Policies

Click: Setup Admin -> Modules

A policy divides your employees into groups:

  • Full-time employees (with or without overtime)
  • Part-time employees (5 days working week or with a fixed weekly day off)
  • Hourly employees (with or without paid breaks)
  • External employees
  • Students
  • Country
  • Company

employee policies

Create a new policy

When you need to create a new policy to cover a group, you have two options:

  1. Select a country to get a preconfigured policy that matches the basic settings for the country's vacation and absence rules.
  2. Copy settings from a previously created policy that already has the desired settings.

employee policies

A new policy is saved with rules and settings for the employee group:

  • Earning and holding vacation
  • Earning and holding other vacation (in hours or days)
  • Access to types of leave
  • Rules for registration of sick day and child sick
  • Holidays booked for an employee group calendar
  • Earning of Hour bank hours
  • Earning Day bank days (custom registration type with meter)
  • Access to flexible hours (registration of daily working hours linked to Hour bank and standard hours)
  • Access to registration of overtime
  • Own paid breaks to be deducted of time registrations
  • Standard working hours per day and week
  • Standard calendar/working week (Monday-Friday or Sunday-Thursday)
  • Country and company
  • Time zone

employee policy

How do I set the rules for vacation and absence?

When you create a new policy, the policy is automatically set to follow the default rules of the country you have selected:

  • Earning vacation days, requesting a vacation, management of remaining vacation days.
  • Earning other vacation days, requesting other vacation days, management of remaining other vacation days.
  • Holidays
  • Vacation types
  • Standard working hours for full-time employees

Adjust the rules if they are to deviate from the official standard rules for the country:

vacation days united states

Working week - Standard working hours

  • Are vacation days and absences managed in hours?
  • Does the employee group have flexible hours and/or can take time off or overtime?

If YES, the policy must be established with the applicable standard working hours for the employee group.

If the employee group has very variable working hours, the administration of standard working hours can be moved from the policy to the employee's master data card. Read more here!

working week

Own paid breaks

Does the employee group pay for their own breaks? If YES, the breaks must be created for the policy.

employee paid breaks
Did this answer your question?