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Add-ons: turn features on and off (Tools > Add-Ons)

Company Admins activate, request or turn off add-ons like SequiDocs, S-Clearance and Sales Forms on Tools > Add-Ons.

Add-ons are extra Sequifi features, such as SequiDocs, S-Clearance, Sales Forms and Clock In / Clock Out. Company Admins manage them in the Admin view under Tools > Add-Ons. Activate turns an add-on on, Request asks Sequifi to follow up, and Turn Off (only on some add-ons) switches one off.

Who can do this: Company Admins (super admins). Tools is only in their menu. Using the card buttons also needs the integrations edit permission in their permission group.

Turn on or request an add-on

  1. Select Admin in the Worker / Admin toggle at the top of the page.

  2. Open Tools > Add-Ons.

  3. Use Search add-ons or the category chips to find the add-on. Select the card to see its details.

  4. Select the card's button:

    • Activate: turns it on. You'll see "(add-on name) is on". Some add-ons, such as S-Clearance, open an agreement first.

    • Request: add a note in "What are you hoping to use it for?" and send it. You'll see "Request sent. We'll follow up about (add-on name)." The card then shows Requested. To withdraw it, select Cancel request.

    • Set Up or Manage: opens the add-on's settings.

Each card shows a status (Active, Requested, Inactive or Coming Soon) and whether the add-on is paid, free or included. Contact Us on a card opens a chat with us about that add-on.

What each add-on adds

You may not see every card. Some add-ons are offered only to some companies or company types.

Add-on

What turns on

Turn Off on the card?

SequiDocs

The SequiDocs menus: document templates and e-signature for offers, onboarding and HR paperwork.

Yes

S-Clearance

The S-Clearance menu: background checks and drug tests for new hires.

No

Sales Forms (free and available to every company)

The Add Sale button in the top bar and the Sales Form settings page.

Yes

Clock In / Clock Out

The time clock and Timesheets pages.

Yes

LMS

The LMS link in the Worker view, to your training site.

No

Reserve Balances

The Reserve Balances report: final milestone pay held in a tracked reserve.

No

Backend Report

A season-by-season commission statement.

Yes

Benefits

Benefit plan enrollment, with deductions taken each payroll.

No

Turn off an add-on

  1. On the add-on's card, select Turn Off.

  2. Choose a reason in "Why are you turning this off?" and add anything else in "Anything else?".

  3. Confirm. You'll see "(add-on name) is off" and its menus disappear.

If an add-on has no Turn Off button, select Contact Us on the card to talk to us about it.

On the mobile app

Add-ons can't be managed in the mobile app. Use a web browser. Some add-ons, such as Clock In / Clock Out and Sales Forms, also change what workers see in the app.

Common questions

A worker says a feature is missing. Is it an add-on?
It may be. SequiDocs, S-Clearance, Clock In / Clock Out, LMS, Sales Forms and Reserve Balances appear only when your company has the add-on. Your permission groups also need to include the feature. See Why can't I see a menu or feature?

I requested an add-on. What happens next?
The card shows Requested until we follow up. If the request was already handled, you'll see "The request for (add-on name) had already been closed. This page is now up to date."

Where is the Integrations list?
Integrations with other software are on Tools > Integrations. See Connect an integration.

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