Organization Settings

Configure your organization's structure — companies, locations, and departments. This forms the foundation for rostering, time tracking, and payroll.

:::info See also Looking for the Pulse view from the app nav? See Shift Pulse — the post-shift sentiment dashboard. :::

The Settings Menu

Settings (Managers and Company Admins) is split into groups:

Group	Sections
Organization	Organization
Payroll & rules	Wage Tables, Allowances, Hour Budgets, Staffing levels, Time tracking (Company Admin), Bradford Thresholds
Scheduling & qualifications	Public Holidays, Roster Templates, Certifications
Integrations	Booking Sources (Company Admin), Email
System	Kiosk, Audit Logs, Internal Feedback (Company Admin)

On a phone, Settings opens as a list of these sections; on a larger screen they appear as a menu on the left.

Organization Hierarchy

Your organization is structured in three levels:

Level	Description
Company	Top level. Maps to a legal entity with a business ID.
Location	A physical work site under a company.
Department	A team or area within a location.

Every employee, shift, and payroll record is tied to this hierarchy.

Managing Companies

Creating, editing, and deactivating companies requires Company Admin. Managers can manage locations and departments.

1. Navigate to Settings > Organization.
2. Click Create Company.
3. Fill in the required fields:

Field	Required	Description
Company Name	Yes	The company's display name.
Business ID	No	Finnish Y-tunnus (e.g., 1234567-8).
Netvisor ID	No	Used for payroll export to Netvisor.
Roster Period	Yes	Choose 2-week or 3-week roster periods.
Netvisor Kirjauslajit (workday import)	No	Four codes — Regular work, AP leave, Vacation, Sickness — used by the Netvisor workday CSV export. Enter all four or leave every field empty. See Netvisor Export.

4. Click Save.

To edit a company, click on it in the list and update any fields. Changes take effect immediately.

Managing Locations

1. Select a company from the organization view.
2. Click Add Location.
3. Fill in the fields:

Field	Required	Description
Name	Yes	The location's display name (e.g., "Main Park", "Water Park").
Address	No	Street address of the work site.
Timezone	No	Defaults to Europe/Helsinki.

4. Click Save.

Each location can have its own kiosk terminal for on-site clock-in and clock-out — see Kiosk.

Locations are also the unit of access control: Supervisors and Managers only see the locations they are assigned to through their employee record (see User Roles & Access).

Managing Departments

1. Select a location from the organization view.
2. Click Add Department.
3. Enter the department Name (required).
4. Click Save.

Departments are used for:

• Shift assignment and filtering
• Calendar color-coding on the roster view
• Reporting breakdowns in payroll and timesheets

Deactivation

Companies, locations, and departments can be deactivated rather than deleted.

• Deactivated entities are hidden from dropdowns and selection lists.
• All historical data (shifts, worklogs, payroll records) is preserved.
• You can reactivate an entity at any time if needed.

To deactivate, open the entity and click Deactivate.