How to configure General Organization Settings
# General Organization Settings Navigate to **Settings > General** to manage your company profile. ## Settings Explained ### Company Name This is ...
How to Enable/Disable Modules
# Configuring Features Navigate to **Settings > Features** to toggle optional modules. ## Available Modules ### Time Clock **Status**: Free & Up E...
Setting up Overtime and Break Rules
# Compliance & Labor Rules Navigate to **Settings > Compliance** to automate labor law adherence. ## Overtime Rules ### Weekly Overtime Threshold ...
Running and Exporting Payroll Reports
# Running Payroll When the pay period ends, it is time to pay your team. 1. Navigate to **Payroll**. 2. **Select Period**: Choose the date range ...
Syncing Timesheets with Gusto
# Gusto Integration Sync hours directly to Gusto so you don't have to type them manually. 1. Go to **Settings > Integrations**. 2. Click **Connec...
Managing Your Subscription & Billing
# Billing Settings Manage your StaffrWorks subscription. 1. Go to **Settings > Billing**. 2. **Update Card**: Click "Manage in Stripe" to change ...
Viewing System Audit Logs
# Audit Logs For security and accountability, we track sensitive actions. 1. Navigate to **Settings > Audit Log** (Pro Plan only). 2. **Search**:...
Configuring California Meal Break Rules
# California Labor Compliance If you operate in CA, enable these settings to avoid penalties. 1. Go to **Settings > Compliance**. 2. **Meal Break...
Setting up Digital Onboarding Packets
# Digital Onboarding Streamline new hire paperwork with automated packets. 1. Navigate to **Settings > Onboarding**. 2. **Create Packet**: Name i...
Offboarding and Terminating Access
# Termination Process Securely remove an employee from the system. 1. Go to **Team > Employees**. 2. Select the user. 3. Click **"Terminate"** (...
Creating a Training Course
# Building a Course Create engaging training content for your staff. 1. Navigate to **Academy > Course Builder**. 2. **Content**: * **Video...
Assigning Mandatory Training
# Assigning Training Ensure staff are certified. 1. Go to **Academy > Assignments**. 2. **Assign By**: * **Role**: Assign "Kitchen Safety" ...
Resolving "Payment Failed" Notifications
# Error: Payment Failed **MessageCode**: `billing/charge-declined` ## Urgent Action Required Your subscription payment was declined by Stripe. Feat...
What does "Organization Banned" mean?
# Alert: Organization Banned **Severity**: Critical ## Meaning A Super Admin has suspended your workspace access. This usually happens due to: * ...
Page Guide: User Management
# User Management **Route**: `/admin/users` ## Purpose Search, edit, and ban users across the entire platform. ## Actions * **Search**: Type a na...
Page Guide: General Settings
# General Settings **Route**: `/admin/settings/general` ## Purpose Configure the core identity of your workspace. ## Fields * **Organization Name...
Page Guide: Subscription Management
# Billing Page **Route**: `/admin/billing` ## Purpose Manage invoices and plan levels. ## Actions * **Change Plan**: Upgrade to Pro for AI featur...
Formatting Employee Tax IDs (SSN)
# Tax ID / SSN Formatting **Format**: `XXX-XX-XXXX` ## Rules * You must enter exactly 9 digits. * The system automatically adds dashes as you t...
Username & Email Constraints
# Usernames **Unique**: Every email must be unique across the entire platform. ## "Email Taken" Error If you try to add an employee and see this er...