Organization

Your company's identity, region and work week.

Who can use this page

Permission needed: view_organizationsettings.

Roles that have it by default: HR Manager and Workspace Administrator.

To make changes: Edit organization settings (change_organizationsettings). Roles: Workspace Administrator.

Superusers can always open it. Your administrator can also give the permission to a custom role.

The page has Company, Region, Time off, Leave types, Sign-in, Finance PIN, Compliance, Legal pages and Forms & modules tabs. Company, Region, Time off, Sign-in, Finance PIN and Forms & modules share a Save changes bar that appears when you edit something. Discard restores the last saved values. People without edit permission see the same values, read only.

Forms & modules

Switch workspace modules on or off. Disabled modules disappear from navigation and the matching dashboard widgets; direct links and API calls are refused too. Existing records are retained. Organization settings stay available so an administrator can enable a module again.

Personal information and payroll fields can have a different label, be optional or required, or be hidden. Personal information overrides also apply to the candidate onboarding form. National ID and phone formats follow the operating country. Hiding a field does not erase existing information or waive consent requirements for sensitive personal data.

Under Choice lists, pick a list and reword, hide or add the options people choose from. You can change gender, marital status, religion, emergency contact relation, education level and work location. Person type, employment status and onboarding status can only be reworded, because the app's rules depend on them. Options are never deleted: hiding one removes it from forms but keeps it on records that already use it. A new option needs a lowercase value (it cannot be changed later) and a label. The public onboarding form follows the same lists.

Set an employee or department name under Terminology to change the add-person heading and department filter label.

Under Custom fields, choose person, candidate or client, then Add field. Give each field a unique lowercase key, a label and a type: text, number, date or select. Select fields need comma-separated options. Keys may contain digits and underscores after the first letter; up to 50 fields are supported per record type. Required enforces collection when creating a record or saving its custom fields. Existing records can still be edited without supplying newly added fields unless their custom fields are changed.

Person fields appear in Basic information, candidate fields in the public application and candidate details, and client fields in the client form. Values appear on detail pages and participate in search. Field types cannot be changed under an existing key. Removing a definition preserves saved values in details and exports; retired values cannot be edited. Treat keys as permanent once used.

Company

• Organization name: your registered legal name, as it should appear on documents. Required.
• Short name: how people refer to you in emails and on screen. Leave it empty to use the full name.
• Logo: a single-colour wordmark, ideally a PNG with a transparent background. Payslips, invoices and purchase orders print it in white on a dark header, and the preview on this tab shows it that way in every theme. The upload area shows Drag and drop or choose files when no logo is saved. Choose a PNG, JPEG or WebP file (up to 2 MB); the saved logo replaces the prompt in a 64px-high container that fits the image width with a little padding, up to the available width. Hover over it or focus the upload area with your keyboard to reveal the replacement prompt from below. On touch devices the prompt stays visible. Use the cross on the top-right edge (Remove logo) to delete it. The logo saves straight away; you don't need to select Save changes. If the image has a solid background, such as a JPEG, you will see a warning, because it would print as a white block. Without a logo, documents show your short name.
• Address and Phone: printed in the sender block of invoices.

Region

• Country / jurisdiction: sets the data-protection and labour laws on the Compliance tab.
• Timezone: used for attendance, standup deadlines, leave dates and scheduled emails. A line under it shows the current time there.
• Currency: the default for salaries, payroll and allowances. Invoices can still use other currencies per client.
• Language and region: how dates and numbers are written across the app. An example shows the result.
• Data-protection regime: sets the consent wording, retention periods and rights shown to people. It follows your country unless you pick one.
• Working days: the days that count as working time for leave, work from home and standups. The rest are weekends. Pick at least one.
• Week starts on: Monday, Saturday or Sunday. It sets the first column of calendars and the first day of each standup week.
• Financial year starts in: the month your financial year begins. Yearly allowances that reset each fiscal year restart then, and the "income tax paid this fiscal year" figure on payslips counts from it.

Saving regional settings also updates recurring reminders and maintenance schedules. The leave roster, birthday wishes and alert delivery follow your working days and timezone. Weekly retention maintenance follows your configured week start. Standup reminder times are set under Integrations → Slack → Standup reminders. Other recurring times can currently be changed by an administrator through the organization settings API; this page does not yet have a schedule editor.

Numbers and codes

Below the region settings, Numbers and codes shows how invoice, purchase-order, person and asset numbers are written and an example of the next one. A pattern is text plus tokens: {YYYY}, {YY}, {MM} and {DD} for the date and exactly one counter such as {SEQ:4} (four digits). For example INV-{YYYY}-{SEQ:5} gives INV-2026-00001. Choose when the counter restarts: never, every year, every month or every day. The pattern has to include the date parts that match the restart, or two documents could get the same number. Person codes can use {DEPT} for the department code and asset tags {CAT} for the first letters of the category; each department or category counts from its own start. Numbers already issued never change. Use the default restores the original format, for example INV-03112026-0001, ENG-001 or LAP-0001.

Tax rates

Tax rates lists the named taxes (VAT, GST, sales tax) that invoice and purchase-order lines can pick. Add a name and a percentage, mark one as the Default for new lines, and untick In use to retire one. A line keeps the percentage it was issued with, so changing or removing a tax never changes a document already issued.

Time off

Approvers are the people who decide work-from-home requests. Name one or more and only they approve; leave it empty and the requester's team lead and anyone with the work-from-home approval permission decide, as with leave.

Days without approval is how many working days a month a person can work from home with no notice, no reason and no approval. It is off at 0. When it is on, Who gets them is everyone unless you add conditions (gender, employment type, department, job level, work location, months of service, on probation). A person must meet every condition; check that a limit is allowed where you operate. Requests beyond the allowance go for approval as usual.

Probation length is how many days after joining someone counts as on probation when they have no probation end date.

Claiming extra working days is how many days after working a weekend or holiday it can still be claimed.

Pause statuses are what people can pick when they pause their work day, such as Lunch or Short break. People can still save their own. Ending a day past midnight is how many hours after the last start an end time after midnight still counts for the same day.

Leave year starts in is the month yearly leave allowances reset. Unused annual leave carries forward (or lapses) at the end of that leave year; with April, leave year 2026 runs from 1 April 2026 to 31 March 2027.

Undo window is how many seconds an approver can take back a leave or work-from-home approval. The employee is told only after the window passes.

Leave types

The kinds of leave people can take. New leave type opens the editor; Edit, Retire (stop offering it and accruing it, but keep past requests) and Delete (only when nothing refers to it) are on each row.

For each type you set the Kind (annual, casual, sick or other, which decides the emergency flag and how it is treated by the blocking rules), the days per year, whether they accrue monthly from joining, notice, caps per month and per request, how many times it can be taken in a career, and whether it needs approval, is available during probation, counts weekends, carries forward, is event-based, or asks for a relative or a festival.

Who can take it is everyone unless you add conditions (gender, employment type, department, job level, work location, months of service, on probation). Festivals list the occasions a type offers; tick the religions each applies to, or none for anyone. When it runs out is the order of other types days spill into before becoming unpaid. Cannot follow refuses a type straight after another once enough days of a type were taken that month.

Starter templates add the leave types of a template you do not have yet; nothing you set up is changed. Renaming a type never changes its rules.

Sign-in

Company email domains are the domains people can be given a company address on. Separate several with commas, for example example.com, example.org. At least one is required. Delivery and contact addresses live under Integrations → Email.

Finance PIN

Require a finance PIN turns verification on or off for money reveals and finance downloads. Permissions still apply when it is off; figures remain hidden until you choose to reveal them.

Unlock duration accepts whole seconds from 30 to 300 (5 minutes). It controls how long figures stay visible and how long an export unlock remains valid. The default is 30 seconds with PIN verification enabled.

Five wrong PIN attempts lock verification for 15 minutes. Reopening the prompt or refreshing checks the server lockout before accepting another PIN. The prompt shows the remaining wait. Forgot PIN? lets you reset by email and clear the lockout.

Compliance

A read-only summary of the data protection, labour law, retention, data rights and sensitive-data wording for your country or chosen regime. It is starter text: have your own counsel review it. To change it, change the country or regime on the Region tab.

Legal pages

The text shown on your privacy, cookies and terms pages. Until you publish your own, each page shows the default for your regime. Choose a page, edit the Markdown (variables such as are filled in for you), then Publish. Use starter text loads the starter wording into the editor, and Revert to default removes your published version.

A tab with a red number has a field that needs fixing before you can save.

The combined daily announcement digest is retired. Existing post-announcements-today API schedule settings remain accepted for compatibility but have no effect. Schedule synchronization disables existing digest jobs, and queued legacy digest tasks do nothing. Individual announcements are posted immediately when created.

Upload previews

Supported images under 2 MB preview inside the upload area. PDFs and larger files show an icon, filename, size and an eye button. Select the eye to load the file in a preview panel; close it with the cross or Escape. Saved files with an unknown size also wait until you open the preview. If a format cannot be previewed, download the file to view it. Upload limits and save timing remain as described above.