Instance settings
Administrator Tools → Instance Settings holds settings for the whole of your Clockwork CRM instance. Only administrators can open it.
The page has four sections: Locale Settings, Holiday Policy, Public Holidays and Authentication Settings. Quick Links on the left jumps to each one. Save in a section saves that section only.
Open in Clockwork CRMEnter your Clockwork CRM address at the top of the page to open this in your Clockwork CRM.
Locale settings
| Setting | What it does |
|---|---|
| Date Locale | How dates are formatted for users, such as English (United Kingdom). Type in the list to find a locale |
| Currency Locale | The default currency used throughout Clockwork CRM, such as Pound Sterling - GBP (£) |
| System Language | The language of Clockwork CRM. English is the only language currently available |
The Date Locale also decides whether the gov.uk bank holiday import is offered. See Public holidays.
Holiday policy
The holiday policy drives holiday balances across Clockwork CRM. See Holidays and absences.
| Setting | What it does |
|---|---|
| Holiday year starts | The holiday year runs for twelve months from the 1st of the chosen month, such as 1 January or 1 April |
| Carry-over cap (days) | How many unused days roll into the new holiday year. Half days are allowed. 0 means unused days are lost |
| Minimum notice (days) | How many days ahead a holiday request must start. Absences recorded by an administrator are not affected. 0 turns it off |
| Warn when team off exceeds | A percentage from 0 to 100. Approvers are warned when approving a request would put more than this share of a team off at once. It never stops the approval. 0 turns it off |
Blackout periods
A blackout period is a range of dates when users cannot request holiday, such as a release week or stocktake. Administrators can still record absences inside one.
To add a blackout period:
- Choose the First day and the Last day. The last day is the final day that is blocked.
- Optionally enter a Name, up to 200 characters.
- Click Add.
The period is saved straight away. Each period is listed with its dates and name. The bin button removes it.
Absence reports
| Button | What it downloads |
|---|---|
| Export absence report | A CSV file of every user's absences in the current holiday year, with the days charged. Columns: User, Email, Type, Status, First day, Last day, Times, Days charged (rounded), Notes and Return to work notes |
| Export SSP report | A CSV file of sickness spells in the last 12 months, for payroll to check Statutory Sick Pay. Columns: User, Email, First day, Last day, PIW (4+ consecutive days), Fit note, Warnings, Calendar days, Qualifying days, Waiting days served, Payable qualifying days and PIW link group |
Public holidays
Public holidays are the dates the business is closed. They are never taken from anyone's holiday entitlement: a bank holiday inside a week off is free, like a weekend.
To add a public holiday:
- Choose the Date.
- Optionally enter a Name, up to 200 characters.
- Click Add.
The date is saved straight away. A date that is already a public holiday cannot be added twice. The bin button beside a date removes it.
Importing UK bank holidays
When the Date Locale is English (United Kingdom), you can import the official gov.uk list of bank holidays.
| Setting | What it does |
|---|---|
| Division | Which list to import: England & Wales, Scotland or Northern Ireland |
| Refresh from gov.uk automatically | Once a year, adds any future bank holiday that is missing from your list |
To import:
- Choose the Division and click Save.
- Click Import now.
The import adds the bank holidays from the start of the previous holiday year onwards. Dates already in your list are left as they are. A message says how many dates were added.
With Refresh from gov.uk automatically on, a future bank holiday you have removed is added back at the next refresh. Leave it off if you remove bank holidays the business works.
Authentication settings
Authentication settings choose how users can sign in to Clockwork CRM.
| Setting | What it does |
|---|---|
| Default Password Authentication | Users sign in with their username and password |
| Sign in with your Microsoft Account | The sign-in page shows Sign in with Microsoft. A user can sign in with a Microsoft account whose email address is their Clockwork CRM username |
At least one must be on. Click Save to apply the change.
When single sign-on is used, it is recommended to turn password sign-in off. When only passwords are used, it is recommended that every user uses two-factor authentication. See Your profile.
Turning password sign-in off before users have Microsoft accounts with the same email address as their username locks them out of Clockwork CRM. Contact support@clockworkcrm.com if you need help.
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