Settings

In simple words

Settings is part of HR & Payroll. Leave rules, policies and permissions. This guide takes you through it in 6 short steps.

Where it fits in your work — Pay. Payroll runs, salary revisions and payslips — and the payout posts to Finance.

Before you start

• You need to be signed in to your company's workspace. HR & Payroll appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Settings belongs to Insight & control in HR & Payroll. Leave rules, policies and permissions.

Step by step

1. 1

   Step 1

   Open HR & Payroll

   Sign in and open the HR & Payroll panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Settings”

   In the left menu, click “Settings”. The “Settings” screen opens.

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Company
   • Work Schedule
   • Leave Types
   • Payroll
4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Display name
   • Registered legal name
   • Email
   • Phone
   • Website
   • Address line 1
   • Address line 2
   • City
   • State
   • PIN code
   • Country
   • Company PAN
   • GSTIN
   • CIN
5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • Company
   • Work Schedule
   • Leave Types
   • Payroll
   • Save Company Details
6. 6

   Step 6

   Done

   Leave rules, policies and permissions.

Tips

• You can use more than one filter together (Display name, Registered legal name, Email) to see exactly the records you want.
• The tabs (Company, Work Schedule, Leave Types, Payroll) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open HR & Payroll → Open “Settings” → Choose a view → Narrow the list → Other actions on this screen → Done

What it connects to

• Finance

  Salary payouts post to Finance automatically.

• Online Tests

  Candidates take online tests from the hiring pipeline.

• SOPs & Policies

  New joiners get their procedures assigned.

• Team Chat

  Leave and approval notifications can reach the team channel.

What you will see on this screen

These are the parts of the Settings screen, exactly as they appear in the product.

Why use HR & Payroll

HR & Payroll replaces hr & payroll software, on the same login and the same data.

• Hire, onboard, track attendance and pay from one record
• Employees self-serve leave, salary and documents — HR stops chasing
• Payroll posts to Finance automatically
• Managers approve leave and timesheets where they already work

Who uses HR & Payroll

• HR team

  Run recruitment, employee records, leave rules and payroll.

• Managers

  Approve leave and see their team's attendance.

• Employees

  Check in, request leave, view payslips and documents themselves.

• Super Admin

  Set permissions and see HR analytics for the whole company.

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