Compensation
- Discover Compensation
- Migration from Overtime balance to Compensation: everything you need to know
- What are overtime policies and how do I create them?
- What is the difference between a time off, pay, and hybrid policy?
- How does the version history of a policy work?
- How do I assign employees to an overtime policy?
- What is the default overtime policy and how does it work?
- How do I manage the policies I've created?
- What are multiplier rules and how do I create them?
- How do I assign employees to a multiplier rule?
- What are categorization rules and how do I create them?
- What happens if I edit the paid clock in/out type associated with a categorization rule?
- How do I assign employees to a categorization rule?
- How do I manage the rules I've created?
- What is the "Prioritize" function and how does it work?
- What is the difference between multiplier rules and categorization rules?
- What are time margins and how do I create them?
- How do I assign employees to a time margin?
- How do I manage the time margins I've created?
- How do I compensate an employee's overtime balance?
- Does accumulated overtime (positive/negative) expire?
- Can I set a maximum limit on positive or negative overtime?
- Where can I view the movement history of an employee's balance?
- What are compensatory absence types?
- Can I customize the columns I see on the main Compensation screen?
- Where can I see the balance generated by each type of rule?
- How does overtime validation work?
- Who can validate or reject overtime requests?
- How do overtime policies, multiplier rules, categorization rules, time margins, and compensatory absence types relate to each other?
- If an employee has both multiplier and categorization rules, how are they combined in the calculation?
- Do time margins affect the calculation of multiplier and categorization rules, or are they independent?
- What is the difference between "validating" overtime and "adjusting" a balance? Can any manager do it?
How does the version history of a policy work?
Every time you modify an overtime policy, the system automatically generates a new version with its date and time, keeping previous versions saved.
Therefore, the version history is a complete chronological record where you can check what changed, when it happened, and who made each modification.
What changes generate a new version? The system creates a new version of the policy when you modify settings that affect the calculation of hours:
- How accumulated time is managed (pay, time off, or hybrid).
- The basis against which hours worked are compared (schedule/shift or contract).
- On which days overtime is generated or how it is distributed.
- Changes to the approval chain or flow.
- Adjustments to management periods, expiry rules, or annual limits.
Other adjustments, such as changing the name, description, or visibility and notification options, are saved in the history but do not generate a new version.
Versions are displayed from most recent to oldest. By clicking on any previous version, you can:
- View how the calculation, visibility, or notification parameters were configured on a specific date.
- Restore an old version using the "Create new version from this one" option to take that base configuration without altering the current version.
In addition to the list of versions, each individual action is signed with the user's name and the exact date to give you full traceability.
If you are going to modify a policy that has employees assigned, check which version is active and since when. Changes to the calculation may affect balances already generated.