Org

"Can everyone see org charts?" 

Org charts show you a visual diagram of the layout of your org. 

The management org chart is something every person in your org can see. 

Now, switching person. You're now logged in as a person who's got "No org admin" and "No payroll admin" permissions. People with no permissions can still always see the management org chart. 

To open your org's management org chart: 

1. First, select your org on: Menu > Orgs 
2. And finally, click: Org charts > Management 

Because the person's got no admin permissions: 

• The person can only see job titles, and who's manager of who. 
• Even when the person clicks on other people, the person still can't see other people's last names, their contact info, or any other info. 
• In addition, when the person clicks the Org charts menu, the person can't see any other org charts except this management org chart. 

Even with the limitations described, org charts are still a useful way for any person to know who's who in their org. It also shows them who each person's manager is. 

And that's it! That's everything you need to know about who can see org charts! 

"How do I change which day each week starts on?" 

Some people, or cultures, prefer that their week starts on a Sunday, Monday, or some other day of the week. 

To set which day appears as your org's first week day: 

1. First, select your org on: Menu > Orgs 
2. Then click: Settings > System preferences 
3. Select which day you'd like each week to start on. 
4. And finally, click: Save 

To see how setting which day each week starts on looks: 

1. First, as you visit each of the following, you'll notice that each now start on your selected day of the week, including: 
2. All calendars. 
3. All "Timelines weekly" reports. 
4. All "Hours weekly" reports. 
5. And finally, even all target hours per week. 

Keep in mind that: 

• This setting applies equally to every person in your org. 
• It can't be set differently for each person. 
• Also, this setting is purely visual and doesn't affect paydays or pay in any way. 

And that's it! That's everything you need to know about changing which day each week starts on! 

"How do I create a new org and set the name and logo?" 

Setting your org's name, logo, and contact details are an important step to creating a new org. You can make as many orgs as you like. 

To create a new org: 

1. First, click: Menu > Orgs 
2. Then click: Set up another org 
3. Type in the name of your new org. 
4. Then click: Create new org 
5. And finally, the new org's just been created, and you've now been automatically switched into it. 

To switch back to your previous org: 

1. First, Menu > Orgs 
2. And finally, click your previous org. 

To open your org's settings: 

1. First, on your home screen, click: Org 
2. And finally, go to: Settings > Org settings 

To set your org's appearance options: 

1. First, pick your preferred color. 
2. Next, to upload your org logo, click: Upload You can upload any size logo. Read the notes to understand the best logo image size. 
3. Next, optionally, enter your: Slogan 
4. And then enter the: Website domain 
5. Next, set your org's postal address. 

1. And finally, you can set up to three phone numbers, each with their own optional label. 

To see how your org's appearance options look: 

1. First, to see how it looks for PDFs, click Preview letterhead, and you'll see your new logo and contact details. 
2. To see how it looks in emails, click Settings > Default email signature, then click: See your sig (at the bottom) 
3. And finally, to see how it looks to your people, click the Org tab, then click the "Reload tab" button: (at the top) 

Now you can see that, with just a few seconds work, you have a beautifully set up org. Every doc or email that you send is now nicely presented. 

And that's it! That's everything you need to know about setting your org's appearance! 

"How do I make changes to org charts?" 

If you're an admin, org charts are a great place to review your org's layout, and make changes. 

To change a person's manager from an org chart: 

1. First, click Change manager and change a person's manager. 
2. And finally, your org chart instantly updates, and you'll see that the person's now under their new manager. 

In fact, admins can click almost any info on your org charts, and make changes. 

• If you click the job grade color, it takes you to: "Job grade" 
• If you click the permission circles, it takes you to each permission. 

You get the idea. Just click around and make changes until things look the way you want. 

The same click and change simplicity can also be found in the payroll and location org charts as well. 

And that's it! That's everything you need to know about making changes to org charts! 

"How do I save an org chart to a PDF?" 

Sometimes it's helpful to save a PDF copy of an org chart, so you can print it and put it on the wall. 

To save a PDF of any org chart: 

1. First, select your org on: Menu > Orgs 
2. Then click: Org charts > Management 
3. Then click: Print 
4. The first thing you'll notice is that in the print version, people's last name, location, permissions, and other info is hidden. This is to maintain people's privacy. 
5. In the print settings, set "Destination" to: "Save as PDF" 
6. Next, set "Layout" to: "Landscape" 
7. Next, click "More settings" and set "Scale" to: "Customize" 
8. Then type whatever size fits for you. 
9. Uncheck: "Headers and footers" 
10. And finally, click: Save 

And that's it! That's everything you need to know about saving an org chart to a PDF! 

"How do I use assessment metrics?" 

Assessment metrics are a way to rate your org's people with labeled attainment scores ranging from 0 to 100%. 

Each person can see, but not change, their own scores. Only org admins can see everyone's scores. 

To set up your org's assessment metrics: 

1. First, select your org on: Menu > Orgs 
2. Then click: Settings > Assessment metrics 
3. You'll now see all the available assessment metrics. 
4. To start with, you'll see the default labels. 
5. You're welcome to customize the assessment metrics names to match the needs of your org. 
6. To set a new additional assessment metric for your org, first, scroll down to an empty row, and type in a metric name. 
7. And finally, once you're happy with your assessment metric changes, click: Save 

To see and update an assessment metric on your org's "People" report: 

1. First, to open your org's "People" report, first click: Reports > People 
2. It can be helpful to click the beginning of the row you're interested in, so you can follow it as you scroll across. 
3. When you scroll across, you'll see a grid of scores for each person and each metric. 
4. You'll notice that the last assessment metric is now labeled: "Detail oriented" 
5. You can now click this empty assessment metric, and set a percentage value for the person. 
6. And finally, once you click Save, the assessment metric instantly updates. 

Assessment metrics are an optional feature. Assessment metrics have no effect on people's pay, permissions, or anything else, so give it a try! 

And that's it! That's everything you need to know about using assessment metrics! 

"How do I use job grades?" 

Job grades are an optional way to categorize your org's people into labeled color groupings. 

To set up your org's job grades: 

1. First, select your org on: Menu > Orgs 
2. Then click: Settings > Job grades 
3. You'll now see all the available job grades. 
4. To start with, you'll see the default labels and colors. 
5. You're welcome to customize them to match the needs of your org. 
6. You may decide to organize job grades by employment type, such as regular employees, contractors, or managers. 
7. And finally, you may, instead, decide to organize job grades by job function, such as security, sales, or payroll. 

To add a new job grade: 

1. First, find an empty job grade slot. 
2. Next, type in the name of your new job grade. 
3. Then set the color. 
4. And finally, once you're happy with the name and color, click: Save 

To set a person's job grade: 

1. First, go to the management org chart at: Org charts > Management 
2. Next, click the job grade color of the person you want to change. 
3. Then select their new job grade. 
4. And finally, you'll see them set to this new job grade color. 

Keep in mind that: 

• You'll see this new job grade color, both on your org chart, and on the top bar in person. 
• Also, job grades are a purely visual feature. 
• Job grades have got no effect on people's pay, permissions, or anything else, so give it a try! 

And that's it! That's everything you need to know about using job grades! 

"How do I use suggested departments?" 

Suggested departments are a way to standardize the department names used in your org. Rather than having inconsistent spellings or capitalization of department names, just set your org's official list once. Then your admins can just pick department names from the list. 

To open your org's suggested departments, and replace them: 

1. First, open your org on: Menu > Orgs 
2. Then click: Settings > Suggested ... departments 
3. You'll now see a list of the default department names. 
4. Next, delete out all the existing default department names. 
5. Then type in the department names that your org would actually use. 
6. Check that each department name is on a different line. 
7. And finally, once you're happy with your list of suggested department names, click: Save 

To set or change a person's department from your org's management org chart: 

1. First, click: Org charts > Management 
2. Then click a person's department. 
3. Once the right side opens, click: Suggestions 
4. Select the person's new department from the list. 
5. Then click: Save 
6. And finally, your org chart instantly updates, and you'll see their new department show up. 

And that's it! That's everything you need to know about using suggested departments! 

"How do I use suggested divisions?" 

Suggested divisions are a way to standardize the division names used in your org. Rather than having inconsistent spellings or capitalization of division names, just set your org's official list once. Then your admins can just pick division names from the list. 

To open your org's suggested divisions, and replace them: 

1. First, select your org on: Menu > Orgs 
2. Then click: Settings > Suggested ... divisions 
3. You'll now see a list of the default division names. 
4. Next, delete out all the existing default division names. 
5. Then type in the division names that your org would actually use. 
6. Check that each division name is on a different line. 
7. And finally, once you're happy with your list of suggested division names, click: Save 

To set or change a person's division: 

1. First, click: Org charts > Management 
2. Then click a person's division. 
3. Once the right side opens, click: Suggestions 
4. Select the person's new division from the list. 
5. Then click: Save 
6. And finally, your org chart instantly updates, and you'll see their new division show up. 

And that's it! That's everything you need to know about using suggested divisions! 

"How do I use suggested job titles?" 

Suggested job titles are a way to standardize the job titles used in your org. Rather than having inconsistent spellings or capitalization of job titles, just set your org's official list once. Then your admins can just pick job titles from the list. 

To open your org's suggested job titles, and replace them: 

1. First, select your org on: Menu > Orgs 
2. Then click: Settings > Suggested ... job titles 
3. You'll now see a list of hundreds of the most common job titles. 
4. Next, delete out all the existing default job titles. 
5. Then type in the job titles that your org would actually use. 
6. Check that each job title name is on a different line. 
7. And finally, once you're happy with your list of suggested job titles, click: Save 

To set or change a person's job title: 

1. First, click: Org charts > Management 
2. Then click a person's job title. 
3. Once the right side opens, click: Suggestions 
4. Select the person's new job title from the list. 
5. Then click: Save 
6. And finally, your org chart instantly updates, and you'll see their new job title show up. 

And that's it! That's everything you need to know about using suggested job titles! 

"How do I use the "Actions" report?" 

The "Actions" report shows you who's been doing what in your org, including creates, saves, deletes, undeletes, and log ins. 

The "Actions" report is available to anyone with org admin permissions. 

To open your org's "Actions" report: 

1. First, select your org on: Menu > Orgs 
2. Then click: Reports > Actions 
3. At first, you'll see a pie chart showing all actions by everyone in your org, over the last 30 days. 
4. When you hover your mouse over the pie chart, you'll see the numbers of each person's actions, by action type. This helps you to quickly see who's doing what. 
5. And finally, when you click any pie chart segment, a panel slides out on the right, showing a drill-through to all the actions the person did. 

You may notice: 

• Which person is the busiest person with the most saves. 
• When you click a person's pie segment, in the history list you see the most recent 25 of their saves. 
• You can click through to more pages of results (at the bottom of the page). This would let you see all of the person's saves over the last 30 days. 
• When you click a row, you'll see even more details. 

To see an "Actions" report of just your last 7 days: 

• Click: Show settings > Dates > Previous 7 days 

To compare a set of selected people on an "Actions" report: 

1. First, click: Show settings > Show people 
2. And finally, Ctrl+Click the people you want to compare. 

If instead of a pie chart, you prefer to just see the numbers: 

• Click: Show settings > Show grid 

If want to just show info about "Saves": 

• Click: Show settings > Actions > Saves 

As you can see, there's a lot of settings to adjust to see exactly the info you're after. 

And that's it! That's everything you need to know about using "Actions" reports! 

"How do I use the "Log ins" report?" 

The "Log ins" report shows you who's been logging in to your org recently. The "Log ins" report is available to anyone with org admin permissions. 

To open your org's "Log ins" report: 

1. First, open your org on: Menu > Orgs 
2. Then click: Reports > Log ins 
3. Once it opens, you'll see a list of all log ins by everyone in your org. All the log ins are from the last 30 days, with the most recent listed (at the top). 
4. And finally, when you hover your mouse over each row, you'll see additional details about the device and browser that each person connected through. 

To see a "Log ins" report of just your last 7 days: 

• Click: Show settings > Dates > Previous 7 days 

To compare a set of selected people on a "Log ins" report: 

1. First, click: Show settings > Show people 
2. Then Ctrl+Click the people you want to compare. 
3. When you click any row, a panel slides out on the right, showing even more details. 
4. And finally, you'll see, there's a lot of settings to adjust to see exactly the login info you're after. 

Keep in mind that: 

• You can think of a login as being each time a person is asked to enter their password. 
• The person might log in through a browser on their laptop, and also log in through the app on their phone. 
• This shows up as two different login rows because the person entered their password each time. 

Next, on the login screen. 

If a person turns on  Keep me logged in, the person won't be asked for their password for 30 days. So you mightn't see a row in the "Log ins" report for 30 days either, even if the person's using 1st Money daily. 

And that's it! That's everything you need to know about using "Log ins" reports! 

"Can everyone see org charts?" 

Org charts show you a visual diagram of the layout of your org. 

The management org chart is something every person in your org can see. 

Now, switching person. You're now logged in as a person who's got "No org admin" and "No payroll admin" permissions. People with no permissions can still always see the management org chart. 

To open your org's management org chart: 

1. First, select your org on: Menu > Orgs 
2. And finally, click: Org charts > Management 

Because the person's got no admin permissions: 

• The person can only see job titles, and who's manager of who. 
• Even when the person clicks on other people, the person still can't see other people's last names, their contact info, or any other info. 
• In addition, when the person clicks the Org charts menu, the person can't see any other org charts except this management org chart. 

Even with the limitations described, org charts are still a useful way for any person to know who's who in their org. It also shows them who each person's manager is. 

And that's it! That's everything you need to know about who can see org charts! 

"What org charts can admins see?" 

Your org's three org charts are: 

1. First, Management 
2. Payroll 
3. And finally, Location 

Now, logged in as a person who's got "Full org admin" and "Full payroll admin" permissions, you see all three org charts. Admins can see additional org chart info that's normally hidden to others. 

Admins can see: 

• People's full names. 
• Locations. 
• Permissions. 
• And how many people each person manages. 
• When an admin clicks on a person, the admin can see that person's contact info, and more. 

Next, to switch to the payroll org chart, click Org charts > Payroll 

The payroll org chart shows you who belongs to each pay batch with each pay batch's payday admin shown above. 

If you scroll to the bottom, it lists the people who aren't connected to any pay batch. 

To see your org's location org chart: 

1. First, click Org charts > Location 
2. And finally, the location org chart is similar to other org charts, but instead it shows the people of your org, listed by location. 

And that's it! That's everything you need to know about which org charts can admins see! 

"How do I make changes to org charts?" 

If you're an admin, org charts are a great place to review your org's layout, and make changes. 

To change a person's manager from an org chart: 

1. First, click Change manager and change a person's manager. 
2. And finally, your org chart instantly updates, and you'll see that the person's now under their new manager. 

In fact, admins can click almost any info on your org charts, and make changes. 

• If you click the job grade color, it takes you to: "Job grade" 
• If you click the permission circles, it takes you to each permission. 

You get the idea. Just click around and make changes until things look the way you want. 

The same click and change simplicity can also be found in the payroll and location org charts as well. 

And that's it! That's everything you need to know about making changes to org charts! 

"How do I save an org chart to a PDF?" 

Sometimes it's helpful to save a PDF copy of an org chart, so you can print it and put it on the wall. 

To save a PDF of any org chart: 

1. First, select your org on: Menu > Orgs 
2. Then click: Org charts > Management 
3. Then click: Print 
4. The first thing you'll notice is that in the print version, people's last name, location, permissions, and other info is hidden. This is to maintain people's privacy. 
5. In the print settings, set "Destination" to: "Save as PDF" 
6. Next, set "Layout" to: "Landscape" 
7. Next, click "More settings" and set "Scale" to: "Customize" 
8. Then type whatever size fits for you. 
9. Uncheck: "Headers and footers" 
10. And finally, click: Save 

And that's it! That's everything you need to know about saving an org chart to a PDF! 

"What org charts can admins see?" 

Your org's three org charts are: 

1. First, Management 
2. Payroll 
3. And finally, Location 

Now, logged in as a person who's got "Full org admin" and "Full payroll admin" permissions, you see all three org charts. Admins can see additional org chart info that's normally hidden to others. 

Admins can see: 

• People's full names. 
• Locations. 
• Permissions. 
• And how many people each person manages. 
• When an admin clicks on a person, the admin can see that person's contact info, and more. 

Next, to switch to the payroll org chart, click Org charts > Payroll 

The payroll org chart shows you who belongs to each pay batch with each pay batch's payday admin shown above. 

If you scroll to the bottom, it lists the people who aren't connected to any pay batch. 

To see your org's location org chart: 

1. First, click Org charts > Location 
2. And finally, the location org chart is similar to other org charts, but instead it shows the people of your org, listed by location. 

And that's it! That's everything you need to know about which org charts can admins see!