Articles in this section

See more

Amending System Settings (Name, Logos, Business Days, Default Language)

Avatar
Savannah Phillips
  • Updated
Follow

0690_IHR_CS_Plan_Availability_Infographic3.png

The Organisation Settings places the ability to amend the organisation name, logo, log in splash image and default business days firmly in the hands of your business.  As a system administrator, if the branding of your organisation is changed the logo can be amended instantly without having to contact the support team for assistance giving you greater flexibility to personalise the platform and ensure it always reflects the dynamic nature of your organisation.

This article covers:

Amending Branding (Organisation Name and Email From Name)

1. Navigate to Settings >> System Settings

2. Click in the relevant textbox to begin typing.

3. Click Save

Screenshot_2021-07-16_112803.png

Note: Emails from intelliHR will be sent from one of our trusted domains, please ensure these are flagged as trusted with your internal IT security network. We suggest whitelisting our email addresses so messages are not marked as spam. Our trusted domains are: 
  • intellihr.co
  • intellihr.com
  • intellihr.com.au
  • intellihr.net

Amending Country/Currency

1. Navigate to Settings >> System Settings

2. Select from the dropdown list which country/currency you would like to set as the default

3. Click Save

System_Settings___intelliHR.png

Amending Person Display Name and Employee Number Format

1. Navigate to Settings >> System Settings

2. Select from the dropdown list which person display name format you would like to set as the default

3. Click Save

Cursor_and_System_Settings___intelliHR.png

Amending the Data Confidence Date (optional)

1. Navigate to Settings >> System Settings

2. Select the date from which you are confident that your people and job data is accurate.

For new customers, this is the date from which the data you are importing is perceived to be correct and accurate.  The Analytics on your system will start from this date.

It is not advised the you set a data confidence date retrospectively unless there are clear reasons to perceive any data prior to this date as inaccurate.

3. Click Save

System_Settings___intelliHR.png

Amending Organisation Objectives Visibility

1. Navigate to Settings >> System Settings

2. Check Use Organisation Objectives if you wish to create and make organisation objectives visible to your organisation.

3. Click Save

System_Settings___intelliHR.png

Amending Goal Notifications 

1. Navigate to Settings >> System Settings

2. Navigate to Goals >> Confirm the Goals settings you wish enabled across the organisation.

System_Settings___intelliHR.png

Amending Default Language

1. Navigate to Settings >> System Settings

2. Select from the dropdown list which language you would like to set as the default

3. Click Save

Screenshot_2021-07-16_113832.png

Amending Date/Time

1. Navigate to Settings >> System Settings

2. Select the default time zone, date and time format that you wish to apply to the system

3. Click Save

Cursor_and_System_Settings___intelliHR.png

Amending Business Days

1. Navigate to Settings >> System Settings

2. Tick or untick the business days as appropriate to your business.

3. Click Save

Screenshot_2021-07-16_113905.png

Note: Business Days refer to the days of the week categorised as business days. This will affect when forms, reminders, and escalation emails are sent to employees. Forms will not be sent on days that are not business days.

Amending Remuneration Display

1. Navigate to Settings >> System Settings

2. Select the default decimal precision you wish the system to use for currency figures from the drop-down

3. Click Save

mceclip0.png

Note: Setting the remuneration decimal precision will allow you to ensure that the decimal precision on $ figures matches the decimal precision in your payroll system ensuring consistency across the two best-of-breed platforms.

Amending Goal Comments/GIF's 

1. Navigate to Settings >> System Settings

2. Navigate to Platform >> Select Fun or Standard for the Platform Levity. 

Screen_Shot_2022-04-05_at_3.02.05_pm.png

Note: Standard will disable the ability to add GIF's on goal comments, if this doesn't fit your business culture.

Screen_Shot_2022-04-05_at_3.02.16_pm.png

Amending Default Email Send Times

1. Navigate to Settings >> System Settings

2. Navigate to Emails >> Select the default send time for system pulses

3. Click Save Email Settings

System_Settings___intelliHR.png

Amending Organisation Chart Visibility

1. Navigate to Settings >> System Settings

2. Navigate to Organisation Chart Configuration >> Select if you wish to make the organisation chart shareable and copy the link if required.

3. Click Save

System_Settings___intelliHR.png

Amending Supervisor Early Access Period

1. Navigate to Settings >> System Settings

2. Click in the textbox to begin typing.

3. Click Save

Screenshot_2021-07-16_112929.png

Amending Single Sign-On (SSO) Options

As a business, you can choose to allow logins via SSO only or allow logins via password and SSO.

  • Allow login via password and SSO: With this option, users can select Sign in with SSO to sign in with those credentials or they can sign in with an intelliHR account (if the username and password have been provisioned for them).  For example, a contractor requires access to intelliHR but is not set up with Single Sign-On as they do not require access to any other systems; the system admin can provide them with a username and password for intelliHR that they can use to manually log in.
  • Allow Login via SSO only: Standard users will not be able to log in to intelliHR using any credentials other than their SSO credentials.  The 'Sign in with intelliHR account' will remain on the page but users attempting to log in using this link will be presented with a message asking them to log in with their SSO credentials.  System administrators will still be able to use this method to avoid issues with SSO preventing them from gaining access to the system in its entirety.

mceclip0.png

Amending the Organisation Logo

1. Navigate to Settings >> System Settings

2. Click Upload >> Select the image you would like to upload from your computer.

3. The image will be updated automatically.

Screenshot_2021-07-16_114635.png

Note: We recommend that the Organisation Logo image uploaded does not exceed 400px wide and 150 px tall. If the image does exceed these parameters it will be resized by the platform. 

Amending the Login Splash Image

1. Navigate to Settings >> System Settings

2. Click Upload >> Select the image you would like to upload from your computer.

3. The image will be updated automatically.

The Log In Splash Image will appear on the log in screen as the new background. We recommend using large and high resolution images under the size of 2mb.

Because the area the image takes up is different for all screen (and window sizes), there is no 'one perfect size'. Users on screens smaller than 4k will experience a crop on the top and bottom sides of the image, while users with bigger screens will experience a crop on the left and right as vertical space grows.

Note: We recommend 2880x2160 as the ideal size for an image that will look good on all screen sizes from 720p to 4k.

Amending the Default Person Profile Cover Image

1. Navigate to Settings >> System Settings

2. Click Upload >> Select the image you would like to upload from your computer.

3. The image will be updated automatically.

Note: The platform will save all the images in Settings >> Documents in the event you need to revert to your original logo.

 

Related articles

Comments

0 comments

Please sign in to leave a comment.