Admins can use Smart Defaults to automatically assign policies and populate user fields based on attributes such as role, location, team, or age. This helps ensure users are correctly set up from the start without the need for manual updates to each detail.
This is especially useful when different groups follow different rules. For example, employees in one branch can automatically be assigned different overtime rules than those in another branch. Different teams can be assigned the correct managers automatically, or users in specific roles can receive the right permissions and scheduling settings without manual setup.
Smart Defaults reduce manual work, help prevent errors in policies and user data, and ensure greater accuracy and consistency across the system, supporting smoother processes such as payroll and scheduling integrations.
How to Set up Smart Defaults
To configure your company's smart defaults, follow these steps:
Access the Users page from the left sidebar.
Enter the Company Policies tab, located next to the Settings.
Switch to the Smart Defaults tab and click Add.
Give the smart default a display name. In the example below, I'll name it California Contractors, for the contractors in my California branch.
Next, set the rule. In this example, the Smart Default is based on the user detail fields Employee Type and Branch, so whenever an employee is marked as a contractor and their state is California, they will automatically be assigned the relevant rules and policies for that group.
After configuring your Smart Default rules, make sure to include the relevant fields when adding a new user to the platform.
Once added, the appropriate policies and fields will be automatically populated within the Add new users modal. An orange dot will appear to indicate that the Smart Default has been applied.
And that's it! You can add multiple smart default rules for different groups or employee types.
*Smart Defaults are available from the Expert Plan on any hub
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