×

Site Configuration

Site Configuration allows you to configure the standards used in your organization such as locations, currency codes, date formats, ethnic codes, etc.

How do I view/edit Site Preferences?

This information was first given in the Step 2: Site Config of the Configuration Wizard.

  1. Click Site Config in the top menu
  2. Click Site Preferences in the left menu panel
  3. You can view your Site Preference details here
  4. Click Edit icon

  1. Enter/Edit the details
  2. Click SAVE button

How do I set General Site Preferences?

You can set general preferences like time zones, nationalities, gender codes, ethnic codes etc. which will be consistent across the entire application

  1. Click Site Config in the top menu
  2. Click General on the left menu panel
  3. Click on any option in the submenu (We’ve used Gender as an example)
  4. Click +Add button

  1. Enter/Edit the details
  2. Click SAVE button

How do I set Identity Codes?

Identity code is the alphabets used in an Employee ID. For example in the Employee IDs EMP0033 and USER009, EMP and USER are the identity codes respectively.

  1. Click Site Config in the top menu
  2. Click General on the left menu panel
  3. Click Identity Codes in the submenu
  4. Your default identity code details will be displayed here
  5. Click Edit icon

  1. Edit the details
  2. Click Update button

What should I do if my Country/State/City are not available in Sentrifugo?

  1. Click Site Config in the top menu
  2. Click Location on the left menu panel
  3. Click Countries in the submenu
  4. Click +Add button

  1. Select Other in the Country field
  2. Provide Other Country name and code
  3. Click SAVE button

Once an unavailable ‘Country’ name is added, it will be appear in the drop down option when you want to add a state or city. You can use the same procedure shown above to add States and Cities not available in the application.

How do I add Currency and Currency Conversions?

Currencies

  1. Click Site Config in the top menu
  2. Click Currency on the left menu panel
  3. Click Currencies in the submenu
  4. Click +Add button

  1. Enter the required details
  2. Click SAVE button

Currency Conversions

  1. Click Site Config menu option
  2. Click Currency on the left menu panel
  3. Click Currency Conversions in the submenu
  4. Click +Add button

  1. Enter the required details
  2. Click SAVE button