Add a company
The two methods for adding companies to MobiClocks.
There are two options for adding a company to your MobiClocks environment:
- Add companies manually.
- Import from third parties.
The following sections discuss each method in detail.
Manually add a company
PERMISSIONS
You may create a new company if you have the Add new company permission enabled for your role in Administration > Role Permissions > Job Sites.
Follow these steps to create a new company manually:
- Navigate to the Companies tab on the left-hand navbar of your MobiClocks Web App.
- Select the New company button.
- Enter a Company name.
- Add a company Prefix, which is a unique identifier number for the company that provides an easier way to refer to it. It also serves as a base when auto-generating employee numbers.
- Select a company Status, which can be
Active
orDisabled
. As opposed toDisabled
companies,Active
companies are those that are currently working with your organization, providing employees for your job sites. If the company's status is switched toDisabled
, it no longer appears in the list of companies and you are not able to assign employees to it. - Select an Employee number policy. Each employee in the company is assigned a unique identifying number. Here, you can set whether that number is generated automatically by the system or is added manually when creating an employee profile.
- Lastly, select the Create Company button to create the company profile and proceed to its details page to continue configuring it.
Import companies from third-party services
You can import companies from those MobiClocks integrations. The integrations that support company importing have a separate Companies or Vendors tab where the list of companies is available. The following screenshot shows an example of the Vendors tab from a QuickBooks Desktop integration.
See How integrations work for more information on importing data from integrated platforms.
Updated 8 days ago