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

# Settings

> Set up employment types and departments, employee labels, your point currency, giving balance, company values, automatic celebrations, and reminder emails

Use **Settings** to configure how recognition works in your organization. The settings menu has a **Kudos** group with **General**, **Company values**, **Celebrations**, **Reminders**, and **Permissions**. If you can update HRIS settings, you also see an **HRIS** group, including [**Types & departments**](#types-and-departments) and [**Employee labels**](#employee-labels).

On a computer, the settings menu takes the place of the HRIS menu in the sidebar. Click **Back to HRIS** at the top of the sidebar to return. On a phone or narrow window, tap the menu button at the top of the page to pick a section.

> [!NOTE]
>
> **Required role:** **Owner** or **Admin**

## General

On the **General** page, configure the following, then click **Save changes**:

* **Currency**: what points are called across the app. Pick **Ribbons**, **Cookies**, or **Points**, or choose **Custom** and enter a plural name and an emoji.
* **Giving balance**: how members get points to give.
  * **Monthly allowance**: every member's balance resets to the **Monthly amount** on the 1st of each month. Unused points don't carry over.
  * **One-time starting balance**: each member gets the **Starting amount** once. It only grows back when a recognition they gave is deleted.
* **Max per recognition (per person)**: the most points a member can give each person in one recognition. Turn on **Unlimited** to let members give up to their whole balance.
* **Composer**: the **Prompt text** shown at the top of the **Recognitions** feed, up to 120 characters.

## Company values

Values are tags members add to recognitions. They power the feed filters and the **Organization Values** grouping in [Reports](https://docs.relyant.app/hris/reports.md).

**1. Add a value**

Choose an emoji, type a name (for example, "Teamwork"), and add it.

**2. Edit a value**

Click the edit icon next to a value, change its name or emoji, and click **Save**.

**3. Remove a value**

Click the delete icon next to a value and confirm.

> [!NOTE]
>
> A value that's already on recognitions is archived instead of deleted. Old posts keep the tag, but members can't pick it anymore. Click **Restore** under **Archived** to bring it back. A value that was never used is deleted permanently.

## Celebrations

Turn on **Enable automatic celebrations** to post birthdays and work anniversaries to the feed. The app runs once a day at the **Daily run time**, in your organization's timezone.

For **Birthdays** and **Work anniversaries**, you can separately:

* Turn the celebration type on or off.
* Award points with each celebration, or turn points off to post without awarding any.
* Write the **Message**. You can use the tokens `{name}`, `{org}`, `{years}`, `{points}`, and `{currency}`.

## Reminders

Turn on **Enable reminder emails** to nudge members who still have points to give. Only members with a remaining balance are emailed.

* **Start of month**: tells members their balance has refreshed.
* **End of month**: reminds members to spend leftover points before they reset.

Set the **Send time** in your organization's timezone.

> [!NOTE]
>
> Reminders only apply when the giving balance is a **Monthly allowance**.

## Types and departments

Under **HRIS** in the settings menu, **Types & departments** holds the choices HR picks from for an employee's **Type**, **Staff category**, and **Department**. You need permission to update HRIS settings to see it.

### Employment types and staff categories

**Employment types** are shown as **Type** on each employee. **Staff categories** are an optional grouping, such as Teaching or Support, and are also used to target document types.

**1. Edit the list**

Click **Add type** or **Add category** to add an option. Type in a row to rename it, drag the handle to reorder, or click the delete icon to remove it.

**2. Save**

Click **Save**. Click **Cancel** to discard your changes.

Renaming an option updates every employee who has it. Every option needs a unique name.

> [!NOTE]
>
> Every employee has a type, so you must keep at least one employment type. You can't remove an option that's still used by an employee.

### Departments

The **Departments** list is shared across Relyant: the same list is used for members, approvals, and workflows.

* Click **Add department** to add one.
* Click **Rename** next to a department to change its name.
* Click the delete icon and confirm to delete a department. Employees and members in it are left with no department, and its approval rules are removed. This can't be undone.

## Employee labels

Under **HRIS** in the settings menu, **Employee labels** holds the labels you tag people with, such as campus or team. You need permission to update HRIS settings to see it.

Under **Label groups**, add a group and the labels in it. Each person can have at most one label from each group. Once labels exist, you can filter **People** by them and assign them to many people at once. See [Label employees](https://docs.relyant.app/hris/employees.md#label-employees).

> [!WARNING]
>
> Removing a label removes it from everyone who has it.

## Permissions

The **Permissions** page shows what each organization role can do. It's for reference only: every role can take part in recognitions, while reports, settings, and moderation stay with Owners and Admins. See the full table in the [HRIS overview](https://docs.relyant.app/hris/overview.md#who-can-do-what).


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