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Act 2: Setting Up the Kingdom

6. Company Profile

Story

Sarah starts with Company Profile because she knows every other module depends on this setup. If timezone is wrong, attendance becomes confusing; if currency is wrong, payroll and billing reports become misleading.

She carefully enters the legal company name, uploads the brand logo, updates office address, sets tax identification details, defines the fiscal year, and confirms the local timezone and operating currency.

Happy Path

The form validates cleanly, saves successfully, and immediately reflects the updated profile across admin-facing screens.

From this point, new attendance entries, report filters, and future payroll calculations use these defaults without requiring per-module manual setup.

  • Update company name, logo, address, tax ID, fiscal year, timezone, and currency
  • Save settings successfully with validation passed
  • New configuration applies to future operations and reporting contexts

Failure Modes

FailureWhat the user seesWhat happens next
Invalid tax ID formatField highlighted with required formatUser corrects and resubmits
Invalid currency codeSupported currency hint shownUser selects valid currency and retries
Fiscal year end date in the pastWarning shownUser can proceed or adjust date
Logo file too large or unsupportedUpload rejected with size/type messageUser uploads a valid file

Edge Cases

ScenarioBehaviorWhy
Timezone changed after attendance data existsExisting records unchanged; new records use new timezonePreserves historical accuracy
Currency changed after payroll already ranApplies to future payroll onlyAvoids historical drift

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