Overview of Global Settings

Global settings are a centralized approach to streamlining administrative tasks, saving the admin time and effort. If the admin makes any changes in the global settings, they will reflect the settings for everyone in the organization. This helps to ease maintenance and improve management, which helps to apply the changes to all users automatically.

You can perform the following actions in the global settings:

Navigate to Settings > Global Settings.

• Password Policy: It empowers you to enforce secure password practices for all users within the organization. You can define password policy and requirements, enhancing the organization’s cybersecurity by reducing the risk of unauthorized access and data breaches.
• Preferences: You can set the time zone and language as required.

• Employee Fields: By default, certain sections, such as personal, contact information, work, diversity, and inclusion, are available in the employee fields.

Click the Down Arrow Icon to expand the section.

Each section consists of various default fields. You can also add and manage the sections and fields, which helps to update and manage all employee information.

All active employee fields appear in the employee profile.

Each section has the following information:

• User fields: It is a preset or custom field in the employee profile.
• Type: It is the field type.
• Preset or custom: It indicates whether the field is a default or custom field.
• Who can edit: It indicates whether the admins or both admins and employees can edit the employee profile information.

• Public visibility: It indicates whether anyone in the organization can view a particular field in the employee profile information.
• Mandatory: It indicates the admin must fill the employee information in the mandatory field during user creation.

The admins can add employees to the Engagedly platform in different ways:

• • Manually by adding employees.
  • Importing employees in bulk.
  • Syncing employees from other HRIS platforms.

• Login Screen: You can customize the appearance of the login page for all users. You can apply the organization’s branding elements, such as name, logo, and about the organization, to create a consistent look.
• Color Themes: You can customize the visual styles of the organization's branding colors to define the overall look and feel of the user interface.

Add sections and fields

You can add multiple sections to the employee fields and multiple fields to a section as required. The fields you add to the sections are called custom fields, which are available in the employee profile.

Navigate to Settings > Global Settings > Employee Fields.

1. Click ADD SECTION at the top right.
2. Type the title and click SAVE & NEXT to add fields to a section.

You can also click the Add Field at the top of a section.

  3.   Type the field title.

  4.   Click the drop-down in the Type field and select the option as required.

  5.   Enable Mandatory to fill if required, indicating that the employees must fill this field.

  6.   Select who can edit the field.

  7.   Toggle the button to set the Public Visibility and click SAVE.

You can add the following types of custom fields:

• • Text
  • Number
  • Date
  • Single-select
  • Multiple-select
  • Boolean (Yes or No)
  • Document

While adding the field, you can add, edit, or delete the options for single or multi-select fields. However, you cannot edit the field type after adding it.

All active custom field types are available in the employee profile. However, the document type is available on the employee’s manage profile page, resource center, and talent profile.

Manage sections and fields

You can edit the section if required.

At the top right of each section, click the Overflow Menu and perform the following:

• Select Edit Section to edit the title of a section.
• Select Archive to hide a section that you create.

You can manage the fields in a section if required. You can archive all the custom fields. However, while you can archive some preset fields, you cannot archive others.

At the top right of each field, click the Overflow Menu and select

• Edit Field to edit the field settings.
• Archive to hide the field in the profile.
• Move to Section to move this field to another section.

After archiving the sections and fields, you can restore and delete them if required.

Click the drop-down at the top of the Employee Fields page, select Archived, and click Restore or Delete Icon for the section or field as required.

You can rearrange the sections and fields within the sections as required.

• For sections, the Six Dot Icon is available on the left side.
• For fields, hover over to view the Six Dot Icon on their left.

Drag the Six Dot Icon and rearrange them as required.

Global settings are powerful tools that help admins maintain consistency, security, and efficiency in management across the organization. It contributes to a cohesive and secure digital environment while streamlining administrative tasks and ensuring compliance with organizational policies.