Admin Guide

Company & Organization

The account profile, your org structure, and the catalogs that describe how your company is put together.

Account settings

The company profile covers legal name, branding (logo, brand color), contact details, and address — plus a set of switches with real behavioral weight:

Setting	Effect
Payroll Country	Selects the statutory tax engine for every pay run. The single most consequential setting in the system.
Can Employees edit their profiles?	Enables self-service edits of name, contacts, and photo. Pair with an approval workflow if you want oversight.
Should Triblock encrypt Employees' payslips and job letters?	Password-protects PDFs with the last four digits of the employee's NIB number.
Should automatically prorate salary?	Prorates a salaried employee's first pay based on hire date within the period.
Pay Period Lookahead	How many future pay periods the system checks when paying out advanced (lump-sum) time off.
Payroll Rounding Strategy / Round To Places	How pay amounts — and displayed worked hours — round, up/down/nearest, to your chosen decimal places.
Employee Alias	What the system calls your people everywhere ("Employee", "Team Member", "Staff") — the label you see across every screen.
Automatic employee numbers + prefix	Generates employee numbers on creation with your prefix.

Divisions and departments

Both carry a name, manager, GL code, and Active/Inactive status. Divisions add one powerful extra: Restrict Clock In/Out to Assigned Location — search the address on the map, set a radius (10–100 meters), and employees in that division can only punch within the geofence. Departments and divisions also feed the GL codes your accounting export uses for cost-center mapping.

Settings / Company — legal name, doing-business-as name, date established, and company type.

Hierarchy

The hierarchy editor sets each person's manager and direct reports. This drives who approves what, who sees whose data, and the org chart in Reports. It guards against loops — assigning someone's manager as their subordinate clears the conflict automatically.

The employment catalogs

Catalog	What it feeds
Employment Levels	The pivotal one: payroll settings, payslip layout, and overtime thresholds are all configured per employment level.
User Statuses (classifications)	Active/inactive classifications used on employment records and filters.
Work Titles	Job titles, each optionally linked to a salary scale for range guidance.
Job Codes	Job classifications with their own hourly rates, selectable on timesheets and shifts.
Vendors	Third parties with banking details — required to remit external deductions (credit unions, insurers) to whoever should receive the money.
Disciplinary levels & resolutions	Up to 7 severity levels and the outcome types for disciplinary records.
Termination Reasons	The reasons offered during the termination flow.

▶ Video placeholder

Setting up a company from scratch (6–8 min)

Screen recording of the onboarding-day sequence: account profile and payroll country, two divisions (one geofenced), three departments, employment levels, work titles. Narrate the order — levels before payroll settings, divisions before geofencing matters. This doubles as implementation-team training.

Save as: admin-guide__settings__company__vid1.mp4

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