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Account Configuration and Settings - all you need to know

Sean McTiernan avatarKarin Lindepuu avatar
By Sean and 1 other2 authors32 articles
Configuring your Bizimply account

General Account Settings


Company Settings
Changing your admin login email or password
Adding an Additional % for Local Taxes
Adding a Sales % deduction to give a more accurate Labour Sales %
Auto Log Out

Plans & Billing


Plans & Billing

Employee Settings


Employee Personal Settings
How to bulk update your Employees' Profiles
Unavailability settings and permissions
How to create an Employee Position
How to add and edit Leaver Reasons
How to edit types of Employee Feedback and Actions
Create an Onboarding Checklist
Adding new Employee Training Types
Deleting Employee Training Types
What are the existing drop-down fields in the 'Personal Tab' in an Employee Profile?

Schedule Settings


Popular shift settings
Creating, editing & deleting a schedule name
Creating, editing & deleting shift names

Location Settings


Adding locations to your account
How to Deactivate a Location

Shift Log Settings


Shift Log Set Up
How to Import Sales for Multiple Locations
How to Import Sales
How to Add and Edit Sales Area
Shift Issue Settings

Dashboard Settings


Dashboard Settings

Attendance Settings


How to set up Remote Employee Portal Clock In

Timecard Settings


How to Add Break Time Rules to your Account
Employee Break Times
Import bulk adjustments to Main Location Timecards
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