Go to Admin > Configuration
From the left navigation menu, click Admin.
At the top of the Admin page, click Configuration.
This opens the configuration area where organisation settings and preferences can be managed.
Open General Settings
In the left-side configuration menu, click General under Organisation.
The General page includes settings for:
General organisation preferences
Clock On Modal
Clock Off Modal
Branches
Certificates
Update General Configuration
The General section includes organisation-wide settings.
One option shown is:
Only Notify Line Managers for Staff Certificate Expiry Status
Use this toggle to control whether certificate expiry notifications are sent only to line managers.
After updating the setting, click Save.
Configure the Clock On Modal
The Clock On Modal section lets you add checklist items shown when staff clock on to shifts.
Use the Clock On Checklist dropdown to select or manage the checklist used during clock on.
After making changes, click Save.
This helps make sure staff complete required checks before starting a shift.
Configure the Clock Off Modal
The Clock Off Modal section lets you add checklist items shown when staff clock off from shifts.
Use the Clock Off Checklist dropdown to select or manage the checklist used during clock off.
After making changes, click Save.
You can also use the linked article shown on the page to learn more about the Clock Off Check List.
Manage Branches
The Branches section lets you add branches that can be assigned to staff and used for public holidays.
Use the Branches dropdown to review or manage branch settings.
After making changes, click Save.
You can also use the linked article shown on the page to learn more about Configure Custom Branches.
Manage Certificates
The Certificates section lets you add custom certificates that can be assigned to staff members.
Use the Certificates dropdown to review or manage certificate options.
After making changes, click Save.
This is useful when your organisation needs to track staff qualifications, compliance requirements, or certificate expiry dates.
Important Notes
Each section has its own Save button.
Make sure you save changes in the section you updated.
Certificate expiry notification settings may affect who receives reminders.
Clock on and clock off checklist settings affect what staff see when starting or ending shifts.
Branch settings may affect staff assignment and public holiday setup.
Troubleshooting
If changes are not saving:
Make sure you clicked the correct Save button for the section you edited.
Refresh the page and try again.
Check that you have permission to update configuration settings.
If a checklist is not appearing during clock on or clock off:
Check the selected checklist in the relevant section.
Confirm the checklist has been created correctly.
Save the configuration again.
If certificate notifications are not going to the expected users:
Check the Only Notify Line Managers for Staff Certificate Expiry Status toggle.
Confirm the staff member has the correct line manager assigned.
Review staff certificate details and expiry dates.