Reviewing and updating your operation default settings
To save time when adding new Operations, you can apply Operation default settings instead of inputting them each time (they will default automatically) to your chosen settings, allowing for easy review.
You can still edit these settings on each Operation individually if required.
In this article, we will cover:
- Reviewing and updating your Operation default settings
For information on how to add a new Operation to your platform, please see our Add a new Operation help guide here.
To save time when adding new operations, you can apply Operation default settings instead of inputting them each time you create a new Operation. This includes details like Job Type, Assign Type and Margins.
Please note: You can update these settings within the Operation at the time of creation if needed.
To update your operation default settings:
- Navigate to the full menu and select Platform Settings > Operation settings.
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Review and update your Operation default settings from the following options:
- Default Job Type* - Choose between using rosters, jobs or both.
- Default Assign Type - The ability to allow offer shifts, assign shifts, or both.
- Default Meal Allowances Applicable* - Whether default meal allowances within the Operation are applicable.
- Default for Position Group Search* - Operation portal only feature. Please tailor this on the specific Operation, see guide here.
- Default Margin Type - Choose whether the margin is a fixed rate or calculated margin.
- Financial - Default Public Liability % - Sets the default Public Liability %.
- Default Payment Days - The number of days allowed as a grace period between the issuance of an invoice and its due date.
- Lock previous weeks in roster* - Operation portal only feature. Please tailor this on the specific Operation, see guide here.
- Calculate GST on invoice total - Whether GST is calculated on the total, rather than the line item for invoices.
- Default MYOB Account Code (Export) - Your MYOB account code.
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Use Operation Trade name on Invoice/Payslip PDF - Use the Operation trade name instead of the Operation name on invoices and payslips.
Contact us: Any option with an * is a legacy feature and is no longer supported. If you would like further assistance on the above options, please reach out to support team.
- Select Save Default Settings to save your changes.
All newly created Operations will now use these default settings.