Organization Settings
Administrators can open Organization Settings from:
Home > Management Mode > OrganizationUnder “Management Mode > Organization,” administrators can manage organization settings, groups, active and former employees, and management permissions. The “My Organization” page also includes leave, make-up clock-in, overtime clock-in, and other attendance settings, as well as the option to delete an organization that is no longer needed.
If a former employee rejoins the same organization, they can only view clock-in and related records from the date they rejoin. Records from before they left are not available to them.
Organization Limit
Each account can create and manage up to 20 organizations.
| Maximum | Item |
|---|---|
| 20 | Organizations that each account can create |
If you need to manage more than 20 organizations, contact the SwipePoint team for assistance.
User Limits
User limits are calculated at both the account and organization levels: one account can manage up to 2,400 users across all organizations, including employees and administrators, and each organization can have up to 120 active employees. Former employees do not count toward the active-employee limit.
| Maximum | Item |
|---|---|
| 20 | Organizations that each account can create |
| 120 | Active employees in each organization |
| 2,400 | Total users managed by one account across all organizations |
For example, one account can manage multiple organizations, but each organization can have no more than 120 active employees and the combined user count across all organizations cannot exceed 2,400.
My Organization
Open the “My Organization” settings page from:
Home > Management Mode > Organization > My OrganizationAdministrators can use this page to update the organization name, invitation code, time unit, make-up clock-in, leave, overtime, and other settings.
Organization Name
Open the organization name setting from:
Home > Management Mode > Organization > My Organization > Organization NameThe current organization name appears on the “My Organization” page. Select the edit icon beside the name to rename the organization. We recommend using letters, Chinese characters, or numbers.
Note: Avoid special characters in the organization name because they may affect how the name is displayed or how the feature works.
Invitation Code
View the invitation code from:
Home > Management Mode > Organization > My Organization > Invitation CodeThis section displays the organization’s numeric invitation code and QR code. New employees can scan the QR code in the SwipePoint app or enter the invitation code manually, then submit a request to join the organization for administrator approval.
Time Unit
Open the time unit setting from:
Home > Management Mode > Organization > My Organization > Time UnitThis setting determines the minimum unit employees can use when requesting leave. Available options include 15 minutes, 30 minutes, and 1 hour. Organizations subscribed to the Premium organization plan can select 1 minute. A leave request must be a multiple of the selected time unit.
Day Cutoff Time
Open the day cutoff time setting from:
Home > Management Mode > Organization > My Organization > Day Cutoff TimeThe day cutoff time determines the record date for clock-ins without a schedule and overtime clock-ins. The default is 04:00. Scheduled clock-ins are not affected by this setting.
For example, if the cutoff time is 04:00:
- A clock-in without a schedule at 02:00 on January 2 is assigned to the previous workday, January 1.
- A clock-in without a schedule at 05:00 on January 2 is assigned to January 2.
The cutoff time only determines the date assigned to a record. It does not split one clock-in record into two records.
Make-up Clock-in
Open the make-up clock-in setting from:
Home > Management Mode > Organization > My Organization > Make-up Clock-inThis setting controls whether employees can submit make-up clock-in requests in SwipePoint. The toggle shows the current status.
- Enabled: Employees can submit a make-up clock-in request if they forgot to clock in or encountered a clock-in problem, then wait for approval.
- Disabled: Employees cannot submit make-up clock-in requests in SwipePoint.
Limit Make-up Clock-in Attempts
Open the attempt-limit setting from:
Home > Management Mode > Organization > My Organization > Limit Make-up Clock-in AttemptsThis setting limits the number of make-up clock-in requests each employee can submit. The default remaining allowance is 12 attempts. Administrators can enable or disable the limit.
- Enabled: Submitting a request uses one attempt. If the request is returned, SwipePoint restores one attempt. When no attempts remain, the employee cannot submit another request until an administrator resets the allowance.
- Disabled: SwipePoint does not limit the number of make-up clock-in requests an employee can submit.
Use “Reset” to set every employee’s remaining allowance back to 12 attempts.
Reset Make-up Clock-in Attempts
Reset the allowance from:
Home > Management Mode > Organization > My Organization > Limit Make-up Clock-in Attempts > ResetAfter you select “Reset,” every employee’s remaining make-up clock-in allowance is set to 12 attempts.
Leave Requests
Open the leave request setting from:
Home > Management Mode > Organization > My Organization > Leave RequestsThis setting controls whether employees can submit leave requests in SwipePoint. The toggle shows the current status.
- Enabled: Employees can select the leave type, date, and time, then submit a leave request for approval.
- Disabled: Employees cannot submit leave requests in SwipePoint.
Overtime Clock-in
Open the overtime clock-in setting from:
Home > Management Mode > Organization > My Organization > Overtime Clock-inThis setting controls whether employees can clock in for overtime and submit overtime requests.
- Enabled: Employees can clock in for overtime and submit overtime requests. Whether prior approval is required depends on the “Require Overtime Request” setting.
- Disabled: Employees cannot clock in for overtime or submit overtime requests in SwipePoint.
Require Overtime Request
Open the setting from:
Home > Management Mode > Organization > My Organization > Require Overtime RequestThis setting controls whether employees must have an approved overtime request before they can clock in for overtime.
- Enabled: Employees must submit an overtime request and receive approval first. The clock-in time must also fall within the approved period and its allowed buffer.
- Disabled: SwipePoint does not enforce whether the overtime request or overtime clock-in comes first. Employees should follow their organization’s policy.
Note: If you enable this setting, remind employees to submit their requests early and confirm approval before clocking in for overtime.
Allowed Overtime Clock-in Window
Open the setting from:
Home > Management Mode > Organization > My Organization > Allowed Overtime Clock-in WindowThis setting only applies when “Require Overtime Request” is enabled.
After an overtime request is approved, this setting determines the buffer before and after the approved period during which the employee can clock in.
| Option | Description |
|---|---|
| 5 minutes before and after | Clock-in is allowed from 5 minutes before the approved start time until 5 minutes after the approved end time. |
| 10 minutes before and after | Clock-in is allowed from 10 minutes before the approved start time until 10 minutes after the approved end time. |
| 15 minutes before and after | Clock-in is allowed from 15 minutes before the approved start time until 15 minutes after the approved end time. |
| 20 minutes before and after | Clock-in is allowed from 20 minutes before the approved start time until 20 minutes after the approved end time. |
| 30 minutes before and after | Clock-in is allowed from 30 minutes before the approved start time until 30 minutes after the approved end time. |
| 60 minutes before and after | Clock-in is allowed from 60 minutes before the approved start time until 60 minutes after the approved end time. |
Example
If an employee has approved overtime from 18:00 to 20:00 and the buffer is set to 15 minutes before and after, they can clock in for overtime from 17:45 to 20:15.
SwipePoint blocks overtime clock-ins outside the allowed window.
Allow Clock-in Without a Schedule
Open the setting from:
Home > Management Mode > Organization > My Organization > Allow Clock-in Without a ScheduleThis setting controls whether employees can skip schedule selection when clocking in.
- Enabled: A “Skip” option appears during clock-in, allowing employees to clock in without selecting a schedule.
- Disabled: Employees must select one of the configured schedules before they can clock in.
Allow Clock-in Without a Checkpoint
Open the setting from:
Home > Management Mode > Organization > My Organization > Allow Clock-in Without a CheckpointThis setting controls whether employees can skip checkpoint selection when clocking in.
- Enabled: A “Skip” option appears during clock-in, allowing employees to clock in without selecting a checkpoint.
- Disabled: Employees must select a configured checkpoint or use the checkpoint automatically located by SwipePoint before they can clock in.
Delete Organization
Open the delete organization option from:
Home > Management Mode > Organization > My Organization > Delete OrganizationA red “Delete Organization” button appears at the bottom of the “My Organization” page. Selecting it opens a confirmation page to help prevent accidental deletion.
Read the “Delete Organization Notices” on the confirmation page first:
- All employees and administrators are removed from the organization.
- All clock-in, leave, overtime, schedule, performance, and other organization data and records are deleted.
- Deleted data cannot be restored.
- If you subscribed through the App Store or Google Play, deleting the organization does not cancel the subscription. Cancel it separately on the original subscription platform to prevent further charges.
After reading the notices, select “I have read the notices.” The “Delete Organization” button at the bottom of the page will then become available. Select it again and follow the on-screen confirmation steps to delete the organization.
Note: Deleting an organization cannot be undone. Back up important data and notify everyone affected before continuing.
Groups
Open group management from:
Home > Management Mode > Organization > GroupsThe “Groups” page manages user groups within the organization. Administrators can create groups by department, project, or role to organize employees and assign different permissions or data access scopes.
Active Employees
Open the active employee list from:
Home > Management Mode > Organization > Active EmployeesThe “Active Employees” page lists all active employees and the total count, and provides search and sorting tools. Select the arrow beside an employee’s name to view or manage their profile, clock-in records, leave records, leave allowance records, schedule, and performance records.
Former Employees
Open the former employee list from:
Home > Management Mode > Organization > Former EmployeesThe “Former Employees” page lists people who have left the organization and provides search and sorting tools. Select the arrow beside a person’s name to view or edit their profile and view their clock-in records from when they were employed. SwipePoint does not allow new clock-in records to be added for former employees. Administrators can also view or add their leave, leave allowance, schedule, and performance records, or use Delete to permanently remove the person’s data.
After a person is marked as a former employee, they automatically leave the organization and can no longer view its data. If they later rejoin the same organization, they can only view records from the date they rejoin. Records from before they left are not available to them.
Note: Do not mark an employee as a former employee until payroll settlement is complete. After they leave, SwipePoint does not allow changes to their clock-in records from the employment period.
A former employee cannot be changed directly back to active status. To rejoin, they must submit another request using the organization invitation code.
Management Permissions
Open management permission settings from:
Home > Management Mode > Organization > Management PermissionsThe “Management Permissions” page sets which features and data administrators or designated employees can access, such as attendance management, leave approval, and employee data. Grant only the permissions required for each person’s responsibilities to reduce the risk of accidental or unauthorized changes.
Frequently Asked Questions
Q1: How do I open Organization Settings?
A: Administrators can open “Home > Management Mode > Organization” to manage organization data, employees, groups, and management permissions.
Q2: How many organizations can one account create?
A: One account can create and manage up to 20 organizations at the same time. Contact the SwipePoint team if you need to manage more.
Q3: What are the user limits at the organization and account levels?
A: One account can manage up to 2,400 users across all organizations, including employees and administrators. Each organization can have up to 120 active employees; former employees do not count toward this limit.
Q4: How do I change the organization name, view the invitation code, or set the time unit?
A: Open “Home > Management Mode > Organization > My Organization.” Select the edit icon beside “Organization Name” to change the name, use “Invitation Code” to view the numeric code and QR code, and use “Time Unit” to set the minimum leave unit. Standard options are 15 minutes, 30 minutes, and 1 hour. Organizations subscribed to the Premium organization plan can select 1 minute.
Q5: How do I enable make-up clock-ins and limit the number of attempts?
A: Enable “Make-up Clock-in” on the “My Organization” page to let employees submit requests. If “Limit Make-up Clock-in Attempts” is also enabled, each submitted request uses one attempt and a returned request restores one attempt. The default remaining allowance is 12 attempts. Use “Limit Make-up Clock-in Attempts > Reset” to reset everyone’s allowance to 12.
Q6: How do I configure leave requests and overtime clock-ins?
A: On the “My Organization” page, use the “Leave Requests” and “Overtime Clock-in” toggles to control whether employees can submit leave requests and whether they can clock in for overtime or submit overtime requests.
Q7: What is the difference between allowing clock-in without a schedule and without a checkpoint?
A: “Allow Clock-in Without a Schedule” controls whether employees can clock in without selecting a schedule. “Allow Clock-in Without a Checkpoint” controls whether they can clock in without selecting a checkpoint. When either option is disabled, employees must select the corresponding configured item before clocking in.
Q8: How do I delete an organization, and what happens afterward?
A: Open “Home > Management Mode > Organization > My Organization > Delete Organization,” read the notices, and select “I have read the notices” to enable the delete button. Deletion permanently removes employee associations and all clock-in, leave, overtime, schedule, performance, and other organization data. If you subscribed through the App Store or Google Play, cancel the subscription separately on the original platform.
Q9: How can specific employees clock in without a fixed schedule?
A: SwipePoint currently cannot allow clock-in without a schedule for selected employees only. Administrators can enable “Allow Clock-in Without a Schedule,” and employees without a fixed schedule can select “Skip” when clocking in. These records are stored under “Clock-in Records (No Schedule).”
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