Compensation
- Discover Compensation
- Migration from Overtime balance to Compensation: everything you need to know
- What are overtime policies and how do I create them?
- What is the difference between a time off, pay, and hybrid policy?
- How does the version history of a policy work?
- How do I assign employees to an overtime policy?
- What is the default overtime policy and how does it work?
- How do I manage the policies I've created?
- What are multiplier rules and how do I create them?
- How do I assign employees to a multiplier rule?
- What are categorization rules and how do I create them?
- What happens if I edit the paid clock in/out type associated with a categorization rule?
- How do I assign employees to a categorization rule?
- How do I manage the rules I've created?
- What is the "Prioritize" function and how does it work?
- What is the difference between multiplier rules and categorization rules?
- What are time margins and how do I create them?
- How do I assign employees to a time margin?
- How do I manage the time margins I've created?
- How do I compensate an employee's overtime balance?
- Does accumulated overtime (positive/negative) expire?
- Can I set a maximum limit on positive or negative overtime?
- Where can I view the movement history of an employee's balance?
- What are compensatory absence types?
- Can I customize the columns I see on the main Compensation screen?
- Where can I see the balance generated by each type of rule?
- How does overtime validation work?
- Who can validate or reject overtime requests?
- How do overtime policies, multiplier rules, categorization rules, time margins, and compensatory absence types relate to each other?
- If an employee has both multiplier and categorization rules, how are they combined in the calculation?
- Do time margins affect the calculation of multiplier and categorization rules, or are they independent?
- What is the difference between "validating" overtime and "adjusting" a balance? Can any manager do it?
How do I manage the policies I've created?
Once you have created one or more overtime policies, you can manage them from Configuration >> Time management >> Compensation.
Click the quick actions button (three dots) to access a menu with all the available options: preview, edit, duplicate, set as default, view assigned employees, archive, or delete.
Preview
Opens a summary of the policy configuration: compensation mode, calculation, overtime, periods, and visibility. It is the quickest way to check how a policy is set up.
Edit
Takes you back to the creation window so you can modify whatever you want: general information, calculation and management, overtime, periods and expiry, visibility and access, notifications.
If the change affects the calculation, the system will generate a new version of the policy. However, if it is a "minor" adjustment, the change will be recorded in the history. See this article for more information.
Duplicate
Creates an exact copy of the policy so you don't have to set up from scratch a policy very similar to one you already have. When duplicating, the system will ask you to name the copy, and you will need to assign the employees or entities you want (original assignments are not carried over).
Use this function to create a policy with the same calculation configuration, but for a different workplace.
Set as default
Turns a policy into the one that is applied automatically to any new employee or any employee without an explicitly assigned policy. If another default policy already existed, it stops being the default as soon as you confirm the change.
Bear in mind that there can only be one default policy.
View assigned employees
Opens the list of employees, groups, workplaces, departments, or companies linked to this policy. It is the most direct way to check the actual scope of a policy before modifying or archiving it.
If you need to change who is assigned, you can do so from here. See this article for more information.
Archive
Removes a policy from circulation without deleting its history. When archiving it, the system will ask you to set an end date for the policy; that is, the date from which it stops applying.
Archiving a policy unassigns the employees who had it assigned, so check carefully before confirming who will fall under the umbrella of the default policy.
You cannot archive a default policy.
Archived policies are stored in Configuration >> Time management >> Compensation >> Archived. From there, you can restore them at any time. However, you will need to reassign employees, workplaces, departments, etc., as the system does not recover the assignments it had before being archived.
Delete
This action permanently deletes the policy. As with archiving, a default policy cannot be deleted.