Settings

Account Configuration and Settings - all you need to know

Rebecca Fahy avatar Christine Doyle avatar Liz Schaffalitzky avatar
31 articles in this collection
Written by Rebecca Fahy, Christine Doyle, and Liz Schaffalitzky

Bizimply: Existing drop-down fields in the 'Personal Tab' in the 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.
Rebecca Fahy avatar
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.
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

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

Accomplish your most accurate Labour Sales %
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

Plans & Billing

Editing your Subscription
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

Adding an Additional % for Local Taxes

Adding an Additional % for Local Taxes
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

How to Deactivate a Location

This article will show you how to deactivate a location in your Bizimply. You will still be able to see deactivated accounts.
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

Adding a New Location

Adding a location
Christine Doyle avatar
Written by Christine Doyle
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.
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

How do I import sales?

You can import your historic sales to get a year on year sales comparison.
Rebecca Fahy avatar
Written by Rebecca Fahy
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.
Rebecca Fahy avatar
Written by Rebecca Fahy
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.
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Shiftlog Set Up

Learn how to create your shiftlog and edit it to your company's requirements
Rebecca Fahy avatar
Written by Rebecca Fahy
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 book.
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Dashboard Settings

How to change what you can see on your dashboard and change the start day
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Employee Personal Settings

How to set up fields within the Employee Personal Tab
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Changing your admin login email or password

How to change your admin login email or password
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Adding new Employee Training Types

Add new employee training types within the settings.
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Deleting Employee Training Types

How to delete a training type permanently from the system
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

How to set up Employee Portal Clock In

Allow your employees to clock in via their employee portal on the web app.
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Configuring your Bizimply account

Here are the steps to configuring your Bizimply account
Rebecca Fahy avatar
Written by Rebecca Fahy
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
Liz Schaffalitzky avatar
Written by Liz Schaffalitzky
Updated over a week ago

How to edit types of Employee Issues and Actions

How to edit Employee Issue types
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

How to set up Remote Clocking In/Out

How to give access to employees to clock in and out remotely
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

Company Settings

Only an account administrator has access to update company settings.
Rebecca Fahy avatar
Written by Rebecca Fahy
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.
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Creating, editing & deleting a schedule name

In this article you will learn how to create schedule settings. Only an account administrator has access to the schedule settings.
Rebecca Fahy avatar
Written by Rebecca Fahy
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?
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

Adding locations to your account

If you would like to add or create a new location within your account, please follow the below steps.
Rebecca Fahy avatar
Written by Rebecca Fahy
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.
Rebecca Fahy avatar
Written by Rebecca Fahy
Updated over a week ago

How to create an Employee Position

How to create a new Employee Position
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago

How to add and edit Leaver Reasons

How to add and edit Leaver Reasons
Christine Doyle avatar
Written by Christine Doyle
Updated over a week ago