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Default Profile Settings

HR Duo System Guide

Default Profile Settings

Summary: Managers can add default profiles applicable to select individual(s) or department(s) in Company Settings. Managers would need relevant permissions to do this. This is very useful if you have new employees coming onboard and you want to apply particular settings at bulk.

https://vimeo.com/hrduo/defaultprofilesettings?share=copy

Instructions

  1. Click on your Profile Icon.

  2. Select Company Settings.

  3. Choose Default Profile Settings > Add Profile

  4. Title and Describe your profile and press Save

  5. Select the added profile and click +

  6. From the dropdown menu, pick the field you would like to use.
    In this instance;
    Choose Currency → (GBP)
    Country (for Public Holidays) →  United Kingdom and Leave Type Category → UK

You may want all employees to have clock-in turned off on the app and browser. 

In this case;
Choose Dashboard Clock-In Type → No Dashboard Clock In/Out
Choose Allow Mobile Clock-In – Toggle off

  1. Click Save Fields once you have added the required fields.

  2. Click the 3 dots on the right hand side and select Assign from the drop down.

  3. Drag and drop employee name(s) or the department(s) this profile applies to Currently Attached.

  4. Press Apply to assign the profile to the selected employees.

Note: Default Profile can be selected when adding new staff to the system - on the Add Staff page.

 

For more information please submit a ticket on https://my.hrduo.com or on your HR Duo Go App and one of the support team will get back to you.