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.
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Press Create New Organisation
Press create new organisation at the top and select the portal, industry, head office if applicable and enter the name.
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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 |
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Options for Publishing Jobs
Mark checkboxes as appropriate here for settings related to Publishing Jobs within the organisation.
| Setting Name | Description |
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| 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 | ?? |
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Options for Timesheets
Mark checkboxes as appropriate here for settings related to Timesheets within the organisation.
Definitions:
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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 | ??? |
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Options for Staff/Casuals
Mark checkboxes as appropriate here for settings related to staff/casuals within the organisation.
Definitions:
| 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 |
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Options for Events
Mark checkboxes as appropriate here for settings related to events within the organisation. What are events
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General Settings
Mark checkboxes as appropriate here for general settings.
What are Job reminder schedules?
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CRM User Settings
Mark checkboxes as appropriate here for Customer Relationship Management (CRM) user settings
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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.
