> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yrka.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Yrka admin settings for your organization

> Manage organization, timekeeping, scheduling, communications, payroll handoff, integrations, and security settings in your Yrka workspace.

Settings is the configuration hub for your Yrka workspace. Everything that controls how your organization operates — from how time entries are captured to how alerts are routed to your managers — lives here. Open it by selecting **Settings** from the admin sidebar or navigating to **Admin > Settings**. Each section has a clear scope label so you always know whether a change affects only your view or the entire workspace.

## Settings sections

<AccordionGroup>
  <Accordion title="Workspace">
    Workspace settings control your personal admin shell preferences: landing behavior, sidebar order and visibility, and the Appearance workbench handoff. Changes marked **Only affects your view** apply only to your signed-in session and do not change what other admins see.

    Use the **Appearance workbench** to configure your organization's business theme, typography, brand kit, color mode, and shell density. These controls shape the product shell experience — they do not create a separate branded product or public site.

    <Tip>
      Finish your baseline employee, job, and payroll setup before treating workspace preferences as final. Personal shell preferences can always be reset if they appear stale after an update.
    </Tip>
  </Accordion>

  <Accordion title="People and access">
    People and Access controls your organization's access posture: which admin roles are available, how self-service access requests are handled, and who can approve role grants. Changes here affect the entire workspace.

    Per-person role edits and app access changes belong in **Personnel**, not Settings. Job types and record types belong in **Types**. Settings keeps the org-level policy; individual records stay in their owning surfaces.
  </Accordion>

  <Accordion title="Timekeeping and payroll prep">
    Timekeeping and Payroll Prep is where you establish the rules governing how time is recorded and reviewed across your organization.

    Key settings include:

    | Setting                          | What it controls                                                                          |
    | -------------------------------- | ----------------------------------------------------------------------------------------- |
    | **Time entry mode**              | Whether employees clock in and out or enter time manually                                 |
    | **Pay period anchor**            | The start date that defines your biweekly pay period boundaries                           |
    | **Kiosk**                        | Enable or disable the shared clock kiosk for your location                                |
    | **Location capture policy**      | Off, optional, or required — controls whether employee location is recorded at clock time |
    | **Rounding and break rules**     | How clock times are rounded and how breaks are classified for pay purposes                |
    | **Overtime and holiday premium** | Thresholds and multipliers for overtime and premium pay rules                             |

    <Warning>
      Changing the pay period anchor or time entry mode mid-cycle affects all future entries and review workflows. Confirm with your payroll process before making changes that span an open pay period.
    </Warning>

    Payroll Prep keeps a compact summary of your current vendor export settings and links to the Payroll surface for period review and export diagnostics.
  </Accordion>

  <Accordion title="Scheduling">
    Scheduling settings define your organization's holiday calendar and schedule-readiness posture. Full schedule workflows — publishing shifts, managing open shifts, and reviewing coverage requests — remain in the **Schedule** surface.

    Use this section to configure which holidays apply to your workforce and how schedule templates handle readiness states. Import-based schedule workflows use **Imports and Integrations**.
  </Accordion>

  <Accordion title="Communications and notifications">
    Communications and Notifications controls who receives alerts when employees submit requests, corrections, or profile changes. You can route each alert type to a formal manager, department, team, job role, explicit profile, access permission, or an owner/admin fallback when no other match is found.

    You can also configure optional admin email notifications here — including digest cadence, quiet hours, hourly cap, and duplicate suppression. In-app notifications remain the durable source of truth; email is a supplementary channel.

    <Note>
      Routing rule changes take effect on future alerts. They do not rewrite historical messages or work items already in Inbox.
    </Note>

    Personal notification preferences — such as individual quiet hours or per-channel preferences — stay in the **notification center** in your account, not here.
  </Accordion>

  <Accordion title="Resources and training">
    Resources and Training keeps a compact quick-configuration dialog for your Resources directory posture and AI status. Full policy controls for resources, training assignments, and acknowledgements belong in the **Resources** surface and in **AI and Agent Controls**.
  </Accordion>

  <Accordion title="Imports and integrations">
    Imports and Integrations shows provider connection health, authorization status, and sync job readiness at a glance. Use it to confirm that a provider is active before expecting automated delivery or sync to work.

    OAuth and manual export setup, notification pipe configuration, and full sync history belong in the **Integrations** surface. Settings keeps safe readiness posture only — no provider secrets are stored or shown here.
  </Accordion>

  <Accordion title="Data, exports, and retention">
    Data, Exports, and Retention is the starting point for export tools and account data lifecycle requests. Use it before creating payroll handoffs, report exports, or submitting an account data request.

    For export, restore, or deletion requests, see [Request data export, restore, or deletion](/reference/data-requests).
  </Accordion>

  <Accordion title="Billing and account">
    Billing and Account provides a safe view of your billing status and links to the relevant account actions. Subscription changes, invoice history, payment recovery, and cancellation are handled through the Billing surface and Stripe-hosted checkout — not through Settings fields.
  </Accordion>

  <Accordion title="AI and agent controls">
    AI and Agent Controls lets you configure which AI provider and model your workspace uses, manage retrieval health, toggle chat features on or off, and review guardrail posture for Zavi. Provider credentials remain server-side and are never entered into customer-visible fields.

    See [Zavi](/admin/zavi) for how Zavi uses these settings to answer questions and run admin actions.
  </Accordion>
</AccordionGroup>

## Change a setting

<Steps>
  <Step title="Open Settings">
    Navigate to **Admin > Settings** and select the section you want to change from the side navigation or the mobile section selector.
  </Step>

  <Step title="Check the scope label">
    Every settings panel shows a scope label — either **Only affects your view** or **Affects this workspace**. Confirm which applies before saving, especially for timekeeping, communications, and access settings that apply to your whole organization.
  </Step>

  <Step title="Make your change and save">
    Update the relevant field, toggle, or rule. Some panels save automatically; others require an explicit save action.
  </Step>

  <Step title="Verify in the owning workflow">
    Settings changes appear in their owning workflows after a refresh. For example, a communications routing change is visible in Inbox recipient behavior; a pay period anchor change is visible in the Timekeeping review table.
  </Step>
</Steps>

## Common issues

<AccordionGroup>
  <Accordion title="A settings panel is disabled or missing">
    Confirm that your admin role includes permission to view or edit that section. Owners and access admins control appearance, billing-adjacent, and access-sensitive settings. If the section is available but a specific control is grayed out, check both your role permission and your account status.
  </Accordion>

  <Accordion title="A setting I changed doesn't appear to have taken effect">
    Refresh the owning workflow surface rather than the Settings page itself. If the change involves routing rules, allow one cycle for Inbox to reflect updated recipients. If workspace shell preferences appear stale, reset personal layout preferences and refresh.
  </Accordion>

  <Accordion title="I need to change a per-person role or job type">
    Per-person role and app access edits belong in **Personnel**, not Settings. Job types and record type labels belong in **Types**. Settings owns org-level policy; individual records stay in their owning surfaces.
  </Accordion>

  <Accordion title="Provider-related settings are unavailable">
    Review provider readiness and connection status in the **Integrations** surface. If a provider connection needs reauthorization, reconnect there first before expecting provider-gated settings to become available.
  </Accordion>
</AccordionGroup>