or create a new holiday calendar that fits your working culture.

6. Settings: Set your working hours, default approvers, holiday calendar, and notification preferences.

Configuring Personal Settings

1. Edit Profile Information

Navigate to the Profile tab to update your personal and professional details.

The Profile tab includes:

• Years of Experience: Input your total experience to keep your profile up to date.

• Introduction: Introduce yourself shortly in the profile.

• Technical Skills: Add relevant technical skills that describe your capabilities.

• Experiences: Include job roles, responsibilities, or project highlights.

How to Update Your Profile:

To update your profile information, click on the edit buttons of each section to make changes.

• Job Title: Click the dropdown to select your current role (e.g., IT Executive).

• Department: Click the dropdown to choose your department (e.g., IT).

• Years of Experience: Enter your total professional experience in years.

• Introduction: Optionally, add a short description or summary about yourself.

• Under Technical Skills:

  • Use the dropdown to select a skill (e.g., JavaScript).

  • Rate your proficiency using the star icons.

  • Click to include additional skills as needed.

The options available in the dropdown menus—such as Job Titles, Departments, and Skills—are managed by users with App Admin permission, set up in the Data Field section under Settings.
To learn more about how this works, see the Data Field Guide.

• Under Experiences (optional):

  • Click to enter relevant work or project history.

Note: For making changes to each section, you will need to click to save information to your profile.

You can also export your profile by selecting Export to DOCX or Export to PDF.

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Did you know?

Your updated profile information will appear under your name on the Schedule Board:

2. Configure Settings

Go to the Settings tab to set your working schedule, notification preferences, and approvers.

Key Settings:

a. Default Approvers

The Default Approver in your Personal Settings is the designated Approver who automatically reviews and approves certain requests, such as leave or timesheet submissions, based on the settings you select.

• Leave Request Approver: This is the person automatically assigned to approve or reject your leave requests without needing to manually select them each time.

• Timesheet Request Approver: This person is automatically assigned to review and approve or reject your timesheet submissions.

Setting a Default Approver helps you save time and ensure a consistent approval workflow. The Default Approver can still be modified at any time when submitting a request

You can only search and assign users who have the Approver permission to be the Default Approver. For more information, refer to the Permission Guide.

This functionality can be enabled or disabled through General Settings, allowing the App Admins to control whether or not the Default Approver is automatically applied.

b. Date, time & duration formats

• Choose between:

  • Default time format: Use the default system time format (e.g., DD/MM/YYY).

  • Custom time format: Set your own date and time format to your preferences (e.g., MMM DD, YYY).

c. Jira Integration

This allows users to manually trigger a Jira worklog synchronization to keep all tasks and work items up to date within TimePlanner.

d. Notification Preferences

On the right side of the Settings tab, configure what events you want to be notified about and whether notifications should be sent via email.

Notification Types:

You can toggle notifications and emails for events such as:

• Timesheet approvals, rejections, or recalls

• Team leader updates

• Leave requests and approvals

• Capacity or holiday calendar changes

Each notification setting has two toggles:

• Notification: In-app alerts

• Email: Email alerts to your inbox

Review all options and turn on/off according to your preferences. After making any changes under the Settings tab, click in the top-right corner to apply your updates.