Overview

Input your workplace information and determine how your staff uses When I Work by configuring your General Settings.

Considerations

• This article is an overview of all available general settings. The settings in your account are dependent upon your plan. See your account’s Plans page or When I Work Pricing for more information and a full feature list.
• You must have admin or manager level access to view and modify the General Settings.
• If you make any changes to General Settings, click Save in the top-right corner of the screen.

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.

Role Permissions

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

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 any user to create and post in additional channels. By default, no one can create or post in additional 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 any user to create and post in additional channels. By default, no one can create or post in additional 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. Toogle the switch on the left to enable or disable time off. Turning off Time Off Requests disables employees and supervisors 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 users 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.
Callout	e
Name	Max Paid Hours Per Day
Description	Enter the maximum number of paid time off a user can enter for a time off request. Enter 24 to disable the limit. Enter 0 to disable paid time off.
Callout	f
Name	Requestable Types
Description	Use the toggles to choose between three requestable time off types: Holiday Personal Sick Additional Type In addition, you can select whether you want each type to be Unpaid, Paid, or both. NOTE: If all options are unchecked, users cannot submit time off requests.

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 users 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.
e	Max Paid Hours Per Day	Enter the maximum number of paid time off a user can enter for a time off request. Enter 24 to disable the limit. Enter 0 to disable paid time off.
f	Requestable Types	Use the toggles to choose between three requestable time off types: Holiday Personal Sick Additional Type In addition, you can select whether you want each type to be Unpaid, Paid, or both. NOTE: If all options are unchecked, users cannot submit time off requests.

User 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.