WorkLyft's Configuration Guide

Configurable emenets of your new system:

Company Structure

• Departments, units, and reporting lines

• Project roles (e.g. Delivery Manager, Finance Approver)

• Multi-level hierarchy with clear approvers for time and leave

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Custom Fields & Labels

• Add or rename fields across employees, projects, or invoices

• Tailor dropdowns, status tags, categories

• Support for internal naming conventions (e.g. internal codes, cost centers)

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Budgets & Allocation Logic

• Budget definitions by project, client, or delivery phase

• Allocation units: FTEs, hours, time windows

• Define rules for overbooking, partial allocations, and alerts

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Document Templates

• Custom templates for contracts, onboarding docs, monthly reports

• Add placeholders for dynamic fields (e.g. name, rate, project)

• Export-ready for PDF, email, or print

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Approval Workflows

• Leave request chains: manager > HR > finance

• Invoice approvals and rejection flows

• Custom escalation paths and notification rules

Need Help?

Our team offers:

• Guided configuration workshops

• Template sets based on your industry

• Retool dashboard starter kits

• Best practice guides for roles, teams, and cost tracking