Organization settings

Organization settings control the workspace profile and key defaults that affect scheduling, attendance, payroll, and employee records.

Before you start

• Use an admin account.
• Confirm organization profile details.
• Review settings before launching live attendance.

Steps

1. Open Settings.
2. Review the organization profile.
3. Review employee access defaults if your team uses employee self-service.
4. Review time and attendance defaults.
5. Review payroll and compliance settings.
6. Save changes and confirm the success message.

What good looks like

The workspace settings should match how the organization actually operates before employees rely on the app.

Common mistakes

• Changing settings during a payroll review without telling managers.
• Leaving organization profile fields stale after a business change.
• Treating settings as one-time setup when operating rules change.