Employee Policies are flexible rules you can configure to automatically calculate employee overtime, in/out and time range rounding, and more.
Table of Contents
- Navigating to Policies
- Policies Overview
- Other (Auto Lunch, Midnight Split, Travel)
Navigating to Policies
Go to Manage in the Menu Bar then click Policies.
- Add a Policy Group - Create a new policy group for employees that require different policies.
- Policy Group Menu - Select the policy group to focus on.
- Policy Options - Policy options such as overtime, time rounding and more. To enable an option, click the checkbox. Selecting the option name will show you the settings.
- Policy Settings - The settings for the available policy options.
Overtime policies help you calculate consistent overtime patterns for your employees.
- Weekly Overtime is used to calculate an employee's overtime and double-time over a week or biweekly.
- Daily Overtime can calculate an employee's overtime on a daily basis.
- Day of the Week Overtime helps you calculate overtime that is dependent on a specific day.
- Consecutive Day Overtime is for if an employee has overtime that is dependent if they work six or seven days in a row.
- Excluded Cost Codes are for situations where a specific cost code should not have any policy affect it. This is intended for cost codes that the employee will track time for, but it will not be counted towards their overtime, such as vacation time.
Rounding policies are utilized where an employee's time should be rounded to the nearest set of minutes or to a specific time. If you are using both the In/Out Rounding and Shift Rounding, please keep in mind that the In/Out Rounding will occur BEFORE the Shift Rounding.
After a time record has been rounded, the new rounded time record will be permanent. Disabling any of the "Rounding" policies will not revert a time record back to its original time. If you were to change the time rounding settings after a time record has been already been rounded, it will not look at the original time and will only look at the newly rounded time for any further roundings.
- In/Out Rounding is to round an employee's punches to the nearest set of minutes. It can also be set up to only apply to the first and last punch of the day with a threshold of how long their workday generally is.
- A common setting is to the nearest 15 minutes. What happens is that an employee's clock in would first go to the nearest minute (An employee clocking in at 7:06 and 38 seconds would round to 7:07 AM), then it would round to the nearest 15 minutes as specified. If an employee's clock in/out is at 7:07 AM, it would round to 7:00 AM. If an employee's clock in is at 7:08 AM, it would round to 7:15 AM.
- Time Range Rounding is intended for when an employee should be working at a specific time. After specifying the time window for a punch in or out, any punches that occur during the time window are rounded to the specific time you want (e.g. an employee clocks in between 7:30 AM and 8 AM, the time punches are adjusted to show 8 AM instead.) This allows the employee to clock in early before their day starts, but not track the extra time.
Other policies are reserved for unique rules.
- Auto Lunch deducts a set amount of time for an employee so they do not have to worry about clocking out themselves. The minimum amount of hours that must be worked before receiving the deduction must be specified, along with the amount of time to be deducted. When the lunch deduction begins and what cost code the deduction displays can also be specified.
- Midnight Split is used to split an employee's time if an employee works through midnight to put the time into two separate workdays (e.g. An employee works from 8 PM to 5 AM. It will split the time to two separate days, 8 PM to 12 AM for one day and 12 AM to 5 AM the following day). After a time record has been split at midnight, the time record will stay split permanently. Unchecking the "Midnight Split" policy will not combine any split time records into a single time record. For more information and an example of the midnight split policy, you can refer to this.
- Travel policy is used to help ensure that the travel time is associated with either the departure or destination location.