Organization Settings

System administrators can enter the organization settings interface through the following path:

Home > Management Mode > Organization

After logging into the system and navigating to the “Management Mode” main page, the system administrator can select the “Organization” option to enter the core management interface for organization settings. This interface serves as the central hub for organization-level configuration and personnel management functions. In the “Management Mode > Organization” section, administrators are authorized to perform a wide range of important operations, covering organization lifecycle management and key daily operational settings. Specifically, administrators can create new organizations to meet multi-company or multi-department management needs; precisely configure and manage employee clock-in rules, overtime application workflows, and related calculation standards; assign system permissions for different user groups to ensure information security and role separation; review detailed personal records and historical data of all active and resigned personnel within the organization; flexibly add organization-specific holidays and employee schedule records; and, when necessary, permanently delete the organization and all related data. Please note that once an employee resigns and later rejoins the organization, based on the principle of data independence, the system will only display clock-in and related records after rejoining. Records prior to resignation cannot be directly accessed from the new account.

Organization Quantity Limit Policy

To ensure system stability and effective resource allocation, the platform sets a clear upper limit on the number of organizations (companies) that a single account can create and manage simultaneously. Specifically: each account can create and manage up to 20 different organizations at the same time. This limitation balances the needs of multi-organization management with system capacity.

Maximum Limit Item
20 Number of organizations each account can create

For administrators with special operational requirements exceeding the above limit, the company provides flexible solutions. You may contact the official support channels at any time to explain your specific needs, and the company team will provide further assistance and customized options to support larger-scale management requirements.

User Quantity Limit Policy

The platform adopts a dual-limit mechanism at both the account level and the organization level for managing user capacity, aiming to optimize system performance and ensure efficient data management within each organization. First, a single account (typically a highest-level administrator account) can manage up to a total of 2,400 users (including employees and administrators) across all organizations. Second, to ensure management efficiency and data processing speed within each organization, each individual organization (company) has a maximum limit of 120 active users. “Active users” refers only to users currently marked as active employees; resigned users are not counted toward this limit.

Maximum Limit Item
20 Number of organizations each account can create
120 Number of users per organization
2,400 Total users (employees) or administrators across all organizations under a single account

This layered limitation strategy is designed to provide suitable management capacity for organizations of different sizes. For small and medium-sized enterprises, the 120-user limit per organization is sufficient for daily management needs; meanwhile, the total limit of 2,400 users per account allows administrators to manage multiple organizations while still accommodating a considerable number of employees. This tiered limitation strategy ensures both scalability and efficient data allocation while preventing excessive load caused by overly large organizations.

My Organization

Please follow the path below to enter the “My Organization” settings page:

Home > Management Mode > Organization > My Organization

Enter “My Organization” from the “Management Mode > Organization” page. This area is dedicated to configuring the organization’s basic attributes and core operational settings. On this page, administrators can precisely adjust multiple key parameters that affect organization operations.

Organization Name

Please follow the path below to go to the organization name settings:

Home > Management Mode > Organization > My Organization > Organization Name

At the top of the “My Organization” page, administrators can clearly view the current organization name. An edit icon (such as a pencil icon) is usually displayed next to the name. Clicking this icon allows entry into edit mode. Administrators can rename the organization here. To ensure system display and identification stability, it is recommended that the organization name mainly consist of Chinese, English, and numbers.

Please note! Avoid using special characters in the organization name to prevent system display or functional issues.

Invitation Code

Please follow the path below to view the invitation code:

Home > Management Mode > Organization > My Organization > Invitation Code

This section displays the exclusive invitation code used for new members to join the organization. The page usually directly displays a numeric invitation code and may provide a QR code icon beside it. New employees or personnel who need to join the organization can scan the QR code through the system application or manually enter the numeric invitation code to submit a request to join the organization for administrator approval.

Time Unit

Please follow the path below to go to the time unit settings:

Home > Management Mode > Organization > My Organization > Time Unit

This setting defines the minimum time calculation unit for employee leave applications. On the “My Organization” page, administrators can view the currently effective time unit setting and usually select among options such as 15 minutes, 30 minutes, or 1 hour. Once configured, the minimum leave duration submitted by employees must be a multiple of the selected time unit.

Day Cut-Off Time

Please follow the path below to go to the day cut-off time settings:

Home > Management Mode > Organization > My Organization > Day Cut-Off Time

The day cut-off time setting defines the boundary time for cross-day attendance. The system determines which workday a clock-in record belongs to based on this setting. On the “My Organization” page, administrators can view the currently effective day cut-off time and adjust it according to operational needs (for example, 00:00, 02:00, 04:00). Once configured, all clock-in, overtime, leave, and attendance records will use this cut-off time as the basis for date assignment to ensure accurate consolidation of attendance data for overnight shifts or irregular working hours. The default day cut-off time is 04:00, which currently applies to clock-ins without schedules and overtime clock-ins. Scheduled clock-ins are not affected by the day cut-off time. The following are examples:

  1. Same workday determination (not crossing the cut-off time) When the attendance time range does not cross the cut-off time, the system assigns the record to the same workday.

    • For example, if the cut-off time is set to 04:00, and the working time is from 01:00 to 03:30, since the entire period occurs before 04:00, the system assigns 01:00–03:30 as attendance records for the same workday.

  2. Cross-workday determination (crossing the cut-off time) When the attendance time range crosses the cut-off time, the system splits the record into different workdays based on the boundary point.

    • For example, if the cut-off time is set to 04:00, and the working time is from 02:00 to 05:00, since it crosses 04:00, the system splits the record as follows:

      • 02:00–04:00 → Assigned to the previous workday
      • 04:00–05:00 → Assigned to the next workday

Make-Up Clock-In Feature

Please follow the path below to go to the make-up clock-in feature settings:

Home > Management Mode > Organization > My Organization > Make-Up Clock-In Feature

This feature allows administrators to control whether employees can submit make-up clock-in applications through the system. The page provides a toggle switch that clearly displays the current feature status (usually labeled “Enabled” or “Disabled”).

  • Enabled: When enabled, employees who forget to clock in or encounter abnormal clock-in situations can submit make-up clock-in applications through the system. They usually need to provide a reason and wait for administrator approval.
  • Disabled: When disabled, employees cannot find the make-up clock-in application entry in the system. All make-up clock-in requests must be handled through offline methods.

Limit Make-Up Clock-In Attempts

Please follow the path below to go to the make-up clock-in attempt limit settings:

Home > Management Mode > Organization > My Organization > Limit Make-Up Clock-In Attempts

This setting is related to the make-up clock-in feature and limits how many times employees can submit make-up clock-in applications within a certain period (usually monthly). The page displays the currently configured maximum number of attempts, typically 12 by default. Administrators can use the toggle switch beside it to enable or disable this restriction.

  • Enabled: After enabling, employees’ make-up clock-in attempts are restricted by this limit. Once the limit is reached, further submissions cannot be made until the count is reset.
  • Disabled: After disabling, employees’ make-up clock-in applications are not limited by the system.

A reset icon (such as a circular arrow) is usually displayed beside the setting. Administrators can click this icon to reset all personnel’s make-up clock-in usage count to the default value (such as 12), typically at the beginning of a new calculation cycle.

Reset Make-Up Clock-In Attempt Limit

Please follow the path below to perform the reset operation:

Home > Management Mode > Organization > My Organization > Reset Make-Up Clock-In Attempt Limit

Administrators can perform this operation by clicking the reset icon on the “My Organization” page. After clicking reset, all personnel’s make-up clock-in usage count will be set to 12.

Leave Application Feature

Please follow the path below to go to the leave application feature settings:

Home > Management Mode > Organization > My Organization > Leave Application Feature

This feature controls whether employees can submit leave applications online through the system. The page provides a toggle switch to enable or disable this feature and displays the current status.

  • Enabled: When enabled, employees can select leave type, date, time, and other information in the system to submit leave applications for supervisor or administrator approval.
  • Disabled: When disabled, employees cannot perform leave operations online in the system. All leave procedures must be handled offline.

Overtime Clock-In Feature

Please follow the path below to go to the overtime clock-in feature settings:

Home > Management Mode > Organization > My Organization > Overtime Clock-In Feature

This feature determines whether users (employees) can perform overtime clock-ins and submit overtime applications through the system. The page provides a toggle switch to enable or disable the feature and displays the current status.

  • Enabled: When enabled, users (employees) can clock in outside regular working hours and may need to submit overtime applications so the system can record and calculate overtime hours.
  • Disabled: When disabled, users (employees) cannot perform overtime clock-ins or submit overtime applications through the system.

Require Overtime Application Before Clock-In

Please follow the path below to go to the settings:

Home > Management Mode > Organization > My Organization > Require Overtime Application Before Clock-In

This feature allows administrators to control whether users (employees) must have approved overtime applications before performing overtime clock-ins.

  • Enabled: After enabling, users (employees) must first submit overtime applications and obtain approval from the reviewer. The current time must also fall within the approved overtime period (or allowed buffer period) before the system allows overtime clock-ins. This setting strictly controls overtime budgets and working hours.
  • Disabled: After disabling, users (employees) can perform overtime clock-ins at any time without prior applications or approval. Users (employees) may clock in first and apply afterward, depending on company policy.

Note: If this feature is enabled, please remind users (employees) to submit applications in advance to avoid affecting actual clock-in operations due to approval procedures.

Allowed Overtime Clock-In Time Range

Please follow the path below to go to the settings:

Home > Management Mode > Organization > My Organization > Allowed Overtime Clock-In Time Range

This setting becomes effective only after enabling the “Require Overtime Application Before Clock-In” feature.

When users (employees) already have approved overtime applications (for example: 18:00 to 20:00), this feature allows administrators to define the buffer time range during which clock-ins are permitted.

Option Description
±5 minutes This is the strictest setting. Clock-ins are allowed only within 5 minutes before the approved overtime start time and within 5 minutes after the end time. Suitable for organizations requiring very precise time control.
±10 minutes Users (employees) must complete clock-in operations within the 10-minute buffer before and after the approved overtime period, ensuring high consistency with the approved application.
±15 minutes Sets a 15-minute valid clock-in window before the start and after the end of overtime, preventing early accumulation of working hours or late clock-ins causing management issues.
±20 minutes Provides a flexible 20-minute buffer before and after the approved overtime period. Clock-ins outside this range will be blocked by the system.
±30 minutes Allows users (employees) to clock in within 30 minutes before and after the approved overtime period, providing more preparation and wrap-up flexibility.
±60 minutes This is a more relaxed setting, allowing clock-ins within 1 hour before and after the approved overtime period. Suitable for flexible overtime scenarios.

Operation Example

Assume a user (employee) has approved overtime from 18:00 to 20:00, and the setting is ±15 minutes. The allowed clock-in time range is 17:45 to 20:15.

This feature ensures that users’ (employees’) overtime clock-in times match the approved application content, preventing unnecessary early accumulation of working hours or late clock-ins that cause management issues.

Allow Skipping Schedule Selection During Clock-In

Please follow the path below to go to the settings:

Home > Management Mode > Organization > My Organization > Allow Skipping Schedule Selection During Clock-In

This setting affects the clock-in operation process for employees. The page provides a toggle switch to enable or disable the feature.

  • Enabled: When enabled, the system provides a “Skip” option during clock-in. Employees can skip the schedule selection step and complete the clock-in directly. Suitable for situations with irregular scheduling or where strict schedule binding is unnecessary.
  • Disabled: When disabled, employees must select one schedule from their configured schedules before completing the clock-in. This helps ensure consistency between clock-ins and scheduled shifts.

Allow Skipping Checkpoint Selection During Clock-In

Please follow the path below to go to the settings:

Home > Management Mode > Organization > My Organization > Allow Skipping Checkpoint Selection During Clock-In

This setting affects whether employees must select a specific checkpoint during clock-in. The page provides a toggle switch to enable or disable the feature.

  • Enabled: When enabled, the system provides a “Skip” option during clock-in. Employees can skip checkpoint selection and complete the clock-in directly. Suitable for scenarios where checkpoint functionality is not used or where employees are allowed to clock in from any location.
  • Disabled: When disabled, employees must select a checkpoint from configured checkpoint options (or the system automatically locates and selects the nearest checkpoint) before completing the clock-in. This helps ensure employees clock in at designated locations.

Delete Organization

Please follow the path below to perform the delete organization operation:

Home > Management Mode > Organization > My Organization > Delete Organization

At the bottom of the “My Organization” page, administrators will see a prominent red button labeled “Delete Organization.” After clicking this button, the system will guide administrators to a separate confirmation page to prevent accidental operations.

On the confirmation page, the system prominently displays “Delete Organization Notices” in red text and lists several key points that administrators must read carefully:

  1. All personnel and administrators in this organization will be removed: All user accounts associated with this organization (including employees and administrators) will be disconnected from the organization.
  2. All organization data and records will be deleted: This includes all clock-in records, leave records, overtime records, schedule records, performance data, and all other organization-related business data.
  3. Deleted organization data cannot be restored: This is an irreversible operation. Once deletion is confirmed, all related data will be permanently removed and cannot be recovered.
  4. If you have a subscription plan, please manage it manually through Play Store: Deleting the organization does not affect subscription services purchased through application stores (such as Play Store). Administrators must manually cancel subscriptions through the corresponding store to avoid continued charges.

After reading all notices, administrators must check the “I have read the notices” checkbox to confirm understanding of the consequences. Only after selecting this checkbox will the “Delete Organization” button at the bottom of the page change from gray to clickable. After clicking the enabled “Delete Organization” button, the system may request confirmation again to complete the final deletion.

Please note! After deleting the organization, all data within the organization will be deleted simultaneously and can never be restored. Before performing this operation, confirm that all important data has been backed up and notify all relevant personnel.

Groups

Please follow the path below to enter the group management interface:

Home > Management Mode > Organization > Groups

“Groups” is an important component of organization management. Administrators can select the “Groups” entry on the “Management Mode > Organization” page to enter the corresponding management page. This page is mainly used to manage user groups within the organization. By creating different groups, administrators can more efficiently classify personnel—for example, by department, project, or position. Group settings are usually closely related to subsequent permission management. Different groups can be assigned different system operation permissions or data access scopes.

Active Employees

Please follow the path below to enter the active employee list:

Home > Management Mode > Organization > Active Employees

The “Active Employees” page is one of the most frequently visited pages by administrators. Administrators can enter it by selecting “Active Employees” on the “Management Mode > Organization” page. This page clearly lists all personnel currently marked as “active” within the organization and usually displays the total number of employees at the top of the page, allowing administrators to quickly understand the organization size. To help administrators quickly find specific personnel, the page provides a search function that allows filtering by name or keywords. It also provides a sorting function to arrange the list based on different criteria (such as name stroke order or join date). By clicking the arrow icon next to any employee’s name in the list, administrators can expand and view detailed information and a series of operation options related to that employee. These options include viewing detailed personal information, complete clock-in records, historical leave records, administrator-assigned leave quotas, scheduled shift information, and related performance records. Administrators can use these entry points to deeply understand and manage each active employee’s related data.

Resigned Employees

Please follow the path below to enter the resigned employee list:

Home > Management Mode > Organization > Resigned Employees

The “Resigned Employees” page is used to manage records of employees who have left the organization. Administrators can enter it by selecting “Resigned Employees” on the “Management Mode > Organization” page. This page lists all personnel marked as “resigned.” Similar to the Active Employees page, this page also provides search and sorting functions for convenient record lookup. By clicking the arrow icon next to any resigned employee’s name in the list, administrators can expand and view detailed information and operation options related to that employee. For resigned employees, administrators can view or even edit personal information (such as updating contact details); view clock-in records during their employment period, but cannot add new clock-in records; view and add leave, leave quota, schedule, and performance records during their employment period (for example, supplementing data before resignation). The page also provides a prominent Delete option, allowing administrators to permanently delete all data of the resigned employee.

It must be emphasized that once an employee’s status is set to “resigned,” the employee account will automatically exit the organization and can no longer access any organization-related data. If the employee later applies to rejoin the same organization, the system will treat them as a new member. Therefore, they can only view clock-in and other related records from the date of rejoining onward. Historical data before resignation will not be visible.

Before salary settlement is completed, administrators are strongly advised not to set an employee’s status to resigned. Once the status is set to resigned, to ensure data finality, the system will no longer allow any modification to that employee’s clock-in records during their employment period.

Once personnel are marked as resigned, their status cannot be directly changed back to “active” within the system. If the personnel need to work in the organization again, they must follow the standard joining process and apply again using the organization invitation code.

Management Permissions

Please follow the path below to enter the management permissions settings interface:

Home > Management Mode > Organization > Management Permissions

The “Management Permissions” page is the core area for system access control within organization settings. Administrators can enter it by selecting “Management Permissions” on the “Management Mode > Organization” page. On this page, administrators can finely configure operation permission scopes for different users (including other administrators or specific employees) within the system. This usually involves assigning corresponding functional modules (such as attendance management, leave approval, personnel data access, etc.) with permissions such as view, create, modify, and delete. Proper configuration of management permissions helps improve organizational management efficiency, ensure data security, and clearly define responsibilities across different management levels.

Frequently Asked Questions

Q1: How do I enter the organization settings interface?

A: System administrators can navigate to “Home > Management Mode > Organization” to enter the core management interface for organization settings. This interface consolidates organization-level configuration and personnel management functions.

Q2: How many organizations can a single account create at most?

A: To ensure system stability and effective resource allocation, the platform limits each account to creating and managing up to 20 organizations simultaneously. If there are special business needs requiring more organizations, you may contact the company for assistance and customized solutions.

Q3: What are the user quantity limits at the organization and account levels?

A: The platform applies a dual-limit structure: a single account (typically the highest-level administrator) can manage up to 2,000 users (including employees and administrators) across all organizations. In addition, each individual organization has a maximum limit of 100 active employees (excluding resigned personnel). This design balances the needs of small and medium-sized enterprises with multi-organization management capacity.

Q4: How do I set the organization name, view the invitation code, and configure the time unit?

A: These basic settings are all located on the “My Organization” page. Through “Home > Management Mode > Organization > My Organization,” you can enter this page. Here, you can edit the organization name by clicking the edit icon (it is recommended to use Chinese, English, and numbers and avoid special characters). You can view the numeric invitation code or QR code for new personnel joining the organization in the “Invitation Code” section. You can set the minimum time unit for employee leave applications (such as 15 minutes, 30 minutes, or 1 hour) in the “Time Unit” section.

Q5: How do I configure the make-up clock-in feature and limit the number of make-up clock-in attempts?

A: Both features can be configured on the “My Organization” page. Make-up clock-in feature: under “Home > Management Mode > Organization > My Organization > Make-Up Clock-In Feature,” use the toggle switch to enable or disable employee make-up clock-in applications. Limit make-up clock-in attempts: under “Home > Management Mode > Organization > My Organization > Limit Make-Up Clock-In Attempts,” use the toggle switch to enable or disable the attempt limit (typically 12 times per month by default). The reset icon beside it can be used to reset all personnel’s make-up clock-in attempts to the default value.

Q6: How do I configure the leave application feature and overtime clock-in feature?

A: These attendance-related features can all be configured on the “My Organization” page. Leave application feature: under “Home > Management Mode > Organization > My Organization > Leave Application Feature,” use the toggle switch to enable or disable employee leave applications. Overtime clock-in feature: under “Home > Management Mode > Organization > My Organization > Overtime Clock-In Feature,” use the toggle switch to enable or disable overtime clock-ins and applications.

Q7: What is the difference between “Allow Skipping Schedule Selection During Clock-In” and “Allow Skipping Checkpoint Selection During Clock-In”?

A: Both settings affect the clock-in process and are located on the “My Organization” page. Allow skipping schedule selection during clock-in: when enabled, employees can skip schedule selection and clock in directly, suitable for situations without strict schedule binding. When disabled, employees must select a configured schedule before clocking in. Allow skipping checkpoint selection during clock-in: when enabled, employees can skip checkpoint selection and clock in directly, suitable for scenarios without checkpoint usage or where clock-in from any location is allowed. When disabled, employees must select a checkpoint or allow the system to automatically locate the nearest checkpoint before clocking in.

Q8: How do I delete an organization, and what are the consequences?

A: The delete organization operation is located at the bottom of the “My Organization” page. Through “Home > Management Mode > Organization > My Organization > Delete Organization,” administrators will see a red button. After clicking, they will enter a confirmation page and must carefully read the notices. Deleting the organization removes all personnel and administrators from the organization. All organization data and records (clock-in, leave, overtime, schedules, performance, etc.) will be permanently deleted and cannot be restored. If the account has a subscription plan, administrators must manually cancel it through the application store. The checkbox “I have read the notices” must be selected before enabling the delete button. This operation is irreversible. Please ensure all important data has been backed up and relevant personnel have been notified before proceeding.

Q9: How can specific personnel clock in without fixed schedules?

A: Currently, SwipePoint cannot configure clock-in without fixed schedules for specific personnel individually. However, you can enable the setting “Allow Skipping Schedule Selection During Clock-In” in the organization settings. Personnel without fixed schedules can skip schedule selection during clock-in. SwipePoint will record their clock-in data and store it in the clock-in records (no schedule) category.

This manual strives for accuracy and completeness, but we do not assume any liability for errors, omissions, or updates. The content may be modified at any time without prior notice. We are not responsible for any damages arising from the use of this manual or downloading its contents, including but not limited to system failures, data loss, or infringement of rights. Users assume full responsibility and risk.