Configuration

CitoHR allows administrators to configure organization settings through the admin interface. This guide covers all the configuration options available to customize CitoHR for your organization.

Accessing Settings

To configure your organization settings, navigate to Admin > Settings from the main menu. You must have the ADMIN role to access these settings. The settings page is organized into three main sections:

• Organization - Basic organization information and branding
• Email - Email configuration and notification preferences
• Regional - Regional settings for dates, currency, and timezone

Organization Settings

The Organization section allows you to configure basic information about your organization:

• Organization Name - The name of your organization (required)
• Domain Names - Email domains allowed for your organization (e.g., @yourcompany.com)
• Logo - Upload your organization's logo (displayed in the application header)
• Address - Your organization's physical address
• Primary Email - Main contact email for your organization
• Phone Number - Contact phone number
• Industry - Industry classification

The organization name is required and cannot be empty. The logo will be displayed in the application header and in reports. Domain names are used to restrict email addresses that can be used when creating user accounts.

Email Settings

The Email section allows you to configure email functionality for your organization. There are two main areas:

General Email Settings

• From Email - The email address that will appear as the sender for all organization emails (required)

Notification Preferences

Control which types of notifications are sent via email:

• Leave Request Notifications - Send emails when leave requests are submitted, approved, or rejected
• Expense Claim Notifications - Send emails when expense claims are submitted, approved, or rejected
• System Notifications - Send system-wide notifications and updates

SMTP Configuration (Optional)

If you want to use your own SMTP server instead of the system default, configure the following:

• SMTP Host - Your SMTP server hostname (e.g., smtp.gmail.com)
• SMTP Port - SMTP server port (typically 587 for TLS or 465 for SSL)
• SMTP Username - Username for SMTP authentication
• SMTP Password - Password for SMTP authentication
• Use TLS - Enable TLS encryption for SMTP connections
• From Name - Display name for email sender (optional)

If SMTP configuration is not provided, the system will use the default email settings configured at the application level. Organizations can override these settings with their own SMTP configuration.

Regional Settings

The Regional section allows you to configure locale-specific settings for your organization:

• Country - Select your organization's country (affects default settings)
• Timezone - Select your organization's timezone (e.g., Europe/London, America/New_York)
• Date Format - Choose how dates are displayed:
  • MDY - Month/Day/Year (e.g., 12/31/2024)
  • DMY - Day/Month/Year (e.g., 31/12/2024)
  • YMD - Year/Month/Day (e.g., 2024/12/31)
• Currency - Select your organization's currency (e.g., USD, GBP, EUR)

These settings affect how dates, times, and currency values are displayed throughout the application. All users in your organization will see dates, times, and currency formatted according to these settings.

Saving Settings

Each settings section has its own Save button. Changes are saved independently for each section:

1. Navigate to the settings section you want to configure
2. Make your changes to the relevant fields
3. Click the Save button at the bottom of the section
4. You'll see a success message confirming your settings have been saved

If there are validation errors, they will be displayed next to the relevant fields. Fix any errors before saving. Changes take effect immediately after saving.

Additional Configuration

In addition to the main settings page, there are other configuration areas available in the admin section:

• Leave Management - Configure leave policies, entitlements, accrual rules, and notifications (Admin > Leave)
• Access Control List (ACL) - Configure which sections of the application are accessible to different roles (Admin > ACL)
• Departments - Manage organizational departments (Admin > Departments)
• Expense Categories - Configure expense claim categories (Admin > Expense Categories)
• Working Patterns - Define working patterns for payroll calculations (Admin > Working Patterns)

For more information on these configuration areas, see the relevant feature documentation pages.