Bizimply

Here are the steps to configuring your Bizimply account

Configuring your Bizimply account

Sean McTiernan

Karin Lindepuu

Account Configuration and Settings - all you need to know

Settings

Company Settings

How to change your admin login email or password

Changing your admin login email or password

Adding an Additional % for Local Taxes

Achieve your most accurate Labour Sales %

Adding a Sales % deduction to give a more accurate Labour Sales %

How can you set up auto log out on your account after a certain period of inactivity?

Auto Log Out

General Account Settings

Plans & Billing

Learn how to turn on and off fields within the employee personal settings

Employee Personal Settings

You can bulk update fields in your employees' profiles. This will save time at a head office level.

How to bulk update your Employees' Profiles

Learn how to set up Unavailability an how to allow your Managers access to Unavailability

Unavailability settings and permissions

How to create a new Employee Position, How to add a new employee position

How to create an Employee Position

How to add and edit Leaver Reasons

How to edit types of Employee Feedback and Actions

Learn how to create an onboarding checklist as part of the HR process for a new employee that starts with your business.

Create an Onboarding Checklist

Add new employee training types within the settings.

Adding new Employee Training Types

How to delete a training type permanently from the system

Deleting Employee Training Types

To help you ensure that employee upload files run smoothly, here is a list of pre-entered fields that can appear in the employee profile.

What are the existing drop-down fields in the 'Personal Tab' in an Employee Profile?

Employee Settings

An account administrator can give local access to popular shifts or else create them at company wide level

Popular shift settings

How to create edit & delete a schedule's name

Creating, editing & deleting a schedule name

In this article you will learn how to create, edit and delete shift names. Only an account administrator has access to these settings.

Creating, editing & deleting shift names

Schedule Settings

Add or create a new location within your account

Adding locations to your account

How to deactivate a location in your account

How to Deactivate a Location

Location Settings

Learn how to create your shift log and edit it to your company's requirements

Shift Log Set Up

Learn how to import sales for multiple locations at once

How to Import Sales for Multiple Locations

You can import your historic sales to get a year on year sales comparison.

How to Import Sales

Learn how to set up a new sales area in your Shift Log settings and how to edit the name of your sales areas.

How to Add and Edit Sales Area

How to create, edit or add shift issues (customer, employee, supplier, accident) to be completed as part of the Shiftlog

Shift Issue Settings

Shift Log Settings

How to change what you can see on your dashboard and change the start day

Dashboard Settings

Allow your employees to clock in via their employee portal on the web app.

How to set up Remote Employee Portal Clock In

Attendance Settings

How to add break rules to Bizimply so unpaid breaks are automatically deducted from the Timecard

How to Add Break Time Rules to your Account

Learn how Employee Break Times options work in Timecards Settings

Employee Break Times

Learn how to add adjustments to main location timecards in bulk

Import bulk adjustments to Main Location Timecards

Timecard Settings

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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