Settings

Configuring your Bizimply account

Here are the steps to configuring your Bizimply account

Written by Andrew Fitzsimons
Updated over a week ago

Company Settings

How to update account/universal settings

Written by Andrew Fitzsimons
Updated over a week ago

Changing your admin login email or password

How to change your admin login email or password

Written by Andrew Fitzsimons
Updated over a week ago

Adding an Additional % for Local Taxes

Adding an Additional % for Local Taxes

Written by Andrew Fitzsimons
Updated over a week ago

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

Accomplish your most accurate Labour Sales %

Written by Andrew Fitzsimons
Updated over a week ago

How do I import sales

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

Written by Andrew Fitzsimons
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 Andrew Fitzsimons
Updated over a week ago

Plans & Billing

Editing your Subscription

Written by Andrew Fitzsimons
Updated over a week ago

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 Andrew Fitzsimons
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 Andrew Fitzsimons
Updated over a week ago

How to add and edit Leaver Reasons

How to add and edit Leaver Reasons

Written by Andrew Fitzsimons
Updated over a week ago

How to edit types of Employee Issues and Actions

How to edit Employee Issue types

Written by Andrew Fitzsimons
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 Andrew Fitzsimons
Updated over a week ago

Creating a Daily Task list

Learn how to create and configure a daily task list for employees to complete at the end of a day/shift.

Written by Andrew Fitzsimons
Updated over a week ago

Adding new Employee Training Types

Add new employee training types within the settings.

Written by Andrew Fitzsimons
Updated over a week ago

Deleting Employee Training Types

How to delete a training type permanently from the system

Written by Andrew Fitzsimons
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 Andrew Fitzsimons
Updated over a week ago

Popular shift settings

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

Written by Andrew Fitzsimons
Updated over a week ago

Creating, editing & deleting a schedule name

How to create edit & delete a schedule's name

Written by Andrew Fitzsimons
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 Andrew Fitzsimons
Updated over a week ago

Adding locations to your account

Add or create a new location within your account

Written by Andrew Fitzsimons
Updated over a week ago

How to Deactivate a Location

How to deactivate a location in your account

Written by Andrew Fitzsimons
Updated over a week ago

Shiftlog Set Up

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

Written by Andrew Fitzsimons
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 Andrew Fitzsimons
Updated over a week ago

Dashboard Settings

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

Written by Andrew Fitzsimons
Updated over a week ago

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 Andrew Fitzsimons
Updated over a week ago

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 Andrew Fitzsimons
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 Andrew Fitzsimons
Updated over a week ago