The Settings section is where you set the permissions for the use of Ximble and define specific guidelines for scheduling and time tracking. On the left hand side of the page there are ten areas where you can tweak the following details: Locations, Departments, Positions, Timesheet Management, Payroll, Schedule, Employees, Roles, Breaks, Holidays and Time Off & Availability.
To learn more about 3rd party integrations please click here.
Here you can find two sub-sections: Locations and Work Sites.
If your company has several branches or outlets to maintain, the administrator will need to have a good understanding of how the Locations feature works. Basically, it allows you to add new locations to your company and make changes to the current data listed under a specific location.
Upon clicking on the Locations option in Settings, you should see the following screen:
This page lists all the business locations you have registered under your account so far, arranged alphabetically.
For help adding a new location, click here.
For help editing details of an existing location, click here.
For help deleting a location, click here.
For companies that need to schedule shifts across different work sites for their staff members, we've implemented an option to define various work sites that can be assigned to shifts. While a location in our system can represent your actual office location, a work site usually represents a remote location (either a client's office or any similar work site) which a staff member needs to actually visit during their shift to perform work.
Upon clicking on the Locations option in Settings, and then on the "Work Sites" sub-option, you should see the following screen:
On this page you can create new departments for your company or delete the existing ones. You can also change the name of the current departments listed here. If you add employees to a department, the system will automatically update the number of employees shown on this page.
Here you can create new positions in your company or delete the existing ones. You can also change the names of the positions listed here. If you assign an employee to a particular position, the system will automatically update the number of employees tagged under the job description.
While creating a new position, an admin is allowed to select a default color for that position. The default color is used when creating shifts for that particular position. For example, if the default color for the position "Store Manager" is green, then when a shift is created for the Store Manager, the color will default to green (of course, the shift color can be edited, if needed).
Here you can find several sub-sections and manage your account settings related to Time Clocking: Clock Locations, Clock Preferences and Geo-Fences.
This feature allows you to setup individual locations that can be used for clocking in/out.
If you set a clock location as “dedicated”, your employees won't see any other page in the system except the clock in/out screen shown when they log into Ximble.
In this section, you can select from specific options that will define how your staff members can use the Time Clock features.
In this area of the Settings section, you can configure the Geo-Fence functionality. This feature allows you to restrict your employees to a certain area on the map from which they can clock in or out.
Payroll sub section consists of Pay periods and Payroll export settings. Here, the export settings will be explained. To learn more about Pay periods please click here
Here you can chose how would you like to export your payroll report. Also you can customize the report by adding the columns you need and their order in the report itself.
Here you can find two sub-sections: Preferences and Break Rules.
Allows you to set guidelines for overnight shifts and overtime rendered, and lay down permissions on what employees may or may not do with regard to schedules and shifts.
This section lets you set rules for breaks taken within the shift. For instance, you can set how long a coffee break or lunch break should be. You can also indicate if those are paid or not.
Here you can find several sub-sections and manage your account settings related to user settings: Preferences, Ranking and Roles.
This section allows you to configure specific rules for your employees as well as to define optional rankings.
The Ranking section allows you to configure specific ranking levels for different groups of users in our system. This feature is completely optional. The purpose of ranking is to define the priority of the open shift assigning process when used along with the Auto-Fill option.
Rankings can go from 1 to 10, were 10 is the highest ranking. If you check "Use employee ranking while filling open shifts" from the Schedules>Preferences section then the Auto-fill option will assign open shifts to employees with higher rankings first.
For more information about Open Shifts and Auto-Fill, please click here.
The Roles section allows you to configure specific permission levels for different groups of users in our system. By default, some user roles will be created here but you can customize them and adjust according to your needs. The highest role in the system is the Admin role.
For help on how to add or manage user roles, please click here.
Time-off & Availability
Here you can find two sub-sections: Preferences and Holidays.
This section offers policy options on when employees can set up availability and book time-off.
This section offers you to enter a date or a date range for the holidays for each year. The Holidays you configure through this page are visible on the schedule page as well.