Company Settings

Introduction

The Company Settings page in Gangmates is your central hub for managing key organizational configurations. This feature allows administrators to update basic company details such as name, address, and phone number, as well as configure the Performance Weighting Method, which determines how progress is calculated across goals, objectives, tasks, and subtasks.

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Key Features

1. Update Basic Company Information:

   • Modify the company name, address, and phone number.

2. Configure Performance Weighting Method:

   • Choose between Equal Weighting or Custom Weighting to determine how progress is calculated in the performance management feature.

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Step-by-Step Guide

Step 1: Access the Company Settings Page

1. Navigate to the Configuration menu from the main navigation bar.

2. Select Company Settings from the dropdown menu.

3. You will be directed to the Company Settings page, which displays the current company details and configuration options.

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Step 2: Update Basic Company Information

1. Click on the Edit Button:

   • On the Company Settings page, click the Edit button to enable the editable fields.

2. Modify the Required Fields:

   • Company Name: Update the company name in the Company Name field.

   • Address: Update the address in the Company Address field.

   • Phone Number: Update the phone number in the Phone Number field.

3. Save Changes:

   • After making the necessary changes, click Save to apply the updates.

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Step 3: Configure the Performance Weighting Method

1. Open the Weighting Method Section:

   • On the Company Settings page, locate the Weighting Method dropdown.

2. Select a Weighting Method:

   • Choose one of the following options:

     • Equal Weighting: Progress is evenly distributed among goals, objectives, tasks, and subtasks.

     • Custom Weighting: Progress is calculated based on weights assigned to individual objectives, tasks, or subtasks.

3. Save Changes:

   • After selecting the desired weighting method, click Save to update the configuration.

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Use Cases

1. Updating Organizational Information:

   • If the company relocates or changes its name, administrators can quickly update this information to ensure accuracy across reports and communications.

2. Customizing Progress Calculations:

   • Use Custom Weighting when some objectives, tasks, or subtasks are more critical than others and require different weights.

   • Use Equal Weighting when all goals and tasks contribute equally to progress tracking.

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Troubleshooting

1. Unable to Save Changes:

   • Ensure all required fields (e.g., Company Name, Address) are filled out before saving.

2. Incorrect Weighting Method Applied:

   • Verify the selected method in the dropdown and confirm it aligns with your organizational needs.

3. Field Not Editable:

   • Click the Edit button to enable editing for all fields on the page.

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Best Practices

1. Review Weighting Method Regularly:

   • Periodically reassess whether Equal Weighting or Custom Weighting aligns with your performance management strategy.

2. Keep Contact Information Updated:

   • Ensure the company name, address, and phone number are always accurate to avoid discrepancies in communications or documentation.

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Support

For additional assistance, contact [e-mail] with the details of your issue. Include any error messages or unexpected behavior for faster resolution.