Configuring the company account

Configuring the company account is one of the first things to do after creating the organisation in Proplanum. The company settings cover the whole team and every location, and the values entered here become the default basis for the entire system. This article is the starting point — it shows where to find each setting and points you to the detailed instructions.


All the company settings are configured by the Organisation Administrator. The values set here will be the defaults, and some of them can later be adjusted in individual locations.


Editing the Organisation Administrator's personal details


Before you configure the company, it is worth filling in your own profile — that is the data other users see, plus the notification settings.


  1. Log in to Proplanum. You will land on the main dashboard.
  2. In the menu on the left click your avatar at the very bottom and choose My profile.
  3. Click Edit data. The profile opens with its own panel on the left: Personal information and Notifications preferences.
  4. Change your personal details: first name, last name, phone number, preferred language and notification settings.


company setup


How to adjust your notification preferences is covered in Managing notifications.


Editing the company profile


This is where you configure the global settings of the whole organisation.


  1. On the main dashboard, in the menu on the left, click Company Settings (the cog icon at the bottom).
  2. A panel opens on the left with every settings page, split into five groups: COMPANY, STRUCTURE, WORKING TIME, REQUESTS AND CALENDAR and EXPORT AND INTEGRATIONS.
  3. Pick the page you want to configure — or type its name into Search settings at the top of the panel.


The company settings panel with its five groups and the settings search box


These settings apply across the whole company. Some of them are additionally configured in particular locations — more in the Locations category.


What you can do in the company settings


Each item leads to a separate article with detailed instructions.


COMPANY


  1. Company data — the company logo, the contact person and the VAT invoice details. Details: Basic details and the global configuration.
  2. Configuration — the global configuration: time format, country, language, currency, time zone, date format and the national minimum wage amount. Details: Basic details and the global configuration.


STRUCTURE


  1. Positions and tags — create the positions and tags used across the company. Details: Positions and tags.
  2. Employment templates — prepare sets of employment conditions and available requests that you assign to employees in bulk. Details: Employment templates.


WORKING TIME


  1. Employment code — turn the legal checks on and choose whether breaches are only reported or also blocked when the schedule is published. Details: The employment code.
  2. Overtime and paid breaks — how long overtime from a closed settlement period may still be taken as time off, and how many minutes of paid break are due for a given length of a working day. Details: Overtime settings.


REQUESTS AND CALENDAR


  1. Requests — configure the request types (for example leave, sick notes) that will apply in the organisation. Details in the Requests category.
  2. Holidays — set the public holidays and days off; you can import them from a Google calendar or add your own. Details: Public holidays and days off.


EXPORT AND INTEGRATIONS


  1. Day markings — set the codes Proplanum uses to describe days in the schedule and in exports: time off in lieu (days off) and the working-day codes used in R2 Płatnik. Details: Day markings.
  2. Export Codes — create your own Excel report types matched to your HR and payroll settlements. Details: Export codes.
  3. Integrations — turn on ready-made export formats for particular HR and payroll programs (for example Comarch Optima, R2 Płatnik, Enova). Details: HR and payroll integrations.


Once the company settings are configured, the next step is creating the locations (if your organisation has them). The instructions are in the Locations category.

Updated on: 08/09/2026

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