Firm screen

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Use the Firm screen to do the following:

  • enter basic identification and address/contact information for your firm
  • set up certain firm security options and other firm-level options
  • set up payroll alerts and email notifications
  • specify options for payroll automation
  • set up the Payroll Tracking portlet
  • set up and monitor event tracking
  • set up custom fields

Choose Setup > Firm Information > Firm.

Tabbed pages in this screen

Main tab

Images tab

Preferences tab

Payroll Alerts tab

Payroll Automation tab

Payroll Tracking tab

Events tab

Custom Fields tab

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