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Branding & settings

Settings

Your business details and new-employee defaults, the compliance gate, feature modules, and the data-protection controls — the screen everything else quietly depends on.

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Settings holds your organisation’s basics and the defaults every new employee inherits, and it’s the home for feature modules, the compliance gate and your data & privacy controls. Clock-in rules, pay and branding each have their own dedicated Config screens — Settings is the general bucket for everything else.

Business details

Organisation name
Shown across the app and on staff-facing surfaces. Required — Save is blocked while it’s blank.
Holiday year starts
When everyone’s allowance resets: 1 January, 1 April, or each person’s employment anniversary.
Default break (min)
The unpaid break pre-filled on a new employee.
Default holiday (days)
The annual allowance a new employee starts with.
Default rate (£/hr)
The hourly rate pre-filled when you add someone. A live check warns if it falls below the National Minimum Wage.
Full-time days per week
The baseline a part-timer’s holiday is pro-rated against (28 × 3/5 = 16.8 days). Must be 1–7.
Default holiday pay
How leave is paid when not on rolled-up pay: 52-week average earnings or a fixed contractual rate.
  1. 1

    Edit the fields

    Change any business detail. Invalid entries (a blank name, full-time days outside 1–7) show an inline error.

  2. 2

    Heed the NMW banner

    If your default rate is below minimum wage a banner appears; it must clear before you can save.

  3. 3

    Save

    Press Save (top right). It stays disabled until every field is valid.

Compliance gate

When the HR documents module is on, a Compliance gate card appears. Use it to require valid documents before someone can be rostered.

  1. 1

    Pick the required documents

    Tap the chips for the document types that must be valid — Right to work, Certification, Training, ID. Each saves as you tap.

  2. 2

    Choose what a lapse does

    Once at least one type is required, pick Warn (flag it on the rota but still allow the shift) or Block auto-fill (also stop auto-fill assigning them).

Modules & data

  • The Modules card lets you switch features on and off — see Feature modules.
  • The Data & privacy card holds your organisation export, the inbox of staff access/erasure requests, the retention notice and the irreversible account closure — see Data & privacy.

Owner extras

Reopen setup guide
Owners get a Reopen button that brings the getting-started checklist back onto the dashboard.
Reset demo data
On a demo (no live account) only, a Reset demo data button restores the sample organisation, team and shifts.

Common questions

Why is the Save button greyed out?
Save is disabled while any field is invalid — most often a blank organisation name, a full-time-days value outside 1–7, or a default rate below the National Minimum Wage. Fix the flagged field and Save enables.
The Compliance gate card isn’t showing.
It only appears when the HR documents module is on. Turn on “HR documents” in the Modules card and the Compliance gate appears below it.