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
- Go to Staff → Company Values.
- Click Create.
- Enter:
- Name of the value.
- Description explaining its meaning.
- Choose an icon.
- Click Save.
Import Company Values from the Pre-Defined List
- Navigate to Staff → Company Values → Import.
- Select the values you want.
- Click Save.
Assign Company Values to a User
- Navigate to Staff → Staff Directory.
- Locate the employee you would like to update and select the pencil icon.
- Under User Profile, go to Values tab.
- Click Add Value.
- Select the desired value.
- Click Save.