Org

"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, open your org on:
   Menu > Orgs 
2. Then click:
   Settings > System preferences > Calendar week's first day 
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. 
2. Including 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 important steps to creating a new org. Feel free to 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, your new org's been created, and you've now been automatically switched into it. 

To switch back to your previous org: 

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

To set your new org's appearance options: 

1. First, on your home screen, click: Org 
2. Then go to:
   Settings > Org settings 
3. Next, click the square, and pick your preferred color. 
4. You can select a picture of your choice. 
5. Or you can instead type in any two letters of your choice. 
6. Next, to upload your org's logo, click: Upload 
7. You can upload any size logo. Read the notes to understand the best logo image size. 
8. Next, optionally, enter your:
   Slogan 
9. And then enter your:
   Website domain 
10. Next, to enter your org's postal address, click Set address, and type in your address. 
11. Lastly, you can add up to five org phone numbers, each with their own optional label. 
12. And finally, click: Save 

You may notice: 

• Your uploaded org logo shows on your home screen (when your people first log in). 
• It's also shown on your letterhead (on PDFs, docs, and some tax submissions), and it's shown on some system emails to your people. 

For advanced usage: 

• The same logo is shown on both light, and dark themes, so uploading an image as a transparent png is recommended. 

To see how your new org now looks: 

1. First, click: Preview letterhead 
2. This gives you an idea of how your org looks for PDFs and documents. 
3. To see how your org looks in emails, click:
   Settings > Default email signature 
4. Then click: See your sig (at the bottom) 
5. You'll see a preview of how your email signatures now looks (at the bottom). 
6. And finally, click Menu > Home. This is how your new org looks to people when logging in. 

With a few seconds work, you've got a beautifully set up org. Every doc or email that you send is now nicely presented. 

Keep in mind that: 

• Everyone can make their own new orgs. You don't have to have admin permissions for this. 
• There's no limit to the number of orgs you can create. 1st Money is FREE! 
• Your orgs stay private. No one else sees them until you invite them. 

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

"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, and only org admins can change them. 

To change your org's existing assessment metrics: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   HR > Assessment metrics 
3. You'll now see all the existing assessment metrics. 
4. You're welcome to change the assessment metrics names to match the needs of your org. 
5. Then click: Save 
6. And finally, you can always come back later to add more. 

Keep in mind that: 

• Changing the name of an assessment metric is going to change the name for everyone in your org. 
• However, the percentages that had previously been saved is going to remain the same. 

To add a new assessment metric: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   HR > Assessment metrics 
3. Scroll down and find an empty assessment metric slot. 
4. And type in the name of your new assessment metric. 
5. Then click: Save 
6. And finally, to see your new assessment metric, scroll to the top and click: See yours 

Also remember that: 

• Even if you have full org admin permissions, you still can't change your own assessment metrics. 
• Ask another org admin to change it for you. 

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

1. First, to open your org's "People" report, first click:
   HR > People 
2. Once it's open, you'll see a list of people. 
3. You may prefer to click the check boxes (at the start of any row). 
4. With the highlight turned on, it's easier to keep track of rows as you scroll across. 
5. When you scroll across, you'll see a grid of scores for each person and each metric. 
6. You'll notice that any recent assessment metric changes have already shown up. 
7. You can now click this empty assessment metric for each person, and set a percentage value, one-by-one. 
8. And finally, once you click Save, the assessment metric instantly updates. 

You may notice: 

• Assessment metrics are an optional feature. 
• Assessment metrics have no effect on people's pay, permissions, or anything else. 

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 change your org's existing job grades: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   HR > Docs ... each job grade 
3. You'll now see all the existing job grades. 
4. You're welcome to change the name and color of the existing job grades to match the needs of your org. 
5. You may decide to organize job grades by employment type, such as regular employees, contractors, or managers. 
6. Or you may decide to organize job grades by job function, such as security clearance, location, customer function, or anything else. 
7. Then click: Save 
8. And finally, you can always come back later to add more. 

To add a new job grade: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   HR > Docs ... each job grade 
3. Scroll down and find an empty job grade slot. 
4. And type in the name of your new job grade. 
5. Then click the circle to set the color. 
6. Next, once you're happy with the new name and color, click: Save 
7. And finally, to see your new job grade, scroll to the top and click: See yours 

To set another person's job grade: 

1. First, select the person on:
   Menu > People 
2. Then click:
   Settings > Job settings > Job grade 
3. Then select their new job grade. 
4. Then click: Save 
5. And finally, you'll see the top bar change to this new job grade color. 

Keep in mind that: 

• You'll see the new job grade color, both on the person top bar, and on org charts. 
• Also remember that job grades are a purely visual feature to help you organize your people. 
• Job grades have no effect on people's pay, permissions, or anything else. 

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, instead set your org's official list once. Then your admins can pick department names from the list. 

To change your org's existing suggested departments: 

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. Once you're happy with your list of suggested department names, click: Save 
8. And finally, to see your new suggested departments, scroll to the top and click: See yours 

To set another person's department: 

1. First, select the person on:
   Menu > People 
2. Then click:
   Settings > Job settings > Department 
3. Then next to "Department", click Suggest, and select their new department. 
4. And finally, click: Save 

Keep in mind that: 

• Changes to a person's department are applied instantly. 
• And departments can always be seen by everyone inside your org. 
• Also, departments have no effect on people's pay, permissions, or anything else. 

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, instead set your org's official list once. Then your admins can pick division names from the list. 

To change your org's existing suggested divisions: 

1. First, open 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. Once you're happy with your list of suggested division names, click: Save 
8. And finally, to see your new suggested divisions, scroll to the top and click: See yours 

To set another person's division: 

1. First, select the person on:
   Menu > People 
2. Then click:
   Settings > Job settings > Division 
3. Then next to "Division", click Suggest, and select their new division. 
4. And finally, click: Save 

Keep in mind that: 

• Changes to a person's division are applied instantly. 
• And divisions can always be seen by everyone inside your org. 
• Also, divisions have no effect on people's pay, permissions, or anything else. 

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, instead set your org's official list once. Then your admins can pick job titles from the list. 

To change your org's existing job titles: 

1. First, open 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. Once you're happy with your list of suggested job titles, click: Save 
8. And finally, to see your new job title, scroll to the top and click: See yours 

To set another person's job title: 

1. First, select the person on:
   Menu > People 
2. Then click:
   Settings > Job settings > Job title 
3. Then next to "Job title", click Suggest, and select their new job title. 
4. And finally, click: Save 

Keep in mind that: 

• Changes to a person's job title are applied instantly. 
• And job titles can always be seen by everyone inside your org. 
• Also, job titles have no effect on people's pay, permissions, or anything else. 

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

"Can everyone see org charts?" 

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

If you're logged in as a person who's got "No org admin" and "No payroll admin" permissions, you can still always see the management org chart. 

The management org chart is something every person in your org can see. Even people with no permissions. 

To open your org's management org chart: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   Org charts > Management 
3. And finally, people with no permissions can only see the management org chart, and not any other org charts. 

Inside your management org chart, a person with no permissions can only see: 

• People's job titles, divisions, departments, and who's manager of who. 
• When a person with no permissions clicks on most people, the person still can't see other people's full names. 
• Their contact info, or any other info (except job title, division, department, and manager) is also not shown. 

A notable exception (for a person with no permissions) is for them to see contact details for: 

• Themselves. 
• And for people directly one layer above, or in other words, your direct manager. 
• And for people directly one layer below, or in other words, anyone you directly manage. 

You may notice: 

• If you click more than one layer up or down, it still blocks access to contact info. 
• If you click people either side (under the same manager), it also blocks access to contact info. 
• This means that even in very big orgs, you can still maintain good privacy. 
• And do so, whilst still providing reasonably limited access to manager, and managee, contact info. 

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

"How do I make changes from 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 your "Management" org chart: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   Org charts > Management 
3. Once it's open, find the person you'd like to change manager for. 
4. And click: Change manager 
5. Once the panel slides out on the right, select the person's new manager. 
6. And finally, your org chart instantly updates, and you'll see that the person's now been moved under their new manager. 

To change other info from any org chart: 

• As an admin, you can click almost any info on your org charts, and make changes. 
• For example, if you click the job grade color, it takes you to the person's "Job grade" setting. 
• And if you click the permission circles, it takes you to the person's permission settings. 
• Feel free to click around and make as many changes as you like, until things look the way you want. 

Keep in mind that: 

• The same click and change approach also works for the "Payroll" and "Location" org charts. 

And that's it! That's everything you need to know about making changes from 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, open your org on:
   Menu > Orgs 
2. Then click:
   Org charts > Management 
3. Then click: Print (at the top) 
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 shrink the size until it fits for you. 
9. Uncheck: "Headers and footers" 
10. Then click: Save 
11. And finally, you'll have a nice looking PDF of your org chart. 

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?" 

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

To open your org's org charts: 

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

Your org's three org charts are: 

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

To see your "Management" org chart: 

1. First, click:
   Org charts > Management 
2. Inside the "Management" org chart, admins can see people's full name, job title, and location. 
3. Admins also see division, department, how many people the person manages, and their permissions. 
4. And finally, when an admin clicks on a person in an org chart, the admin can then see that person's contact info. 

To see your "Payroll" org chart: 

1. First, click:
   Org charts > Payroll 
2. Inside the "Payroll" org chart, payroll admins can see who belongs to each pay batch. 
3. Payroll admins can also see who each pay batch's payday admin is, shown above it. 
4. When you scroll to the bottom, you'll see a list of the people, if any, who aren't connected to any pay batch yet. 
5. And finally, you can click Set pay batch to put them into a pay batch. 

Keep in mind that: 

• Only payroll admins can see the "Payroll" org chart. 

To see your "Location" org chart: 

1. First, click:
   Org charts > Location 
2. Inside the "Location" org chart, org admins can see who belongs to each location. 
3. When you scroll to the bottom, you'll see a list of the people, if any, who aren't connected to any location yet. 
4. And finally, you can click Set location to put them into a location. 

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

"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. 

To see an "Actions" report: 

1. First, open 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: 

• When you click a person's pie segment, in the history list you see the most recent 25 of their actions. 
• 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 actions over the last 30 days. 
• When you click a row, you'll see even more details. 

To only see actions that happened with-in 7 days: 

• Click:
  Show settings > Dates > Previous 7 days 

To see any actions from only a set of selected people: 

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

To see a table of numbers instead of a pie chart: 

• Click:
  Show settings > Show grid 

To see a count of only one type of action, like "Saves": 

• Click:
  Show settings > Actions > Saves 

There's a lot of settings you can adjust to help you find exactly the info you're looking for. 

Keep in mind that: 

• The "Actions" report is only available to people with org admin permissions. 

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. 

To see a "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 the log ins by everyone in your org. 
4. By default, the log ins are from the last 30 days, with the most recent listed (at the top). 
5. 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 only see log ins that happened with-in 7 days: 

• Click:
  Show settings > Dates > Previous 7 days 

To see any log ins from only a set of selected people: 

1. First, click:
   Show settings > Show people 
2. Then Ctrl+Click the people you want to compare. 
3. And finally, when you click any row, a panel slides out on the right, showing even more details. 

Keep in mind that: 

• The "Log ins" report is only available to people with org admin permissions. 

For advanced usage: 

• 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. 
• If, on the login screen, a person turns on Keep me logged in, the person won't be asked for their password for 30 days. 
• In this case, you might not see an entry in the "Log ins" report, for the person, for another 30 days. 

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