Settings overview

Settings sections

General

• Tenant name — appears in payslips and emails
• Currency — default GBP
• Public holiday region — England & Wales / Scotland / Northern Ireland
• Leave year start — calendar year (1 Jan) or anniversary

Payroll

• Pay frequency — monthly / 4-weekly / fortnightly / weekly
• Period end day — drives auto-populated period dates
• Payment lag days — between period end and payment hit date
• PAYE reference — your HMRC employer reference (needed for RTI when HMRC RTI submission is enabled)
• Accounts office reference — HMRC

Pension

• Provider name + scheme reference
• Default employee + employer rates
• Contribution mode — RAS / net_pay / SS
• Qualifying earnings band

Leave policies

• Per-policy: name, allowance, accrual method, carry-over, paid/unpaid
• Statutory link (SMP/SPP/SSP/etc.)

Public holidays

• Auto-loaded UK calendars (England/Scotland/NI)
• Add custom company days (e.g. "Founders' day off")

Onboarding templates

• Default template (auto-applied on hire)
• Per-template: items with task_type, due_day_offset, blocking flag

Email providers

• Microsoft 365 / Google Workspace / Resend
• One active at a time
• Test send button

Payroll account codes (Xero export)

• Per-export-format account mappings
• Override the defaults (477/478/479/814/815/816 for Xero)

Audit log access

• (coming soon — direct UI)

Permissions

Settings is admin-only by default. payroll_admin can edit Payroll + Pension sections but not General or Onboarding templates.

Coming soon

A Settings search bar + an in-app changelog of recent settings edits. Today, audit log captures every change to a settings card.