Organization Settings
System administrators can access the organization settings interface via the following path:
Homepage > Management Mode > Organization
By logging into the system and navigating to the "Management Mode" homepage, system administrators can select the "Organization" option to enter the core management interface for organization settings. This interface serves as the central hub for various organization-level configurations and personnel management functions. Within the "Management Mode > Organization" section, administrators are empowered to execute a diverse range of crucial operations, encompassing the organization's lifecycle management and key settings related to daily operations. Specifically, administrators can, within the sub-functions under this page, accomplish tasks such as creating new organizations to accommodate multi-company or multi-department management needs; precisely configuring and managing employee punch-in rules, overtime application processes, and related calculation criteria; setting system permissions for different user groups to ensure information security and delegation of authority; thoroughly reviewing personal records and historical data for all active and resigned personnel within the organization; flexibly adding organization-specific holiday dates and employee shift schedules; and, when necessary, performing the permanent deletion of an organization and all its associated data. It should be noted that once an employee leaves an organization and subsequently rejoins, based on the principle of data independence, the system will only display punch-in and related data records from the time of rejoining; records from before their departure will not be directly accessible in the new account.
Organization Count Limitation Policy
To ensure system operational stability and efficient resource allocation, the platform imposes a clear limit on the number of organizations (i.e., companies) that can be simultaneously created and managed by a single account. The specific regulation stipulates: Each account can create and manage a maximum of 20 different organizations. This limitation is intended to balance users' multi-organization management needs with the system's capacity.
| Maximum Limit | Item |
|---|---|
| 20 | Organizations per account |
For administrators with special business requirements who need to manage more than 20 organizations, we offer flexible solutions. You are welcome to contact us through official channels at any time to explain your specific situation and needs, and our team will provide further assistance and customized options to accommodate a broader management scale.
User Count Limitation Policy
The platform employs a dual-level limitation mechanism for user count management, encompassing both the account level and the organization level, aiming to optimize system performance and ensure the efficiency of data management within each organization. Firstly, a single account (typically the administrator account with the highest privileges) can manage a total of up to 2,000 users (including employees and administrators). This is the cumulative user limit for all organizations under a single account. Secondly, to ensure the management efficiency and data processing speed of individual organizations, each independent organization (company) has a user count limit, with a maximum of 100 active personnel. "Active personnel" here refers only to users whose current status is active; personnel set as resigned are not included in this limit.
| Maximum Limit | Item |
|---|---|
| 20 | Organizations per account |
| 100 | Users per organization |
| 2,000 | Total users (employees or administrators) across all organizations for a single account |
This design consideration aims to provide suitable management capabilities for enterprises of different scales. For small and medium-sized enterprises, the limit of 100 users per organization is sufficient for daily management needs; while the total limit of 2,000 users for a single account allows administrators to accommodate a considerable total number of employees when managing multiple organizations. This layered limitation strategy not only accommodates the flexibility of scaled management but also effectively ensures the efficiency of use and data distribution rationality within each organization, preventing system overload caused by an excessive number of users in a single organization.
My Organization
Please follow the path below to access the "My Organization" settings page:
Homepage > Management Mode > Organization > My Organization
Accessing "My Organization" from the "Management Mode > Organization" page leads to a dedicated area for administrators to configure the organization's basic attributes and core functional settings. On this page, administrators can precisely adjust various important parameters that affect the organization's operations.
Organization Name
Please follow the path below to navigate to the organization name setting:
Homepage > Management Mode > Organization > My Organization > Organization Name
At the top of the "My Organization" page, administrators can clearly view the current organization's name. An edit icon (such as a pencil icon) is usually located next to the name; clicking this icon allows entry into edit mode. Administrators can rename the organization here. To ensure the stability of system display and recognition, it is recommended that the organization name primarily consists of Chinese characters, English letters, and numbers.
Please note! Avoid using special characters in the organization name to prevent potential system display or functional abnormalities.
Invitation Code
Please follow the path below to view the invitation code:
Homepage > Management Mode > Organization > My Organization > Invitation Code
This area displays the exclusive invitation code used for new personnel to join the organization. The page usually presents a string of numerical invitation codes directly, and a QR code icon may also be provided nearby. New employees or personnel needing to join the organization only need to scan this QR code using the system application or manually enter this string of invitation code numbers to submit an application to join the organization, awaiting administrator approval.
Time Unit
Please follow the path below to navigate to the time unit setting:
Homepage > Management Mode > Organization > My Organization > Time Unit
This setting is used to define the minimum time unit for calculating employee leave applications. On the "My Organization" page, administrators can view the currently active time unit setting, and options such as 15 minutes, 30 minutes, and 1 hour are usually provided for administrators to switch between. Once the setting is completed, the minimum duration for leave when employees submit a leave application must be a multiple of the selected time unit.
Punch-in Correction Function
Please follow the path below to navigate to the punch-in correction function setting:
Homepage > Management Mode > Organization > My Organization > Punch-in Correction Function
This function allows administrators to control whether employees can apply for punch-in corrections online through the system. A toggle switch is provided on the page, clearly indicating the current status of the function (usually labeled "Enabled" or "Disabled").
- Enabled: When this function is enabled, employees can submit punch-in correction applications through the system when they forget to punch in or encounter punch-in abnormalities, and usually need to provide a reason, awaiting administrator approval.
- Disabled: When this function is disabled, employees will not be able to find the entry for punch-in correction applications in the system, and all punch-in correction requests must be handled through other offline methods.
Limit Punch-in Correction Count
Please follow the path below to navigate to the limit punch-in correction count setting:
Homepage > Management Mode > Organization > My Organization > Limit Punch-in Correction Count
This setting is related to the punch-in correction function and is used to limit the number of times employees can apply for punch-in corrections within a certain period (usually monthly). The page displays the currently set maximum count, which is usually 12 by default. Administrators can decide whether to enable this limit using the adjacent switch.
- Enabled: When enabled, the number of punch-in corrections for employees will be subject to this upper limit. Once the limit is reached, they will not be able to continue submitting punch-in correction applications until the count is reset.
- Disabled: When disabled, the number of punch-in corrections applied by employees will not be limited by the system.
A reset icon (such as a circular arrow) is usually provided next to the page. After clicking this icon, administrators can uniformly reset the punch-in correction usage count for all personnel in the organization to the default value (e.g., 12 times). This operation is typically performed at the beginning of a new calculation cycle.
Leave Application Function
Please follow the path below to navigate to the leave application function setting:
Homepage > Management Mode > Organization > My Organization > Leave Application Function
This function controls whether employees can submit leave applications online through the system. A toggle switch is provided on the page to enable or disable this function, and the current status is displayed.
- Enabled: When enabled, employees can select the leave type, date, time, and other information in the system to submit a leave application, awaiting approval from a supervisor or administrator.
- Disabled: When disabled, employees cannot perform online leave operations in the system, and all leave processes must be completed offline.
Punch-in Overtime Function
Please follow the path below to navigate to the punch-in overtime function setting:
Homepage > Management Mode > Organization > My Organization > Punch-in Overtime Function
This function determines whether employees can use the system for overtime punch-in and submitting overtime applications. A toggle switch is provided on the page to enable or disable this function, and the current status is displayed.
- Enabled: When enabled, employees can punch in outside of regular hours and may need to submit an overtime application for the system to record and calculate overtime hours.
- Disabled: When disabled, employees cannot perform overtime punch-in or apply for overtime through the system.
Allow Skipping Shift Punch-in
Please follow the path below to navigate to the allow skipping shift punch-in setting:
Homepage > Management Mode > Organization > My Organization > Allow Skipping Shift Punch-in
This setting affects the process when employees perform punch-in operations. A switch is provided on the page to enable or disable it.
- Enabled: When enabled, the system provides a "Skip" option when employees punch in. Employees can choose to skip the shift selection step and complete the punch-in directly. This is applicable in scenarios where shifts are not fixed or strict adherence to shifts is not required.
- Disabled: When disabled, the system will require employees to select a shift from the configured shifts when punching in before they can proceed to complete the punch-in. This helps ensure that employee punch-ins align with their scheduled shifts.
Allow Skipping Punch-in Location Punch-in
Please follow the path below to navigate to the allow skipping punch-in location punch-in setting:
Homepage > Management Mode > Organization > My Organization > Allow Skipping Punch-in Location Punch-in
This setting affects whether employees are required to select a specific punch-in location when performing punch-in operations. A switch is provided on the page to enable or disable it.
- Enabled: When enabled, the system provides a "Skip" option when employees punch in. Employees can choose to skip the punch-in location selection step and complete the punch-in directly. This is applicable in scenarios where the punch-in location function is not used or employees are allowed to punch in from any location.
- Disabled: When disabled, the system will require employees to select a punch-in location from the configured punch-in locations (or the system automatically locates and selects the nearest punch-in location) before they can proceed to complete the punch-in. This helps ensure that employees punch in at designated locations.
Delete Organization
Please follow the path below to navigate to the delete organization operation:
Homepage > Management Mode > Organization > My Organization > Delete Organization
At the bottom of the "My Organization" page, administrators will see a prominent red button labeled "Delete Organization". Clicking this button will guide the administrator to a separate confirmation page to prevent accidental operations.
On the delete organization confirmation page, the system will prominently display "Delete Organization Precautions" in red text and list several key points that administrators must read carefully:
- All personnel and administrators of this organization will be removed: All user accounts belonging to this organization (regardless of employee or administrator status) will be disassociated from the organization.
- All data and records of this organization will be deleted: This includes all punch-in records, leave records, overtime records, shift schedules, performance data, and all other business data related to the organization.
- Any data cannot be restored after completing the organization deletion: This is an irreversible operation. Once confirmed, all related data will be permanently erased and cannot be recovered.
- If you have a subscription plan, please manage it yourself on the Play Store: The organization deletion operation does not affect subscription services purchased on app stores (such as the Play Store). Administrators need to manually go to the corresponding store to cancel the subscription to avoid continued charges.
After reading all the precautions, administrators must check the box next to "I have read the precautions" to indicate that they fully understand the consequences of deletion. Only after checking this option will the "Delete Organization" button at the bottom of the page change from gray to an clickable state. After clicking the enabled "Delete Organization" button, the system may ask for confirmation again to complete the final deletion operation.
Please note! After deleting the organization, all data within the organization will be deleted simultaneously and can never be recovered. It is imperative to ensure that all important data has been backed up and all relevant personnel have been notified before performing this operation.
Groups
Please follow the path below to access the group management interface:
Homepage > Management Mode > Organization > Groups
"Groups" is an important aspect of organization management. Administrators can enter the corresponding management page by selecting the "Groups" entry on the "Management Mode > Organization" page. This page is primarily used for managing user groups within the organization. By creating different groups, administrators can more effectively categorize and manage personnel, for example, by department, project, or position. Group settings are usually closely related to subsequent permission management; different groups can be assigned corresponding access rights or data viewing scopes for functional modules (such as attendance management, leave approval, personnel data viewing, etc.) within the system. Properly configuring management permissions helps improve organization management efficiency, ensure data security, and clarify the scope of responsibilities for administrators at all levels.
Active Personnel
Please follow the path below to access the active personnel list:
Homepage > Management Mode > Organization > Active Personnel
The "Active Personnel" page is one of the pages frequently visited by administrators, accessible by selecting "Active Personnel" from the "Management Mode > Organization" page. This page clearly lists all personnel within the organization whose status is currently "Active," and the total count is usually displayed at the top of the page, providing administrators with a clear overview of the organization's size. To facilitate administrators in quickly finding specific personnel, the page provides a Search function, allowing filtering by name or keywords; it also provides a Sort function, allowing the list to be arranged according to different criteria (such as stroke order of names, join date, etc.). Clicking the arrow icon next to the name of any active personnel in the list expands to display detailed information and a series of operational options related to that personnel. These options include viewing their detailed Personal Data, complete Punch-in Records, historical Leave records, Granted Leave records by administrators, scheduled Shift Schedules, and relevant Performance records. Administrators can use these entries to gain in-depth understanding and manage the relevant data for individual active personnel.
Resigned Personnel
Please follow the path below to access the resigned personnel list:
Homepage > Management Mode > Organization > Resigned Personnel
The "Resigned Personnel" page is used to manage the records of employees who have left the organization, accessible by selecting "Resigned Personnel" from the "Management Mode > Organization" page. This page lists all personnel who have been marked as "Resigned." Similar to the active personnel page, this page also provides Search and Sort functions to facilitate administrators in finding specific resigned personnel records. Clicking the arrow icon next to the name of any resigned personnel in the list expands to display detailed information and operational options related to that personnel. For resigned personnel, administrators can view and even edit their Personal Data (e.g., update contact information); they can view their Punch-in Records during their employment period, but cannot add new punch-in records for them; they can view and add Leave, Granted Leave, Shift Schedule, Performance records from their employment period (e.g., backfill data before resignation); the page also provides a prominent Delete option, allowing administrators to formally and permanently delete all data for that resigned personnel here.
It should be particularly emphasized that once an employee's status is set to "Resigned," their account will automatically be removed from the organization, and they will no longer be able to view any data related to that organization. If the employee later applies to rejoin the same organization, the system will treat them as a new joiner, so they will only be able to view punch-in and other relevant records from the day they rejoin and thereafter; historical data from before their resignation will not be visible.
It is strongly recommended that administrators do not set an employee's status to resigned before payroll settlement. This is because once set as resigned, to ensure data finality, the system will not allow any modifications to that employee's punch-in records during their employment period.
Once personnel are set to a resigned status, their status cannot be directly changed back to "Active Personnel" within the system. If the personnel indeed need to work in the organization again, they must go through the standard joining process and reapply to join the organization using the organization's invitation code.
Management Permissions
Please follow the path below to access the management permissions setting interface:
Homepage > Management Mode > Organization > Management Permissions
The "Management Permissions" page is the core area regarding system access control within organization settings, accessible by selecting "Management Permissions" from the "Management Mode > Organization" page. On this page, administrators can finely configure the scope of operational permissions within the system for different users (including other administrators or specific employees). This typically involves assigning viewing, adding, modifying, deleting, and other permissions for corresponding functional modules (such as attendance management, leave approval, personnel data viewing, etc.) to different roles or groups. Properly configuring management permissions helps improve organization management efficiency, ensure data security, and clarify the scope of responsibilities for administrators at all levels.
This manual strives for accuracy and completeness, but we do not assume any liability for errors, omissions, or updates. The content may be modified at any time without prior notice. We are not responsible for any damages arising from the use of this manual or downloading its contents, including but not limited to system failures, data loss, or infringement of rights. Users assume full responsibility and risk.