Skip to content
  • There are no suggestions because the search field is empty.

Company Setup: Company Values

The Company Values feature allows organizations to define and manage company values that can be associated with employee profiles.

 

Enable or Disable Company Values

  • Navigate to Staff → Account Settings → General.

  • Locate the Staff Optional Features section.
  • Enable or disable the Company Values toggle.

Reference Link: Account Settings


 Create a New Company Value

  1. Go to Staff → Company Values.
  2. Click Create.
  3. Enter:
    • Name of the value.
    • Description explaining its meaning.
  4. Choose an icon.
  5. Click Save.


Import Company Values from the Pre-Defined List

  1. Navigate to Staff → Company Values → Import.
  2. Select the values you want.
  3. Click Save.


Assign Company Values to a User

  1. Navigate to Staff → Staff Directory.
  2. Locate the employee you would like to update and select the pencil icon.
  3. Under User Profile, go to Values tab.
  4. Click Add Value.
  5. Select the desired value.
  6. Click Save.

Additional Resource: