The Settings menu opens the main settings area for account-level configuration.
Your Settings screen may include different options depending on the features enabled for your account.
Use the Settings buttons to configure the following:
- General Settings: Configure core company defaults such as timekeeping rules, job-code behavior, alerts, and other system-wide settings.
- Company Profile: Update your company identity details, contact information, and branding items such as the logo.
- Portal Preferences: Control how the administrative portal behaves for supervisors and office users.
- Navigation Shortcuts: Configure the shortcut icons shown in the portal header for quicker navigation.
- Employee Application: Configure the employee web and mobile app experience.
- Employee Onboarding: Configure onboarding requirements and requested documents for new employees.
- Employee Scoring: Configure employee scoring rules and score calculation settings.
- Employee Surveys: Configure employee survey and checklist questions that can be required during shifts.
- Inbound Call Blocking: Control which caller IDs are allowed or blocked when employees call in.
- Archived Files: Manage secure archived files stored for the company.
- Call Center: Configure call center and click-to-call settings for the account.
- Analytics / Health: Configure analytics visibility and health-center scoring options.