Settings

The Settings section lets you manage important details about your organization, including locations, job roles, and time-related preferences.

General Settings

In this section, you can:

Set your organization name — this will be visible to all users
Define your organization slug — this will be used in the URL
Add and manage locations and job roles to reflect your team’s structure

Advanced Settings

Fine-tune how your organization handles time and attendance:

Set how many minutes after a shift start a check-in is considered late, or how early is too early
Select your organization’s timezone
Choose a default export time frame (e.g., week, month) for reports

These settings help tailor the experience to match your organization’s needs and workflows.

Teams

The Teams section lets you organize and manage groups within your organization. Easily create, update, or remove teams as your structure evolves.

Teams

You can:

Create new teams to group users by department, project, or function
Edit existing teams to keep information up to date
Delete teams that are no longer active

Keeping your teams organized helps streamline scheduling, communication, and reporting across your organization.

Locations

The Locations section helps you manage all active work locations within your organization. You can easily create new locations, update existing ones, or remove those no longer in use.

Locations

When managing a location, you can specify:

Name of the location
Address for clear reference and visibility

Keeping your locations up to date ensures accurate scheduling and reporting, especially for distributed or multi-site teams.

Positions

The Positions section allows you to manage all job roles within your organization. Create new positions, update existing ones, or remove roles that are no longer needed.

Positions

When creating or editing a position, you can define:

The name of the position
The color, which will be used to visually represent shifts for this position
The teams associated with the position for better organization and scheduling

Customizing positions helps clarify responsibilities and keeps your schedules visually organized.

Templates

The Templates section lets you create and manage reusable work patterns tailored to your organization’s needs. Templates help streamline scheduling by providing consistent shift structures.

When setting up a template, you can define:

Template name for easy identification
Start & end times for the shift
The position assigned to the shift
The location where the shift takes place

Using templates saves time and ensures consistency across your team’s schedules.

Tags

The Tags section lets you manage custom labels for organizing and categorizing work across your organization. Tags can represent anything from project types to training sessions — like Consulting, Learning, and more.