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 account holder 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 called out in the Gear menu

General Settings

App Settings

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

General Settings - App Settings

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 time format. By default, the account is set to 12-hour.
Callouth
DescriptionChange 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 time format. By default, the account is set to 12-hour.
h 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.

  • 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. The large toggle switch on the left enables and disables time off requests completely.

General Settings - Time Off Requests called out

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.
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.

  • 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 an employee can enter for a time off request.

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

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 15, 2019

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