Settings is the configuration room for your TracefyHR company. It's Manager-only by default. Each tab covers one concern:

The Settings page with tabs across the top

Company Profile

Basic company info that flows into payslips, emails, and the in-app header.

Company name
Industry — searchable dropdown
Size, address, phone (with country code), email, website
Logo upload — separate light-mode and dark-mode versions. Both are used: light on emails, dark on the in-app sidebar. Aim for SVG or 200×60 PNG with a transparent background.

Changes save instantly when you click Save profile.

Currency & Tax

Sets your money rules.

Base currency — pick from 18 supported (SAR, USD, EUR, PKR, GBP, INR, AED, etc.). Changes the symbol on every screen. Doesn't convert existing data — pick this once, at setup.
Tax label — what appears on payslips: VAT, Income Tax, Payroll Tax, etc.
Default tax rate (%) — applied to every employee unless their profile overrides it.

Changing the base currency after you have data is not a conversion — it's a relabel. The numbers stay the same, only the symbol changes. If you really need to switch currencies, do it before going live.

Departments

The grouping tag for employees.

Click Add department — give it a name and optional colour
Drag to reorder (changes display order in dropdowns)
Archive removes from selection but keeps existing assignments

Expense Categories

The dropdown options that show when HR or Manager submits an expense.

Defaults: Travel, Software, Marketing, Office supplies, Meals & entertainment, Professional services, Utilities, Other
Click Add category to create custom ones (e.g. R&D, Client gifts, Training)
Categories with expenses can't be deleted — Archive hides them from the dropdown without losing history

Profile Fields

Customise what's on the employee profile — add custom tabs, sections, and fields (similar to BambooHR).

Use this for industry-specific data you need on every employee — e.g. license numbers for healthcare, certifications for engineering, or T-shirt size for HR fun.

Role Tags & Status

Role Tags — colour-coded tags you can attach to employees (e.g. Founder, Mentor, On-call) for visual grouping in the org chart and directory.
Status — the available "presence" statuses employees can pick (e.g. In office, Remote, On leave, Travelling).

Notifications

Toggle which automated emails TracefyHR sends — onboarding, leave decisions, expense decisions, payroll posts. You can also customise the wording per template here.

Where leave types live

Leave types aren't in Settings — they live on the Leave page → Leave Types tab. See Managing leave requests for the setup walkthrough.

Login access for HR/Manager users is configured on each employee's profile, not in a Settings tab. See Managing permissions.

Common questions

I changed the base currency and now everything looks wrong. The numbers didn't convert — only the symbol changed. Switch back to your original currency, ask support if you really need a one-off conversion.

I can't delete a leave type — why? It's used on existing leave requests. Archive it instead — employees can't request that type any more, but old records stay intact.

Where do I add country-specific public holidays? Not a setting — TracefyHR doesn't auto-block public holidays. Use a Forge AI feature called Holidays calendar if you need this; it's a 5-minute build.