Help Centre

Organisation settings — logo, lists, links and documents

A guide to the Settings page: your logo, picklists, document upload limits, link expiry and other organisation-wide options.

Only a Company Admin can open Settings. Everything here applies to your whole organisation.

Organisation

• Click the logo square to upload your logo. It appears in the menu and on printed profiles and reports.
• Organisation name — change it and click Save organisation details. Only a Company Admin can rename the organisation. Renaming doesn't change your workspace address (shown underneath); to change that, contact support.
• Registered office postcode (optional) — the Talent Map centres on it. Type a real 4-digit Australian postcode; the suburb appears underneath when it's recognised. Letters, symbols and made-up postcodes aren't accepted. Clear the box and save if you'd rather the map simply fit around your people.
• Nothing in this card changes until you click Save organisation details. If the save fails, the reason appears under the boxes and your previous details stay in place. Undo changes puts back what's saved.
• Storage usage (top of the page) shows how much space your records and uploaded documents use.

Bulk import staff

Use this to load your existing staff in one go, for example when you first start.

1. Click Download template and fill in one row per person: Full Name, Role, Department, Site, Email, Start Date, DOB, Employment Status (Active or Inactive), Award and Postcode. Dates can be YYYY-MM-DD or DD/MM/YYYY.
2. Click Import staff list and choose the file.
3. A summary shows how many were added and lists every row that was skipped, with the reason:
   • no name, or an email address that isn't valid
   • an email that already belongs to someone in your organisation, or that appears twice in the file
4. Rows with a postcode or date that couldn't be read are still added, with that box left blank — the summary lists these as warnings so you can fix them on the profile.

"Inactive" rows go straight to Offboarded. The Staff page refreshes with the new records. Importing the same file again won't create duplicates, because rows with an existing email are skipped.

Industry turnover benchmark

Type a percentage (0–100) and click away or press Enter to save it. It's drawn as a dashed line on the Staff: annualised turnover chart in Reports. It's 20% until you change it.

Picklists

Add or remove options in Resignation / exit reasons, Departments, Awards, Employment types and Gender options. They appear as choices on every staff profile.

Document retention & upload limits

• Max upload size (MB) and Accepted file types (JPEG, PNG, PDF, HEIC) apply to every upload — profiles, the careers form and secure upload links.
• The retention periods record your policy for deleting staff documents after offboarding and Talent Pool resumes after inactivity.

Note: Retention periods are recorded as your policy. Check with support before relying on them for automatic deletion.

Link expiry

Unique document/e-sign link — default expiry sets how long new secure upload links last: a number of days (7 by default) or a fixed date.

Other sections

• Team members & role assignment, Custom RBAC roles, Team roles & menu access, Field-level permissions — see Roles, menu access and field permissions.
• Roles (job roles) — add or deactivate the roles people are hired into.
• Compliance attributes — see Set up compliance attributes.
• Custom staff fields — see Add custom staff fields.
• Recruitment pipeline stages — see Customise your pipeline stages.
• Reference check questions — see Set up your reference check questions.
• Maps integration — see Use your own Google Maps key.
• Subscription (your plan and how many seats you're using) and Billing contact — see Billing contact and invoices.

Related articles

• Roles, menu access and field permissions
• Set up compliance attributes
• Add custom staff fields
• Billing contact and invoices

Last reviewed 2026-10-13.