Appearance
Module Guide: Settings
Settings is GoldServe's administrative control panel — one screen, reached from the gear icon in the top bar, covering who can do what, how the company is structured, how GoldServe connects to outside services, and how each individual module behaves.
The screen has a menu down the left side, grouped into collapsible sections. The first two sections — General and Base — are the system-wide setup. Every section after that belongs to one module, and only appears if that module is installed.
This guide is the map: what lives where, who can reach it, and which guide covers it in detail. No technical background needed.
Purpose
Settings answers the questions an administrator asks when setting GoldServe up, or when keeping it running: "Who has access to what? How is the company organized? How does the system send mail? How should this module behave?"
The Whole Screen at a Glance
General — system-wide setup
| Screen | What it does | Covered in |
|---|---|---|
| General Settings | One long page of system-wide toggles and defaults, contributed by several modules. | General Settings |
| Employee Permission | Grant a single permission directly to one person. | Permissions & Roles |
| Accessibility Restriction | Limit a specific feature to a chosen set of employees. | Permissions & Roles |
| User Group | Create and edit roles, and assign them to employees. | Permissions & Roles |
| Date & Time Format | How dates and times are displayed. | Company & Organization |
| History Tags | Labels used to flag entries in the change-history log. | Company & Organization |
| Mail Server or Outlook Mail | How GoldServe sends its own email. | Mail, Backup & Directory |
| Backup Status | The health of the nightly backup. | Mail, Backup & Directory |
| LDAP Configuration | The connection to an existing directory service. | Mail, Backup & Directory |
Base — the shape of the organization
| Screen | What it does | Covered in |
|---|---|---|
| Department | The top level of the org structure. | Company & Organization |
| Job Positions | Positions inside a department. | Company & Organization |
| Job Role | Roles inside a job position. | Company & Organization |
| Company | The company records themselves — name, address, logo. | Company & Organization |
The module sections
| Section | Screens | Covered in |
|---|---|---|
| Recruitment | Candidate Self Tracking, Candidate Reject Reason, Skills, LinkedIn Integration | Configuration: Module Settings |
| Employee | Work Type, Rotating Work Type, Employee Shift, Rotating Shift, Employee Shift Schedule, Employee Type, Disciplinary Action Type, Employee Tags | Configuration: Work Types & Shifts and Module Settings |
| Attendance | Track Late Come & Early Out, Attendance Break Point, Check In/Check Out, Grace Time, Biometric Attendance, IP Restriction, Geo & Face Config | Configuration: Module Settings |
| Leave | Restrictions, Compensatory Leave | Configuration: Module Settings |
| Payroll | Reimbursement Approvers, Payslip Auto Generation | Configuration: Module Settings |
| Performance | Bonus Point Setting | Configuration: Module Settings |
| Training | Training Categories, Evaluation Templates, Training Budgets, Training Settings | Configuration: Module Settings |
| Help Desk | Department Managers, Ticket Type, Helpdesk Tags | Configuration: Module Settings |
Settings is not the only place configuration lives. A separate Configuration menu in the main sidebar holds the operational setup shared across modules — holidays, company off-days, mail templates, mail automations, and multi-level approval chains. See Configuration: Overview.
What Each User Sees
| Settings area | Employee | Reporting Manager | HR Administrator |
|---|---|---|---|
| See the Settings gear in the top bar | — | — | ✅ |
| Set their own preferred page size | — | — | ✅ |
| View or change anything else in Settings | — | — | ✅ |
Settings is an administrator's screen throughout. The gear icon itself only appears for someone holding at least one administrative permission in the core module, or the attendance validation permission — an employee with no administrative permissions has no way in.
The one personal setting on the screen is pagination — how many rows list views show per page — which applies to whoever saves it rather than to everyone.
How Visibility Is Decided
- Permissions, item by item. Each menu item carries its own permission check, so two administrators can open the same Settings screen and see different menus. There is no reporting-manager fallback here, unlike most of the rest of GoldServe.
- Installed modules. A module's section only appears if that module is installed. The same applies to optional add-ons: the LDAP entry needs the LDAP module, the biometric entry needs the biometric module, and the mail entry switches between Mail Server and Outlook Mail depending on whether the Outlook module is installed.
- Company. Many settings are per company and follow the company switcher. A few — user groups, permissions, the announcement expiry, and the encashment rates — are system-wide no matter which company is selected.
Good to Know
- Settings is deliberately separate from day-to-day work. Nothing here is meant to be touched routinely — it is where the system gets configured once, or occasionally revisited, not a screen employees or even most managers need to know about.
- Changes here can be wide-reaching. Editing a role's permissions, for instance, immediately affects everyone assigned to it.
- The menu remembers where you were. Opening Settings returns you to the last screen you used, with its section already expanded.
- A first-time visitor gets a guided tour. The first time someone opens Settings, a short walkthrough runs automatically; it does not run again afterwards.
- A few links only appear for a full system administrator. Two menu items — Help Desk → Helpdesk Tags and Performance → Bonus Point Setting — are gated on permissions that do not exist, so an ordinary HR administrator will not see them however their role is configured. A superuser sees and can use both. If a screen described in these guides is missing from your menu, that is the first thing to check.
- For the concepts behind access control — roles, manager access, multi-company separation — see User Roles & Access. This module guide covers the concrete screens; that page covers the underlying ideas.