How to set up Administrator Settings?

Learn how settings work for Administrators. Administrators can update personal, company and payroll details in the settings

📹 Watch the video on how to manage your account settings in the Swept web app

What permissions have the Administrator?

As an administrator, you can update personal, company, and payroll settings within the Swept web app.

How to access the Settings of your Swept account?

1. Log in to the Swept web app
2. Select your initial in the top right-hand corner.
   
   
   
3. Select Settings from the dropdown.
4. Update the settings (described below) and click the blue Save button.  

What are the different sections of Settings about?

1. Personal Settings: These settings are associated with you, the user.
   1. Country: Select the country you are in. This will narrow down the time zones in the timezone field below to time zones only in your country.
   2. Timezone: Select the timezone you are located in.
   3. Language: Choose your preferred language.
2. System Settings: These are associated with the company's account.
   1. Country: Select the country your company is located in.
   2. Default Timezone: When a manager sets up a new location the timezone will default to this timezone.
3. Support Phone Number and Support Email: These appear in a cleaner’s Swept+ mobile app when they select Me (...More for supervisors) in the bottom navigation bar and select Support. On the support page, they can click Call Phone Support to call the support number.
   
   
   
4. Client Support Phone Number
   1. This appears in the client’s Swept+ mobile app. The client can select Me from the bottom navigation bar and select Support to see the Call Phone Support button.
      
      
5. Checklists
   1. Click on Checklist Settings to go to the Checklist Templates page to set up templates for your checklists. 
6. Data Imports
   1. Click on Import Your Data to go to Data Imports. Please note only admin managers can see this option. Here you can import cleaners, clients, locations and supplies into your Swept account. Learn more about data imports here: Desktop - Data Imports
7. Notifications
   1. Late setting (minutes): When a scheduled staff member is late for a shift managers will be notified. Managers and supervisors can set when they are notified by updating this setting in the web app. This can be changed to any time frame from 0-1440 minutes. 
   If a supervisor is late for their shift they will still receive the personal late notification 10 minutes after the shift start time.
8. Payroll Settings
   1. Payroll is where you update your Company’s payroll and timesheet settings. All managers can update the payroll hours however only Administrators can configure the pay period.
   
   
   
   
   1. Choose whether you would like payroll hours to be approved by recorded hours or scheduled hours. Recorded hours are when the Cleaner clocks in/out. Scheduled hours are the hours scheduled for the Cleaner.
9. Payroll approved hours:
   1. Click on Configure Pay Period to configure your pay period within Swept.
10. Pay Period Frequency:
    1. You can choose Weekly, Bi-Weekly, Monthly or Semi-Monthly to align with your company's payroll. 
11. End of first/second period: These fields appear when you select semi-monthly to determine your semi-monthly pay periods.
    1. Last day of previous pay period: This will determine the date range of your payroll. If your “Last day of previous pay period” is set for Friday, March 30th then the Cleaner Time Sheets will begin on Saturday, March 31st to the next payday.
12. If you have Swept’s QuickBook Sync feature enabled you will also see a QuickBooks Sync button that you can click on to set your QuickBooks sync. For more information check out the QuickBooks Sync support article here: Swept QuickBooks Sync