Company, account, and scheduling settings for HR are under Settings. Kivo, the assistant in the sidebar, does not replace this screen. See Kivo in HR.

Open Settings

1. In HR, choose Settings at the bottom of the sidebar.
2. You should land on Account Information. The tab bar includes Account Information, Company Details, and Scheduling.

Account

1. Stay on Account Information, or choose that tab.
2. You should see Account Information, with First Name, Last Name, Email Address, and Timezone. Email Address is filled in and cannot be edited here.
3. To change the photo, choose Choose profile photo, then Upload photo. You should see a success alert when the photo is saved.
4. New Applicant Notifications is the switch for alerts when someone new applies.
5. Edit a field, then choose Save Changes. While it saves, the button reads Saving Changes.... You should see a success alert when the account is updated.

Save Changes stays unavailable until you change a field.

Company

1. Choose Company Details.
2. You should see Company Information, including Company Name, Country, State, City, Zip Code, Phone Number, Company Website, Subdomain, Company Description, and Culture & ways of working, plus the company logo and Enable Equal Employment Opportunity (EEO) Questionnaire.
3. Edit the fields and choose Save Changes. While it saves, you should see “Updating Information...” Then a success alert confirms the company details were saved.

The logo panel reports its own success or error after you update the logo.

Scheduling

1. Choose Scheduling.
2. You should see four sections: Schedule rules, Staff email, Staff texts, and Scheduling.

Schedule rules cover the availability due day, timezone, weekly overtime, minimum rest between shifts, employment types that clock in, Swaps need a manager, Refuse clock-in outside a work site, and Offered shifts need a manager. Those last three are switches for shifts, not for a job offer. Choose Save rules. You should see “Scheduling settings saved.”

Staff email includes Email assigned staff when you publish and the address those messages come from. Choose Save email. You should see “Staff email saved.”

Staff texts shows your balance when texts are turned on. Choose Buy Staff texts, or Buy more texts if you already have a balance. After a purchase you should see “Staff texts added to your balance.”

The Scheduling section links out to shift setup:

• Shift types — morning, night, and the hours for each
• Weekly patterns — a repeating week you can apply to someone
• Holidays — days the office is closed
• Clock station — keep the current code on a screen at the desk
• Assign shifts — put people on days
• Availability — who has marked their days
• Calendar — share the week with the team
• Print schedule — names and shifts only, ready to print

If something looks wrong

• If account details fail to load, an error alert appears on Account Information and the form stays hidden.
• A photo that fails shows an error alert. Choose Upload photo again.
• On Company Details, an error alert appears when the company details cannot be loaded or saved. “Updating Information...” means the save is still running.
• Company Details is hidden when your role cannot open company details. Account Information and Scheduling stay on the tab bar.
• On Scheduling, “Loading schedule rules…,” “Loading staff email…,” or “Loading Staff texts…” means that section is still loading.
• “Could not save scheduling settings,” “Could not save staff email,” or “Could not buy Staff texts” means that change was not saved. Choose the same save or buy button again.