Settings & Configuration

Settings is the central hub where you tailor Kazisafi to your company’s needs. To access it, click Settings in the main navigation. From here you can manage your company profile, set payroll rules, define leave policies, organize departments, and control user access.

Company Profile

Go to Settings > Company Profile to view and update the essential details that appear on payslips, reports, and government filings.

Information	Description
Company Name	Your registered business name
KRA PIN	Kenya Revenue Authority PIN for tax filings
NSSF Number	National Social Security Fund employer number
SHIF Registration	Social Health Insurance Fund registration number
Email	Primary company contact email
Phone	Primary company phone number
Addresses	Physical and postal addresses

Payroll Settings

Setting	Description
Payroll Day	Day of the month payroll is processed (1 to 31)
Payment Method	Bank transfer or M-Pesa
Employer Bank	Default bank for payment file generation
Two-Stage Approval	Require a second approver before payroll is finalized

When two-stage approval is enabled, one user submits the payroll and a different user must approve it. This ensures two different people review every payroll run before it is finalized.

Leave Kinds

Go to Settings > Leave Kinds to create, edit, or deactivate the types of leave available to your employees. Click New Leave Kind to add a new type.

Available Options

Option	Description
Name	Display name of the leave type
Paid / Unpaid	Whether the employee receives salary during this leave
Approval Required	Whether a manager must approve the request
Reason Required	Whether the employee must provide a reason
Carryover Rules	Whether unused days roll over, and any caps
Maximum Days Per Year	Maximum allocation per year

Pay Levels

For paid leave kinds, you can define pay levels:

• Full Pay Days — days paid at full salary
• Half Pay Days — days paid at half salary after full pay days are used up

For example, sick leave might offer 14 days at full pay followed by additional days at half pay.

Leave Policies

Go to Settings > Leave Policies to manage your leave policies. Each policy bundles your leave kind settings into a named set of rules.

Setting	Description
Policy Name	Descriptive name for the policy
Date Range	When this policy is active
Minimum Notice Days	How many days in advance leave must be requested
Maximum Consecutive Days	Longest continuous leave allowed
Probation Rules	Special rules for employees in probation

Per-Kind Entitlements

Within each policy, set entitlements for each leave kind: days per year, when days become available, and probation eligibility.

Carryover Settings

Set how many unused days from each leave kind roll into the next period and set expiration windows for carried-over days.

Department Management

Go to Settings > Departments to organize your workforce and define reporting structures. Click New Department to add one.

• Create departments with a name
• Assign a Manager as the primary leader
• Assign an Assistant Manager as a secondary leader
• Activate or deactivate departments as your structure evolves
• You can also create departments on the fly when adding a new employee from the Employees page

Deactivating a department does not remove employees from it.

User Management

Go to Settings > Users to control who has access to Kazisafi and what they can do.

Roles

Role	Description
Company Admin	Full access to all settings, payroll, and employee management
HR Manager	Access to employee records, leave management, and departments
Payroll Manager	Access to payroll processing, salary management, and statutory reports

Inviting Users

Click Invite User, select a role, and enter their email address. The user will receive an invitation link valid for 7 days. You can resend or cancel pending invitations from the users list.

Managing Users

• Deactivate — immediately revoke access without deleting the account
• Reactivate — restore access for a previously deactivated user