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Account Configuration and Settings - all you need to know
31 articles in this collection
Written by
Rebecca Fahy,
Karin Lindepuu,
and
Niamh Muldowney
Configuring your Bizimply account
Here are the steps to configuring your Bizimply account
Written by
Niamh Muldowney
Updated over a week ago
General Account Settings
Company Settings
How to update account/universal settings
Written by
Niamh Muldowney
Updated over a week ago
Changing your admin login email or password
How to change your admin login email or password
Written by
Niamh Muldowney
Updated over a week ago
Adding an Additional % for Local Taxes
Adding an Additional % for Local Taxes
Written by
Niamh Muldowney
Updated over a week ago
Adding a Sales % deduction to give a more accurate Labour Sales %
Accomplish your most accurate Labour Sales %
Written by
Niamh Muldowney
Updated over a week ago
Auto Log Out
How can you set up auto log out on your account after a certain period of inactivity?
Written by
Niamh Muldowney
Updated over a week ago
Plans & Billing
Plans & Billing
Editing your Subscription
Written by
Niamh Muldowney
Updated over a week ago
Employee Settings
Employee Personal Settings
Learn how to turn on and off fields within the employee personal settings
Written by
Rebecca Fahy
Updated over a week ago
How to bulk update your Employees' Profiles
You can bulk update fields in your employees' profiles. This will save time at a head office level.
Written by
Niamh Muldowney
Updated over a week ago
Unavailability settings and permissions
Learn how to set up Unavailability an how to allow your Managers access to Unavailability
Written by
Karin Lindepuu
Updated over a week ago
How to create an Employee Position
How to create a new Employee Position, How to add a new employee position
Written by
Niamh Muldowney
Updated over a week ago
How to add and edit Leaver Reasons
How to add and edit Leaver Reasons
Written by
Niamh Muldowney
Updated over a week ago
How to edit types of Employee Issues and Actions
How to edit Employee Issue types
Written by
Niamh Muldowney
Updated over a week ago
Create an Onboarding Checklist
Learn how to create an onboarding checklist as part of the HR process for a new employee that starts with your business.
Written by
Niamh Muldowney
Updated over a week ago
Adding new Employee Training Types
Add new employee training types within the settings.
Written by
Niamh Muldowney
Updated over a week ago
Deleting Employee Training Types
How to delete a training type permanently from the system
Written by
Niamh Muldowney
Updated over a week ago
What are the existing drop-down fields in the 'Personal Tab' in an Employee Profile?
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.
Written by
Niamh Muldowney
Updated over a week ago
Schedule Settings
Popular shift settings
An account administrator can give local access to popular shifts or else create them at company wide level
Written by
Niamh Muldowney
Updated over a week ago
Creating, editing & deleting a schedule name
How to create edit & delete a schedule's name
Written by
Niamh Muldowney
Updated over a week ago
Creating, editing & deleting shift names
In this article you will learn how to create, edit and delete shift names. Only an account administrator has access to these settings.
Written by
Niamh Muldowney
Updated over a week ago
Location Settings
Adding locations to your account
Add or create a new location within your account
Written by
Niamh Muldowney
Updated over a week ago
How to Deactivate a Location
How to deactivate a location in your account
Written by
Niamh Muldowney
Updated over a week ago
Shift Log Settings
Shift Log Set Up
Learn how to create your shift log and edit it to your company's requirements
Written by
Niamh Muldowney
Updated over a week ago
How to Import Sales
You can import your historic sales to get a year on year sales comparison.
Written by
Niamh Muldowney
Updated over a week ago
How to Add and Edit Sales Area
Learn how to set up a new sales area in your Shift Log settings and how to edit the name of your sales areas.
Written by
Niamh Muldowney
Updated over a week ago
Shift Issue Settings
How to create, edit or add shift issues (customer, employee, supplier, accident) to be completed as part of the Shiftlog
Written by
Niamh Muldowney
Updated over a week ago
Dashboard Settings
Dashboard Settings
How to change what you can see on your dashboard and change the start day
Written by
Niamh Muldowney
Updated over a week ago
Attendance Settings
How to set up Remote Employee Portal Clock In
Allow your employees to clock in via their employee portal on the web app.
Written by
Niamh Muldowney
Updated over a week ago
Timecard Settings
How do I add Break rules to my account
How to add break rules to Bizimply so unpaid breaks are automatically deducted from the Timecard after a set number of hours are worked
Written by
Niamh Muldowney
Updated over a week ago
Break Rules
These are rules created in Attendance Settings to calculate break times based on the number of hours an employee has worked.
Written by
Niamh Muldowney
Updated over a week ago
Import bulk adjustments to Main Location Timecards
Learn how to add adjustments to main location timecards in bulk
Written by
Karin Lindepuu
Updated over a week ago