1
Open Settings
Use Settings for Notifications, KPIs, Time Clock, Team and Organisation preferences.
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Team and settings
How to configure notifications, KPIs and time clock
Set staff notifications, KPI targets, time clock settings and payroll support workflows.
Owners, admins, managers and staff
15 minutes
App area: /dashboard/settings
Before you start
Check these items before changing participant, billing or compliance records.
- Agree which reminders should go to staff.
- Define monthly billable targets and work expectations.
- Confirm payroll export requirements if using time clock.
Steps
Follow this workflow.
2
Configure notification preferences
Choose reminders for tasks, plan expiry, budget alerts, agreement renewals, billing periods and other important events.
3
Set KPI targets
Use KPI settings to set monthly billable hour targets or participant related targets for coordinators where your organisation uses them.
4
Configure time clock
Use Time Clock settings to manage work expectations, time sessions, breaks and payroll profile details if enabled.
5
Review staff visibility
Managers should review dashboards and reports after changing targets or time settings to confirm staff see the correct information.
Expected outcome
Staff receive useful reminders, targets are visible and time tracking supports management or payroll workflows.
Related CordoCare guides
How to invite and manage team members
Invite staff, choose roles, manage seat access and keep participant access scoped correctly.
How to run operational and custom reports
Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
Related feature pages
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