Fiscal Year Setting

As an admin, enable and customize the fiscal year option to ensure goals created in Quantum Workplace are aligned with your organization's fiscal calendar.

In this article: 

• Overview
• Requirements
• Enable Fiscal Year

Overview

As an admin, enable and customize the fiscal year option to ensure goals created in Quantum Workplace are aligned with your organization's fiscal calendar.

Goals created in Quantum Workplace configured with a quarterly timeline, i.e. Q1, Q2, etc. will comply with the fiscal calendar rather than the calendar year.

Requirements

• Available to admin users

Enable Fiscal Year

To enable a fiscal year for your organization:

1. Click and expand Administration in the left-hand navigation menu
2. Click General Settings
3. On the Organization tab, click and  enable the ☐ Use Fiscal Year option
4. In the drop-down, specify the first month of the financial year for your organization/industry
5. Click Save Changes