The basics
Your profile lives in Account Details in the Employee Portal. From there you can update your name, timezone, phone number, preferred work hours, calendar connection, and notification preferences.
You must set a timezone before you can submit availability, time off, or schedule changes. If you see a compliance denial that says the profile requires: timezone, fix it here. You do not need an admin to do this.
Open Account Details
Open the Employee Portal from the calendar icon in the left sidebar, or go to app.joinplanbase.com/providerapp.
In the header, click the Profile icon (the account box at the top right).
The Your Account Details window opens.
What you can update
First name and Last name
Timezone – required for requests. Pick the zone you work in, for example America/New_York for Eastern time.
Preferred Work Hours – expand this section to set typical start and end times by day.
Calendar – connect Google Calendar so shifts and time off sync to your calendar.
Cell – your mobile number, used if you opt in to SMS.
Notifications – opt in or out of Slack, SMS, and email.
Your email is shown but cannot be changed here. If it is wrong, ask your administrator.
Preferred work hours
In Account Details, expand Preferred Work Hours.
Add a start and end time for each day you usually work.
Click Save.
This is your typical week. It is not the same as submitting availability for a specific date. To tell your team when you can work on a given day, see Managing Your Schedule: Time Off, Availability and Schedule Changes.
Connect your calendar
In Account Details, use the calendar section to connect Google Calendar. If it is already connected, you will see a success message. For the full steps, see Connecting Your Google Calendar.
Notifications
Check or uncheck:
Opt-in to Slack
Opt-in to SMS
Opt-in to email
SMS needs a cell number saved on your profile. Click Save after you change these.