Lesson 1 - Setting up basic Organization's information

Table of contents

• Configuration of the Organization's currency, capacity, timezone, and public holidays
• Additional questions

Okay! You have signed up for Primetric and are trying to figure out where to start? 

You are in a good place :)

Configuration of the Organization's currency, capacity, timezone, and public holidays

The first thing you should do is to set up basic information about your Organization: 

• Currency
• Default capacity
• Timezone
• Public holidays

It may seem unimportant, but have a huge impact on the whole platform. This is why you should do it as a first step. So, how to do that?

1. Go to the Settings tab in the Administrator role
2. Choose from the list correct data

In the Settings tab, you can easily:

• Change an organization's currency, e.g. USD, EUR, AUD, THB, PLN, RUB, and many more
• Choose the default employee’s capacity for each day of the week, e.g. M: 8H, T: 3h30m, W: 7h, T: 8h, F: 0h, etc. This value will be proposed when adding new contract terms for employee. You can always define different capacity for each employee
• Choose your timezone (If you want to better understand how time-zone works, please see this article)
• Define default Public Holidays. It can always be changed for each employee

In the settings tab you can also:

• check your FTE settings. In order to change your default FTE, please contact support. You can read more about FTE in this article
• give your employees an option to request time-offs (by selecting “Employee can request time off”)
• enable email notifications by default. You can specify whether you want to have email notification for your organization enabled by default - meaning your employees cannot turn the notifications off
• allow managers to override finances of tracked work. By checking this box you can allow managers to modify worklogs (work for cost/income) when settling a period 

After these initial steps, we can start adding team members. 

Additional questions

What is the impact of changing the timezone during usage of the platform?

Changing timezone during the day to day platform usage may affect on the following data:

• work logs
• employee's availability
• employee's assignments
• project time progress

More about changing timezone can be found in this article.

What is the impact of changing currency during the usage of the platform?

Changing currency during the day to day platform usage may affect the following data:

• project finances
• people costs and incomes
• financial reports

Please bear in mind that changing the currency will swap the current currency, e.g.: If you are using USD, your project costs are equal to 100USD, when you change your currency to EUR - your costs will equal 100EUR.

What is the impact of changing public holidays during the usage of the platform?

Changing public holidays during the day to day platform usage may affect the following data:

• employee's availability
• employee's assignments
• project finances
• project time progress

We do not recommend changing any of the above data during day-to-day usage of the platform.

Go to Lesson 2 - Adding Managers and Employees to Primetric