To access your company settings, click on the person icon located in the top right-hand corner of your screen. Click Venue Settings.
At the top, you’ll see four tabs: Reports, Location, Team, Tax
🔐 What You’ll Need
🔑 Manager Permissions
If you don’t have access to your Company Settings, ask someone with Manager permissions to update your access.
Reports Settings
This section sets your day starting time and week start day for all reports, time clocks & rostered shifts.
The default 24-hour period runs from 7 am to 7 am so any late-night trade is included on the correct day. The default week starts on Monday.
If you'd like to adjust your Day Starting Time or your Week Starting Day, simply click the clock or the dropdown to change either field, then click the blue Save button.
If your venue uses a cloud POS system (i.e. Square or Lightspeed), you will also see Revenue Groups under this tab. Learn more about Revenue Groups here.
Location Settings
This section allows you to choose the country and timezone of your business. The options selected here will set the default tax rate for your company. Select your desired country and timezone & click the blue Save button at the bottom of the screen.
Team Settings
This section allows you to make changes to default Team settings that affect your timeclock and wage reporting in Loaded.
General
Include POS Clock Ins
Select this checkbox if you want to use the POS as your clock-in - only available for non-cloud POS (Bepoz, Idealpos, Swiftpos, Meanumate/Posbiz, & Wizbang/Onetap)
If you're using the Loaded timeclock app, make sure this isn't ticked
Allow user with time permission to view labour percentages
Allows users with time permission to view summary information about staff costs, but not individual’s pay rate
Specifically summary information for the Wage - Roster vs Actual report and Wage - Food vs Beverage report
Round clockins to: dropdown
Adjust your time clock entries to be automatically rounded by every one, five, ten or fifteen minutes
Round breaks to:
Select the checkbox if you want breaks to automatically round up to a certain length
Select the length to round to: 10 minutes, 15 minutes or 30 minutes
Enter the length a break must be in order for it to be rounded up.
Team App
Is the Team App being used?
Select this checkbox if you are using Loaded’s Team App. Learn more about the Team App here
If selected, a link to download the Team App will be included in the email that is sent out when you publish a roster.
Allow staff members to view their pay information
Select this checkbox if you want staff to have visibility of the cost of their rostered shifts and actual hours worked.
Display phone numbers of other staff members
Select this checkbox if you want to share staff members’ phone numbers in the Team App. Phone numbers must be added to the staff member’s profile in Loaded to show in the Loaded Team App.
Payroll
Select your payroll system from the dropdown box to automatically generate the required CSV export from the Pay Summary page. If you use Xero payroll, you will be directed to sync wages to Xero.
Default Regular Working Hours
Default Regular Working Hours should reflect a standard working week, not your venue’s hours of operation. These hours are used for leave allocation and calculating the hourly rate of a salaried employee. This likely does not need to change from the default setting.
After making any changes, make sure you click the blue Save button at the bottom of the screen.
Tax Settings
This section allows you to create custom tax rates if the default tax rate (15% for NZ and 10% for AU) or 0% Exempt rate don't cover all your bases.
Click on the Use Custom Tax Rates box then click on the grey Add button to create additional tax rates.
Once you're finished, click the blue Save button at the bottom of the screen.
App Connections
To access your App connections, click on the person icon located in the top right-hand corner of your screen. Click ‘App connections’.
You can then click any of the three dropdown boxes (POS, Accounting, Payroll) and select the appropriate option for your venue.
NOTE: We can only support self service via this page for Square POS, Xero Accounting and Xero Payroll.
Tips and Tricks
If you have multiple Loaded companies, you need to adjust settings for each company separately.
Make sure you click the Save button after making any adjustments!
The ‘Day Starting’ time triggers when to stop and start capturing data for reports. Double check it’s set to a time where no trading or clock ins will be happening!
What’s Next?