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Policies and Roles

This category encompasses articles related to CloudPunch Policies and user Roles. Explore detailed information and guidelines on configuring and managing policies and roles within your CloudPunch account.

Roles and Permissions

  • Learning About the Roles
  • Administrator Role
  • Supervisor Role
  • Employee Role

Date Time Currency

  • Date Time Currency Policy

Pay Period

  • Updating Your Pay Period

Pay Codes

  • Adding a Pay Code
  • Editing or Removing a Pay Code

Overtime

  • Creating an Overtime Policy
  • Assigning an Overtime Policy to a Department
  • Assigning an Overtime Policy to a User's Profile

Breaks

  • Creating a Break Policy
  • Lunch Break Options
  • Rest Break Options

Punch Management

  • Creating and Editing a Punch Management Policy
  • Assigning a Punch Management Policy
  • Enable Punching on a Time Clock
  • Enable Punching on the Web Portal
  • Setting up Department Transfers

Punch Rounding

  • Setting up a Punch Rounding Policy

Accruals

  • Setting up an Accrual Policy
  • Adding and Removing an Accrual Rule
  • Adding an Accrual Policy to a Department
  • Adding an Accrual Policy to a User Profile
  • Adjusting a User's Accrual Balance
  • What if our time off doesn’t accrue?

Holidays

  • Setting up a Holiday Policy

Lockouts and Shift

  • Setting up a Lockout and Shift Policy

Shift Differentials

  • Setting up a Shift Differential Policy

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