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

Before you start

Step 1

Use Settings for Notifications, KPIs, Time Clock, Team and Organisation preferences.

Step 2

Choose reminders for tasks, plan expiry, budget alerts, agreement renewals, billing periods and other important events.

Step 3

Use KPI settings to set monthly billable hour targets or participant related targets for coordinators where your organisation uses them.

Step 4

Use Time Clock settings to manage work expectations, time sessions, breaks and payroll profile details if enabled.

Step 5

Managers should review dashboards and reports after changing targets or time settings to confirm staff see the correct information.

Staff receive useful reminders, targets are visible and time tracking supports management or payroll workflows.

Follow the next task, or explore the product workflow behind this guide.

Invite staff, choose roles, manage seat access and keep participant access scoped correctly.

Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.

Create tasks, assign owners, link participant work, use due dates and track team follow up.

Bring the questions that matter to your practice. We’ll walk through the records, notes and billing with you.

No account or card needed to request a walkthrough.