To edit company settings, click the ‘Settings’ menu icon in TimeCloud365
Default Branding
To set your platform’s default branding:
click on the edit button next to Company Branding. This name & logo will show inside of the admin portal of the platform, and as a default for invoices & storefronts.
Brand Aliases
To add specific branding for other aliases of your company, you can do this in the My Storefronts section.
Enterprise customers have options to customise the internal branding colours of their platform here
The company file manager is where you can store all files relative to your company.
Folders
Files
To upload files, you can drag-and-drop, or use the ‘Upload File’ button
Updating Files
To rename or download a file, right-click or tap a file to see the menu
Deleting Files
To delete files, you can drag-and-drop the file to the bin, or right-click a file & select ‘Delete’
Employee-Specific File Manager
Each employee has their own file manager that can be accessed by vising their employee profile
Offices are your company’s places of work.
Enterprise customers can use offices to separate their different branches for GDPR to keep separate administration of different locations
Onboarding questionnaires are a way to send a questionnaire to your staff to elevate the knowledge of your workforce. They are quick, easy, and fun for your staff to complete when they log-in.
How It Works
Onboarding questionnaires show multiple-choice questions from a pool of questions that you create. You can create multiple question-pools, for different questionnaires.
Question Pools
To add, edit, and delete question-pools, click the ‘Question Pools’ button
Add a question pool by clicking ‘Add Question Pool’
To see & add questions to a question pool, you can click the add & expand buttons on the right
You can add as many questions as you like, and as many correct or incorrect answers as you like
To show corrective & explanatory text for correct or incorrect answers, click the ‘Edit’ pencil icon on a specific question. This will show when a staff-member answers a correct or incorrect question
Creating a Questionnaire from your Question Pool
Now that you have at least one question-pool, go back to ‘Onboarding Questionnaires’ and now select ‘Create Questionnaire’
Here you can select your question-pool in the ‘Question Pool’ dropdown, and select the amount of questions from the pool that you want to show. You can also add a declaration checkbox to the onboarding questionnaire that is required before staff-members submit the questionnaire.
If you choose to have too many questions, don’t worry, the system will tell you the maximum amount of questions that can be shown
Distributing Your Onboarding Questionnaire
Now that you have created your questionnaire, if you navigate to ‘Admins’ or ‘Workforce’ and edit one of your staff-members, you will have the option to select your new questionnaire
Next time your staff-member signs in, their tasks section will flash, showing that they have a notification to complete the quiz you requested
SMS can be sent from the system from the jobs page when editing a job. SMS can be sent to customers, or your workforce.
SMS Credits
SMS credits can be purchased from the SMS settings page
1 x SMS Credit = 160 characters of text
Low Text Credits
The system will automatically email you when your text credits drop below 100 & below 10.
Enterprise customers get 2000 SMS credits as standard to use each month. Overflow credits can be purchased as described above
Why is there a charge for text credits
We use a trusted & reputable third-party provider to send texts from our system. For GDPR, no unnecessary information is shared with our Text-Provider, only the phone number & text-content. Happy texting!
SMS templates can be created in the ‘SMS Templates’ section
Default SMS Templates
Default SMS templates can be configured at the top of the SMS Templates page. Your defaults will be for:
Sending SMS Templates
Once you have created your SMS templates, you can send them when you edit specific jobs or customers. Simply click the ‘Template’ button to select one of your preset templates.
There are many automatic emails that can be sent from the system in the ‘Company Settings’ page.
Explore the settings section, or check back here later to see a full breakdown of the email configuration
Email templates can be created in the ‘Email Templates’ section
Default Email Templates
Default email templates can be configured at the top of the email-templates page. Your defaults will be for:
Sending Email Templates
Once you have created your email templates, you can send them when you edit specific jobs or customers. Simply click the ‘Template’ button to select one of your preset templates.
To see your current plan, update your payment card, or check which card is connected to TimeCloud365: visit the Billing section of the Company Settings
Here you will see your current plan, and other plan options you can switch to.
Usage Invoices
If you are on a flexi-plan, there is a per-user charge that is invoiced for at the end of your payment month. Invoices are paid automatically via the system if you set-up a payment card. Otherwise, to pay manually, select the ‘Pay’ option beside an outstanding invoice. Feel free to contact us to learn more about billing.
If you would like to switch to an Enterprise Plan, please contact us using the support contact below & we will get your company on a dedicated version of TimeCloud connected to your company domains. There are lots of Enterprise Plan benefits – contact us to meet the team & find out more!
On hand if you need us:
Open a support ticket:
