Accountability standards

Organization-wide standards

These standards apply to everyone unless an individual setting is intentionally changed.

Read-only sample. Use the onboarding demo to try entering data.

Organization timezone

This timezone controls check-in deadlines and scheduled owner reporting.

Org timezone

Utilised-hour value

Default estimated value of one utilised hour. Individual employee values can override it. Leave blank if not yet configured; zero is an intentional zero value.

Value per utilised hour Currency

New reports use the current values. Completed reports retain their recorded rate and currency. Employee overrides use this organization currency for new reports.

Check-in schedule

Choose when managers are expected to complete each check-in. A check-in is late immediately after its due time. Unfinished reporting becomes missed at the next enabled check-in deadline.

Enable midday check-in Midday expected time Enable end-of-day check-in End-of-day expected time

Accountability controls

These choices define how managers are prompted and whether old open work remains visible. Enable and review email delivery separately in Settings → Email delivery.

First reminder Second reminder Show managers Open Reports for unfinished check-ins and eligible missed reports Allow missed check-ins to be retrofilled Retrofill window in calendar days after the missed cutoff (1–365 when enabled)

Missed accountability

All issue severities default to High. Owners can lower a category when that matches their operating standard.

Flag a direct report when their working time is not fully accounted for Missed accountability severity

Utilisation accountability Create a flag when utilisation is under target Severity for under-utilisation

Improvement opportunities Flag a recorded improvement opportunity Flag "significant issue" Severity for an improvement opportunity Severity for "significant issue"

Standards by person

See the reporting schedule and issue severity currently applied to each person.

Person	Applied standard	Midday	End of day	Missed accountability	Under utilisation	Improvement opportunities	Action
Alex Support Support Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Avery Operations Operations Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Blake Operations Operations Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Caleb Coordinator Client Services Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Casey Support Support Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Charlie Operations Operations Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Drew Operations Operations Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Elliot Engineer Client Services Specialist	Individual standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Emery Operations Operations Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Finley Operations Operations Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Jamie Consultant Client Services Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Jordan Support Support Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Morgan Specialist Client Services Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Nora Support Client Services Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Owen Owner Owner	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Priya Analyst Client Services Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Riley Support Support Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Robin Support Support Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Sam Support Support Specialist	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Sarah Manager Support Manager	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Steve Manager Client Services Manager	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards
Taylor Manager Operations Manager	Organization standard	12:30 Late after due time	17:00 Late after due time	High	High	Some: High · Significant: High	Edit standards

Accountability standards

Edit organization standards

Organization-wide standards

Standards by person