Organisation settings
These pages are under Organisation in the sidebar. Admins and the owner can use them.
Organisation profile
Section titled “Organisation profile”Open Organisation, then Organisation profile.
| Field | What it does |
|---|---|
| Name | Your organisation’s name, shown on the web and in the app. |
| Country | The default country for phone numbers. |
| Default shift | Used when an invitation has no shift. See Shifts. |
Select Save changes when you are done.
Time zone
Section titled “Time zone”Work days, shift times and every time you see on the web are in your organisation’s time zone. You choose it when you create the organisation.
The time zone is shown on the Organisation profile page and cannot be changed there. To change it, contact us.
Employees see times in the same time zone, wherever their phone is.
Status
Section titled “Status”Status on the Organisation profile page is normally Active. If it shows Suspended or Closed, nobody can clock in or out. Contact us.
Transfer ownership
Section titled “Transfer ownership”Only the owner can do this. There is always exactly one owner.
- Open Organisation, then Organisation profile.
- Under Transfer ownership, choose the New owner. They must already be an active employee. If they are not, invite them first.
- Select Transfer ownership….
- Type your organisation’s name to confirm, then select Transfer ownership.
The other person becomes the owner and you become an admin. You cannot undo this. Only the new owner can transfer it back.
The owner has to transfer ownership before they can leave the organisation or delete their account.
Audit trail
Section titled “Audit trail”Open Organisation, then Audit trail. It lists changes made in your organisation: who, when, what, and the reason if one was given.
It includes:
- hours signed off, and records added, corrected or voided
- rejected attempts marked as reviewed
- leave requested, decided and cancelled
- invitations, people joining, role changes and people leaving
- shift changes that turn off set hours or location checking
- forced payroll exports
- pay periods closed and reopened
- changes to the organisation, its subscription and its ownership.
Filter by From, To, Type and Action. Select Show on a row to see the fields before and after the change.
Nobody in your organisation can edit or delete an entry.
Other settings
Section titled “Other settings”- Attendance rules: whether employees can add their own missed records. It also holds how pay periods run.
- Locations, Shifts and Leave types.
- Pay periods.
- Subscription and billing.
- My account: your own sign-in email and password.