Settings reference
Settings opens a hub with one card per page, each with a status badge. The same pages are listed down the left, in three groups.
| Group | Page | Hub badge |
|---|---|---|
| Company | Organization | Company check: Not started, In progress, Needs another try, or Complete |
| Company | Primary contact | Your identity check, same four states |
| Company | Program readiness | Complete, N missing, or Not started |
| People | Workforce policies | Policies |
| People | Team | Operators |
| Workspace | Integrations | Connected or Not connected |
| Workspace | Notifications | Read only |
| Workspace | Billing | Seats |
| Workspace | Audit log | Read only |
Organization
Section titled “Organization”Two tabs: Company details and Verification.
| Field or card | Notes |
|---|---|
| Company Name | Required. Locks after the company check |
| CRA Business Number | Required. The first 9 digits of your CRA BN. Locks once the check confirms it |
| Industry, Company Size | Required |
| Entity type, Incorporation jurisdiction | Optional |
| Corporate registry number | Optional. Locks after the company check |
| Established on, Years active (approx) | Used by the OINP Workforce Priority report. Give either |
| Company Website | Must start with https:// or http:// |
| Legal name history | Record a new legal name under the same CRA number with New legal name, Effective on, and Record name change. A new business number is a new employer and does not belong here |
| Letterhead | See Letterhead and logo |
| Verification tab | The company check — see Set up your employer workspace |
Primary contact
Section titled “Primary contact”Who Lexpoint reaches at the company. The page states that this is not legal authority to bind the corporation. Two tabs: Contact and Verification.
| Field | Notes |
|---|---|
| Full Name | Required. Locks after your identity check |
| Job Title | Required. Chosen from a list |
| Business Email | From your account. Not editable here |
| Phone Number | Required, with country code, no spaces, for example +16135551234 |
| Optional: Payroll / HR contact | Name, Title, Email, Phone for workforce and letter follow-up |
| Verification tab | Your identity check. Start verification or Continue verification |
Program readiness
Section titled “Program readiness”Facts for Ontario review. The page states they are inputs, not an eligibility verdict.
| Section | Fields |
|---|---|
| Worksites | Label, Primary worksite, Address line 1 (required), Address line 2, City (required), Province (required), Postal code, Temporary residents at this site, FT citizens / PRs at this site. Add worksite, Save worksite |
| Workforce & revenue | Primary Goal (required), Temporary residents (approx), Citizens / PRs (approx), Revenue band (required) |
| Optional: year-by-year amounts | Year and Gross revenue (CAD), saved one year at a time with Save year |
Count each person at one site only. Leave a headcount blank if you do not know it — blank is not zero. Once a site has a count, the organization-wide headcounts follow your worksites.
Workforce policies
Section titled “Workforce policies”Vacation policy: Vacation days per calendar year, saved with Save policy. It is the default for every worker and is not a cap. Per-worker overrides live on each worker’s Leave tab — see Leave.
Operators, Pending invites, and Invite a colleague. See Your team and roles.
Integrations
Section titled “Integrations”| Service | What it does | Who connects it |
|---|---|---|
| Google Workspace | Lets you pick people from your company directory when inviting. Needs a company Google account, not personal Gmail | An owner. Others see Only an owner can connect Google Workspace. |
| Google Drive | Lets you use files from your own Google Drive. The connection is yours, not the organization’s | Each operator, for themselves |
Each row has Connect or Disconnect. Disconnecting Google Workspace means approving directory access again before you can pick people. Disconnecting Drive leaves the Workspace directory connected.
Notifications
Section titled “Notifications”A read-only table of employer events with Email and Telegram shown as On, Off, or —. You cannot change them here yet. The Permit expiry digest (90 / 60 / 30) row reads Not enabled.
Billing
Section titled “Billing”Seats counts your seat-eligible workforce connections. A seat is an active consented workforce connection. Plan and Invoices are informational: invoices and card payments are not in this workspace yet.
Audit log
Section titled “Audit log”The latest workforce, team, and review events, newest first, each labelled Workforce, Team, or Review with its date. Export is not enabled.
Related
Section titled “Related”- Set up your employer workspace — the two checks behind the first badges
- Invite employees — where the Google Workspace directory is used
- Reports — what Program readiness feeds
Frequently asked questions
Why can I not edit the company name?
It locks once the company check is complete and shows "Locked after verification". Record a later legal name change under Legal name history on the Organization page.
Can I change which emails the workspace sends?
Not yet. Notifications is read-only and shows which employer events send email.
What counts as a seat?
An active, consented workforce connection. Billing shows the count. Invoices and card payments are not in the workspace yet.