🔐 To Edit Production Settings, you'll need Circus Admin access. Learn more about Managing Permissions. This feature is only accessible to 🖥️ desktop users.
Overview
This guide will assist you in either configuring an existing production or creating a new one. You'll learn how to input vital details and launch the production to efficiently onboard your team.
Each product—such as Stat Packs, Timesheets, etc.—features a dedicated section where you can activate the product, customize its settings, and designate approvers immediately after submission.
Accessing the Settings
To access the production settings at any time, start by selecting the desired production from your main dashboard. This action will redirect you to the Production Dashboard. From there, use the left-hand navigation to click on the 'Production Settings' icon.
In the production settings, you can access the following sections and capabilities:
Story: Includes the production title, genre, episodes, and additional genres.
Company: Contains the production ID, company details, and operational regions.
Unions: Features union settings, rate cards, and deal memos.
Onboarding: Advanced worker onboarding like invite and deal point settings
Start Packs: Provides pre-onboarding notes, contracts, and approvals.
Daily Reports: Manages settings and approvals for daily reporting.
Timesheets: Oversees timesheet settings and approvals.
Accounts Payable: Handles financial settings and approvals.
Payroll & Residency: Configures residency document collection and payroll details
Story Settings
In the Story section, you can edit the following:
Production Type (Feature, Series, Pilot MOW/MFT, Commercial, Short or Music Video)
Production Title will appear on all documentation generated by Circus for your production, including Start Packs, Daily Reports, Timesheets, Invoices (not including PDF uploads), Reports and more.
Intended Release is which country the production will have its first release, such as Canada, United States, Other, or Not Applicable.
Release Platform is the method by which the production have its first release, such as Compact Devices, Festival, Free Television (Network or Syndicated), New Media, Television (Cable or Pay), Theatrical, or Streaming/SVOD.
Summary is a short logline or description about your production (max 160 characters).
Length (or Episode Length) is the duration of the production, in minutes.
Genres will allow you to choose or multiple.
If a series is selected as a production type, you'll also be able to breakout episodes, which will allow you to indicate the season, episode number and titles for each episode.
Company Settings
Here's where you can add all the details on the production company.
Production Company Name
Office Address
Office Phone
Country
Work Region/s
Production ID
You can also change the production's profile image here.
Union Settings
By default, non union is always available on each production so there is no enablement required. However if you're signatory to a union, you'll want to activate it, together with all the available rate cards, deal memos and settings.
To activate a union, simply click on 'Unions' in the left menu navigation of the production settings. Then choose the union and click the 'Add' button.
After a union is activated, the deal memo will automatically be enabled and pre-filled for all workers onboarding when that union is chosen on an locked or open invite. On some union settings, you also have the option to disable all of that union's deal memos, or permit and trainee engagement forms by clicking the checkbox below the rate dropdown.
To add one or more union rate cards, click on the dropdown and select the desired rate card. You might choose multiple rate cards if your production spans multiple periods, ensuring that the new rates automatically apply when the new dates take effect. If you're unsure if it's the right rate card, first choose it, then select the download icon to preview what the rates look like.
To delete a rate card, click on the delete icon next to the rate card. To delete a union, click on the delete icon next to the union name.
Note: If a union your production is signatory to is not available in the list, please reach out to support so we can add it.
Onboarding Settings
You have the ability to control how your workers onboard onto the production, including:
Enabling open invites - Allows your workers to use a link or QR code to access their start pack and set their own deal points. Learn more)
Customizing kits & allowances - Sets default values when a kit or allowance is added onto a deal)
Enable mandatory 2FA using Okta Verify - Forces all workers to enable multi-factor authentication before accessing the production in any way
Disable capturing allergies & health concerns for all workers - Restricts Workers from providing any health or diet details during onboarding
Force signatures to be typed, matching legal name or drawn - Restricts Workers to only one signature method.
Give workers to save signatures on current or future sessions - Enables workers to save their signature settings
For non union workers, specifying particular work tasks is mandatory - Forces inviters to specify what exactly the responsibilities will be for non union workers. Recommended use for only large studios.
For non union workers, disable guarantees - Restricts inviters from specifying any guarantees (ie. hourly, daily, weekly) on a deal.
Lock Worker credits to 'All Media - Producers Discretion' - Restricts inviters from specifying any credit terms on a deal. Applicable to only shorts, features and series.
Start Pack Settings
By default, Start Packs cannot be disabled. All workers must be onboarded to sign at least one document – the Top Sheet, which summarizes all worker details, worker deal points, as well as the integral production information.
To add a pre-onboarding note for your workers to read before they complete a start pack, click on the edit icon next to 'Pre-Onboarding Note'. Then, add either a welcome message or instructions with links and more. Once you're finished, click 'Publish'.
Use this guide to learn how to upload or create and publish contracts for your workers. Also, use this guide to learn how to manage the chain of approval.
Daily Report Settings
To enable Daily Reports for your Workers, click on 'Daily Reports' in the left menu navigation, then turn the Daily Reports toggle on.
Additionally, you can 'Sync Daily Reports to Timesheets' by toggling that setting on.
Note: Timesheets must also be enabled for sync to work.
Also, use this guide to learn how to manage the chain of approval.
Timesheet Settings
To enable Timesheets for your Workers, click on 'Timesheets' in the left menu navigation, then turn the Timesheets toggle on. Any worker that onboards as an employee (or W2) on a production will immediately have access to submit a Timesheet once they are onboarded onto the production. Use these guides to learn more about Timesheets.
By default, the work week start day on Timesheets will default to Monday. However, it can be changed by clicking on the dropdown to select a new day.
🔒 Note: Once a single Timesheet has been submitted, the ability to change the work week start day is disabled. To make changes to the work week start day, all Timesheets must be deleted.
Also, use this guide to learn how to manage the chain of approval.
Accounts Payable Settings
To enable Invoices for your Workers, click on 'Timesheets' in the left menu navigation, then turn the Timesheets toggle on. Any worker that onboards on a production will immediately have access to submit an Invoice once they are onboarded onto the production. Use these guides to learn more about Invoices.
Also, use this guide to learn how to manage the chain of approval.
Payroll & Residency Settings
Productions can connect their bank accounts directly to Circus, allowing them to pull funds into a wallet and process payments instantly, without the worry of any approval deadlines.
To activate Circus Payroll, toggle on 'I'm using Circus for Payments'.
For KYB (Know Your Business), we'll need to capture some details about the production company and its bank account, like:
Signatory Name - Who has the authority to approve payouts from a bank account
Signatory Email
Business Website
Business Number
Connecting the Bank Account
To connect the production company bank account, follow the steps below:
Click "Connect Bank Account"
Select Your Bank from the list. If it’s not listed among the top banks, use the search function to find it by name or institution number (3-digit code).
Choose Your Account Type
Click Continue at the bottom of the screen.
Accept the Terms and Conditions of our secure payment processor to link your bank account to the production.
Enter the Bank Login Credentials to validate the account and ensure payments are sent to the correct bank account.
You’ll be redirected back to Circus, where you’ll see a “Connected” label along with the last four digits of your bank account and your bank name. If you need to update your bank information, simply click the “Edit Bank Account” button and follow the same steps as before.
