What do I need to do before I can start using Pay Policies?
Your account manager will schedule a session with you to walk through the new setup. During that session, you will:
a). Create your pay policies
b). Configure the computation method and inputs for each
c). Set the overtime, leave, and absent pay rates
d). Choose the attendance data source
e). Assign employees to the right policy
You do not need to do any of this on your own.
2. Will my account manager help me set this up?
Yes. No client will be transitioned without a guided session with their account manager. The account manager will explain the new configuration, help you choose the right settings for your workforce, and support you through the full setup.
3. How long does the setup take?
For most companies, creating and configuring a pay policy takes a few minutes. The session with your account manager is designed to walk you through it step by step. Companies with multiple employee groups requiring different pay policies may take a little longer, but your account manager will have prepared in advance.
4. What if I make a mistake in my pay policy configuration?
You can edit a pay policy at any time. When you edit it, the system will recompute the rates for all employees assigned to that policy. The system shows you a recomputing state while this is in progress and notifies you when it is complete.
Note that pay policy changes during an active payroll cycle take effect at the start of the next cycle, not immediately.
5. What if I have employees who work in different ways — some on shifts, some in the office?
Create a separate pay policy for each group. Assign shift workers to a policy using fixed days in a month or daily working hours. Assign office staff to a policy using calendar days or weekly working hours. Each employee is assigned to exactly one pay policy.
6. Where can I get help if I have questions after the transition?
Contact your account manager or reach out to us at [email protected]. Our Customer Success team is available to walk you through any questions about your pay policy configuration.