Audience
This article is for Account Administrators and system owners who:
- Configure global settings in Roubler
- Support HR, Payroll and Operations with account‑wide configuration
Need a quick reference to what each option in the Settings screen is for
Before you start
- Ensure you are logged in with an Administrator‑level permission group that can access Settings.
- Agree internally who owns changes for:
- Payroll & pay rules (Agreements, Pay Conditions, Pay Types, etc.)
- HR & onboarding (Onboarding Settings, Requirements, User‑Defined Fields/Forms)
- Security & access (Manage Permissions, Manage System Users, Employee Access).
- Whenever possible, test changes in a single location or small group first before applying them organisation‑wide.
Account settings and what they are used for
Below is each tile in the Account Settings screen and what it is typically used for.
Agreements
Configure employment agreements / pay classifications (e.g. awards or enterprise agreements) that underpin pay rules and entitlements in your environment.
Alerts
Set up system alerts (for example, timesheet, roster or attendance exceptions) that help managers spot issues such as missing clocks, long shifts or other rule breaches.
Blackout Periods
Define blackout dates where certain actions are restricted (for example, preventing leave requests or roster changes around specific periods).
Clock Applications
Manage which clocking methods/devices are available (e.g. new Clock App vs web clock) and how they are registered and used across locations.
Clock Questions
Create and maintain clock‑in / clock‑out / break questions (e.g. safety checks, declarations) that employees must answer when clocking.
Company Paygroups
Configure company‑level pay groups / payroll groupings used by your payroll engine or pay rules (for example, different business units or entities).
Company Settings
Set global account behaviour, such as feature toggles (e.g. enabling Broadcast Messaging), security options and other high‑level company preferences.
Cost Centres
Define and maintain cost centres used for labour costing, reporting and (where integrated) your payroll/finance mapping.
Default Standard Hours
Set the default standard hours pattern used when creating new employees, so their base weekly hours are pre‑populated for payroll and leave calculations.
Edit Location
Manage location records (add/edit sites, update names/codes, parent–child structure) that drive rosters, reporting and access across the system.
Edit Positions
Configure positions/roles (titles, categories) used on employee profiles, rosters, pay rules and reporting.
Employee Access
Control which employees can be seen and managed by a given manager or administrator (access rules by location, hierarchy or other criteria).
Expense Types
Set up expense categories (e.g. travel, meals, mileage) that employees can claim and which map through to payroll/finance.
Holidays
Maintain your organisation’s public holidays and custom holidays calendar for correct rostering, leave and pay‑condition behaviour.
Importers
Access import tools (CSV uploaders) for bulk data tasks such as employee invites, updates, or other supported imports.
Leave Entitlements
Configure leave entitlement rules/templates (e.g. annual leave, sick leave balances) for different employee groups.
Leave Types
Define leave categories (annual, sick, unpaid, etc.) available for requests, approvals and payroll mapping.
Location Devices
Manage registered clocking devices or legacy clock registrations that are tied to specific locations.
Manage Permissions
Create and edit permission groups (Employee, Manager, Administrator, etc.) and fine‑grained permissions that control what users can see and do.
Manage System Users
Manage system‑level users such as Account Administrators, Clock Device Users and other non‑standard logins, including their access and roles.
Onboarding Settings
Configure onboarding workflows (steps, required fields, signatures and rules) that new hires complete before becoming Active.
Ordinary Hours
Set templates for ordinary hours / standard work patterns that can be applied to employees or used in rostering and costing.
Pay Conditions
Configure pay‑condition rules (overtime, penalties, loadings, allowances) that interpret timesheets into correct earnings.
Pay Levels
Maintain pay levels / grades used within Agreements or classifications to differentiate pay by level or step.
Pay Run Templates
Define pay run configuration templates (e.g. default settings for exporting to payroll, pay periods, inclusions) used when running pay.
Pay Tags
Set up pay tags or flags used for reporting, costing or integration mapping across pay rules and payroll exports.
Pay Types
Configure earnings types (ordinary hours, overtime, allowances, deductions, etc.) used on timesheets and in payroll.
Requirements
Define compliance requirements (e.g. licences, qualifications, checks) that can be tracked against employees for HR and safety purposes.
Restore Employee
Restore deleted/archived employee profiles so they become visible again for rehiring, reporting or data correction.
Support Access Requests
Control and log support access approvals, allowing vendor support to temporarily access your account when you explicitly authorise it.
User‑Defined Field Settings
Create and manage custom employee fields (e.g. internal IDs, HR tags) beyond the standard Roubler fields.
User‑Defined Forms
Build custom forms (e.g. extra onboarding forms, HR forms) to capture additional structured information from employees or managers.
Work Types
Define work types / activity codes that can appear on rosters, timesheets and pay rules (for example, training, higher duties, admin time).
Frequently asked questions and troubleshooting
1. “I can’t see a particular Settings tile”
- Check that you are logged in as an Administrator‑level user.
- If you still can’t see it, your organisation may have restricted access to that setting; contact your internal system owner to confirm.
2. “Changes I made in Settings are not showing for managers/employees”
- Many changes apply from the next use (e.g. new templates or holidays) rather than retroactively.
- Ask managers/employees to refresh / log out and back in.
- For payroll‑sensitive changes (Agreements, Pay Conditions, Pay Types), confirm with Payroll which pay period the change should apply from.
3. “I’m not sure which setting to use – there seem to be multiple places to change similar things”
- As a guideline:
- Structure & access → Edit Location, Edit Positions, Employee Access, Manage Permissions.
- Payroll behaviour → Agreements, Pay Conditions, Pay Types/Levels/Tags, Company Paygroups, Leave Entitlements/Types.
- HR/onboarding → Onboarding Settings, Requirements, User‑Defined Fields/Forms, Documents (RoublerDocs).
- When in doubt, confirm with Payroll/HR before changing anything that could affect pay or entitlements.
4. “I changed a setting and now something looks wrong”
- Capture:
- What you changed (setting, old vs new value).
- When you changed it.
- Example employees/locations affected.
- If safe to do so, revert to the previous configuration while you investigate.
- Escalate internally (see below) with these details.
Who to contact for help
- Internal HR / Payroll / People & Culture
- For:
- Decisions on pay‑related settings (Agreements, Pay Conditions, Pay Types, Leave).
- HR and onboarding settings (Onboarding Settings, Requirements, User‑Defined Fields/Forms).
- Interpreting how changes should align with policy or awards.
- For:
- Internal Roubler/System Administrator or IT team
- For:
- Permission and access problems (Manage Permissions, Employee Access, Manage System Users).
- Configuration of clocking, messaging, integrations and security.
- Reviewing and approving high‑impact changes in Settings.
- For:
- Roubler / MYOB Support
- Should only be contacted by your authorised internal administrators.
- When raising a ticket, include:
- Company name.
- The exact setting or screen you changed (with screenshots).
- At least one concrete example (employee/location, date/time) and what you expected vs what you’re seeing.
This helps ensure account‑level settings are managed safely and consistently while giving you a clear map of what each option in Settings is for.