Help centre / Getting started
Check your company’s settings
Work through the checklist of settings that leave, approvals and reminders depend on, and confirm each one.
Until it's done, Home reminds you, and Settings opens on Set up your organisation.
More detail
Balances, approvals and reminders all read these settings.
Work through the checklist
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Step 1: Open each step: leave year, holiday allowance, bank holidays, working week, who approves leave, and the rest.
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Step 2: If it's right for you, press Looks right.
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Step 3: If not, change it and press Save and check.
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Step 4: Everything shown already right?
More detail
Confirm all as shown does them at once.
Stuck?
I can't see Training or Equipment
They show only if they're on your plan.
Some steps aren't there
You see only the steps you're allowed to change. An account owner sees them all.
Can I hide the reminder on Home?
Press Dismiss. It's worth finishing first, though: wrong settings make wrong balances.
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