Skip to main content

Your settings in Nory

It’s important to ensure your settings are configured correctly before going live with Nory. These settings form the backbone of the system and determine how different areas of the platform function.

S
Written by Sasha Lucinschi
Updated this week

Settings in Nory are divided into two sections:

  • Company settings – Apply across your entire organisation

  • Location settings – Apply to individual locations (found under Locations)

1. Scheduling & Shifts

Why it’s important:

Shift and absence types determine how schedules are built and what time off employees are able to request. Nory provides some standard options , but it’s important to add any others that will be needed on the schedule.

How to set up:

2. Time & Attendance

Why it’s important:

In this section you can set up your overtime, break and clocking rules. It’s important to ensure these are correctly set up, as these will impact your payroll and cost of labour.

Overtime rules can be set up to define when employees receive additional pay on top of their standard rate

In clocking rules you can set up both your break rules and clocking rules.

  • Break rules allow you to determine whether breaks will be paid or unpaid, as well as how employees clock in and out for their breaks

  • Clocking rules allow you to:

    • Round clock in and clock out times

    • Restrict how early or late employees can clock in and clock out

All overtime rules, break rules and clock rounding rules will impact your cost of labour and payroll data, so it’s important to ensure these are all set up correctly.

How to set up:

3. Labour

Why it’s important:

This section controls how labour costs are calculated and displayed.

You can:

  • Set your schedule week start date

  • Enable or disable the post-shift survey

  • Configure employer labour contributions

Labour contributions determine whether additional costs (e.g. National Insurance/PRSI, pensions, and holiday accrual) are included in your cost of labour:

  • Hidden – Only employee wages are shown

  • Shown – Includes wages plus employer costs

You can also control visibility by wage type.

How to set up:

To include or exclude a labour contribution from your cost of labour:

  1. Click on the contribution

  2. Tick or untick “Include this contribution in Cost of Labour”

To apply this to specific wage types, tick or untick the relevant options within the same menu.

4. Location & Franchise Groups

Why it’s important:

Location groups can help you to group locations together on the insights pages. This enables you to view sales, labour, and waste data across multiple locations at once.

How to set up:

To create a group:

  1. Click the + button in the top right corner of the tile

  2. Enter a group name and select the relevant locations

To edit a group:

  1. Click the group name

  2. Update the name or locations as required

5. Onboarding

Why it’s important:

When you move to Nory for Workforce Management, as well as using it for your current workforce, you can also use it to onboard new employees.

You can:

  • Request documents from employees

  • Share documents for review

  • Set up e-signatures for contracts and agreements

How to set up:

6. Notifications

Why it’s important:

This is where you can choose who receives notifications from the Nory system. Currently this includes sisa notifications.

How to set up:

To manage notification recipients:

  1. Click the edit (pen) icon in the top right corner of the tile

  2. Search for and add the relevant employee

  3. Remove employees as needed

7. Categories

Why it’s important:

Categories help organise inventory and reporting. They allow you to:

  • Filter the Item page

  • Filter the Reconciliation report

  • Better track Gross Profit (GP)

If integrated with Xero, categories will align with your nominal codes.

How to set up:

8. Accounting

Why it’s important:

If you integrate with an accounting system (currently Xero), this is where you map item categories to nominal codes.

This ensures invoices exported from Nory are correctly allocated in your accounting system.

How to set up:

Location specific settings

The previous settings covered are all group wide. The settings under Locations are all specific to each location and need to be set for each location.

You can access these from the settings page by clicking on Locations and then selecting the relevant location from the drop down.

1. Branch contact information

Why it’s important:

The data in this section denotes what suppliers will see as the delivery address on orders, and also where order response emails are sent. In order to ensure that deliveries are received correctly by the location, you need to ensure that the address is set correctly here.

2. Service category

Here you can select the service category that your company sits within. You can then check the Nory Benchmark tool to see where you sit against other customers in the same service category as you.

3. Labour targets

Why it’s important:

This is where you set your target Cost of Labour (%) for the location.

This percentage:

  • Is fixed but can be updated at any time

  • Determines the labour target shown to managers when scheduling

4. Opening hours

Why it’s important:

Here you can set your locations opening and closing hours and also mark the days that you are closed. Setting these up accurately helps ensure forecasts only generate for the relevant trading days.

5. Holidays and events

Why it’s important:

You can use this section to log any events or holidays that may have impacted your sales in a positive or negative way. What you log here has no impact on the forecast, however it can be used as a log of events that may have impacted your sales.

6. Holiday settings

Why it’s important:

This section manages all holiday-related configurations, including:

  • Holiday year start date (set by Nory team - contact support for this to be changed)

  • Carry-over rules for unused leave

  • Accrual methods for hourly employees

  • Holiday allowance for salaried employees

  • Whether negative balances are allowed when requesting holidays

How to set up:

7. Departments, Positions, Stations

Why it’s important:

Here you can set up the different departments, positions and stations that you need to successfully manage your workforce. What you set up here will impact the ways that you schedule, as well as your labour insights page.

How to set up:

Simply click the + button in the top right corner of each tile and add the new department/position/station as you need.

8. Clock in

Why it’s important:

This determines how employees clock in and out of shifts.

Available options:

  • Nory Team App – Mobile clock-in with geofencing

  • Nory Kiosk App – Shared device with 4-digit employee codes

How to set up:

Choose your preferred method of clock in/out. If you want employees to use either the Nory Team app or the Nory Kiosk app, leave the toggle off. If you want them to only be able to clock in using the Nory Kiosk app, ensure the toggle is turned on.

If you choose to use the Nory Team app for this, please select your desired geofencing radius.

Did this answer your question?