My Account Settings
Learn how to configure your company's account-wide settings in Workglue, including time and payroll rules, taxable materials, and personal preferences.
The Settings tab in My Account is where you configure your company's account-wide settings in Workglue. These settings apply to your entire database and affect things like billing, time tracking, payroll, taxes, and the terms that appear on quotes and invoices. Personal Preferences at the bottom of the tab apply only to your individual user account.
Access to the Settings tab depends on your system role and position. Users without the correct permissions will not see this tab or will only see a read-only version of it. If you need to edit a setting and cannot, contact your office's Workglue admin.
How to access Settings
- In the left navigation, select My Account.
- Select the Settings tab.
Account Settings section
The Account Settings section holds your company's core business information. Most of these settings are referenced across Workglue, including on quotes, invoices, and time tracking.
- Logo Image: Your company logo. Appears on quotes, invoices, and other customer-facing documents.
- Account Number: A unique number assigned to your Workglue database. Used for support and account identification.
- Company Name: Your company's legal or operating name.
- Account Phone: Your company's main phone number.
- Account Email: Your company's main email address. Used as the reply-to address on customer-facing emails.
- Account Website: Your company's website URL.
- Billing Address 1: Your company's billing street address.
- Billing Address 2: Suite, unit, or floor number.
- Billing City
- State / Province
- Billing Postal Code
- Currency: The currency used across your database. Affects pricing, invoices, payroll, and reports.
- Time Zone: Your company's primary time zone. Affects time tracking, scheduling, and timestamps.
- Time Display: Choose between 12 Hour and 24 Hour time formats.
- Time Rounding: How time entries are rounded when employees clock in and out. Options include rounding to the nearest 5, 10, or 15 minutes.
- Standard Shift Hours: Your company's default shift start and end times.
- Overtime Rule: How overtime is calculated. Options include Daily (Over 8 hours), Weekly (Over 40 hours), or Both.
Terms section
The Terms section is where you set the Terms and Conditions that appear on customer-facing documents.
- Select Show terms and conditions to expand the editor.
- Enter or paste your terms.
- Save your changes.
Terms and Conditions are optional.
Taxable Materials section
The Taxable Materials section is where you set the sales tax rate applied to taxable materials on quotes and invoices.
- Sales Tax Rate: The default sales tax rate. This rate can be customized on a per-quote or per-invoice basis if a different rate applies to a specific job or jurisdiction.
Payroll section
The Payroll section is where you set your company's payroll cycle.
- Payroll Frequency: How often payroll runs. Options include Weekly, Bi-Weekly, Semi-Monthly, and Monthly.
- Week Start Day: The day of the week your payroll week begins. Affects how hours are grouped for weekly overtime calculations and payroll reports.
Automatic Lunch Deduction section
The Automatic Lunch Deduction feature automatically deducts a lunch break from an employee's shift if they worked long enough to qualify for one.
Auto Offset Lunch: Off by default. When turned on, two settings become available: qualifies for a lunch deduction.- How many minutes does the worker get for lunch time? The length of the lunch deduction in minutes. Typically set to 30.
- How many hours must they work in a day to take a lunch? The minimum shift length that qualifies for a lunch deduction.
Use Automatic Lunch Deduction if your employees do not clock out for lunch but you are required to deduct unpaid lunch time from their shifts for payroll. If your employees clock out and back in for lunch or you don't need this feature, leave this off.
Preferences section
The Preferences section holds account-wide display and behavior preferences.
- Show work order hours on mobile: Controls whether the estimated hours for each item appear on work orders in the mobile app. Work orders in the mobile app show the original estimate for a Job to field workers. Each line item can include estimated hours, and this setting controls whether those hours are visible or hidden to the worker. Options are Visible or Hidden.
Personal Preferences section
Personal Preferences apply only to your individual user account, not to your entire database. Other users on your database have their own Personal Preferences.
Weather Widget
The Weather Widget displays current weather conditions in Workglue based on the location you set.
- Temperature Unit: Choose between Fahrenheit and Celsius.
- City: The city the weather widget pulls from.
- State: The state or province for the city.
- Zip Code (Optional): The postal or zip code for the location. Optional, but improves accuracy.