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General Settings

It is very important to customize the system to the specific needs of the company before its full implementation. The order of system settings is arbitrary. The sections visible in the “Admin” system menu should be set in such a way as to ensure optimal access and functionality for all system users.

REMEMBER: The Administrator has the highest permissions to manage the system. Only they can make changes in the system sections.

NOTE: Permissions entered in the “Admin Panel” section are unavailable and invisible on the dropdown menu list for other system users.

Global settings and appearance

Located in the Admin menu section -> General Settings, they relate to parameters including calendar settings, working hours, language, time zone, currency, and the appearance of the sidebar.

NOTE: Most of these parameters are automatically configured by the system, taking into account the current location of the company. However, there may be situations where minor changes need to be introduced.

The settings in the form correspond to:

  • CRM: Calendar - Duration of the time slot: The minimum time range visible on the CRM calendar.
  • CRM: Calendar - Default working hours: Working hours set by default in the CRM calendar. Working hours are marked with a different background color in the calendar.
  • CRM: Calendar - Time range: The range of hours visible in the CRM calendar.
  • Default currency, country, state/province: The values corresponding to these fields will be set as default in forms where these fields appear (e.g., contact, company, project).
  • Default language: The language in which the system will be displayed by default.
  • Main company: The company using the system. This option should only be changed in the event of changes in the company’s structure, e.g., when the company has several subsidiaries and the managing subsidiary changes.
  • Other allowed currencies: Optional types of currencies in which transactions can be registered in the system.
  • Regional settings (Time format, Date format, Time zone, Measurement system): Parameters automatically configured by the system, depending on the region of the registered company.
  • Appearance: logo (for collapsed and expanded menu): Allows setting the company logo that will be displayed in the system (e.g., during login).
  • Appearance: header: The content that appears on the user login screen.
  • Appearance: sidebar: The selected color scheme template from the list in which the menu list can be displayed.

Vacation and Sick Leave Parameters

Settings related to the calculation and recording of vacation and sick days reported by employees are available in the Admin → Vacation Days Settings menu.

NOTE: The system defaults to configuring values related to vacation days. Check if the following settings need to be adjusted to comply with the laws of the country and/or company policy.

NOTE: Vacation for each employee is calculated daily as a fraction of the set entitled days.

The form settings relate to the configuration of fields with the following meanings:

  • Accumulate the number of paid sick days up to the maximum number of paid sick days per year: The system will not allow the accumulation of more paid sick days than allowed for a given employee. To check the maximum number of days entitled to a given employee, go to CRM → Employees → Select an employee → HR tab → “Number of Paid Sick Days Per Year” field.

  • Accumulate the number of on-demand vacation days up to the maximum number of on-demand vacation days per year: Similarly to the accumulation of sick days.

  • On-demand vacation days are included in the vacation days: The value of these days is counted towards the total number of vacation days granted to an employee per year.

  • Default number of paid sick days per year: Each new employee will have this value set as the number of days entitled as paid sick leave for each year worked. This value can be modified separately for each employee.

  • Default number of vacation days per year: Each new employee will have this value set as the number of days entitled as vacation for each year worked. This value can be modified separately for each employee.

  • Default number of on-demand vacation days per year: Each new employee will have this value set as the number of days entitled as on-demand vacation for each year worked. This value can be modified separately for each employee.

  • Import Public Holidays: When marked as “yes”, the system automatically retrieves information about Public Holidays and marks them on the calendar as days off from work.

  • Allow to choose more vacation days than are available: Allows for requesting/granting vacation days even when the above limit has been reached.

  • Select weekend days off work: These days will be deducted from the vacation, for example, if someone takes a vacation from Monday to Sunday, and here we have Saturday and Sunday set, then 5 days of vacation will be deducted because Saturday and Sunday will not be counted as vacation days.

  • Public Holidays are paid on the following days: If a Public Holiday is paid, the employee receives paid leave on that day, which does not reduce the number of vacation days.

Data Import

You can import data prepared in the appropriate format into the system quickly and easily. More information about creating data imports can be found here.