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Customize flair

Use Customize to set up flair for your organization. These guides are for Salesforce Admins, developers, and HR Admins; most procedures require admin permissions in flair, Salesforce, or both.

Who can use this?

Salesforce Admins, developers, and HR Admins who configure flair in Salesforce, Salesforce Setup, and the flair HR app. Admin permissions are required.

Choose where to start

The sidebar groups configuration guides by the part of flair you want to change:

GroupUse it to
Setup & accessInstall and update flair, manage licenses, and configure legislation packages.
PermissionsManage permissions and access control, labels, translations, and Employee record pages.
Employee HubConfigure the Employee Hub, domains, navigation, layouts, and single sign-on.
RecruitingConfigure candidates, the career portal, recruiting email, document sharing, and anonymization.
AbsencesConfigure absence and accrual policies.
Time trackingConfigure time types, clock-in methods, and access controls.
NotificationsConfigure email, Slack, HR digest, and custom employee notifications.
Salesforce administrationMaintain your Salesforce organization, integrations, list views, diagnostics, and cost centers.
Extra fieldsConfigure fields and columns in flair forms and tables.

For employee and manager workflows, start with Introduction to flair. To personalize the Salesforce navigation bar while using flair, follow Navigate the flair apps in Salesforce.