Overview
Input your company information and determine how your staff uses the app by configuring your company’s General Settings.
Considerations
- You must be a Manager or Admin to view and modify your company’s General Settings.
- If you make any changes to General Settings, click Save in the top-right corner of the screen.
To avoid confusion among employees, be sure to inform them of any changes to the account’s settings.
Accessing the General Settings
Hover over , then select General Settings.
General Settings
App Settings
The App Settings section allows you to enter the basics of your account.
| Callout | a |
| Description | Add or change your logo. |
| Callout | b |
| Description | Add or change the account name. |
| Callout | c |
| Description | Add or change the account ID. The account ID is a number by default. |
| Callout | d |
| Description | Set the business listing information (business location and industry). |
| Callout | e |
| Description | Change the time zone. |
| Callout | f |
| Description | Change the start day of the work week. |
| Callout | g |
| Description | Change the primary contact for the account. |
| Callout | h |
| Description | Change the time format. By default, the account is set to 12-hour. |
| Callout | i |
| Description | Change the currency symbol. See the currencies supported by When I Work. |
| Callout | Description |
| a | Add or change your logo. |
| b | Add or change the account name. |
| c | Add or change the account ID. The account ID is a number by default. |
| d | Set the business listing information (business location and industry). |
| e | Change the time zone. |
| f | Change the start day of the work week. |
| g | Change the primary contact for the account. |
| h | Change the time format. By default, the account is set to 12-hour. |
| i | Change the currency symbol. See the currencies supported by When I Work. |
Overtime
Overtime settings allow you to set weekly, daily and double daily thresholds. This setting controls overtime on the timesheets. For more information, check out Setting Overtime Thresholds.
WorkChat
WorkChat is a feature that allows you and your staff to send messages and images in real time without exchanging personal contact information. For more information, see Managing WorkChat.
| Callout | a |
| Description | Select to allow supervisors and employees to post in the workplace channel. By default, only managers and account holders can post in the workplace channel. |
| Callout | b |
| Description | Select to allow your employees to create and post in their own custom channels. |
| Callout | Description |
| a | Select to allow supervisors and employees to post in the workplace channel. By default, only managers and account holders can post in the workplace channel. |
| b | Select to allow your employees to create and post in their own custom channels. |
- WorkChat is available for plans that support 1,000 or fewer users.
- WorkChat cannot be enabled for an account with over 800 users.
Time Off Requests
This section allows you to control how time off requests work. Click the switch on the left to enable or disable time off. Turning off Time Off Requests disables employees from requesting time off. Users with Manager or Admin level access can manage time off requests settings.
| Callout | a |
| Name | Require Approval For Employees |
| Description | Select whether employee’s time off requests are automatically approved or require manager approval. |
| Callout | b |
| Name | Require Approval For Supervisors |
| Description | Select whether supervisor’s time off requests are automatically approved or require manager approval. |
| Callout | c |
| Name | Show Approved Time Off Requests To All Users |
| Description | Select to show approved time off requests to all users on the Scheduler page. |
| Callout | d |
| Name | Days Notice Required For Time Off |
| Description | Enter the number of days in advance employees are required to schedule a time off request.
|
| Callout | e |
| Name | Max Paid Hours Per Day |
| Description | Enter the maximum number of paid time off an employee can enter for a time off request.
|
| Callout | f |
| Name | Requestable Types |
| Description | Use the toggles to choose between three requestable time off types:
In addition, you can select whether you want each type to be Unpaid, Paid, or both. |
| Callout | Name | Description |
| a | Require Approval For Employees | Select whether employee’s time off requests are automatically approved or require manager approval. |
| b | Require Approval For Supervisors | Select whether supervisor’s time off requests are automatically approved or require manager approval. |
| c | Show Approved Time Off Requests To All Users | Select to show approved time off requests to all users on the Scheduler page. |
| d | Days Notice Required For Time Off | Enter the number of days in advance employees are required to schedule a time off request.
|
| e | Max Paid Hours Per Day | Enter the maximum number of paid time off an employee can enter for a time off request.
|
| f | Requestable Types | Use the toggles to choose between three requestable time off types:
In addition, you can select whether you want each type to be Unpaid, Paid, or both. |
Employee Privacy
Prevents your employees from seeing other employees’ names and contact information on the Coworkers tab. For more information, see Enabling Privacy for All Employees.
