Assigning an Overtime Policy to a Department Follow
Quickly assign an overtime policy to a department in the CloudPunch web portal to streamline policy application for multiple users at once. Simplify the process of adding overtime policies by linking them to departments, ensuring efficient policy management.
To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.
Add an overtime policy to a department:
- Log into your CloudPunch web portal.
- Click on Places in the side menu.
- Go to the Departments section.
- Select the department to which you want to assign the Overtime Policy.
- Click on the Policies subtab.
- Click + Assign or Replace Policy on the top right-hand side of the page.
- Select Overtime.
- Select the policy you want to assign from the dropdown menu.
- If there was no previous policy of that type, the new policy is automatically added.
- If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes.
- Click Save. If you don't click Save, the policies will not be updated.
Note: If a person has a policy type already assigned, adding or replacing a policy at the department level will not override the individual policy. You will need to update the person's policy accordingly.