Skip to content

Policies

Use the Policies pages to establish components that collect and manage employee time, attendance, overtime, project tasks and activities, shift differentials, and holidays and leave. Organize each of the relevant components into a policy and assign the policy to one or more employees. Only one policy can be active for an employee during one time.

  • Establish policies for a specific time-period. Policies are date-based and can cover a week, a month, a quarter, or even a year or more.

  • Add new policies when you need them. Include only the components you need.

  • Create another policy with a later effective date and edited components to replace a policy when it is no longer relevant.

  • Edit components to reflect changes in laws or employee agreements and simply assign a new Effective Date. A new version is automatically created with the new date in the version title.

Situations when the Policies are especially useful include:

  • Enforcing overtime calculations when a shift is split over midnight

  • Enforcing a point system for attendance and employees who are repeatedly tardy

  • Enforcing shift differentials

  • Enforcing holiday pay

  • Deploying different projects, tasks, and activities to different employees working in the same location

Required Component

You must use the Time Settings component if you are using policies. Use it to set the rules for employee time entries. It replaces time settings in the Locations page, except for the Automatic Clock Off settings. Use the radio button to indicate whether Location Time Settings or Policy Time Settings are used in your organization. If Policy Time Settings are used, specify employee time entry devices such as the kiosk, clock, or time card as well as other time-related information.

Remember: While Policy Time Settings can replace Location Time Settings, the Automatic Clock Off settings in the Location page Time Settings window are not replaced.

Important: Since you use Policy Management with the Time & Attendance module, the Time & Attendance module must be enabled before you can use Policies. However, you can use the Time & Attendance module without using Policies.

Optional Components

The following are optional components. You can use some or all of them in the policies you establish.

  • Employee Time Edit — allows you to give an employee permission to edit their time.

  • Overtime — allows you to set up and enforce overtime rules for groups of employees. For example, include policy components that address exempt employees, state and federal Fair Labor Standards Act (FLSA) guidelines using either the location’s address or employee’s address, shift-based rules, or even custom rules such as contractual agreements.

  • Attendance — allows you to set up a point system for attendance violations and tardiness.

  • Project Task Activity — allows you to restrict the employee clock options so employees only see the projects, tasks, and activities assigned to them. This prevents employees from being able to clock to all projects in their location. In addition, you can select an option to use Station/Time Settings on the Project/Task & Activity policy component.

  • Shift Differentials — allows you to set shift differentials by day, shift times, and holidays. For example, you can configure the shift differential policy component to NOT pay both Shift Differential and Overtime on the same shift. You can now configure the shift differential component to mark Overtime hours with the default differential (usually as Regular Hours).

  • Leave — allows you to pay an employee a differential that is earned even when the employee is taking leave.

  • Holiday Calendar — allows you to set up different holiday calendars for different locations.

Assigning Policies to Employees

Use the Employees > Deployment > Agreements page to assign policies to employees. See Deployments.

Using Policies

Refer to the following How To's.