When should we create a new policy?
For example, this could be because:
You are creating a new staff group
hourly employees
fixed paid employees without upper work hours
fixed paid employees covered by a collective agreement
part time employees
apprentices
You are expanding to a new country
You are changing vacation or absence rules
You are changing the time registration method
You are creating new rules for hour bank or standard hours
How do I create a new policy?
Click: Setup Admin -> Modules -> Create new policy:
Select country (a policy with default settings for the selected country will be created)
Copy an existing policy (reuse previously created settings)
In most cases, it is recommended to:
copy an existing policy
adjust the rules and settings on the policy
Which guide should I use?
A policy is built from settings for absence and time registration. Therefore, there is not just one technical setup guide for a policy. There are several. The situation determines where you should find further information:
Situation | Start here |
New country | |
New vacation setup | |
New additional balance rule | |
New public holiday | |
New method for time registration without hour bank | |
New method for time registration with hour bank | |
New standard hours | 📑 Standard hours |
New staff group | 📑 Country-specific guide + relevant registration types |
New type of leave | |
New hourly wage rate | |
New company | 📑 Copy the relevant policy, set rules, and enter company information under "Enterprise settings" |
New unpaid break |
How policies are structured
Existing policies can often be reused as templates for new staff groups or country setups.
Country + staff group determines:
vacation year
vacation accrual
public holidays
standard hours
absence
time registration method
Therefore, always check the setup of each registration type when you create a new policy.
Important when changing policies
If employees need to be moved from an existing policy to a new policy, it is important to check whether the policy change affects:
vacation period
vacation accrual
additional balance (other vacation)
standard hours
existing balances
In some cases, a policy change may require:
creation of a new employee profile
conversion of vacation period
manual handling of balances
📑 Read more: Changing policy