{"id":10943,"date":"2018-03-18T16:14:00","date_gmt":"2018-03-18T21:14:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=10943"},"modified":"2025-10-27T15:14:08","modified_gmt":"2025-10-27T20:14:08","slug":"company-setup","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=10943","title":{"rendered":"Company Setup"},"content":{"rendered":"\n<p>The Company Setup View is to be used by the organization\u2019s administrators and controls the company\u2019s SecureDB application.&nbsp;To go to the Company Setup View, use the navigation panel and select <strong>Administration<\/strong> &gt; <strong>Company Settings<\/strong>. On the Company Settings page, the following items can be updated if the user has the correct permissions:<\/p>\n\n\n\n<p><strong>General Information<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>App Edition &#8211; the version of the application your organization is on<\/li>\n\n\n\n<li>Company Name<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=18569\" data-type=\"post\" data-id=\"18569\">NAICS<\/a> &#8211; NAICS number (optional)<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=18574\" data-type=\"post\" data-id=\"18574\">Timezone <\/a>&#8211; the default time zone for your organization<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=18588\" data-type=\"post\" data-id=\"18588\">OpenAI API Key<\/a> &#8211; your secret token for even more AI power<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=18231\" data-type=\"post\" data-id=\"18231\">Naming Conventions<\/a> &#8211; Allows companies to change the name(s) of menu items in SecureDB<\/li>\n<\/ul>\n\n\n\n<p><strong>Setup Details<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=18580\" data-type=\"post\" data-id=\"18580\">Review Frequency<\/a> &#8211; For Reviews: Quarterly, Semi-Annual, or&nbsp;Annual. <em>Note: changing the review frequency will cause that change to cascade through the application.<\/em><\/li>\n\n\n\n<li>Period Start and End Dates &#8211; define custom &#8220;start&#8221; and &#8220;end&#8221; dates based on your Review Frequency<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=17692\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=17692\">Behavioral Profiler<\/a> &#8211; If you have an account with Predictive Index or OCEAN<\/li>\n\n\n\n<li>Timezone &#8211; The default time zone for your organization. This can be overwritten in <a href=\"https:\/\/securedb.io\/kb\/?p=3572\" data-type=\"post\" data-id=\"3572\">user profiles<\/a>.<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=17707\" data-type=\"post\" data-id=\"17707\">Allow Update Own Objectives<\/a> &#8211; Allows users to update their own Objective scores<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=14676\" data-type=\"post\" data-id=\"14676\">Navigation <\/a>&#8211; Where your company&#8217;s navigation panel will be located<\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=14665\" data-type=\"post\" data-id=\"14665\">Speech Recognition<\/a> &#8211; AI transcription and summarization (requires <a href=\"https:\/\/securedb.io\/kb\/?p=18588\" data-type=\"post\" data-id=\"18588\">OpenAI Workspace Key<\/a>)<\/li>\n\n\n\n<li>Objectives Scale &#8211; Choose if you think about Objectives on a 0-100% scale (where 80% means &#8220;Meets Expectations&#8221;) or a 0-200% scale (where 100% is the minimum expectation).<\/li>\n<\/ul>\n\n\n\n<p><strong>Organization-Wide Questions<\/strong>: Organization-specific questions that will show up on all performance reviews. SecureDB comes with default questions, but they can be changed here. Use the &#8220;Add&#8221; button to add and click the &#8220;X&#8221; to remove.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Values &#8211; Organizational Value employees can be rated on; generally found in an organization&#8217;s mission, vision, and\/or Value statement<\/li>\n\n\n\n<li>Alignment &#8211; Questions for the employee to answer during a review to get Factor on how they feel they are aligned to the company<\/li>\n<\/ul>\n\n\n\n<p><strong>Company Setup:<\/strong> Additional information organizations can make available in the user profiles to further clarify the job description. Use the Add button to add and select the X to remove.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Regions &#8211; Create regions that represent your organizations geographical reach<\/li>\n\n\n\n<li>Departments &#8211; Create the departments in your organization<\/li>\n\n\n\n<li>Job Titles &#8211; Create job titles to further clarify the specific job title within a larger organizational role<\/li>\n<\/ul>\n\n\n\n<p>Once completed, click on <strong>Save Changes<\/strong>.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Naming Conventions<\/h2>\n\n\n\n<p>Make SecureDB your own by customizing how things are named. Simply click on the <strong>Naming Conventions<\/strong> button at the top-right.  Learn more about tailoring SecureDB to suite your needs in the <a href=\"https:\/\/securedb.io\/kb\/?p=18231\" data-type=\"post\" data-id=\"18231\">Naming Conventions<\/a> support article.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Company-Setup-1024x512.png\" alt=\"\" class=\"wp-image-20444\" style=\"width:810px;height:auto\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Company-Setup-1024x512.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Company-Setup-300x150.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Company-Setup-768x384.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Company-Setup-868x434.png 868w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Company-Setup-980x490.png 980w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Company-Setup.png 1320w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right\">Next up: <a href=\"https:\/\/securedb.io\/kb\/?p=14518&amp;brand=expand\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=14518&amp;brand=expand\">Global Meeting Settings<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Company Setup View is to be used by the organization\u2019s administrators and controls the company\u2019s application.<\/p>\n","protected":false},"author":3,"featured_media":17699,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[36],"tags":[],"class_list":["post-10943","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10943","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10943"}],"version-history":[{"count":27,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10943\/revisions"}],"predecessor-version":[{"id":20445,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10943\/revisions\/20445"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/17699"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}