My Organisation
💡These articles explain how to set up your organisation: branches, the organigram, staff and users, Work Shifts, e-invoicing and HR time and attendance.
Articles
- Branches: Describes how to create branches, set their settings and link users, customers and Entry Types to them.
- e-Invoicing: Lists the company details on the My Organisation e-Invoicing tab that the e-invoicing (UAE) export needs.
- HR Time and Attendance Tutorial: Shows how to set up staff access, clock in with the Tracker App and view or edit attendance records.
- Leave: Describes the Leave module: recording leave, working days, statuses and warnings, and setting up holidays, Leave Types and Leave Rules.
- Organigram: Describes how to define departments, heads and staff in the company structure, with its tree, grid and chart views.
- Staff: Describes the Staff tab of My Organisation: the staff list, the Edit Staff screen and its tabs, Copy Settings, Edit Positions and the company details on the Output tab.
- Staff and User Settings Setup Tutorials: Shows how to add and edit staff members and set their access settings, pins and passwords.
- Staff Summary: Describes the Staff Summary: a staff member's details, payroll information, leave available and taken, and productivity.
- User Access: Explains how user access works in BOS Pro and lists every access setting on a staff member's Settings tab, with its options, default and the page that explains it.
- Work Shifts: Lists the buttons and fields used to record working hours so that tasks can be calculated and assigned.