Recipe Catalog - Users: Map Custom Workweek to User via Organization

This recipe automatically sets a user’s custom workweek when a user’s organizations are updated.

Overview

Workweeks control the standard working days for members and have an impact on resource allocation, project scheduling, and time tracking. Organizations allow you to group users by departments and geographies, which may indicate the type of workweek that members should have. This recipe automatically sets a user’s custom workweek when a user’s organizations are updated.

After Importing the Recipe

Update the lookup table:

1. In the top bar menu, select Lookup Tables.
2. Select the Users: Organizations to Custom Workweeks lookup table.
3. You can populate the lookup table via CSV to quickly add entries:
   1. You must have a CSV file with the following column names:
      • Geography Name
      • Department Name
        Note: The Geography Name and Department Name values are case sensitive.
      • Sunday Minutes
      • Monday Minutes
      • Tuesday Minutes
      • Wednesday Minutes
      • Thursday Minutes
      • Friday Minutes
      • Saturday Minutes
   2. Select Import CSV. The Import CSV modal opens.
   3. Select Add new entries.
   4. Drag and drop your file into the modal or click the upload from device link to select a file from your computer.
   5. Check Do not import the first row (header).
   6. Select Import CSV.
4. Alternatively, you can add entries manually:
   1. Select Add entry.
   2. Enter a Geography Name and Department Name that correspond to a specific type of workweek. These fields are case sensitive.
   3. For the Sunday Minutes, Monday Minutes, Tuesday Minutes, Wednesday Minutes, Thursday Minutes, Friday Minutes, and Saturday Minutes columns, enter the time in minutes (not hours) for that day (e.g. 480 minutes would indicate an 8 hour workday). The values must be whole numbers. If the user is not expected to work that day, enter 0 for that day; do not leave it blank.
5. Select the Save (“   ”) icon.

Once you finish configuring the lookup table, you can select Start recipe from the Assets list or Recipe Details page to allow the recipe to activate when a trigger event occurs.