General Settings
What is customizable in General Settings?
Purpose: To help you understand the different settings you can customize in your account.
Table of Contents
General Settings
Click Account in Settings and select General Settings. In this section, you can edit the following:
- Line items: Determine if table data can be updated, edited, or deleted. (Only the Account Owner can view and change this setting.)
- Photo uploads: Determine if employees can upload their profile photos.
- Document uploads: Determine if employees can upload documents to their Employee Documents folder on the Documents tab.
- Once enabled, the Employee Uploads folder will appear to Full Admin users on an employee's Documents tab. Also, employees will have the option to upload documents to the folder, but they will not see the folder until there is at least one document uploaded.
- Expanded gender options: Determine if employees can select non-binary for gender* and add pronouns and identity information. Checking this option will also provide a "Custom" and "Prefer Not to Say" option for Gender Identity. If an employee fills out this information, it will be visible in the company directory and on their employee profile.
- Date Input Format: Define the date format for the entire account.
- Number format: Define how numbers will appear.
- Default Currency: All currency fields are set to the default currency selected, but you can edit each.
- Timezone: Define the default timezone for the entire account.
- Default Country: Determine how the state/province and zip/postal code fields should appear.
- Display Name: Define how the employee name should appear throughout the account.
- Industry: This setting is populated from the industry set in your account settings on the back end. It determines the industry classification used for benchmarking and reporting purposes. If choosing a different industry, you can select one from a dropdown list of preset industries. Please note that updates to the Industry field will take up to 30 days to be reflected in AI-driven benchmarking data, as benchmark tables refresh once per month.
After making any adjustments, click Save Changes.
*If an employee selects Non-binary as their gender, the selection will appear in reporting where possible. Currently, our EEO reports will not show employees listed as non-binary.
If you are using BambooHR® Payroll, gender information in associated reports will default to male or female. Designations are determined by the first letter of the employee's last name, with half of the alphabet designating male and the other half female, alternating every other letter.
The Location field in the Job Information table on an employee's Job tab identifies the physical location of where the employee works. Ensure you have set your locations correctly in Settings. To do this, navigate to Settings and click Employee Fields. Select Location to check if you have entered a physical address for all locations listed in your account.
If you have employees who work remotely, you can select that option when adding an address in Employee Fields settings. By default, all employees have the timezone you set in your account. An employee can set their timezone in their personal account settings (see below). If the employee is not a remote worker, the option of setting their timezone will not appear.
Click on your profile photo in the bottom left corner. From the menu, select Account Settings. On the Account Settings page, set the timezone and then click Save Settings.