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How to Assign a Policy Group to an Employee Through Their Profile

Policies are used to help calculate your employees' overtime, round their time, help track their meal breaks, and more. While we offer a default policy group that employees can have initially, you can create additional policy groups for your specific needs. For more information about creating a policy group, you can refer to the following article.

After creating a policy group, you can assign a policy group to an employee through their employee profile. Keep in mind that when changing an employee's policy group, their time card for the current pay period may recalculate based on the newly assigned policy group. For more information about recalculating an employee's time card and how it can be done, you can refer to the following dedicated article.

If you would like to assign a policy group to multiple employees, you can do so through the Policies page. For more information, you can refer to the following article

  • Go to Manage and click Employees.

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  • Click the pencil icon towards the left of an employee name.

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  • Select the Policy Group from the drop-down menu. 

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  • Save your changes.
  • It may help to go to the employee's time card for the current pay period to confirm that the time card is calculated based on the newly assigned policy group. If the time card is not calculating as expected for the pay period, you can click Recalculate at the top of the time card. For more information about recalculating a time card, you can refer to the following article
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