Configure System Settings

Settings > Company contains your organisation's core configuration — the details that appear across the platform.

Company profile (Settings > Company > Company Profile):

• Company name — displayed on invoices, payslips, and the login page.
• Logo — appears on the login page, email notifications, and documents.
• Contact email and phone — for employee queries and support.

Company preferences (Settings > Company > Preferences):

• Timezone — cascades to every module.
• Date format — standardise across the platform.
• Financial year start month — determines payroll and leave cycles.

Bank accounts (Settings > Company > Bank Accounts):

• Add bank accounts used for salary disbursement.
• Configure multiple accounts if payroll is processed from different sources.
• Client payments can also be directed to specific accounts.

Under Settings > Organization, manage the structural elements that define your company's hierarchy and reporting.

Locations (Settings > Organization > Locations):

• Add office addresses with geo-coordinates for GPS attendance.
• Each location can have its own holiday calendar and attendance rules.

Departments (Settings > Organization > Departments):

• Create your org structure — Engineering, Sales, HR, Finance, etc.
• Assign department heads (optional, can be updated later).
• Departments appear in reports, filters, and the org chart.

Job Titles (Settings > Organization > Job Titles):

• Standardise role names across the company.
• Titles appear in employee profiles, recruitment postings, and reports.
• Consistent titles avoid duplication in filters and analytics.

Document templates (Documents > Templates):

1. 1Create reusable templates with dynamic variables — {employee_name}, {role}, {salary}, {date_of_joining}.
2. 2Use templates for offer letters, appointment letters, experience letters, and any HR correspondence.
3. 3Generate documents with one click from any employee profile.
4. 4Generated documents can be signed digitally and stored permanently.

Letterheads (Documents > Letterheads):

• Configure branded letterheads for formal document output.
• Upload your company header, signature block, and footer.
• Letterheads are applied automatically when generating documents from templates.

Document types (Documents > Document Types):

• Categorise uploaded and generated documents.
• Examples: Identity Proof, Employment Letter, Training Certificate.
• Categories help organise and filter documents across the platform.

Settings > Processes manages how work flows through your organisation — from request submission to final approval.

Process configuration:

• Approval Flows — define the chain for leaves, expenses, corrections, and more.
• Escalation Rules — auto-push pending requests to the next-level approver after a timeout.
• Resignation Reasons — standardise exit reasons for reporting and analytics.
• Clearance Templates — define the checklist items for offboarding (IT, HR, Finance).

Settings > Access > Permission Groups is where you define roles and their permissions — the core of your access control strategy.

Permission format:

• Each permission follows the module.action-scope pattern.
• Example: attendance.manage-all grants full attendance control.
• Example: attendance.view-team grants read-only access to the team's attendance.
• Create granular roles — 'Payroll Viewer', 'Recruitment Admin', 'Department Head'.

Managing roles:

1. 1Go to Settings > Access > Permission Groups.
2. 2Click 'Create Role' and give it a descriptive name.
3. 3Toggle individual permissions on or off.
4. 4Assign the role to employees from their profile page.