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Settings at a glance

Settings holds everything that shapes how your organisation works in Cadre: its details, its members, its structure, its pay and leave policies, and its connections to other tools. Open it from Settings at the bottom of the side menu.

Who can open Settings: Owner, HR admin, Payroll admin, Payroll approver.

Everyone who can open Settings can read most of it. Changing something usually needs a particular role, and each page below says which. If you are new, follow the setup checklist.

Settings has its own menu, in four groups. You only see the entries your roles allow.

Entry What it’s for Explained in
Organisation Name, registered address, logo, accent colour and document letterhead Organisation details and branding
Statutory registrations TIN, CAC number, PAYE, pension, NHF, NSITF and ITF registrations Statutory registrations
Members Who can sign in, and their roles Members and roles
Support access When Cadre support may look in, and every session it has had Support access
Audit log Who changed what, and when Audit report
Billing Your Cadre subscription, invoices and payments (owner only) Subscription and billing
Entry What it’s for Explained in
Departments, Locations, Grades, Job roles How your organisation is arranged Departments, locations, grades and job roles
Competencies & skills The competency framework and skills catalogue Competencies and skills
Entry What it’s for Explained in
Leave types & policies Leave types, entitlements and rules Leave types and policies
Public holidays The holidays leave and time respect Public holidays
Pay components The lines on a payslip Pay components and journal accounts
Payroll wallet The wallet salaries are paid from Paying salaries
Journal account codes Where the payroll journal posts Pay components and journal accounts
Earned wage access Whether employees can get paid early Earned wage access
Invoice numbering Agencies only: how client invoices are numbered Invoice numbering
Entry What it’s for Explained in
Integrations Slack, Google Workspace, Microsoft 365 and webhooks Integrations
Notifications What Cadre tells your people, by email and in the bell Notifications
Writing assistant Whether the writing assistant is available Writing assistant

Agency members who look after some clients

Section titled “Agency members who look after some clients”

An agency can limit a member to some of its clients. Such a member sees only the Structure and Policies and pay entries their roles allow. They can’t manage members, change the agency’s own settings or connections, or read the whole audit log. See Client access.