Company Profile Management

Learn how to configure and manage your company profile in the Shifts platform, including basic information, branding, contact details, industry settings, and organizational preferences.

Overview

The Company Profile in Shifts contains your organization’s basic information, branding elements, contact details, and operational settings. This profile not only helps identify your organization within the platform but also determines certain functional behaviors and appearance settings. This article explains how administrators can configure and manage the company profile to ensure accurate representation and optimal system functionality.

Accessing Company Profile Settings

To manage your company profile:

1. Log in with administrator credentials
2. Navigate to Admin > Business Settings > Company Profile
3. The company profile configuration page will display
4. Any changes made will apply organization-wide

Basic Company Information

Company Details

Configure your fundamental organization information:

1. In the Basic Information section, edit:
   • Company Name: Official business name (displayed throughout the system)
   • Trading Name: Operating name, if different from legal name
   • Tax ID/Business Number: Official government identification
   • Year Founded: When the company was established
   • Industry: Select your primary industry from the dropdown
   • Company Size: Select the appropriate employee count range
2. Click Save Changes to update this information

Contact Information

Set up company-wide contact details:

1. In the Contact Information section, update:
   • Primary Phone: Main company contact number
   • Support Email: Email address for employee inquiries
   • HR Contact Email: Email for HR-related communication
   • Website: Company website URL
   • Mailing Address: Official mailing address
2. Click Save Contact Details

Business Hours

Define your standard operating hours:

1. Go to the Business Hours section
2. For each day of the week, set:
   • Operating Status: Open, Closed, or Special Hours
   • Start Time: When business typically begins
   • End Time: When business typically ends
3. Configure Split Shift settings if applicable
4. Set up Special Hours for exceptional days
5. Click Save Business Hours

Branding and Customization

Visual Identity

Customize your company’s visual presence in the platform:

1. Navigate to the Branding tab
2. Upload or update your:
   • Company Logo: Primary brand mark (recommended size: 200×60px)
   • Square Logo: For mobile and small displays (recommended size: 60×60px)
   • Favicon: Browser tab icon (16×16px .ico or .png file)
   • Email Logo: Used in email notifications (recommended size: 200×100px)
3. Click Save Brand Assets

Color Scheme

Configure your company color scheme:

1. In the Color Scheme section, set:
   • Primary Color: Main brand color (using hex code)
   • Secondary Color: Supporting brand color
   • Accent Color: For highlighting important elements
   • Header Background: Background color for navigation header
   • Sidebar Color: Color for the navigation sidebar
2. Use the color picker or enter hex codes directly
3. View the live preview to see how colors will appear
4. Click Save Color Scheme

Custom Terminology

Customize system terminology to match your organization’s language:

1. Go to the Terminology section
2. Customize terms like:
   • Employee → Your preferred term (e.g., “Team Member,” “Associate”)
   • Manager → Your preferred term (e.g., “Team Lead,” “Supervisor”)
   • Location → Your preferred term (e.g., “Store,” “Branch,” “Site”)
   • Department → Your preferred term (e.g., “Team,” “Division”)
   • Shift → Your preferred term (e.g., “Schedule,” “Booking”)
3. Click Save Terminology

Business Configuration

Company Structure

Configure your organizational structure:

1. Navigate to the Structure tab
2. Set up:
   • Organizational Hierarchy: Define your management levels
   • Department Setup: Configure departments and their relationships
   • Location Structure: Set location hierarchy (region, district, store)
   • Role Relationships: Define reporting relationships
3. Click Save Structure

Time and Date Settings

Configure time and date preferences:

1. Go to the Time & Date section
2. Set up:
   • Primary Time Zone: Default time zone for the organization
   • Date Format: How dates appear (MM/DD/YYYY, DD/MM/YYYY, etc.)
   • Time Format: 12-hour or 24-hour clock
   • First Day of Week: Which day starts the week (Sunday or Monday)
   • Pay Period: When pay periods start and end
3. Click Save Time Settings

Pay and Currency Settings

Configure financial settings:

1. In the Financial Settings section, set:
   • Currency: Primary currency for wage and cost calculations
   • Decimal Precision: How many decimal places to show
   • Rounding Rule: How to round time (nearest 5 min, 15 min, etc.)
   • Overtime Calculation: When overtime begins and how it’s calculated
2. Click Save Financial Settings

Operational Settings

Scheduling Rules

Define default scheduling preferences:

1. Navigate to the Scheduling tab
2. Configure:
   • Advance Notice: How far ahead schedules must be published
   • Break Rules: Default break requirements by shift length
   • Minimum Shift Length: Shortest allowed scheduled shift
   • Maximum Shift Length: Longest allowed scheduled shift
   • Scheduling Increment: Time blocks used for scheduling (15 min, 30 min, etc.)
3. Click Save Scheduling Rules

Time Tracking Settings

Configure how time is tracked:

1. Go to the Time Tracking section
2. Set up:
   • Clock-In Methods: Allowed ways to record attendance
   • Grace Period: Allowable minutes early/late without flagging
   • Rounding Rules: How to round recorded times
   • Break Tracking: Whether breaks are auto-deducted or tracked
   • Approval Workflow: Who approves time records and when
3. Click Save Time Tracking Settings

Communication Preferences

Set up communication settings:

1. In the Communication section, configure:
   • Default Notification Methods: Email, SMS, in-app, or combined
   • Announcement Settings: Who can send company-wide messages
   • Schedule Notification Timing: When shift alerts are sent
   • Communication Blackout: Times when notifications won’t be sent
2. Click Save Communication Preferences

Multi-Location Settings

For businesses with multiple locations:

1. Navigate to the Multi-Location tab
2. Configure:
   • Local Time Settings: Whether locations use their local time zone
   • Location Autonomy: How much control individual locations have
   • Cross-Location Scheduling: Whether employees can work at multiple locations
   • Location-Specific Branding: Whether locations can use custom branding
3. Click Save Multi-Location Settings

Subdomain and URL Configuration

Configure your platform URL:

1. Go to the Subdomain section
2. Set up:
   • Company Subdomain: Your unique URL prefix (e.g., yourcompany.shifts.com)
   • Custom Domain: Set up a fully custom domain if applicable
   • Login Page URL: Customize the address for your login page
3. Click Request Change

Note: Subdomain changes require approval and may take 24-48 hours to process.

Company Profile Visibility

Control what employees can see:

1. Navigate to the Visibility tab
2. Configure what to show employees:
   • Contact Information: Which contact details employees can see
   • Employee Directory: Whether employees can see all colleagues
   • Location Directory: Whether employees can see all locations
   • Organizational Chart: Whether to display reporting relationships
3. Click Save Visibility Settings

Managing Company Stakeholders

Configure key company contacts:

1. Go to the Stakeholders section
2. Add or update information for:
   • Primary Administrator: Main system administrator
   • HR Contact: Human resources contact
   • IT Support: Technical support contact
   • Billing Contact: Financial/billing point person
   • Emergency Contact: For urgent operational issues
3. Click Save Stakeholders

Profile Export and Verification

Exporting Company Profile

Generate a comprehensive profile report:

1. Click the Export Profile button
2. Select the export format (PDF, Excel, or CSV)
3. Choose which sections to include
4. Click Generate Export

Profile Verification

Perform a comprehensive check on your profile:

1. Click the Verify Profile button
2. The system will check for:
   • Missing required information
   • Incomplete settings
   • Potential configuration conflicts
   • Outdated information
3. Review and address any flagged items

Best Practices

For optimal company profile management:

1. Complete All Sections: Fill out all profile sections for best system functionality
2. Regular Updates: Review and update profile information quarterly
3. Consistent Branding: Ensure uploaded logos and colors match your brand standards
4. Test Visibility: Log in as different user types to verify appropriate visibility
5. Document Changes: Keep a record of significant profile changes
6. Preview Before Saving: Use preview options to confirm changes look as expected
7. Align Terminology: Ensure custom terminology is consistent across the platform

Related Resources

• Business Security Settings
• Location Management
• Organizational Roles
• System Settings

This article should be updated when:

1. New company profile fields are added
2. The company profile interface changes
3. Additional branding options become available
4. New configuration settings are introduced
5. Profile export or verification features are enhanced