You may find it necessary to change the interval at which the budget is shown and/or at which the employee profile point summary is shown in order to better align with how your company manages budget and financial cycles. To do this:
- Click 'Menu' in the upper right-hand corner of your screen
- Select 'Company Admin' from the drop-down menu
- In the Company Admin portal, select 'Settings' from the left side navigation menu
- Under the 'General' section, under 'Default interval,' you can change the interval to your desired timeline
- Once you have chosen your desired interval, you will receive a pop-up window to confirm your selection. If you are sure you want to change the interval, click 'OK'. If you do not wish to change the interval, click 'Cancel'
- After confirming your selection, you will receive a second pop-up window letting you know your changes have been Successfully Updated
- You can click 'OK' to exit the window