The Setup page (Admin view > Settings > Company > Setup) is one page of cards that set company-wide rules: your company profile, the System Module (advance repayments, timesheet approval, request approval and the Closed Sale Import Lock), pay frequencies, overrides, tiers, custom fields, email, and banking and tax change alerts. You change each card on its own, usually with its Edit button, then Save.

Who can do this: Admins whose permission group can view Settings Setup. Changing a card needs the edit permission for Setup. The Banking & tax change alerts card needs the alerts permission. Some cards appear only for some companies.

Open the Setup page

Select Admin in the Worker / Admin toggle at the top of the page.
Open Settings > Company, then select Setup in the left pane.
Scroll to the card you need and select Edit. When you're done, select Save, or Cancel to throw away your changes.

Main Setup cards

Card	What it controls	Who sees it
Company profile	Company name, phones, email, address, time zone and logo. See Set up your company information.	Everyone with Setup access
System Module	Four company rules. See below.	Everyone with Setup access
SequiPay cards	Payroll setup for companies that pay through SequiPay.	Only companies that pay through SequiPay
Pay Frequency	How often you pay and your pay periods. See Set up pay frequencies.	Everyone with Setup access
Override	Whether overrides are on, Allow Stack Overrides, Allow Manual Overrides, whether to Pay all overrides or Pay override with the highest value when one person earns several overrides on a sale, and what Office Overrides should be based on.	Not shown for payroll-only SequiPay accounts
Tiers	Turns tiers on or off.	Not shown for payroll-only SequiPay accounts
Custom Payroll Fields	Extra pay columns in Run Payroll. See Custom payroll fields.	Everyone with Setup access
Custom Sales Fields	Extra fields on every sale. See Custom sales fields.	Not available for payroll-only SequiPay accounts
LMS Configuration	The web address (LMS Url) of your company's training site.	Only with the LMS add-on
Email	The master switch for Sequifi email, and which email domains can receive it. See Why aren't my workers getting Sequifi emails?	Everyone with Setup access
Banking & tax change alerts	Emails your team when a rep's banking or tax details change. See Banking and tax change alerts.	Admins with the alerts permission

Additional payroll, timesheet, benefit or company-specific cards may appear depending on your setup. This guide covers the main shared cards.

System Module settings

Scheduling Advance Repayments

Choose Automatically deduct from the next available payroll, or Admin selects payroll period to apply deduction.

Who is required to approve user Timesheets?

Choose Timesheets Automatically send to payroll for review by admin., or Manager approves Timesheet before arriving in payroll.

Manager approval for time-off, payment & bonus requests

Choose Require manager approval (the default) or Skip manager approval.

Closed Sale Import Lock

Stops imports from changing sales that closed more than the number of days you pick. Options: Never (off), Immediately (all closed sales), 30 days, 90 days, 180 days and 1 year (365 days). A sale counts as closed when its final milestone date has arrived and its final commission (or override) has been paid. With Never (off), an import can update any closed sale. See Import sales from a CSV file.

Settings that are on other pages

Hiring settings: Settings > Company > Hiring. See Set up hiring.
Locations and Departments: their own pages in the Settings > Company left pane.
Positions, Milestones and Products: their own items under Settings in the left menu.
The Sales Form: Settings > Company > Sales Form (Sales Forms add-on).

Older guides mention a setting for "costs deducted before commissions". It no longer exists.

On the mobile app

None of these settings are in the mobile app. Use a web browser.

Common questions

Why don't I see the Override, Tiers or Custom Sales Fields cards?
Payroll-only SequiPay accounts do not include those cards. A full Sequifi account using SequiPay for payments can still have them.

Why can I see a card but not change it?
Your permission group can view Setup but not edit it. Ask a Company Admin.

Do changes here affect everyone?
Yes. These cards apply to your whole company, so check with your team before you save.

Still stuck? Getting help from Sequifi Support.

Company Setup page tour: main cards and settings