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?
What is the "Prioritize" function and how does it work?
When you have several rules that could apply to the same stretch of time worked, Sesame needs to know which one goes first. By default, the system orders rules by creation date (oldest first), but with Prioritize, you can reorder them as many times as you want to give some priority over others according to your collective agreement.
For example, if an employee works in the early hours of a public holiday, they will probably have a night-work multiplier rule and a public holiday rule assigned that could apply to those same hours. Priority will decide which of the two takes precedence over that time.
Bear in mind that the Prioritize function orders rules within their own list. In other words, it does not mix multiplier rules with categorization rules. Each section has its own button and its own order.
To set the priority order of your rules:
- Go to Configuration >> Time management >> Multiplier rules / Categorization rules and click "Prioritize".
- In the sorting prompt, you will see all the rules in that section. Drag and drop to change their position in the list. Remember: the one at the top always wins.
- When you are done, click "Save" and decide from when you want the new priority to apply:
- If you choose "Apply from today", balances up to this moment will not be touched.
- If you choose "Apply to all history", the new order will also be applied retroactively, which may modify balances already generated.
We recommend always using "Apply from today". Reserve "Apply to all history" for when you need to correct a configuration error that has affected past balances. And always, before applying a retroactive change, check how many employees are affected.