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 do I manage the time margins I've created?
Once you have created one or more margins, you can manage them from Configuration >> Time management >> Time margins.
Click the quick actions button (three dots) to access a menu with all the available options: preview, edit, duplicate, view assigned employees, or delete.
Preview
Opens the margin detail view, which has two tabs: Configurations, where you have a summary of the criteria governing it, and Assignments, where you can see which employees, workplaces, groups, or departments have it applied.
Use this option when you want to confirm how a margin is configured or before making "major changes".
Edit
Takes you back to the margin creation process, with all the values you have already defined loaded.
Bear in mind that, if the margin you edit has employees assigned, the change will trigger a recalculation of hours. This process may take several minutes, and while it lasts:
- You cannot edit the margin.
- You will not be able to manage the compensation of the affected employees.
As soon as the recalculation finishes, we will send you a notification. Be patient with this process: it is normal for it to take a few minutes, especially if many employees are assigned.
Duplicate
Creates as many variants of the same margin as you want without having to configure it again from scratch. Bear in mind that you will need to assign the copy to employees, as it does not carry over the employees of the original.
When duplicating, the system will ask you to name the copy. You can edit it later without affecting the original.
View assigned employees
Takes you directly to the "Assignments" tab of the margin detail, to check or modify who it applies to.
Use this option before making "major changes", so you are aware of the actual scope of the recalculation you are going to trigger.
Delete
If the margin has no assigned employees or application history, delete it. If the margin does have assigned employees or history, you can choose between two options when clicking "Delete":
- Delete going forward. Choose this option when you want the margin to stop applying from today (the query date). Past time will not be affected.
- Delete all history. Choose this option when you want to remove all assignments (past and future) and have hours, balances, and statistics recalculated from the start of its application.