Assigning an Overtime Policy to a User's Profile Follow
Assign overtime policies to user profiles in the CloudPunch web portal with ease, ensuring accurate policy application. Follow these simple steps to link an overtime policy to a specific user, providing them with the appropriate policy settings.
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 user's profile:
- Log into the CloudPunch web portal.
- Click on People in the side menu.
- Select the user to whom you want to assign the overtime policy.
- Click on the Policies subtab under their name.
- Click + Assign or Replace Policy on the top right-hand side of the page.
- Click Overtime.
- Select the overtime policy 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.