Pay Rules help you automatically calculate and categorize worked hours so payroll is accurate and consistent. For example, you can set overtime for hours worked over 8 hours a day, or add extra pay for specific shifts like night shifts or holidays.
In Connecteam, these rules are organized into policies. A policy is a “package” of overtime and pay rules that you assign to a specific group of users.
For example, you might create:
Full-time employees policy: overtime after 8 hours/day
Part-time employees policy: overtime after 40 hours/week
Contractors/Temp workers policy: overtime applies only after 12 hours
To move a user from one Pay Rule policy to another, you’ll need to update their Overtime and Pay Rules policy assignment.
How To Move Employees to a Different Policy
To move a user from one Pay Rule policy to another, you’ll need to update their Overtime and Pay Rules policy assignment.
Option 1: Move the user from their Employment tab
Go to Users.
Open the relevant user’s profile.
Click the Employment tab.
Scroll to the Overtime and pay rules section.
Click the three dots (⋯).
Click Update.
Select the new Pay Rule policy.
Set the Effective date.
Click Confirm (or the final confirmation button shown in the pop-up).
Option 2: Move the user from the policy settings (Company Policies)
Go to Users.
Open the relevant user’s profile.
Click Company policies.
Open the Overtime and pay rules tab.
Find the Pay Rule policy you want to move the user to.
Click Add users.
Search for and select the relevant user.
Set the Effective date.
In the Update policies pop-up, click Save changes.
Watch the full flow below:
Frequently Asked Questions
Q: Do I need to remove the user from their old Pay Rule policy first?
A: No. When you assign a new Pay Rule policy, the user is automatically unassigned from the previous policy.
Q: What effective date should I choose?
A: Choose the date you want the new Pay Rule policy to start applying (for example, the user’s role-change date).
Q: Why can’t I find the user when I click “Add users”?
A: Make sure the user is active and that you’re in the correct Overtime and pay rules area and selecting the correct policy.
Related Articles
For more information about creating overtime and pay rule policies visit this article.
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