In today’s article, we have prepared an overview of the various settings and configuration options that can be adjusted according to the needs of your company.
If you open the Settings section, you will first see the Company Information section, containing details such as the company name, Company ID, VAT ID, and company address. These details can only be edited and managed by the Administrator role.
This is followed by the Company Settings section.
The first item is the Account Activation Date. This date is especially important for newly implemented companies, as it determines when invitations to the application will be sent to employees, allowing them to register and begin completing forms.
Annual Tax Reconciliation indicates whether the company will process annual tax reconciliation through the application. If enabled, employees will gain access to the Annual Tax Reconciliation Request form. The beginning and end of the annual tax reconciliation period are determined by law. However, the company may define until which date employees are allowed to edit already submitted forms and provide additional supporting documents for rejected tax rebates. By default, the application is automatically set to allow edits until the end of February, but this deadline can be extended according to the company’s needs. Once the specified deadline passes, employees lose access to the annual tax reconciliation form and can no longer open, edit, or submit it for approval.
Company Division into Units is mainly intended for organisations with multiple branches, locations, or other internal structures. Payroll Accountants and Viewers can then be granted access either to selected organisational units or to all of them.
If the Message Sharing option is enabled, messages sent by an employee to one Payroll Accountant are visible to all Payroll Accountants, Viewers, and the Administrator, and all of them may respond.
Uploading New Files relates to the Documents section. If this feature is enabled, employees may upload any of their own documents into the Documents section. If disabled, only Payroll Accountants and Viewers may upload supporting documents.
Viewer Can View Documents determines whether Viewers can access documents stored in the Documents section. If enabled, Viewers can see these documents; if disabled, only Payroll Accountants can access them.
Taxpayer Tax Rebate from Employment Start Date is a very important feature, and whether it should be enabled depends entirely on each company’s preferences. If enabled, an employee who joins during the course of a month does not need to upload an affidavit confirming that they are not claiming the taxpayer tax rebate elsewhere. The application will also allow them to request the taxpayer tax rebate already in the month of their employment start date. If the feature is disabled, employees joining during the month must provide such an affidavit. If they do not upload it into the application, the system will only allow them to claim the taxpayer tax rebate from the following month.
Restrict Start Date of Tax Rebate Claiming is a feature that controls the condition requiring employees to request the taxpayer tax rebate within thirty days of their employment start date. If you choose NO, employees may request the taxpayer tax rebate from their employment start date even more than thirty days after joining the company. They may also request the rebate in the current month instead of only from the following month. If you choose YES, employees have thirty days from their employment start date to request tax rebates effective from the employment start date. If they fail to do so, all rebates may only be claimed from the first day of the following month.
Using Microsoft Single Sign-On (SSO) allows users to access multiple applications using a single login and password. Authentication is carried out through Office 365 credentials, and the same email address must be used for login.
If you choose to divide the company into organisational units, the Add Unit button will become visible. Here you can create the individual units according to which you want to organise your company. Division into multiple organisational units is particularly suitable for companies with several branches, locations, or operational sites, or for companies that simply want to structure the organisation in a clearer and more efficient way. Individual Payroll Accountants and Viewers can then be assigned to selected organisational units. They will only be able to view employees and documents related to the units to which they have been assigned. Only the Administrator may assign Payroll Accountants and Viewers to organisational units within the Settings section.
Employees can be assigned to organisational units either directly in the employee profile using the Edit button or by filling in the relevant unit field in the import template.
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