# 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

***

**Approval Workflows**

* Leave request chains: manager > HR > finance
* Invoice approvals and rejection flows
* Custom escalation paths and notification rules

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**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
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