Let's look at the global settings System administrators can configure within Business settings to make the Deputy work better for their organisation.

Accessing Business Settings

General

People

Branding

Schedule

Timesheets

Custom Terms

Leave


Accessing Business Settings

If you are logged in as a System administrator you can access Business Settings from the drop-down menu under your name on the Deputy website.


General

The General tab in Business Settings allows you to configure or edit:

  • Business Name: edit your Business Name

  • Time Format: whether the time is displayed in AM/PM format or 24 hour time

  • Date Format: how the date is displayed

  • Number/Locale Format: Select your required currency number format

  • Allow SMS Notifications (charges apply): This is a global setting so turning this off will not allow any SMS notifications to be sent from your account. It overrides any selection a manager makes when notifying staff when publishing shifts.

  • Enable support chat for the account: you will need this set to ON to get help and support.

  • Single Sign-On settings: click on this link to configure your single sign on settings

Don't forget to click Apply Changes before you leave Business Settings.

Note: As well as changing your business name, it's also possible to change your Deputy URL.


People

The People tab in Business Settings allows you to configure or edit:

  • Display Preferred Pronouns: When you toggle this option on Deputy will display the preferred pronouns for your team members as they have entered in their profile.

  • Display Gender on Team Member Profile: When you toggle this option on Deputy will display the gender your team members have entered in their profile.

  • Delete all Gender data from business: Clicking Delete will remove all gender data from your Deputy account including pronouns.

  • Manage Stress Profiles: Clicking this link will enable you to create and modify stress profiles and scheduling limitations for your team.

Don't forget to click Apply Changes before you leave Business Settings.


Branding

The Branding tab in Business Settings allows you to configure or edit:

  • Upload your logo (PNG, JPG or GIF max 2MB)

  • Restore to Default

  • Choose the colour theme of your Deputy account to coordinate with your organisation's colour palette.

Don't forget to click Apply Changes before you leave Business Settings.


Schedule

The Schedule tab in Business Settings allows you to configure or edit:

  • Shift Templates: This option applies to US customers who may wish to apply shift/break templates.

  • Schedule Sort Options: Click on this link to choose the filters categories you want available to sort your team members by in the Schedule. Don't forget to click Save changes.

  • Show extra detail in the Stats panel on week view: ticking this check box will provide more detail in the stats panel on the schedule view but may increase load times to display the information in this view.

  • Enable Schedule Sync with calendar applications: you can set the permission options for who is allowed to sync a schedule to their calendar including:

    • anyone with the calendar link

    • anyone with a Deputy login

    • no one can sync

Don't forget to click Apply Changes before you leave Business Settings.

Note that there are more schedule settings you can customise on a location by location basis.


Timesheets

The Timesheets tab in Business Settings allows you to configure or edit:

  • Shift Questions: Click here to create or modify the questions your team are asked when they clock on or off from a shift.

  • Recalculate approved timesheets in chronological order: Select which timesheets apply when recalculating timesheets.

  • Capture Shift Engagement: Turn on Shift Engagement for team members using Deputy on the mobile app.

  • Allow Unpaid Leave timesheets to be exported: toggle this option on if you wish to export timesheets of Unpaid Leave.

  • Allow your team members to clock in with a photo on Kiosk if they forget their PIN. Team members who forget their PIN to clock in via the Kiosk can have it sent to them or you can allow them to clock in without the PIN but take a photo to store with the timesheet to confirm it's them.

  • Allow team members to submit timesheets in a non-worked area: Turn this on to allow team members to submit timesheets in a non-worked area.

Don't forget to click Apply Changes before you leave Business Settings.

Note that there are more timesheet settings you can customise on a location by location basis.


Custom Terms

If you call meal or rest breaks something different in your organisation you can customise the term on this tab in Business Settings so that your team is all using standardised language.

Similarly, if you call the people who you work with something other than team member, you can customise the term for your people here.

Don't forget to click Apply Changes before you leave Business Settings.


Leave

The Leave tab in Business Settings allows you to configure or edit:

  • Leave Rules: Click on the Leave Rules link to create or modify the leave entitlements that are available at your organisation to assign to your team members.

  • Allow Team members to view their leave balance

  • Allow Team members to amend or cancel approved leave requests

Don't forget to click Apply Changes before you leave Business Settings.


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