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Setting Up Your Organisation

Before you start running selections and logging tests, take a few minutes to configure your organisation's setup data. This ensures everything runs smoothly.

Organisation Settings​

You can customise terminology used throughout FairTest to match your organisation's language — for example, what you call employees, locations, departments, and other entities. Go to Settings > Organisation Settings to configure these preferences.

1. Locations​

Locations represent the physical sites where your employees work and testing takes place.

  • Go to Setup > Locations
  • Add each workplace location with its name, address, and timezone
  • If you use UKG Ready, you can link a cost centre ID for automatic syncing

2. Departments​

Departments help you organise employees and scope selections to specific groups.

  • Go to Setup > Departments
  • Add departments that reflect your organisational structure

3. Job Classifications​

Job classifications categorise employees by their role type (e.g., Heavy Vehicle Operator, Office Staff).

  • Go to Setup > Job Classifications
  • These are used when filtering selections and generating reports

4. Pay Types​

Pay types track how employees are paid (e.g., Full-Time, Part-Time, Casual).

  • Go to Setup > Pay Types
  • Useful for selection scoping and reporting

5. Regions​

Group locations into geographic regions for tester rostering and scheduling.

  • Go to Setup > Regions
  • Assign locations to regions to organise your testing coverage geographically

6. Test Types​

Test types define the kinds of tests your organisation performs (e.g., Urine Drug Screen, Oral Fluid, Breath Alcohol).

  • Go to Setup > Test Types
  • You'll select a test type each time you log a test

7. Blackout Dates​

Define dates when selections should not be scheduled (e.g., Christmas shutdown, public holidays).

  • Go to Setup > Blackout Dates
  • Blackout dates prevent selections from being generated on days your workforce is unavailable

8. Notifications​

Configure who gets notified and when.

  • Go to Setup > Notifications
  • Enable notifications for selection created and positive result events
  • Add extra recipient email addresses if needed

Tips​

  • You can always come back and edit setup data later
  • Deactivate items you no longer need instead of deleting them — this preserves historical data
  • All setup pages follow the same pattern: a list view with create and edit options

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