Settings reference

Settings changes apply straight away. Tabs depend on your permissions and enabled features, so you may not see every tab below.

Tab	What it controls
Organisation	Name, branding, workforce wording, reply-to and organisation details
Features	Which parts of the app are enabled
Access	Built-in access templates, custom access levels and permission comparison
Reporting and approvals	Company areas, managers and management scopes
Rota and reminders	Teams, roles, locations, booking and reminder rules, kiosk options
Leave and working hours	Leave allowances, standard working hours and flexi settings
Onboarding and checks	Getting started steps, training/check types and check rules
Forms	Public sign-up and details questions, privacy notice link and allowed applicant types
Documents	Files or links, versions, signing requirements and audiences
Hours, pay and expenses	Pay types/rates, Pay from date, attendance basis, expense categories, travel units/rates and budget coding
Emails	Template wording, enabled templates and available placeholders
Data and system	Retention, Activity log link, download actions and system information
Billing	Owner-only subscription information and Stripe portal access, where connected

With pay switched off, the money tab is called Expenses and hours. Features also affect which permissions and menu items are shown. Switching a feature off hides its workflow; it does not delete its records.

Before changing a rule

Check whether it affects existing records. In particular, moving Pay from backwards can add earlier entries to pay calculations. Changing role requirements affects booking eligibility, and changing management scopes affects record visibility.

An organisation-wide standard can have a more specific override, such as a person’s hourly rate, leave allowance or working hours. Check the individual record when the result differs from the default.