Add basic data of your company

TABLE OF CONTENTS

• Set up Companies
• Delete Companies
• Set up Offices
• Delete an Office
• Set up Divisions
• Delete Divisions
• Set up Departments
• Delete Departments
• Set up Teams
• Delete Teams

Add the basic information about your company and set up the organizational structure under 

Settings > My Company.

Set up Companies

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

• Go to Settings > My Company.
• Under  1  Companies, fill in the necessary information related to your company:

Company's address: Street, street number, zip code and city

Company identifier: TO BE CLARIFIED 

Billing details: Billing email address and VAT number

Contact Person's First and Last Name

Currency your company operates in

Default language: Language your company works in primarily

• Under  2  Full Time employee section, select the working days by clicking on each day and
• Type in weekly hours of a full-time employee
• Choose a public holiday calendar for your company under  3  Attach calendar section
• Create an email signature template by clicking the (+) icon under the  4  Email signature 

• You can add new companies by clicking the (+) icon on the right hand side of the My Company module

• An employee can be assigned to a company in People > Employee's Profile > Work
  
• The number displayed beside each company gives the number of employees associated with the company

Delete Companies

To protect you, you can't delete companies on your own. 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. 

Set 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 when you set up multiple companies
• 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 next to the Offices module

• An employee can be assigned to an office in People > Employee's Profile > Work
• The number displayed in brackets beside each office gives the number of employees associated with the office

Delete an Office 

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.

Set 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

• In the pop-up 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

Delete 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.

Set 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 People > Employee's Profile > Work
• The number displayed in brackets beside each department gives the number of employees associated with the department

Delete 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.

Set 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

Delete 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.