Start in organization settings to choose your organization’s name, time zone, date limits, number display, and shared preferences. Review these choices before adding a large set of records. Personal names, sign-in methods, and authenticator setup remain in each person’s account settings.

Use the links above a settings page’s heading to move back through its categories. For example, Settings > Employees > Custom fields lets you return to custom fields, browse employee settings, or open all settings. Category names follow your organization’s terminology.

Choose Labels in the department, job classification, or employee settings area to enter a singular label and a plural label. Set each separately: for example, Person and People, or Business unit and Teams. Pages, forms, tables, search, and contextual Help use these labels. Changing a label leaves your records and their names in place.

Use Search settings above the list to find a setting. Choose Filters to narrow the list by area. Select Area or Setting to sort alphabetically; select it again to reverse the order. On a small screen, scroll the table sideways to reach additional column headings. Choose Default order to return to the usual grouping while keeping your search and area filter. Clear removes the filters and restores the full list in its default order.

The organization can choose whether FTE Tree MFA is required for standard organization access. Members can use a verified passkey or an authenticator app, with recovery codes as a backup.

Before you begin

General settings require Manage organization settings. Email-domain policy requires Manage sign-in security. Changing the email policy also requires an FTE Tree MFA check completed in this session within the last 24 hours. To change the organization MFA policy, you need Manage sign-in security and an FTE Tree MFA check completed within the last 15 minutes.

General settings

Open the organization’s general settings to review:

Setting What it controls
Organization name The shared name shown throughout FTE Tree.
History start date The earliest date used for starting values and setup history.
Organization time zone The time zone FTE Tree uses for shared dates and times in this organization.
Regional format The default number separators, grouping, date order, month names, and time style.
Currency display Whether amounts use currency symbols or currency codes.
FTE decimal display The number of decimals shown for FTE values in pages and on-screen reports.
Organization support contact Short guidance from your organization for members or invited users who need help.
Import-number prefix and length How import numbers are displayed throughout the organization.

Choose regional presentation

Choose Regional format and Currency display in general settings. The regional choices are United States, United Kingdom, Canada (English and French), Australia, New Zealand, Germany, France, Italy, Spain, Mexico, Brazil, Switzerland (German), South Africa (English), India (English), Philippines (English), Japan, and China. Check the examples of a number, amount, date, and time before saving. Each person can use these organization defaults or select personal regional and currency-display preferences in their profile.

The currency example uses the region’s local currency to demonstrate its presentation. Real pay, budget, and cost amounts keep the organization’s workforce currency. Billing remains in U.S. dollars. Changing a region or switching between symbols and codes never converts money or recalculates costs.

Choose currency codes when a symbol could be unclear. For example, USD distinguishes U.S. dollars from Canadian and Australian dollars. The currency stays the same when you change how it appears.

Choose the workforce currency when creating the organization: USD, GBP, CAD, AUD, EUR, CHF, NZD, MXN, BRL, ZAR, INR, PHP, JPY, and CNY. It applies to the organization’s pay, budget rates, monetary adjustments, and financial results and cannot be changed afterward. Annual money and financial results use two decimal places; hourly rates retain up to four. Currencies requiring three-place financial amounts, such as KWD, are not offered.

Dates use regional ordering and month names. Standalone dates use full month names; tables and filters use compact names. Follow the date-entry hint beside each field, including its four-digit year. Region does not change the organization time zone or move effective dates to a different day. Timestamp conversion continues to use the person’s time zone, then the organization default.

Changing presentation affects newly displayed values and newly prepared reports. Earlier generated files keep their original presentation. Entered values, calculations, and historical financial results stay unchanged.

Choose the history start date

Choose History start date when you first set up the organization. It is the earliest date you need for starting values and history. Later position, pay, and setup changes can each begin on their own dates.

After setup, you can move this date earlier, but not later. Check the earlier period before changing it: you may need to add starting information for those newly included dates. Contact Support if the recorded date needs a different correction.

Use Schedule changes by date to understand how the history start date relates to later business changes.

Choose how FTE decimals appear

Use FTE decimal display to control FTE values shown throughout FTE Tree:

Choice On-screen behavior
Automatic Uses only the decimals the values need. Every related FTE value in a table uses the same number of decimals. This is the default.
At least 2 decimals Shows at least two decimals and adds a third or fourth decimal when a value needs it. Related table values remain aligned.
Always 4 decimals Shows four decimals for every FTE value.

Related values use the same number of decimal places. For example, a table containing 1, 0.5, and 0.125 displays 1.000, 0.500, and 0.125 with At least 2 decimals. A table containing only 1 and 0.5 displays 1.00 and 0.50. Always 4 decimals would display 1.0000 and 0.5000.

Changing this setting affects presentation immediately. It does not change entered values, calculations, imports, or stored results. CSV and Excel exports continue to include FTE values with four decimals.

Write the organization support contact

Use one or two non-sensitive sentences that tell people who inside the organization can help with:

  • Access and invitations.
  • Required company sign-in.
  • The people responsible for billing.
  • Approval or setup questions.

This guidance may appear to a verified invitation recipient before they join. Do not include credentials, private phone extensions, or information that should not be visible to every invited user.

If left blank, FTE Tree provides general guidance to contact an organization administrator or supervisor.

Configure the email policy

Open Settings > Organization > Email policy to limit invitation addresses and organization notification recipients to exact domains. Add every allowed domain separately; allowing company.com does not automatically allow mail.company.com. Leave the list blank when any email domain is permitted.

You can review the email policy without using the MFA window. FTE Tree asks for recent MFA when you submit a change.

Email policy does not choose a sign-in method or prove company identity. Contact FTE Tree Support to enable company sign-in first. An administrator with the Manage sign-in security permission can then configure and change it from Settings > Security & sign-in > Company sign-in. Test both policies with an active administrator before a broad rollout. See Configure company sign-in.

Configure the organization MFA policy

Open Settings > Security & sign-in > Multi-factor authentication and choose MFA optional for standard access or Require MFA for standard access. FTE Tree MFA supports verified passkeys and standard time-based codes from compatible authenticator apps, with recovery codes as a backup for standard access. Making MFA optional adds no FTE Tree MFA check for ordinary entry, but it does not turn off MFA required by Microsoft, Google, or a company sign-in service.

Provider MFA and FTE Tree MFA are separate. If the organization requires both company sign-in and FTE Tree MFA, every member must complete both. A passkey or authenticator app does not bypass the company-sign-in requirement, and provider MFA does not satisfy the FTE Tree requirement. Protected administrative changes and personal account confirmation keep their separate FTE Tree MFA requirements regardless of this choice.

Test the policy with a normal member and an administrator. Keep at least one active administrator with a working passkey and a backup passkey. Protected administration requires recent passkey verification even when MFA is optional for ordinary entry. When company sign-in is enforced, that administrator must also be able to use the company service.

Configure import numbering

Choose a prefix and number length that produce recognizable import references. Changing either updates how existing and new import numbers are displayed. Each import keeps its underlying number and history.

Coordinate the format with any process your organization uses to record import numbers.

Review setting history

Open activity history for a setting to see when it changed and who changed it. Use an action note when your organization requires one.

  1. Confirm the organization name.
  2. Set the history start date.
  3. Confirm the organization time zone.
  4. Choose regional presentation and the FTE decimal display.
  5. Add the organization support contact.
  6. Choose the import-number format.
  7. Review the email policy.
  8. Choose and test the organization MFA policy.
  9. Configure departments, job classifications, position fields, and access.
  10. Test with a small user and data set.

Optional practice: make the organization ready for the walkthrough

For exercises that change records, use a separate practice organization and complete the preparation below.

Practice steps and checks
  1. Open Settings > Organization and confirm the name Evergreen.
  2. Choose the time zone your team will use.
  3. Check that History start date is no later than January 1, 2027. This sets the earliest date you can use for the organization’s information.
  4. Review FTE decimal display, then open the full-time Patient Services Coordinator position.
  5. Review the names your organization uses for People, departments, and other records.

Changing how many decimals you see does not change a position or assignment. The same full-time position may display as 1.0, 1.00, or 1.0000 FTE.

Email-domain rules are under Email policy and require Manage sign-in security. MFA requirements are a separate security setting. Give each administrator the right responsibility before changing either.