Platform · Configuration

Your operation. Your settings.

Configure shift patterns, working-time rules, approvals and access for your units. Administrators manage supported settings in the platform; additional capabilities can be scoped separately.

Workflow settings

Define shifts and request workflows.

Shifts and patterns

Define shift types, times, rest requirements, display settings and repeating patterns. Reuse demand profiles from one roster period to the next.

Request approvals

Set approval chains for leave, duty, work requests, off requests, shift extensions and swaps. Leave and duty can use separate operational and non-operational chains; other chains are configured by unit.

Approval steps identify eligible roles and membership scopes. Off requests share the work-request approval configuration. An empty chain allows automatic approval, so each request type needs a deliberate policy decision. See leave and duty requests.

Configure rule thresholds and priorities.

Switch supported rules on, set thresholds and periods, and adjust their weights. Some can be hard requirements or soft preferences. Others are fixed product rules.

Hard violations take priority over coverage and soft preferences in scoring. A rule’s setting must reflect its operational and regulatory status. See the rule catalogue and scoring explanation.

Vacation Score

Set scoring periods and dated overrides. Use the resulting Vacation Score when reviewing competing leave requests.

Tactical shortfalls

Configure how day and night staffing shortfalls are evaluated. These settings do not authorise a reduction in required operational staffing.

Organisation settings

Apply unit settings and individual terms.

Time and calendars

Set the working day, night window and week. Add each unit’s holiday calendar. The same settings inform scheduling, attendance and payroll.

Inherited terms

Let unit terms flow to sub-units and staff. Protect a unit’s contract or set individual terms where they need to differ.

Access permissions

The right access for each role.

Read and write access can be configured separately across platform areas, from an employee’s own records to organisation-wide access. Write access cannot exceed read access. Use built-in roles, custom roles and date-limited role assignments.

Explore access permissions

Set read and write access for each of 16platform areas. A role can view a wider set of records than it can edit. Try the controls below to explore how each scope changes access.

Permission areas
16
Scope tiers
6
Read / write axes
Independent
Write may exceed read
Never

The permission matrix

Every area gets its own Read row and Write row. Pick a column on either row to set that area's scope for that axis, the two rows are completely independent, which is how a role can see broadly but edit narrowly, never the reverse.

16permission areas, each with an independent read scope and write scope from the6-tier membership ladder.
Securable area	None	Individual	Selfless PU	Primary unit	Selfless mem.	Membership	Global
Organization settings
Read	Set read scope for Organization settings to No access	Set read scope for Organization settings to Individual	Set read scope for Organization settings to Selfless primary unit	Set read scope for Organization settings to Primary unit	Set read scope for Organization settings to Selfless membership	Set read scope for Organization settings to Membership	Set read scope for Organization settings to Global
Write	Set write scope for Organization settings to No access	Set write scope for Organization settings to Individual	Set write scope for Organization settings to Selfless primary unit	Set write scope for Organization settings to Primary unit	Set write scope for Organization settings to Selfless membership	Set write scope for Organization settings to Membership	Set write scope for Organization settings to Global
Dashboard management info
Read	Set read scope for Dashboard management info to No access	Set read scope for Dashboard management info to Individual	Set read scope for Dashboard management info to Selfless primary unit	Set read scope for Dashboard management info to Primary unit	Set read scope for Dashboard management info to Selfless membership	Set read scope for Dashboard management info to Membership	Set read scope for Dashboard management info to Global
Write	Set write scope for Dashboard management info to No access	Set write scope for Dashboard management info to Individual	Set write scope for Dashboard management info to Selfless primary unit	Set write scope for Dashboard management info to Primary unit	Set write scope for Dashboard management info to Selfless membership	Set write scope for Dashboard management info to Membership	Set write scope for Dashboard management info to Global
Competency management
Read	Set read scope for Competency management to No access	Set read scope for Competency management to Individual	Set read scope for Competency management to Selfless primary unit	Set read scope for Competency management to Primary unit	Set read scope for Competency management to Selfless membership	Set read scope for Competency management to Membership	Set read scope for Competency management to Global
Write	Set write scope for Competency management to No access	Set write scope for Competency management to Individual	Set write scope for Competency management to Selfless primary unit	Set write scope for Competency management to Primary unit	Set write scope for Competency management to Selfless membership	Set write scope for Competency management to Membership	Set write scope for Competency management to Global
Competency matrix
Read	Set read scope for Competency matrix to No access	Set read scope for Competency matrix to Individual	Set read scope for Competency matrix to Selfless primary unit	Set read scope for Competency matrix to Primary unit	Set read scope for Competency matrix to Selfless membership	Set read scope for Competency matrix to Membership	Set read scope for Competency matrix to Global
Write	Set write scope for Competency matrix to No access	Set write scope for Competency matrix to Individual	Set write scope for Competency matrix to Selfless primary unit	Set write scope for Competency matrix to Primary unit	Set write scope for Competency matrix to Selfless membership	Set write scope for Competency matrix to Membership	Set write scope for Competency matrix to Global
Shift management
Read	Set read scope for Shift management to No access	Set read scope for Shift management to Individual	Set read scope for Shift management to Selfless primary unit	Set read scope for Shift management to Primary unit	Set read scope for Shift management to Selfless membership	Set read scope for Shift management to Membership	Set read scope for Shift management to Global
Write	Set write scope for Shift management to No access	Set write scope for Shift management to Individual	Set write scope for Shift management to Selfless primary unit	Set write scope for Shift management to Primary unit	Set write scope for Shift management to Selfless membership	Set write scope for Shift management to Membership	Set write scope for Shift management to Global
Roster management
Read	Set read scope for Roster management to No access	Set read scope for Roster management to Individual	Set read scope for Roster management to Selfless primary unit	Set read scope for Roster management to Primary unit	Set read scope for Roster management to Selfless membership	Set read scope for Roster management to Membership	Set read scope for Roster management to Global
Write	Set write scope for Roster management to No access	Set write scope for Roster management to Individual	Set write scope for Roster management to Selfless primary unit	Set write scope for Roster management to Primary unit	Set write scope for Roster management to Selfless membership	Set write scope for Roster management to Membership	Set write scope for Roster management to Global
Sector management
Read	Set read scope for Sector management to No access	Set read scope for Sector management to Individual	Set read scope for Sector management to Selfless primary unit	Set read scope for Sector management to Primary unit	Set read scope for Sector management to Selfless membership	Set read scope for Sector management to Membership	Set read scope for Sector management to Global
Write	Set write scope for Sector management to No access	Set write scope for Sector management to Individual	Set write scope for Sector management to Selfless primary unit	Set write scope for Sector management to Primary unit	Set write scope for Sector management to Selfless membership	Set write scope for Sector management to Membership	Set write scope for Sector management to Global
Tactical planning
Read	Set read scope for Tactical planning to No access	Set read scope for Tactical planning to Individual	Set read scope for Tactical planning to Selfless primary unit	Set read scope for Tactical planning to Primary unit	Set read scope for Tactical planning to Selfless membership	Set read scope for Tactical planning to Membership	Set read scope for Tactical planning to Global
Write	Set write scope for Tactical planning to No access	Set write scope for Tactical planning to Individual	Set write scope for Tactical planning to Selfless primary unit	Set write scope for Tactical planning to Primary unit	Set write scope for Tactical planning to Selfless membership	Set write scope for Tactical planning to Membership	Set write scope for Tactical planning to Global
Reports
Read	Set read scope for Reports to No access	Set read scope for Reports to Individual	Set read scope for Reports to Selfless primary unit	Set read scope for Reports to Primary unit	Set read scope for Reports to Selfless membership	Set read scope for Reports to Membership	Set read scope for Reports to Global
Write	Set write scope for Reports to No access	Set write scope for Reports to Individual	Set write scope for Reports to Selfless primary unit	Set write scope for Reports to Primary unit	Set write scope for Reports to Selfless membership	Set write scope for Reports to Membership	Set write scope for Reports to Global
Resource management
Read	Set read scope for Resource management to No access	Set read scope for Resource management to Individual	Set read scope for Resource management to Selfless primary unit	Set read scope for Resource management to Primary unit	Set read scope for Resource management to Selfless membership	Set read scope for Resource management to Membership	Set read scope for Resource management to Global
Write	Set write scope for Resource management to No access	Set write scope for Resource management to Individual	Set write scope for Resource management to Selfless primary unit	Set write scope for Resource management to Primary unit	Set write scope for Resource management to Selfless membership	Set write scope for Resource management to Membership	Set write scope for Resource management to Global
Leave requests
Read	Set read scope for Leave requests to No access	Set read scope for Leave requests to Individual	Set read scope for Leave requests to Selfless primary unit	Set read scope for Leave requests to Primary unit	Set read scope for Leave requests to Selfless membership	Set read scope for Leave requests to Membership	Set read scope for Leave requests to Global
Write	Set write scope for Leave requests to No access	Set write scope for Leave requests to Individual	Set write scope for Leave requests to Selfless primary unit	Set write scope for Leave requests to Primary unit	Set write scope for Leave requests to Selfless membership	Set write scope for Leave requests to Membership	Set write scope for Leave requests to Global
Leave management
Read	Set read scope for Leave management to No access	Set read scope for Leave management to Individual	Set read scope for Leave management to Selfless primary unit	Set read scope for Leave management to Primary unit	Set read scope for Leave management to Selfless membership	Set read scope for Leave management to Membership	Set read scope for Leave management to Global
Write	Set write scope for Leave management to No access	Set write scope for Leave management to Individual	Set write scope for Leave management to Selfless primary unit	Set write scope for Leave management to Primary unit	Set write scope for Leave management to Selfless membership	Set write scope for Leave management to Membership	Set write scope for Leave management to Global
Baseline requests
Read	Set read scope for Baseline requests to No access	Set read scope for Baseline requests to Individual	Set read scope for Baseline requests to Selfless primary unit	Set read scope for Baseline requests to Primary unit	Set read scope for Baseline requests to Selfless membership	Set read scope for Baseline requests to Membership	Set read scope for Baseline requests to Global
Write	Set write scope for Baseline requests to No access	Set write scope for Baseline requests to Individual	Set write scope for Baseline requests to Selfless primary unit	Set write scope for Baseline requests to Primary unit	Set write scope for Baseline requests to Selfless membership	Set write scope for Baseline requests to Membership	Set write scope for Baseline requests to Global
Baseline management
Read	Set read scope for Baseline management to No access	Set read scope for Baseline management to Individual	Set read scope for Baseline management to Selfless primary unit	Set read scope for Baseline management to Primary unit	Set read scope for Baseline management to Selfless membership	Set read scope for Baseline management to Membership	Set read scope for Baseline management to Global
Write	Set write scope for Baseline management to No access	Set write scope for Baseline management to Individual	Set write scope for Baseline management to Selfless primary unit	Set write scope for Baseline management to Primary unit	Set write scope for Baseline management to Selfless membership	Set write scope for Baseline management to Membership	Set write scope for Baseline management to Global
Locked intervals
Read	Set read scope for Locked intervals to No access	Set read scope for Locked intervals to Individual	Set read scope for Locked intervals to Selfless primary unit	Set read scope for Locked intervals to Primary unit	Set read scope for Locked intervals to Selfless membership	Set read scope for Locked intervals to Membership	Set read scope for Locked intervals to Global
Write	Set write scope for Locked intervals to No access	Set write scope for Locked intervals to Individual	Set write scope for Locked intervals to Selfless primary unit	Set write scope for Locked intervals to Primary unit	Set write scope for Locked intervals to Selfless membership	Set write scope for Locked intervals to Membership	Set write scope for Locked intervals to Global
Attendance management
Read	Set read scope for Attendance management to No access	Set read scope for Attendance management to Individual	Set read scope for Attendance management to Selfless primary unit	Set read scope for Attendance management to Primary unit	Set read scope for Attendance management to Selfless membership	Set read scope for Attendance management to Membership	Set read scope for Attendance management to Global
Write	Set write scope for Attendance management to No access	Set write scope for Attendance management to Individual	Set write scope for Attendance management to Selfless primary unit	Set write scope for Attendance management to Primary unit	Set write scope for Attendance management to Selfless membership	Set write scope for Attendance management to Membership	Set write scope for Attendance management to Global

No access: No access at all.
Individual: Only the user's own record.
Selfless primary unit: Primary-unit scope, excluding the user's own record.
Primary unit: The user's own primary organisational unit.
Selfless membership: All units the user is a member of, excluding their own record.
Membership: All units the user is a member of.
Global: The entire organisation.

Exclude a manager’s own record

Illustrative example

Two tiers on the ladder, Selfless primary unit andSelfless membership · are identical to their plain counterparts except for one subtraction: the user's own record. They exist for approval workflows, so a manager can act on their team's requests without that same permission letting them act on their own.

Team Manager's write scope on Leave Requests approvalMembership (includes own record)Selfless membership (excludes own record)

M. Ionescu Team Manager✓ Eligible to approve · including their own request
A. Radu Controller✓ Eligible to approve
B. Enache Controller✓ Eligible to approve
C. Tudor Controller✓ Eligible to approve

M. Ionescu Team Manager✕ Not eligible, it is their own request
A. Radu Controller✓ Eligible to approve
B. Enache Controller✓ Eligible to approve
C. Tudor Controller✓ Eligible to approve

Scope

Plan for additional requirements.

The interface is available in English and Portuguese, including notifications and rule-violation messages. Additional languages require translation and configuration work.

Standard configuration remains within the supported product. New rules, connectors or bespoke functionality are assessed separately, including release support and any dedicated-hosting requirement. See pricing and deployment options.

Discuss the settings your operation needs.

Start with a 20-minute discovery call about your unit structure, scheduling rules and approval process. We’ll then arrange a demonstration tailored to your priorities.

Book a discovery call Send your requirements