Payroll: Assigning Payroll policies

Each employee can have a single payroll policy assigned to them. Super admins and payroll admins can assign policies to each user through their employee profile or through the work location assigned to the employee.

Assignment options

You can assign payroll policies to employees individually through the employee profile, through defining it in the work location, or in bulk through the employee list under the 'company' menu. 

• • Individual
    • Employee profile 
      • Go to Company > Employees > select employee > 'Actions' > assign policy
  • Via Work location
    • Define a default payroll policy for a work location: any users assigned to this work location would then automatically be assigned this payroll policy. This will reduce manual effort on the admin's part and streamline assignments with each new hire.
  • Bulk
    • Employee list bulk action Assign policy
      
      

• • Assigning and removing payroll policies
    • To remove a payroll policy select 'None (unassign any existing payroll policy)' from the dropdown

• When assigning or removing payroll policies (individually or in bulk) select if the current cycle is affected or not.
  • Live reassignment: Move users from the ongoing cycles of their old policy to the ongoing cycle of the new policy. This requires an ongoing cycle under the new payroll policy. 
    
    • If the box is checked then the user is added or removed to the corresponding payroll cycles (Default)
    • If the box is unchecked, then the user remains in the current cycle and is added or removed at the start date of the next cycle.
    • This is only possible for unapproved running cycles. 

If you need more information on how to create a payroll policy, please see the article linked here.