About payroll Policies

Categorize employees into policies for streamlined payroll management, allowing distinct control over supplements and results within each policy.

What are payroll policies?

Companies can define different policies with different periodicities (monthly, weekly), and link them to the set of employees they want to pay that way.

For example, you can use different policies for groups of employees that are paid with different frequencies, or that are managed by different bookkeepers:

Different policies can have different periodicities, and their corresponding payroll periods will have different employees and different statuses.


Adding employees to a policy

  1. Go to Settings, in the sidebar menu
  2. Scroll down until the Finance section
  3. Select Payroll
  4. Access the policy you need to update
  5. Go to the Employees tab, and select Add employees in the top right corner
  6.  Select the employees. If needed, you can filter them

Adding a payroll policy to an employee

The default payroll policy is configured when installing payroll for the first time. Once a policy is available for a company, employees can be linked to it:

  • Navigate to the employee contract.
  • Scroll to the payroll policy section.
  • Assign one of the existing policies to the employee.

From this moment on, the policy payroll cycle management will show the employee and supplements and results could be managed for them.

Removing the employee’s payroll policy

You can also remove the policy of an employee. The employee will stop showing in the cycle management of that policy.

How to use policies?

For companies having multiple payroll policies,

  • When navigating to Payroll → Cycle, the user will be asked which policy they want to manage:

After selecting one policy, the overview of the last period of that policy will be shown. The selected policy can be changed also with the Change policy button, on the top right side of the screen:

This way, the cycle of the different policies will be managed separately:

  • Each policy will have a different status from the rest of the policies at every moment.
  • Supplements will be managed just for the employees included in each policy.
  • Results will be managed just for the employees included in each policy.

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