General Tab Setting

From Subscribe-HR Wiki Help
Jump to: navigation, search
(Colours)
 
(22 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{page.name: Settings: General Tab - Subscribe-HR Wiki}}
+
{{page.name: Settings: General - Subscribe-HR Wiki}}
 
{{page.head: General Tab Setting}}
 
{{page.head: General Tab Setting}}
  
 
__TOC__
 
__TOC__
  
=General=
+
=General Options - Details=
To customise the profile of a user, you will need to login to the Subscribe-HR System as the user you are modifying the settings for.
+
Accessed by clicking your "NAME" on the top right of the screen. You will see "SETTINGS" in the Dropdown. Select Settings. On the left hand side of the screen, you will then see options: DETAILS: HR: RECRUITMENT and so on. These options contains settings for these areas.
  
==General Tab==
+
==DETAILS - Company Information / Email Settings Section==
'''General Tab in Settings''' allows you to configure Leave Accrual information base on your leave rules and location requirements for those leave accruals. You are also allowed to add your '''Company Logo''' here as well as Enable the ability to assign multiple Jobs and set-up e-mail settings.
+
This Section will help you customise the Company Naming & Email configuration of the Subscribe-HR System for your Company.
  
Enable Leave Accruals allows you to decide whether or not you want ot set-up leave accrual in the system
+
===Company Name===
Leave Accrual Units allows you to decide which units ammounts you would like to use
+
This is a mandatory field to identify the Company the System belongs too.
Leave Transaction Profile allow you to decide how you would like to Calculate the Accrual in relation to the Totalling of Accruals
+
Leave Period Date allows you to decide which date you would like to calculate from
+
Last Accrual Calculation date records when the last date was the was used for Accruals
+
  
<!--TWS[[File:General_Leave_Settings.png]]-->
+
===Enable Emails===
<!--TWS-->[[File:Settings-GeneralTab1.jpg]]
+
To Enable E-mail Sending Select <b>Yes</b>.
<!--TWS-->[[File:Settings-GeneralTab2.jpg]]
+
  
<!--TWS-->===Leave & Timsheet Options===
+
===Email From String===
'''Employee Leave''' can be configured to Accrue automatically.
+
Enter the from E-mail Address that you wish to have the e-mails sent from in relation to what the Recipient will see.
<!--TWS-->[[File:Settings-GeneralTab-Leave.jpg]]
+
  
'''Employee Timesheets''' can be configured on how the Employees times are entered & what the default FTE (Full Time Employees) Hours are.
+
===From Email Address===
<!--TWS-->[[File:Settings-GeneralTab-Timesheets.jpg]]
+
 
+
===Multiple Jobs Option===
+
'''Employees can hold Multiple Jobs''', will allow you to record Multiple Jobs against Employees. This will then also allow you to assign Multiple Salaries to those Jobs as well as Absences. In the Workforce Manager, (Tools), you will be able to see all Jobs and Salaries assigned to employees.
+
 
+
<!--TWS[[File:Multiple_Jobs.png]]-->
+
<!--TWS-->[[File:Settings-GeneralTab-Multiple.jpg]]
+
 
+
===Enable E-mails===
+
To Enable E-mail Sending Select Yes
+
Enter the from E-mail Address that you wish to have the e-mails sent from in relation to what the Recipient will see (String)
+
 
Enter the from E-mail Address
 
Enter the from E-mail Address
  
<!--TWS[[File:E-mail.png]]-->
+
===Company Directory===
<!--TWS-->[[File:Settings-GeneralTab-Email.jpg]]
+
Tick the checkbox to enable the "COMPANY DIRECTORY". This will enable the "COMPANY DIRECTORY" for everyone who has access to the system.
 
+
===Change Corporate Colour Top Section===
+
 
+
<!--TWS[[File:Change_Colour_Top.jpg‎]]-->
+
 
+
To Change main Colour at top of the system, Click into the "Heading Colour" Field then use the Colour selector to pick the colour. Before saving click the icon in the bottom right hand corner of the colour selection function. Save the setting for it to be applied.
+
  
<!--TWS-->[[File:Settings-GeneralTab-Colour.jpg]]
+
==Theme Section==
 +
This Section will help you customise the look of the Subscribe-HR System to suit your Company look.
  
<!--TWS[[File:Top_Bar.jpg]]-->
+
===Colours===
<!--TWS-->[[File:Settings-GeneralTab-Colour-Heading1.jpg]]
+
Select the colours which best suits your Company Colours. These colours can be previewed as you select them, but will not be applied until the page has been saved.
  
To Change the '''Heading User Information Font Colour''' (User Name, My Profile, Inbox, Log Out, Settings etc) click into the appropriately labelled field. Click Save to apply changes.
+
The colours for the following sections can be selected using the colour picker:
 +
* Top Bar Colour - Top header where you can see your user group and name
 +
* Top Bar Font Colour - Font colour on the Top Bar
 +
* Left Menu Colour - Background colour left hand side menu
 +
* Left Menu Font Colour - Font colour on the left hand side
 +
* Left Menu Active Colour - On the right hand side of the font text - Left Hand Menu. Also highlight the menu text that is selected with the same colour
 +
* Left Menu Line Colour - The text on the left menu will be this colour. The Dots joined by lines and the text when you select the Folder or Subfolder
 +
* Left Menu Bottom Strip Colour - Bottom of the screen on the left hand side, under the main navigation. Where the logout button is
 +
* Font Colour - Font text in the main forms.
 +
* Link Colour - Hyper Link colour
 +
* Form Background - Main form background colour.
 +
* Dashboard Widget Corners - You can me the corners of the Widgets Rounded or Square. For Square Edges - use 0. For more rounded edges, use 4,5 or 5.  
  
To Change the Heading Colour for '''Heading Group Drop Down Font Colour''' (Which allows users to select between different groups that are assigned to them) click into the appropriately labelled field. Click Save to apply changes.  
+
You can set these to the default colour scheme by pressing '''Reset Defaults''' below the colour pickers.
  
For more information about the "Group Flicker" please go to: http://www.subscribe-hr.com.au/wiki/Adding-groups/
+
Once the colours have been selected, press the '''Save''' button.
<!--TWS[[File:Picture8.png‎]]-->
+
  
To Change the Tab Colour for the different modules (Text) E.g. Human Resources, Recruitment etc, Click into '''Heading Tab Font Colour'''.
+
===Company Logo===
 +
Click on the <u>Click here to upload</u> link to upload your Company Logo. This Logo will then be displayed on the top right of the screen when logged onto Subscribe-HR.<br>
  
<!--TWS-->[[File:Settings-GeneralTab-Colour2.jpg]]
+
Also see [[Customising-the-logo|Customising the Logo]]
  
<!--TWS-->[[File:Settings-GeneralTab-Colour-Heading2.jpg]]
 
  
NOTE: To select a colour in the selection tool, click onto the colour palette and drag your mouse the the required colour.
+
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
  
<br><br><br>
+
<br><br>[[File:subscribehr_logo.gif]]
[[File:subscribehr_logo.gif]]
+

Latest revision as of 23:02, 8 July 2020

General Options - Details

Accessed by clicking your "NAME" on the top right of the screen. You will see "SETTINGS" in the Dropdown. Select Settings. On the left hand side of the screen, you will then see options: DETAILS: HR: RECRUITMENT and so on. These options contains settings for these areas.

DETAILS - Company Information / Email Settings Section

This Section will help you customise the Company Naming & Email configuration of the Subscribe-HR System for your Company.

Company Name

This is a mandatory field to identify the Company the System belongs too.

Enable Emails

To Enable E-mail Sending Select Yes.

Email From String

Enter the from E-mail Address that you wish to have the e-mails sent from in relation to what the Recipient will see.

From Email Address

Enter the from E-mail Address

Company Directory

Tick the checkbox to enable the "COMPANY DIRECTORY". This will enable the "COMPANY DIRECTORY" for everyone who has access to the system.

Theme Section

This Section will help you customise the look of the Subscribe-HR System to suit your Company look.

Colours

Select the colours which best suits your Company Colours. These colours can be previewed as you select them, but will not be applied until the page has been saved.

The colours for the following sections can be selected using the colour picker:

  • Top Bar Colour - Top header where you can see your user group and name
  • Top Bar Font Colour - Font colour on the Top Bar
  • Left Menu Colour - Background colour left hand side menu
  • Left Menu Font Colour - Font colour on the left hand side
  • Left Menu Active Colour - On the right hand side of the font text - Left Hand Menu. Also highlight the menu text that is selected with the same colour
  • Left Menu Line Colour - The text on the left menu will be this colour. The Dots joined by lines and the text when you select the Folder or Subfolder
  • Left Menu Bottom Strip Colour - Bottom of the screen on the left hand side, under the main navigation. Where the logout button is
  • Font Colour - Font text in the main forms.
  • Link Colour - Hyper Link colour
  • Form Background - Main form background colour.
  • Dashboard Widget Corners - You can me the corners of the Widgets Rounded or Square. For Square Edges - use 0. For more rounded edges, use 4,5 or 5.

You can set these to the default colour scheme by pressing Reset Defaults below the colour pickers.

Once the colours have been selected, press the Save button.

Click on the Click here to upload link to upload your Company Logo. This Logo will then be displayed on the top right of the screen when logged onto Subscribe-HR.

Also see Customising the Logo


Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.



Subscribehr logo.gif