Settings guide
Settings overview
Understand who can change settings and how the sections are organized.
Settings is available to Managers with at least one relevant management capability. You may see only the sections your role permits.
Categories
- Workplace covers subscription, general details, company behavior, Locations, Positions, and connected services.
- Policies covers Schedule (visibility, exchanges, and automatic approvals), Time clock, Time off, and Leave policies.
- Team contains Groups, Schedule Teams, and Leave Types.
- Schedule catalog contains Shift Templates, Shift Patterns, Tags, Time Blocks, and Holidays.
- You contains your display and notification preferences.
Changes can affect future scheduling, Worker eligibility, request routing, or time calculations. Read the explanation beside a setting, save intentionally, and verify the result in the relevant workflow. Do not change policy merely to force one exceptional request through; use the workflow’s override or decision reason when provided.