In your Admin menu, you will be able to manage how your company is set up and personalise how Opsyte works for your business.
Click on the hyperlinks below to be taken to the information you require.
This article will cover:
How to open your Admin Menu 🤵
To open your Admin Menu, you will need to click on the four squares icon in the top right corner of your page - the middle icon pictured below.
Clicking on this icon will open your Admin Menu and give you access to your company settings.
Note: you will need Admin level permissions to see this menu. Please contact your sites admin if you need access.
Changing your Logo, Company Name and Address 🏠
The Company Name / Address button will bring you to a page where you can update your company's details. You will be able to upload a logo, as well as change the company name, address and contact details.
Clock In Rules and Locations ⏰
The Clock-In Rules / Locations button will bring you to a page where you can change your company's clock in settings. You can find out more in our article here.
Payroll Calendar 💸
Your Payroll calendar dictates the dates that your employees will be paid from and to in your payroll file. You can find out more in our article here.
Financial Calendar 💰
Your Financial calendar is used for your reporting, and will set the financial periods shown in your reports. You can find out more here.
Holiday Calendar 🛫
Your Holiday calendar is used to set your company's holiday year. At the beginning of a new holiday year, employee holiday balances will be reset. You can find out more about our holiday accrual function here.
Departments and Job Roles 👩🍳
Departments and Job Roles are fundamental to the organisation of your employees. Departments create different sections in your rota, allowing for clearer organisation. To find out more about setting up your Departments and Job Roles, please view our article here.
Employment Contract Templates 📝
Contract Templates allow you to create contracts for new employees at the click of a button! You can learn how to get the most out of the contracts module and how to create your employment contract templates here.
Employee Documents 📄
Our Documents function allows you to upload documents for employees to sign. These can either be generic documents for all staff onboarding (e.g. employee handbooks) or specific documents for individual staff members (e.g. appraisals). To learn more about how to use our documents function, view our article here.
User Permissions 🔒
User Permissions control who sees what within Opsyte - almost every action you can perform has a permission tied to it. This is so you can tightly control the actions people are allowed to perform on Opsyte, and keep sensitive information secure. To find out more about permissions, you can view our article here.
Department Restrictions 🔑
Department Restrictions control which departments employees have access to view, as well as the level of access they have. For example, you may want a team leader to create and edit the rotas only of their own department, and have read only access to other department's rotas - you can accomplish this with restrictions.
As another example, you may want to give a Supervisor the ability to view people's salaries on the rota so they can budget accordingly - but you may want to hide the salaries of their management. Restrictions are also how you can accomplish this.
Find out more about restrictions in our article here.
Invoice Approval Restrictions 💳
Invoice Approval Restrictions control who has permission to view and approve your invoices. You can find out more about setting up your Invoice Approval Restrictions here.
Incident Locations 🩺
To use our Incident Reports, you will need to set up incident locations and can do that here. To find out more about incident reporting, you can visit our article.