How to Set up a new Organisation - Part 1 - Simplifi Documentation Hub

About

The Organisation is the business or organisation that employs and manages the users in Simplifi.

Setting Up Guide

You can follow this guide to set up an organisation. This guide will run through heading by heading and detail what the settings are, what they do and provide an example of the setting. If a setting is complicated, it will lead to another page.

Some options are omitted in the guide; these are the self-explanatory checkboxes and information fields.

Press Create New Organisation Press create new organisation at the top and select the portal, industry, head office if applicable and enter the name.

Organisation Settings

Setting Name	Description
ID Number	The ID number for the organisation. This is auto generated.
Name	You can adjust the name of the organisation here.
Xero ID	If the organisation uses Xero, you will enter their Xero ID there.
Payroll ID	If the organisation uses another payroll provider other than Xero, you will enter their ID there. Correct?
Go Live	What date the organisation is going live (starting to use Simplifi)
Offboarding Date	What date the organisation is leaving Simplifi
Primary User	Choose the primary user here. This user will be the master admin for this organisation will they?
BCC Addresses	List of emails to notify when a job is assigned.
Reliever Requests	Lists of emails to notify when a reliever requests to be preferred
Subscription	Type of subscription that the school has subscribed to with the company.
Entity Name	The name of the type of this organisation. This will be how Simplifi refers to the entity for the end-user.
Temp Staff Name	The name of the temp staff eg. A school would refer to temp staff as “relievers”
Roll Count	Roll count of students

Options for Publishing Jobs Mark checkboxes as appropriate here for settings related to Publishing Jobs within the organisation.

Setting Name	Description
Can Publish Long-Term/Permanent Jobs	Lets the organisation have the ability to publish long term or permanent jobs
Has Option Accept First Job Response	Makes the organisation accept the first job response that they receive
Has Option to Hide End Time	???
Has Option to Notify Staff in Other Roles	Sends staff in the organisation that are in other roles than the specified one a notification
Has Response Option Only If Needed	Shows the “only if you need me” option for when users choose to either accept or reject the role
Has Response Option Alternate Times	Allows staff to accept jobs with alternative times of their choosing with notes explaining the change
Has Option of Fixed Payroll Hours	Allows hours to be published for a longer time than they are paid for. Eg. Shift can be published from 8:30am-3:30pm but only paid for 5 hours.
Has Pay Rate Entry	Gives the option to enter an hourly rate that every person working the job will be paid
Has Periods	??
Default Job Replacements Off	??
Hide Wizard Step Replacement / Custom Fields	??
Hide Wizard Step Successful Casual	??
Allow Individual Pay Rate Override	If the above setting “Has Pay Rate Entry” is enabled, this setting allows the organisation to override the pay rate on an individual job.
Allow Broadcast Function	??

Options for Timesheets Mark checkboxes as appropriate here for settings related to Timesheets within the organisation.

Definitions:

Tiles Tiles are the UI elements that contain the profile photo, name and other details for a staff member on screen such as payroll and timesheets.

Setting Name	Description
Client Details to be Entered	Allows the user to attach client names and details to jobs/events
Client is Required to Approve Timesheets	If the entered client is required to approve the timesheets of jobs created for them
Show Timesheet Details on Schedule	Show the timesheet details on the schedule bars
Show Replacement Info on Email	Job assignment emails will include replacement information if needed what is that
Default to Replacements Using Same Activities	When marking somebody as on leave and finding a replacement do we default to keeping the same activities for the replacement?
Show Pay Rate on Job Tile	Show temp staff’s hourly pay rate on the summary tile
Show Contracted Hours on Payroll Tile	Show the temp staff’s actual contracted hours on payroll Does this make sense?
Show Working Days on Shifts	???

Options for Staff/Casuals Mark checkboxes as appropriate here for settings related to staff/casuals within the organisation. Definitions:

Gold/Silver Status ???

Setting Name	Description
Has Gold/Silver Status for Internal Notifications	Notifications can be delayed for silver users for jobs published by this organisation
Can Users Register with this Organisation	Allows users of StaffSync to apply to this organisation
Can Edit Staff Details	Allows staff to edit their own details Does it?
Add Temp Staff as Requested	When adding temp staff via Our Relievers set their status to requested instead of the default “preferred”
Has Custom Staff Docs	???
Staff can View Organisation Schedule	If this is turned on, staff can view a schedule of everybody working in the same department/room as them
History Display (months)	Number of months to show temp-staff for if they are inactive, requested or terminated.
Default Reporting To:	The default reporting to option for timesheets and leave. The selected manager/staff is the approver IS IT

Options for Events Mark checkboxes as appropriate here for settings related to events within the organisation. What are events
General Settings Mark checkboxes as appropriate here for general settings. What are Job reminder schedules?
CRM User Settings Mark checkboxes as appropriate here for Customer Relationship Management (CRM) user settings
Head Office Settings Mark this checkbox if the organisation is a head office.

Upon completing this guide, you will have entered the main settings for a new organisation in Simplifi. Make sure to save your work! Press Save Organisation Details at the bottom to save the settings. Next, you must set up the tabbed settings to the right of your screen. These can be found in How to Set Up an Organisation - Part 2.

Module Guides

New to Simplifi?

Customer Support

Developing Simplifi

Reports

FAQ's

How to Set up a new Organisation - Part 1

About

Setting Up Guide

​About

​Setting Up Guide

About

Setting Up Guide