Fill in the Company Profile section

Note: All the details filled here are going to apply to the organization headquarter.

To fill in the Company Profile, follow these simple steps:

1. Navigate to Settings ⚙
2. Make sure you are in the Company Structure → Company Profile section.
3. Here you will find two main tabs: Company Details and Info Hub.
• Fill in the General Information Section at the top of the page and the Company Details and Info Hub parts accordingly.

General Information

1. Click the Edit ✎ button to open a sidebar window
2. Upload company logo
3. Legal Name: Enter your company's official legal name
4. Company ID (UID): Input your company's Unique Identification Number
5. Number of Employees: Select the company's employee count range
6. Industry: Choose the primary industry your company operates in
7. Description: Briefly outline your company's mission, values, and core activities. Use HTML formatting to make the text more visually appealing and easier to read
8. Click the Save button once finished

1. Company Details Tab

• Contact Details
• Address
• Social Accounts
• System Settings 

Contact Details

1. Click the Edit ✎ button
2. Add your organization's website
3. Specify phone number and extension (if needed)
4. Do not forget to add the email address registered for the organization
5. Once done, click Save

Address

1. Click the Edit ✎ button
2. Select the Country and State
3. Specify the Zip code, City, and Street if needed
4. Once done, simply click the Save button

Social Account

1. As previously, click the Edit ✎ button
2. Enter your organization's Facebook, LinkedIn, Instagram, Telegram, and YouTube URLs if needed
3. Click Save when done

System Settings

1. And again, click the Edit ✎ button to open the "Edit System Settings" sidebar window.

2. Within this window, you can define various default parameters for your system, including:

   • Country: Set the default country for your organization.

   • Currency: Choose the primary currency.

   • Date format: Select the preferred date display format.

   • Default language: Set the default language for the system interface.

   • Week start: Define the day your work week begins.

   • Default Time Zone: Specify the standard time zone for your operations.

   • Transfer Time Off Permissions: This switcher controls the automatic transfer of time off-related permissions.

     • ON: If enabled, the system will automatically transfer all permissions related to time off (e.g., viewing team time off, approving requests) to the user selected in the "Replacement" field of an approved Time Off Request. This ensures the replacement has the necessary access during the absence.

     • OFF: If disabled, no time off-related permissions will be automatically transferred, even if a replacement is designated in the time off request.

In the Info Hub, you’ll find the Documents and Links tabs. Use these sections to upload files and add useful links. All items you add will automatically appear in the Info Hub on your homepage for quick access.

Congratulations! You have completed your very first step on setting-up your organization account. Click here to learn how to add branch offices.