Set your company basics

Your company basics decide how dates, times and money read for the whole company, and which day a shift belongs to. Check them once, before you schedule anyone.

1. 1

   Open Settings, General

   Go to Settings, General. The card Workplace details holds every field in this article.

   

2. 2

   Check the business name

   Business name starts as the company name you typed at sign-up. It is the name shown in the web app and printed on PDFs, exports and report emails.

3. 3

   Choose how times and dates are written

   Time format is 12-hour or 24-hour, for the whole company. Date format has five choices: day first or month first, with a short or a long year, or year, month, day. Neither changes any recorded hours.

4. 4

   Choose the country

   Country is empty until you choose one. It decides which public holidays exist, for payroll premiums, working-time records and the counting of leave days. It is also the country shown on each location's General tab.

   The country does not set the currency. You choose that further down, below the time zone.

5. 5

   Choose the document language

   Document language is the language of your PDFs and report emails: English, German or Spanish. A new company starts with the language its creator signed up in. The first option in the list follows the country instead: German for Germany, Austria and Switzerland, Spanish for Spain, Mexico and Argentina, English otherwise.

6. 6

   Check the time zone

   Timezone was filled in at sign-up from your browser, so most companies only need to check it. Your company has exactly one time zone. A location has none of its own: this one applies everywhere.

7. 7

   Choose the currency

   The currency list is the field labelled Pay Rates, below the time zone. It sets the one currency in which pay rates and costs are shown.

   

8. 8

   Save

   Select Save at the top right.

Add your logo#

Under Business logo, drop an image or choose a file of at most 5 MB. The logo is saved the moment it is uploaded, without Save. It is shown next to your company name in the web app and printed on PDFs and in scheduled report emails.

Before you change the time zone later#

Set the time zone correctly at the start. Changing it later does not rewrite what is already recorded:

• Timesheets keep their moment in time and are read in the new zone from then on. A past shift near midnight can move to another day, week or payroll month.
• Scheduled shifts keep their moment in time too, so they show at a different clock time. A 09:00 shift shows as 08:00 after a move one hour west.
• Leave requests that already exist cover one more calendar day after the change. Check each one.
• The shifts each week needs, and how many people each needs, are moved so that each week keeps its calendar days. The page warns you about this before you save.

For eleven time zones in which the clocks change at midnight, for example Havana, Santiago, Sao Paulo and the Azores, the page warns that one day a year has no 00:00, and that some totals can be an hour out on that day. You can still choose such a zone.

What happens next#

The getting-started checklist counts this step as done once a time zone and a currency are saved.

Next, Use the guided setup, or Add your first location by hand. For the language of the app itself, see Language and appearance.