Details

As an administrator, you can update personal, company, and payroll settings within the Swept desktop app.

Within these settings, you can set up travel time. For more on this please read the following support article: How to Use Travel Time

Where Is This Accessed?

The Swept desktop app  https://app.sweptworks.com/

Instructions

Log in to the Swept desktop app and move your mouse to the cog-wheel in the top right-hand corner.

Open

Select Settings from the dropdown.
Update your settings (described below) and click the blue Save button.  Settings are broken down as follows:

Personal Settings: These settings are associated with you, the user. 

• Country: Select the country you are in. This will narrow down the timezones in the timezone question below to timezones only in your country.

• Timezone: Select the time zone you are located in.

• Language: Choose your preferred language.

System Settings: These are associated with the company. 

• Country: Select the country your company is located in. 

• Default Timezone: When a manager sets up a new location the timezone will default to this timezone.

• Support Phone Number and Support Email: These appear in a cleaner’s Swept+ mobile app when they select Me (More for supervisors) in the bottom navigation bar and select Support. On the support page they can click Call Phone Support to call the support number.

Open

Cleaner - Call/Email Support

• Client Support Phone Number - This appears in the client’s Swept+ mobile app. The client can select Me from the bottom navigation bar and select Support to see the Call Phone Support button.

Checklists

Click on Checklist Settings to go to the Checklist Templates page to set up templates for your checklists. Learn more about creating checklist templates here: Checklist Templatesarchived

Data Imports

Click on Import Your Data to go to Data Imports. Please note only admin managers can see this option. Here you are able to import cleaners, clients, location and supplies in to your Swept account. Learn more about data imports here: Desktop - Data Importsarchived

Notifications

Late setting (minutes): When a scheduled staff member is late for a shift Managers will be notified. Managers are able to set when they are notified by updating this setting. This can be changed to any time frame from 0-1440 minutes.

Payroll Settings

Payroll is where you update your Company’s payroll and timesheet settings. All managers are able to update the payroll approved hours however only admin manager can configure the pay period.

• Payroll approved hours: Choose whether you would like payroll hours to be approved by recorded hours or scheduled hours. Recorded hours are when the Cleaner signs in and out. Scheduled hours are the hours scheduled for the Cleaner.

• Click on Configure Pay Period to configure your pay period within Swept.

  • Pay Period Frequency: You can choose Weekly, Bi-Weekly, Monthly or Semi-Monthly to align with your company's payroll. 

  • End of first and second period: This will determine the date range of your payroll. If your “End of first period” is set for Friday, March 30th then the Cleaner Time Sheets will begin on Saturday, March 31st to the next payday. 

• If you have Swept’s QuickBook Sync feature enabled you will also see a QuickBooks Sync button that you can click on to set your QuickBooks sync. For more information check out the QuickBooks Sync support article here: Swept QuickBooks Syncarchived

Related articles