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⚙️ Settings Section – User Guide

📘 Introduction

The Settings section of your platform allows you to customize and manage key parts of the system to suit your organization's workflows, preferences, and data security needs.

This guide is intended for non-technical users and explains the purpose of each settings module, what options are available, and how they affect your experience with the platform.

🧩 What can you configure in the settings?

The settings area consists of several components and views, each covering a different aspect of your platform. You can think of it as your control panel for customizing system behavior and who has access to what.

🛠️ Basic Settings Components

Below is a breakdown of the most common components in the Settings section, explained in simple terms:

🎨 Color Preferences

  • What it does: Allows users to customize the color scheme of the application interface.
  • Why it's important: Improves visual clarity and accessibility (e.g., dark mode, high contrast mode).
  • Options:
    • Theme selection (light/dark)
    • Custom color palette
    • Restore to default

💳 Finance Access Control (FinanceACL)

  • What it does: Allows administrators to control who can view or manage financial data.
  • Why it's important: Helps protect sensitive information such as account balances, payments, and transactions.
  • Permissions you can set:
    • View account balances
    • View transactions
    • View payment history
    • Make or approve payments
    • Cancel payments
  • How it works: Checkboxes to grant or restrict specific permissions for a user.

⚙️ General Preferences

  • What it does: Manages personal and system-wide preferences.
  • Available options:
    • Language selection
    • Time zone
    • Notification preferences
    • Date and number formats
    • Interface layout (e.g., compact or expanded mode)

🕒 Shift Management

  • What it does: Manages employee shifts and working hours.
  • Options:
    • Creating and assigning shifts
    • Setting shift lengths and breaks
    • Tracking shift history
    • Configuring shift templates

🏢 Submission Offices

  • What it does: Allows you to manage locations or branches where documents or data are submitted.
  • Usage: Configuring different addresses or contact points for internal/external partners.
  • Options:
    • Add or remove offices
    • Assign office managers
    • Link offices to departments

💼 Tariff Management

  • What it does: Defines price lists, rates, or service tariffs.
  • Usage: Setting prices for internal services, activities, or time billing.
  • Options:
    • Creating and editing tariffs
    • Assigning tariffs to projects, activities, or roles
    • Setting validity for seasonal rates

📦 Warehouses and Inventory

1. Warehouses

  • What it does: Manages all physical or logical storage locations.
  • Options:
    • Add/remove warehouses
    • Define warehouse types (e.g., refrigerated, secured)
    • Assign responsible users

2. Warehouse Positions

  • What it does: Manages specific locations (or shelves) within a warehouse.
  • Options:
    • Label positions
    • Set capacity limits
    • Link positions to inventory items

👁️ Settings Views

These views help you easily navigate and modify settings:

📋 Settings View

  • Purpose: An overview page displaying all available settings categories.
  • Tip: Consider this the "home page" for all settings.

🔍 Detailed Settings View

  • Purpose: Displays detailed information about a specific setting.
  • Usage: Precise modification of settings, such as editing tariffs or office information.

🗂 Additional Settings Categories

These folders contain more specialized settings:

🚫 Absence Types

  • Configuration of reasons and policies for absences (e.g., sick leave, vacation, parental leave).

🛡 GDPR Settings

  • Management of settings related to data protection and user consent.

🔄 Imports

  • Defining how external data (e.g., from Excel or APIs) is imported into the system.

🔗 Integrations

  • Setting up and managing third-party connections (e.g., Slack, banking APIs, accounting tools).

🔐 Permissions

  • System-wide access control.
  • Creating roles and assigning them to users (e.g., Viewer, Manager, Administrator).

🧱 Templates

  • Management of templates used for documents, invoices, notifications, or emails.

📁 Type Management

  • Setting up content types used in the system:

🏨 Accommodations (Accommodations)

  • Accommodation Labels – Categorization and tagging of accommodation types.
  • Accommodation – Configuration of available accommodations.

💼 Suppliers and Customers (Suppliers and Customers)

  • Supplier and Customer Labels – Organization of partners.
  • Suppliers and Customers – Basic registers of partners.

⏱️ Attendance (Attendance)

  • Break Reasons – E.g., sick leave, vacation.
  • Shifts – Work cycles and shifts.

📁 Business Contracts (Business Contracts)

  • Business Contract Categories – E.g., framework, project-based.
  • Business Contract Types – According to cooperation.

🎁 Benefits (Benefits)

  • Benefit Categories – E.g., financial, catering.

📂 Cases (Cases)

  • Case Types – Internal and external initiatives.

💰 Cost Centers (Cost Centers)

  • Record Categories – E.g., department, project.
  • Cost Center Labels – Sorting budgets.

⚙️ General Settings

  • Unit of Measures – E.g., kg, hour, piece.
  • Languages – Available language versions.

🏢 Organization (Organization)

  • Organizational Unit Types – Branch, division.
  • Certificate Types – OHS, ISO, other.

📄 Contracts (Contracts)

  • Contract Types – Employment, mandate.
  • Termination Reasons – Agreement, immediate.

🎓 Learning and Development (Learning and Development)

  • Course Categories – E.g., technical, soft skills.
  • Courses – Definition of educational courses.

👥 Employees (Employees)

  • Person Types – Internal, external, temporary worker.
  • Phone Types – Mobile, company.
  • Driving Licenses – Categories of driver's licenses.
  • Health Insurance Types – Public, commercial.
  • Access Card Categories – Access level.

🌍 Foreigners (Visas and Residences)

  • Purposes of Stay – Work, study.
  • Residence Types – Permanent, temporary.

🧑‍💼 Hiring Rooms (Hiring Rooms)

  • Recruitment Sources – Portals, recommendations.
  • Hiring Room Labels – Recruitment specifications.

🚚 Logistics ([Logistics])

  • Transportation Types – Courier, in-house.
  • Logistics Labels – Marking of transports and movements.

📦 Orders (Orders)

  • Order Labels – Categorization.
  • Sales Sources – Campaigns, sales representatives.
  • Item Categories – Typification of goods or services.

💸 Payrolls (Payrolls)

  • Bonuses – Individual allowances.
  • Bonus Types – E.g., for attendance, for performance.
  • Deduction Types – Execution, meal allowance.

📊 Positions (Positions)

  • ISCO Classification – According to international structure.
  • Position Groups – Departments, divisions.
  • Position Levels – Junior, senior.
  • Position Families – Related professions.

📅 Profiles (Profiles)

  • Profile Labels – Categories of employee profiles.

📋 Projects (Projects)

  • Project Labels – By client, department, status.

📃 Tasks (Tasks)

  • Task Types – Management, analysis, reporting.

🗳️ Templates ([Templates])

  • Template Labels – E.g., document type.

⏳ Time Sheets (Time Sheets)

  • Activities in Time Sheets – Work, vacation, training.

🚗 Vehicles (Vehicles)

  • Vehicle Labels – E.g., company, shared.
  • Vehicle Types – Personal, van, truck.

📊 Type Management Table View

This table serves as a comprehensive overview of all configurable types in the PULSAWORK system, used across various platform applications.

The purpose of this view is to provide a unified and structured interface for understanding which types of data can be managed, where they are located, and which section of the system they belong to.

Types are categorized by the main platform sections (e.g., Human Resources, Projects, Finance, Operations, CRM), allowing users to easily identify the context and usage of each type. Each row includes a link to the relevant application, the name of the type, and a short description, making it easier to navigate and manage settings even for non-technical users.

This view can be used as a guide for configuration audits, onboarding new administrators, or as a reference for managing permissions, integrations, and streamlining internal processes.

Section Application Type Description
Human Resources Attendance Interruption Reasons Reasons for attendance gaps (e.g., sick leave, vacation).
Human Resources Attendance Turnuses Defines work shifts and rotation cycles.
Human Resources Contracts Contract Types Defines various types of employment contracts.
Human Resources Contracts Termination Reasons Reasons for ending employment (e.g., mutual, immediate).
Human Resources Employees Person Types Defines internal, external, or temporary workers.
Human Resources Employees Phone Types Distinguishes between mobile, work, or home phones.
Human Resources Employees Driver Licence Specifies types of driving licenses.
Human Resources Employees Health Insurance Types Categorizes public and private health insurance.
Human Resources Employees Access Card Categories Manages levels of building/system access.
Human Resources Hiring Rooms Hiring Sources Channels for candidate acquisition (e.g., job boards).
Human Resources Hiring Rooms Hiring Rooms Labels Labels for organizing recruitment spaces.
Human Resources Learning & Development Course Categories Classifies courses by theme or goal.
Human Resources Learning & Development Courses Training and certification activities.
Human Resources Payrolls Bonuses List of individual employee bonuses.
Human Resources Payrolls Bonus Types Categories of bonuses (e.g., attendance, performance).
Human Resources Payrolls type_of_deduction Types of payroll deductions (e.g., meals, loans).
Human Resources Positions Isco International classification of occupations.
Human Resources Positions Position Groups Organizes positions by department or domain.
Human Resources Positions Position Levels Hierarchy levels (e.g., junior, senior).
Human Resources Positions Job Families Related job roles grouped together.
Human Resources Visas and Residences Purpose of Stay Legal reason for residence (e.g., work, study).
Human Resources Visas and Residences Type of Residence Type of visa or residence permit.
Projects Projects Project Labels Custom tags for filtering or categorizing projects.
Projects Tasks Task Types Classifies tasks (e.g., admin, development).
Projects Timesheets Timesheets Activities Specifies types of work logged on timesheets.
Finance Business Contracts Business Contract Categories Groups contracts by purpose (e.g., framework, project).
Finance Business Contracts Business Contract Types Specific forms of business contracts.
Finance Cost Centers Record Categories Groups for budgeting and analytics (e.g., teams, projects).
Finance Cost Centers Cost Center Labels Labels for internal budget centers.
Finance Orders Order Labels Tags for organizing financial orders.
Finance Orders Sale Sources Origin of sales/orders (e.g., campaign, CRM).
Finance Orders Catalogue Item Categories Classifies goods/services in catalogs.
Finance Suppliers & Accounts Account/Supplier Labels Labels for categorizing business partners.
CRM [CRM] – Not applicable or not defined.
Operations Accommodations Accommodations Labels Tags for housing options.
Operations Accommodations Accommodations Setup for internal housing/accommodation units.
Operations Cases Cases Types Categorizes incidents and requests.
Operations Organization Unit Types Classifies organizational sub-units (e.g., division, branch).
Operations Organization Certificate Types Defines training/certification documents (e.g., ISO, BOZP).
Operations Vehicles Vehicle Labels Labels for types of vehicles (e.g., company, shared).
Operations Vehicles Vehicle Types Defines vehicle classes (e.g., car, van).

🔘 Types of Options You'll Encounter

Understanding the types of settings fields will help you feel more confident when making changes:

Option Type Description
✅ Boolean (on/off) Simple toggle switch (e.g., enable notifications)
🔘 Choice Lists Dropdown lists with predefined selections (e.g., currency selection, language)
📝 Text Inputs Fields where you enter names, descriptions, or short instructions
🔢 Numeric Inputs Entering values such as price, number of items, or percentages
📅 Date/Time Pickers for scheduling, reporting, or shift planning
📂 File Upload Used in templates, logs, or imported data

🧑‍💼 Who Can Use the Settings?

  • Administrators: Full access to all settings, users, and configurations.
  • Managers: Limited access to team, department, or domain-specific settings.
  • Regular Users: Access only to personal preferences.

✅ Tip: If you can't find a setting or don't see an option, your role may not have permission. Contact your administrator.

🧭 Final Notes

The Settings section is your personal and organizational control center. By understanding what each part does, you can confidently manage:

  • Who has access to sensitive data
  • How the platform looks and feels
  • Where work is organized and stored
  • How prices and shifts are defined
  • What integrations and policies apply

If you're unsure about making a change, ask your administrator or support team for help. The system is designed to be secure, flexible, and supportive of how you work.