Company setup

In Company setup you can change some of your default settings, add branding, or switch off the your whole Company's Emails.

GENERAL

Here you are able to adjust the Company Name and also view your companies Login URL as well as the companies Sub-domain.

BRANDING

At no additional cost you can implement branding to your WhosOffice account to make it look and feel like your current corporate scheme, branding is also applied to any PDF's and Emails generated by the system. Our branding team will be more than happy to try to assist with any branding specifications that you might have.

DEFAULTS

Find default settings here for when you initially create a user on the system:

  • Language  (Currently only English is supported)
  • Time Zone  (but you can also set individual time zones on Users)
  • Date Format i.e. 30/Jan/2020 - 30th January 2020 etc.
  • Yearly Start Month - (but you can set this individually on Users if you prefer).
  • Working Week Start - Choose what the first day of your working week is, this takes reflection when using Calendar Date Pickers throughout WhosOffice.
  • Working Pattern - Choose the default set of working time to apply to new members of staff, this can be changed later using the Work Planner or can be set differently when adding new staff.
  • Allow Forward Planning - Lets users book past the end of their current set if working time (If no working time has been planned ahead)
  • Time Per Day - The default deduction of any leave booked as forward planning (the usual duration of your shifts i.e. 8 hours, 12, hours, 1 day etc) when working time is planned, any leave that was booked using the Forward Planning deduction value, will be automatically re-calculated after approx. 1 hour.

TOOLS

During setup, its quite useful to be able to disable WhosOffice system emails, this Tool will allow you to switch off specific Groups emails, remember it is the staff members Default Group that controls this tool, not any Group they are a part of. Don't forget to Enable when you are ready to go!

NEW USERS

When you are setting up your account it is useful to be able to send everyone within a selected Group a welcome message. The New Users tool will allow you to send any new staff members on the system a Welcome Message notifying them of their login credentials. You can also send existing users who are already using the system a welcome message too, as well as check who has already logged in.

APPS / INTEGRATIONS 

Activate any integration package that your company might benefit from such as Onelogin for SSO, Google (G-Suite), Microsoft Azure.

ACTIVE DIRECTORY

Link your WhosOffice account with your companies local Intranet using Active Directory allowing your staff to login to the system using their Active Directory credentials.

HISTORY (LOG)

Records any changes made to the Company Default Settings, allowing you to track easier who's making changes and whats being changed.


Title: Company setup
Category: General
Posted: Monday, 24th Mar 2014
By: Phil Cross
Direct link: https://www.whosoffice.com/support/knowledgebase/company-setup


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