> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftsheet.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Company Settings & Rules

> Configure RDO accrual, TIL policies, Flexi Time rules, leave types, approval workflows, and Fair Work compliance rules for your Australian team.

The **Settings** area is where you configure how Shiftsheet behaves for your company — from approval workflows to leave types and compliance rules.

Go to **Settings** in the sidebar.

***

## Settings overview

<CardGroup cols={2}>
  <Card title="Insight Rules" icon="bell" href="/user-guide/admins/settings#insight-rules">
    Automatic flags and alerts based on timesheet patterns.
  </Card>

  <Card title="Overtime & Accrual" icon="chart-line" href="/user-guide/admins/settings#overtime--accrual-policies">
    Configure how RDO, Flexi, and TIL are earned and managed.
  </Card>

  <Card title="Leave Types" icon="umbrella-beach" href="/user-guide/admins/settings#leave-types">
    Define and customise the leave categories available to employees.
  </Card>

  <Card title="Leave Balances" icon="scale-balanced" href="/user-guide/admins/settings#leave-balances">
    Allocate leave days and hours to individual employees.
  </Card>

  <Card title="Approval Settings" icon="check-circle" href="/user-guide/admins/settings#approval-settings">
    Control how timesheet approvals are routed.
  </Card>

  <Card title="Billing Rates" icon="dollar-sign" href="/user-guide/admins/settings#billing-rates">
    Set company-level default rates for cost and billing.
  </Card>
</CardGroup>

***

## Insight Rules

Insight Rules automatically flag timesheet patterns that may indicate compliance issues or anomalies.

**To create a rule:**

1. Go to **Settings → Insight Rules**
2. Click **Add Rule**
3. Define the condition (e.g., "Overtime hours > 15 in a week")
4. Set the severity: **Info**, **Warning**, or **Critical**
5. Save

When a rule fires, the affected timesheet entry is flagged with an icon. Managers and admins see these flags in the Approvals view and Reports.

***

## Overtime & Accrual Policies

Configure how excess or deficit hours are handled:

**Undertime Policy:**
Choose what happens when an employee works fewer hours than scheduled:

* **Flexi** — the deficit is stored as negative Flexi balance
* **TIL** — deducted from TIL balance
* **Mixed** — split between Flexi and TIL
* **None** — no automatic deduction

**RDO Policy:**

* Toggle RDO accrual on or off
* Set the multiplier for overtime that occurs on weekends or holidays
* Define the minimum overtime threshold before an RDO is earned
* Configure how many overtime hours convert to one RDO day

***

## Leave Types

Define the leave categories available to your employees.

**Built-in templates** (click to add instantly):
Annual Leave, Sick Leave, Personal Leave, Parental Leave, Compassionate Leave, Long Service Leave

**To create a custom leave type:**

1. Click **Add Leave Type**
2. Set a name, category, colour, and optional description
3. Set an annual allowance in days (optional)
4. Toggle **Active** to make it available immediately

Employees see active leave types when requesting time off. You can deactivate types without deleting them.

***

## Leave Balances

After creating leave types, allocate balances to employees.

1. Go to **Settings → Leave Balances**
2. Find the employee and leave type
3. Enter the number of days or hours to allocate
4. Save

<Note>
  RDO, Flexi, and TIL balances are managed automatically by the system based on employee timesheets. Only manually-tracked types (Annual, Sick, etc.) need to be set here.
</Note>

***

## Approval Settings

Control how timesheet approvals flow through your company:

| Mode                 | How it works                                     |
| -------------------- | ------------------------------------------------ |
| **Manager Approval** | Timesheets go to the assigned manager for review |
| **Admin Approval**   | All timesheets go directly to Company Admins     |
| **Auto Approval**    | Entries are automatically approved on submission |
| **Self Approval**    | Employees can approve their own timesheets       |

Most companies use **Manager Approval**.

***

## Billing Rates

Set company-wide default rates that apply when no project- or user-specific rate is configured:

* **Default cost rate** — what an employee hour costs internally
* **Default billable rate** — what you charge a client per hour

These are the lowest-priority rates in the hierarchy:

> Task rate → Project rate → User rate → **Company default rate**