The very first thing you should do after creating your account is to go to the System settings page and fill in all the necessary details about your company, choose the settings, upload your logo, and define other sections.
Hover over “Administration” and click “Settings”.
On the settings page, go to “System”.
Uploading your logo
Once you are on the system settings page, the first thing to do is to upload your logo.
To edit/change the company logo or upload a new one, follow these steps:
Under Company Info, click on “Browse”.
Navigate to the logo on your computer and choose the file.
Click on “Upload”.
Now click on the “Save All” button.
You have successfully changed the logo.
Please Note! File formats available are JPG/JPEG/PNG/GIF files with a maximum of 30KB size and resolution of 139x35 pixels.
Basic Company Info
Next, fill in some basic information about your company.
Company Name: Name of the company/agency to be used throughout the portal.
Company Phone: Company phone number.
Company Email: Email Address of the company.
Company Hours: Company working hours.
Shift Break: Minimum shift break in minutes. Each shift can have its own break time.
Company Address: Address of the agency.
Date Format: Date format to be used across the portal.
Time Format: Standard Time format that will be used on the portal.
Work Day Start Time: Time when the working day will start. Generally it is 9:00 am.
Work Day Finish Time: Time when the working will finish. Working hours and time are subject to company policy.
Week Day Start: First working day of the week.
Country of Operations: Country from which the company is operating.
Currency: Currency the company is using for its operations. This will be used on the portal as the standard currency.
To edit this information, just fill in the information or make any changes to it that you wish, and then click “save all” to save the changes.
Portal Settings
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These are the portal settings for Scheduling, Timesheets, and more. We recommend that you become acquainted with these settings because they allow you to customize and set up the system based on your company's needs and processes.
You can turn the portal's settings on or off. |
Define Basic Sections
Populate the portal with some basic information that will be used all across the portal.
This was a quick overview of some basic company settings.
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