Joining and Departing Date functionality is available only for users with access to the Resources tab on the Admin page.
This functionality is helpful when adding a new employee or when an employee is leaving your organization as it blocks the possibility to add bookings before resource's joining date or after his departing date. Dates before joining date and after the departing date will be grayed out on the booking's calendar and will not be accessible on timesheets.
Remark: Joining date should be set when the resource is created.
If the Joining date is added after some bookings were already created for the period before the joining date, the system will not adjust the start date of the participant on the project and there can be data conflict on the project.
Joining and Departing date functionality blocks also seeing and creating timesheets on MyPrecursive page for dates before the joining date and after the departing date. Thanks to that you can avoid overdue timesheets for the time before the joining date and after the departing date and it makes impossible for the user to log in his time for these time periods.
When trying to access a timesheet before the joining date or after the departing date - a message will pop up and the system will not allow moving to the selected timesheet.
How to set the Joining Date?
1) Set the joining date when you add a new resource after creating the user or contact. To create a new resource, open the Resources tab on the Preempt Admin page.
Choose one of the options from te drop down:
New - to create a non-human resource
New From User - to create a human resource for a new user
New From Contact - to create a resource from a Salesforce contact
2) To see how to fill in the Resources page, follow the article: How do I Create Resources?
3) To set up the joining date, enter the first day of resource's work into the Joining Date field.
4) To set up the departing date, enter the last date of resource's work into the departing date. If there are any bookings after this date, the system will display an additional option in the Departing Date Information field - Truncate existing bookings after departing date.
If you tick the checkbox next to this option and click 'Update', the system will remove all resource's bookings made for the time after his departure.