Add basic data of your company

Add the basic information about your company and set up the organizational structure under Settings > My Company.

You'll find the following sections to define the structure of your organization: 

• Companies
• Offices
• Divisions
• Departments
• Teams

Setting up Companies

To set up one or more companies, follow the next steps: 

• Go to Settings > My Company.
• Under Companies, fill in the necessary information related to your company
• Select the working days under the Work Schedule section
• Choose the calendar under Attach calendar section
• Create an email signature template by clicking the '+' icon under the Email signature 

• You can add new companies by clicking the '+' icon under the My Company module
• An employee can be assigned to a company in Employee > Personal > Work
  
• The number displayed beside each company gives the number of employees associated with the company

Deleting Companies

Please drop us an email at [email protected] to delete any company from your account. Make sure that no employee is assigned to this company. 

Setting up Offices

To set up one or more offices, follow the next steps: 

• Go to Settings > My Company > Offices
• Under Offices, fill in the necessary information related to the office and assign the office to a company
• Choose the calendar under Attach calendar section. Adding the right calendar to your office is important, especially because of the local official holidays

• You can add new offices by clicking the '+' icon under the Offices module
• An employee can be assigned to an office in Employee > Personal > Work
• The number displayed beside each office gives the number of employees associated with the office

Deleting Offices

To delete an office, click on the bin icon that appears while hovering the mouse over a specific office. Make sure that no employee is assigned to this office.

Setting up Divisions

To set up one or more divisions, follow the next steps: 

• Go to Settings > My Company > Divisions
• Under Divisions, click the '+' icon to add a new division
• Enter the name of the new division and click Add division 

Note: 

• An employee can be assigned to multiple divisions at a single point in time
• An employee can be assigned to a division in Employee > Personal > Work
• The number displayed beside each division gives the number of employees associated with the division

Deleting Divisions

To delete a division, click on the bin icon that appears while hovering the mouse over a specific division. Make sure that no employee is assigned to this division.

Setting up Departments

 To set up one or more departments, follow the next steps: 

• Go to Settings > My Company > Departments
• Under Departments, you'll find a set of standard departments. You can retain the standard departments or rename them as per your requirements. Or click the '+' icon to add a new department

• An employee can be assigned to only one department at a single point in time
• An employee can be assigned to a department in Employee > Personal > Work
• The number displayed beside each department gives the number of employees associated with the department

Deleting Departments

To delete a department, click on the bin icon that appears while hovering the mouse over a specific department. Make sure that no employee is assigned to this department.

Setting up Teams

To set up one or more teams, follow the next steps: 

• Go to Settings > My Company > Teams
• Under Teams, click the '+' icon to add a new team
• Enter the name of the new team and click Add team 

Note: 

• An employee can be assigned to multiple teams at a single point in time
  
• An employee can be assigned to a team in Employee > Personal > Work
• The number displayed beside each team gives the number of employees associated with the team

Deleting Teams

To delete a team, click on the bin icon that appears while hovering the mouse over a specific team. Make sure that no employee is assigned to this team.