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Locations, groups and roles

Employee assignments: what one person is given

One employee's charge codes, time off policies and balances with their history, and the overtime rule that applies.

Employee assignments shows, for one person at a time, everything they are given and where it comes from. Use it to answer questions like why can't Ben see this project, or how did Emma's balance get to 12 days.

Steps

  1. Open Team, then Employee assignments.
  2. Choose an employee in the list on the left. Search by Name or job title, and tick Include inactive to see people who are inactive or have left.
  3. Choose the Charge codes, Leave or Overtime rules tab.

Charge codes

Every charge code the person can use, assigned directly or through a group, with its Effective dates and any Bill rate or Pay rate. Filter by status: Active, Starts later, Ended or Show all. Choose Edit to change one of their own assignments, or tick several of them to change them together: fields left blank stay as they are. To stop them charging a code from a date, set an end date instead of removing it. An assignment that comes from a group is changed on the group: choose Open group.

Leave

One line for each type of time off they have a policy for, with Beginning, Accrued, Earned, Used, Lost and Current balance for this year. The current balance includes time off already booked.

  • Click a line to see its Activity: every opening balance, amount built up, time off booked or cancelled, carry-over, expiry and adjustment, with when and who.
  • Edit dates sets when the policy applies to them. Outside these dates the leave type's default policy applies.
  • Adjust changes the balance: enter the Change in balance (a minus takes away), Counts from and a Reason, then choose Save adjustment. Nobody can adjust their own balance.

Overtime rules

The rule that decides when their hours count as overtime and how they are paid, in plain words, and where it Comes from: Assigned directly, Via group, From location, or Default for everyone. Choose Give them a rule of their own (or Change their rule) and Save. Remove goes back to their location's or the company rule.

Tip. To change the same thing for many people at once, use Policy assignments, a group, or Assign leave on Leave types and policies.

Where to find it

TeamEmployee assignments

Who has it: People who manage people, time off, projects or company settings. Each tab shows to people allowed to change it. If it is not in your menu, your role does not include it.

Open Employee assignments Opens the app. You may be asked to sign in first.

If something goes wrong

It says the person is outside the people you manage.
Your role only covers some locations. Ask someone whose role covers that person.
No charge codes assigned.
Give them charge codes on Charge codes, Assign charge codes, directly or through a group.
No time off policies.
Set up leave types and their policies under Leave types and policies first.

Related articles

New to this part of ClockinBee? Read the overview: Locations, groups and roles.

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Employee assignments: what one person is given · ClockinBee