General Settings

From your

Applies to ,

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.
Communicate settings changes to employees

To avoid confusion among employees, be sure to inform them of any changes to the account’s settings.

Accessing the General Settings

Hover over Gear, then select Settings General Settings.General settings callout

General Settings

App Settings

The App Settings section allows you to enter the basics of your account. app settings callouts

Callouta
DescriptionAdd or change your logo.
Calloutb
DescriptionAdd or change the account name.
Calloutc
DescriptionAdd or change the account ID. The account ID is a number by default.
Calloutd
DescriptionSet the business listing information (business location and industry).
Calloute
DescriptionChange the time zone.
Calloutf
DescriptionChange the start day of the work week.
Calloutg
DescriptionChange the primary contact for the account.
Callouth
DescriptionChange the time format. By default, the account is set to 12-hour.
Callouti
DescriptionChange the currency symbol. See the currencies supported by When I Work.
CalloutDescription
aAdd or change your logo.
bAdd or change the account name.
cAdd or change the account ID. The account ID is a number by default.
dSet the business listing information (business location and industry).
eChange the time zone.
fChange the start day of the work week.
gChange the primary contact for the account.
hChange the time format. By default, the account is set to 12-hour.
iChange the currency symbol. See the currencies supported by When I Work.

Role Permissions

Role permissions allow you to customize permissions for Managers and Supervisors. For more information, see Role Permissions Reference.

role settings

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.

Callouta
DescriptionSelect to allow supervisors and employees to post in the workplace channel. By default, only managers and account holders can post in the workplace channel.
Calloutb
DescriptionSelect to allow your employees to create and post in their own custom channels.
CalloutDescription
aSelect to allow supervisors and employees to post in the workplace channel. By default, only managers and account holders can post in the workplace channel.
bSelect 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. time off requests settings

Callouta
NameRequire Approval For Employees
DescriptionSelect whether employee’s time off requests are automatically approved or require manager approval.
Calloutb
NameRequire Approval For Supervisors
DescriptionSelect whether supervisor’s time off requests are automatically approved or require manager approval.
Calloutc
NameShow Approved Time Off Requests To All Users
DescriptionSelect to show approved time off requests to all users on the Scheduler page.
Calloutd
NameDays Notice Required For Time Off
DescriptionEnter the number of days in advance employees are required to schedule a time off request.

  • This requirement does not apply to sick time.
  • This restriction does not apply to account holders, managers or supervisors.
  • Enter 0 if no notice is required.
Calloute
NameMax Paid Hours Per Day
DescriptionEnter the maximum number of paid time off an employee can enter for a time off request.

  • Enter 24 to disable the limit.
  • Enter 0 to disable paid time off.
Calloutf
NameRequestable Types
DescriptionUse 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.

CalloutNameDescription
aRequire Approval For EmployeesSelect whether employee’s time off requests are automatically approved or require manager approval.
bRequire Approval For SupervisorsSelect whether supervisor’s time off requests are automatically approved or require manager approval.
cShow Approved Time Off Requests To All UsersSelect to show approved time off requests to all users on the Scheduler page.
dDays Notice Required For Time OffEnter the number of days in advance employees are required to schedule a time off request.

  • This requirement does not apply to sick time.
  • This restriction does not apply to account holders, managers or supervisors.
  • Enter 0 if no notice is required.
eMax Paid Hours Per DayEnter the maximum number of paid time off an employee can enter for a time off request.

  • Enter 24 to disable the limit.
  • Enter 0 to disable paid time off.
fRequestable TypesUse 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.

Updated on August 4, 2021

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket