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. :::
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
- Navigate to Settings > Organization.
- Click Create Company.
- Fill in the required fields:
| Field | Required | Description |
|---|---|---|
| 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. |
| Default Roster Period | Yes | Choose 2-week or 3-week roster periods. |
- Click Save.
To edit a company, click on it in the list and update any fields. Changes take effect immediately.
Managing Locations
- Select a company from the organization view.
- Click Add Location.
- 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. |
| GPS Coordinates | No | Latitude and longitude for geofence-based clock-in verification. |
| GPS Radius | No | Allowed distance (in meters) from the coordinates for valid clock-ins. |
- Click Save.
Each location can have its own kiosk terminal for on-site clock-in and clock-out.
Managing Departments
- Select a location from the organization view.
- Click Add Department.
- Enter the department Name (required).
- 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.