© 2020–2022 1st Money Platform (HU) Ventures. All rights reserved.
 

Cookies help us run our services and make them more tasty. We've posted the full recipe on our Privacy Notice.

Whoa! Wait a minute ... how do I change my cookie settings?

Click "Got it" if you're OK with cookies...

Got it
 

Org

Org charts4:00
Org charts
Suggested job titles1:22
Suggested job titles
Admin org charts1:03
Admin org charts
Org chart changes1:01
Org chart changes
Creating a new org3:20
Creating a new org
Org chart PDFs1:05
Org chart PDFs
Suggested departments1:27
Suggested departments
Assessment metrics1:35
Assessment metrics
The actions report2:17
The actions report
Setting the week's first day1:20
Setting the week's first day
Using job grades1:44
Using job grades
The log ins report2:07
The log ins report
Suggested divisions1:22
Suggested divisions
Who sees org charts?1:04
Who sees org charts?
 

Who sees org charts?1:04

"Can everyone see the org charts?" 

The 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. 

Here, we've logged in as Bruce. Bruce has no org or payroll permissions, but Bruce can always see the management org chart. To open it: 

  1. Click through to:   Menu > Org 
  2. Then go over to: Org charts > Management 

Because Bruce has no admin permissions: 

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

Even with these limitations, the org chart's still a useful way for Bruce to get a feel for who's who in his org. It also shows him who each person reports to. 

And that's it! That's the org chart that everyone can see! 

Updated: Wed, Mar 16, 2022. Headings: `Where can my employees see a management chart?`
 

To upload your own org's logo:

  • Go to:   Menu > Org > Settings > Org settings > Brand logo

For best results:

  • Upload a .png, .jpg, or .gif.
  • Any size is fine.
  • A transparent background is recommended.
  • The recommended size is:
    • Width 1144px.
    • Height 472px.

Your own org's logo shows on:

  • Your home screen (when your people first log in).
  • Your letterhead.
  • Most email notifications to your people.

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

Updated: Tue, Jul 20, 2021. Keywords: display, emblem, slogan. Headings: `Can I white-label your product with my logo?`, `How do I put my own logo?`
 

To add another business:

  • Go to:   Menu > Orgs > Set up another org

1st Money is FREE! Create all the orgs you like.
Add your own logo, people, payroll, and more. Your org stays private. No one else sees it until you invite them.

There's no limit to the number of orgs you may create.

Everyone can make their own new orgs. You don't have to have admin permissions for this.

Updated: Thu, Mar 24, 2022. Keywords: setup. Headings: `How many orgs can I add?`, `How do I make a new company?`, `What's the limit on orgs that I can create?`, `Who's allowed to add new orgs?`
 

Switch to any other org, anytime. You won't be asked to log out or log in again.

To switch between your different orgs:

  1. Go to:   Menu > Orgs
  2. Click the org you'd like to switch into.

Or:

  1. Press: Alt+C

Or:

  1. Go to:   Menu > Orgs
  2. Click:
  3. That org is added to your side shortcuts.

Now switch to that org with just one click.

If you'd like to have a second org open (at the same time), open the other org in a private browser window:

See other browsers
Chrome
Go to: Options > New incognito window
Firefox
Go to: Options > New Private Window
Edge
Go to: Options > New InPrivate window
Internet Explorer
Go to: Options > Safety > InPrivate Browsing
Updated: Thu, Mar 24, 2022. Keywords: jump, session,change. Headings: `How do I switch orgs?`, `How do I get to my other orgs?`, `How do I get to my account with another business?`
 

Setting the week's first day1:20

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

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

To set this: 

  1. Click: Settings > System preferences 
  2. In this example, we'll set each week to start on "Sunday". 
  3. Then, click: Save 

Now, let's go to a person and see the result of this change. As we visit each of the following, you'll notice they each now start on a Sunday, including: 

  • Their calendar. 
  • Their timelines weekly. 
  • Their hours weekly. 
  • And even their target hours per week. 

Keep in mind that: 

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

And that's it! That's how to change which day each week starts on! 

Updated: Thu, Mar 24, 2022. Keywords: Sunday, Gregorian calendar. Headings: `How do I set what the first day of each week is?`

Creating a new org3:20

"How do I create an 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, so let's start by creating a new org: 

  1. First, click over to:   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. The new org's just been created, and we've now been automatically switched into it. 

To switch back to the previous org: 

  1. Click over to:   Menu > Orgs 
  2. Then click the org you want. 

Now, back on this new org that we've just created. Let's go to the org's settings: 

  1. On the start page, click: "Org" 
  2. Then go to: Settings > Org settings 

Now let's setup the org's appearance: 

  1. First, set the Color. In this example, we'll choose pink. 
  2. Next, let's upload our org logo by clicking Upload 
You can upload any size logo. Read more here on the best size. 
  1. Next, let's set a: Slogan 
  2. And then the: Website domain 
  3. Set the business's postal address. 
  4. And then, in this example, we'll set three phone numbers, each with their own label. 

Now let's see how it all looks: 

  • To see how it looks for PDFs, click Preview letterhead, and you'll see your new logo and contact details. 
  • To see how it looks in emails, click Settings > Default email signature, then See your sig at the bottom. 
  • And finally, to see how it looks to your employees, click the Org tab, then click the reload button. 

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 will now be nicely presented. 

And that's it! That's how to set your org's appearance! 

Updated: Tue, Mar 22, 2022. Keywords: . Headings: `How do I \$L->CUSTOMIZE my org?`, `How do I create an org?`
 

Org chart changes1:01

"How do I make changes to the org charts?" 

If you're an admin, org charts are a great place to review your org's layout, and make changes. For example, logged in as an admin, you can easily change someone's manager: 

  1. Before the change, Bruce's manager is Oskar. 
  2. Let's click Change manager and change Bruce's manager from Oskar to Faye. 
  3. The org chart has instantly updated, and you can see that Bruce is now under Faye, as his new manager. 

In fact, admins can click almost any info in the org chart, and make changes. 

  • Clicking the job grade color takes you to "Job grade". 
  • Clicking the permission circles 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 how easy it's for admins to make changes to the org charts! 

Updated: Wed, Mar 16, 2022. Headings: `How do I easily change someone's manager?`
 

Org chart PDFs1:05

"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 the org chart by clicking over to   Menu > Org 
  2. Then go over to: Org charts > Management 
  3. Then click: Print 

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. 

In the print settings: 

  1. Set "Destination" to "Save as PDF". 
  2. Next, set "Layout" to "Landscape". 
  3. Next, click More settings and set "Scale" to "Customize". 
  4. In this example we'll type 75%, but set your size to whatever fits for you. 
  5. Uncheck "Headers and footers". 
  6. Finally, click: Save 

And that's it! That's how to save a beautiful looking chart of your org to a PDF! 

Updated: Wed, Mar 16, 2022. Headings: `How do I print the org charts?`
 

Assessment metrics1:35

"How do I use assessment metrics?" 

Assessment metrics are a way to rate your org's people with labelled 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 setup your org's assessment metrics: click over to: Settings > Assessment metrics 

Here you'll see a total of 10 available assessment metrics. To start with, you'll see the default labels. You're welcome to customise these to match the needs of your org. 

As an example, let's change one: 

  1. Scroll down to the 8th one and set it to: "Detail oriented" 
  2. Once you're happy with your assessment metric changes, click: Save 
  3. Now let's go to the org people report, first go to: Reports > People 
  4. The first row is Aarav, so let's highlight it. 
  5. When you scroll across, you'll see a grid of scores for each person and each metric. 
  6. You'll notice that the last one is now labelled: "Detail oriented" 
  7. We can now click this empty cell, and set Aarav's percentage value to 80%. 
  8. Once we click Save, it instantly updates. 
Assessment metrics are an optional feature. They've no effect on people's pay, permissions, or anything else, so give it a try! 

And that's it! That's how to use assessment metrics! 

Updated: Tue, Mar 22, 2022. Headings: `How do I compare my employees traits?`
 

Using job grades1:44

"How do I use job grades?" 

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

To setup your org's job grades, click: Settings > Job grades 

Here you'll see a total of 14 available job grades. To start with, you'll see the default labels and colors. You're welcome to customize these to match the needs of your org. 

For example, you may want to: 

  • Organize job grades by employment type, such as regular employees, contractors, or managers. 
  • Or you may want to organize job grades by job function, such as security, sales, or payroll. 

As an example, let's scroll down and change the 11th job grade: 

  1. Let's change it to "Driver". 
  2. Then set the colors to green. 
  3. Once you're happy with the labels and colors, click: Save 

Now let's set it for a person: 

  1. Go to the management org chart at: Org charts > Management 
  2. Here we can now click the job grade color for any person, for example Oskar. 
  3. Let's change his job grade to "Driver". 

It now updates and sets him to the green color, both on the: 

  • Org chart. 
  • And on the top bar in person. 

Job grades are a purely visual feature. They've got no effect on people's pay, permissions, or anything else, so give it a try! 

And that's it! That's how to use job grades! 

Updated: Mon, Mar 21, 2022. Keywords: label, title, category. Headings: `How do I set the color of each type of worker?`, `How can I group and categorize my people?`
 

Suggested departments1:27

"How do I use suggested departments?" 

Suggested departments are a way to standardise the departments within your org. Rather than having inconsistent spellings or capitalization of departments, just set your official list once. Then your admins can just pick one from the list. 

To setup your org's suggested departments: 

  1. First, click over to:   Menu > Orgs then choose your org 
  2. Then, go to: Settings > Suggested ... departments 

Here you'll see a list of some examples of departments. We suggest: 

  1. You delete them all. 
  2. Then add just the departments that your org uses. 

As an example, let's set this up as if we're running a construction company: 

  1. Let's delete all the suggested departments. 
  2. And then just paste in these 12 departments that we know we'll actually use. 
  3. Make sure that each is on a different line. 
  4. Once you're happy with your suggested departments, click: Save 
Now let's use the departments: 
  1. First, go over to: Org charts > Management 
  2. We can now click Sonia's department. 
  3. Once the right side opens, click: Suggestions 
  4. And choose "Purchasing". 
  5. The org chart instantly updates, and you can see that Sonia's department is now: "Purchasing" 

And that's it! That's how to use suggested departments! 

Updated: Wed, Apr 6, 2022. Headings: `How do I set the suggested departments?`
 

Suggested divisions1:22

"How do I use suggested divisions?" 

Suggested divisions are a way to standardise the divisions within your org. Rather than having inconsistent spellings or capitalization of divisions, just set your official list once. Then your admins can just pick one from the list. 

To setup your org's suggested divisions: click your way to: Settings > Suggested ... divisions 

Here you'll see a list of some examples of divisions. We suggest: 

  1. You delete them all. 
  2. Then add just the divisions that your org uses. 

As an example, let's set this up as if we're running a farm equipment reseller: 

  1. Let's delete all the suggested divisions. 
  2. And then just paste in these 4 divisions that we know we'll actually use. 
  3. Make sure that each is on a different line. 
  4. Once you're happy with your suggested divisions, click: Save 
Now let's use the divisions: 
  1. First: go over to: Org charts > Management 
  2. We can now click Sonia's division. 
  3. Once the right side opens, click: Suggestions 
  4. And choose "Dairy sales". 
  5. The org chart instantly updates, and you can see that Sonia's division is now: "Dairy sales" 

And that's it! That's how to use suggested divisions! 

Updated: Wed, Apr 6, 2022. Headings: `How do I set the suggested divisions?`
 

Suggested job titles1:22

"How do I use suggested job titles?" 

Suggested job titles are a way to standardise the job titles within your org. Rather than having inconsistent spellings or capitalization of job titles, just set your official list once. Then your admins can just pick one from the list. 

To setup your org's suggested job titles: click: Settings > Suggested ... job titles 

Here you'll see a list of hundreds of the most common job titles. We suggest: 

  1. You delete them all. 
  2. Then add just the jobs that your org uses. 

As an example, let's set this up as if we're running a dental clinic: 

  1. Let's delete all the suggested job titles. 
  2. And then just paste in these 6 job titles that we know we'll actually use. 
  3. Make sure that each is on a different line. 
  4. Once you're happy with your suggested job titles, click: Save 
Now let's use the job titles: 
  1. First: go over to: Org charts > Management 
  2. We can now click Sonia's job title. 
  3. Once the right side opens, click: Suggestions 
  4. And choose "Dental Nurse". 
  5. The org chart instantly updates, and you can see that Sonia's job title is now: "Dental Nurse" 

And that's it! That's how to use suggested job titles! 

Updated: Tue, Mar 22, 2022. Headings: `How do I set the suggested jobs?`
 

The actions report2:17

"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. This report is available to anyone with org admin permissions. 

To open the actions report: 

  1. Click over to:   Menu > Orgs and then choose your org. 
  2. Then, click through to: Reports > Actions 

At first, you'll see a pie chart showing all actions by everyone in your org, over the last 30 days. 

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. 

When you click any pie chart segment, a panel slides out on the right, showing a drill-through to all the actions this person did. 

For example, here we can see: 

  • That Aarav is the busiest person with 1088 saves. 
  • When you click Aarav's pie segment, in the history list you see the most recent 25 of Aarav's saves. 
  • At the bottom of the page, you can click through to the 25 more pages of results. This would let you see all 1088 of Aarav's saves over the last 30 days. 
  • When you click just one of these rows, you'll see even more details. 

Now, back on the report, if you want to see just the last 7 days of actions: 

  • Click: Show settings > Dates > Previous 7 days 

If you want to compare the actions of just two people: 

  1. Click: Show settings > Show people 
  2. Then Ctrl+Click "Aarav" and "Amelia". 

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

  • Click: Show settings > Show grid 

If want to just show information about "Saves": 

  • Click: Show settings > Actions > Saves 

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

And that's it! That's how to use the actions report! 

Updated: Tue, Mar 22, 2022. Headings: `How do I track my employees actions?`, `How can I see who's doing the most actions in my team?`
 

The log ins report2:07

"How do I use the log ins report?" 

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

To open the log ins report: 

  1. First open your org by going to:   Menu > Orgs 
  2. Then, go over to: Reports > Log ins 
  3. Once it opens, you'll see a list of all log ins by everyone in your org. All these log ins are from the last 30 days, with the most recent listed at the top. 

When you hover your mouse over each row, you'll see additional details about the device and browser that each person connected through. 

If you want to see just the last 7 days of log ins: 

  • Click: Show settings > Dates > Previous 7 days 

If you want to compare the log ins of just two people: 

  1. Click: Show settings > Show people 
  2. Then, in this example, we'll Ctrl+Click "Odelia" and "Oskar". 

When you click any row, a panel slides out on the right, showing even more details. As you can see, there's a lot of settings to adjust to see exactly the login information you're after. 

You can think of a login as being each time a person is asked to enter their password. 

  • For example, they 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 they entered their password each time. 

Now, let's go to the login screen. If a person turns on the "Keep me logged in" toggle, they 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 they're using 1st Money daily. 

And that's it! That's how to use the log ins report! 

Updated: Tue, Mar 22, 2022. Keywords: active, usage. Headings: `Where can I get the details of each login session?`, `Where can I see the IP address and browser that my employees are using?`
 

Opening a private browser window lets you log in as a second person.

Using the same device, if you'd like two log ins (same time), this is the best way:

See other browsers
Chrome
Go to: Options > New incognito window
Firefox
Go to: Options > New Private Window
Edge
Go to: Options > New InPrivate window
Internet Explorer
Go to: Options > Safety > InPrivate Browsing

Once you've got a private window open:

  1. log in: 1st.money/login
  2. To switch to a different org:

    Go to:   Menu > Orgs

Note: It's not possible to do this for the third (or more) person.

Updated: Thu, Mar 24, 2022. Keywords: multiple, session, second, more, third, 3rd, 2nd. Headings: `How can I log in as a second person, using the same PC?`, `How can I get to two orgs at once?`
 

Org charts4:00

"What are org charts?" 

The 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. 

Here, we've logged in as Bruce. Bruce has no org or payroll permissions, but Bruce can always see the management org chart. To open it: 

  1. Click through to:   Menu > Org 
  2. Then go over to: Org charts > Management 

Because Bruce has no admin permissions: 

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

Even with these limitations, the org chart's still a useful way for Bruce to get a feel for who's who in his org. It also shows him who each person reports to. 

And that's it! That's the org chart that everyone can see! 

"What org charts can admins see?" 

There's three org charts: 

  1. Management 
  2. Payroll 
  3. And Location 

We're logged in as Wayne, who's got full admin permissions to 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, they see that person's contact info, and more. 

Let's switch to the payroll org chart by clicking 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. 

Finally, let's look at the location org chart by clicking Org charts > Location The location org chart is similar, but instead shows the people of your org by location. 

And that's it! That's the org charts that admins can see! 

"How do I make changes to the org charts?" 

If you're an admin, org charts are a great place to review your org's layout, and make changes. For example, logged in as an admin, you can easily change someone's manager: 

  1. Before the change, Bruce's manager is Oskar. 
  2. Let's click Change manager and change Bruce's manager from Oskar to Faye. 
  3. The org chart has instantly updated, and you can see that Bruce is now under Faye, as his new manager. 

In fact, admins can click almost any info in the org chart, and make changes. 

  • Clicking the job grade color takes you to "Job grade". 
  • Clicking the permission circles 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 how easy it's for admins to make changes to the 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 the org chart by clicking over to   Menu > Org 
  2. Then go over to: Org charts > Management 
  3. Then click: Print 

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. 

In the print settings: 

  1. Set "Destination" to "Save as PDF". 
  2. Next, set "Layout" to "Landscape". 
  3. Next, click More settings and set "Scale" to "Customize". 
  4. In this example we'll type 75%, but set your size to whatever fits for you. 
  5. Uncheck "Headers and footers". 
  6. Finally, click: Save 

And that's it! That's how to save a beautiful looking chart of your org to a PDF! 

Updated: Thu, Apr 7, 2022. Headings: `Where can I find a chart showing everyone in my org?`
 

Admin org charts1:03

"What org charts can admins see?" 

There's three org charts: 

  1. Management 
  2. Payroll 
  3. And Location 

We're logged in as Wayne, who's got full admin permissions to 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, they see that person's contact info, and more. 

Let's switch to the payroll org chart by clicking 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. 

Finally, let's look at the location org chart by clicking Org charts > Location The location org chart is similar, but instead shows the people of your org by location. 

And that's it! That's the org charts that admins can see! 

Updated: Wed, Mar 16, 2022. Headings: `Where can I find the payroll and location org chart?`

© 2020–2022 1st Money Platform (HU) Ventures. All rights reserved.
www.1st.money/help/Org/