Pay and payroll
Give people different rules
How ClockinBee decides which overtime rule, time off policy and holiday calendar applies to each person.
When ClockinBee needs a rule for someone, it looks in this order:
- The rule given to that person.
- The rule set for their main location.
- The company default.
Steps
- Open Team, open the person and choose Rules.
- Each rule shows what applies Now and whether it is the Default.
- Choose another Overtime rule, Holiday calendar or time off policy for this person.
- Choose the Save button under the one you changed, for example Save overtime rule.
Tip. Team, Policy assignments shows every person's rules in one table, and lets you change several people together.
Tip. To change the rule for everyone at one place, open the location instead and set Overtime rule for people based here. Anyone given their own rule keeps it.
Where to find it
Teama personRules
Who has it: People who can manage people. If it is not in your menu, your role does not include it.
Open Team Opens the app. You may be asked to sign in first.
If something goes wrong
- A person ignores the location's rule.
- They have a rule of their own. On their Rules tab, set it back to Default.
- A balance did not change with the new policy.
- Policy changes start today. Days already given stay in the balance.
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