Project-Based Payment can be used not only for projects but also for overtime calculations. Here’s a step-by-step guide to set it up:
Step 1: Create Projects
1️⃣ Go to Settings.
2️⃣ Select the Project-based Payment tab.
3️⃣ You will see one default project (cannot be deleted). You may edit its name if you plan to use it, or disable it if not needed.
4️⃣ To create a new project, click + Create Custom Projects.
5️⃣ A box titled Create Custom Project will appear.
6️⃣ Fill in:
Project Name
Project Description
7️⃣ Click Confirm to save.
Step 2: Apply Projects to a Policy
1️⃣ Go to Settings > Policies.
2️⃣ Choose the policy you want to apply project-based payment for.
3️⃣ Inside the policy, go to the Project-based Payment & OT tab.
Step 3: Project Settings
Make button visible on Mobile App: Toggle ON/OFF.
Button Labels on Mobile App: Choose how it appears on mobile:
OT and Project Based Pay
Project Based Pay
Overtimes
Project Hour Stepper (for mobile): Choose time interval:
1 min, 5 mins, 10 mins, 15 mins, 20 mins
Can Submit Up To Past Days: Define how many past days employees can submit project/overtime requests.
Can Submit Ahead Days Up To: Define how many future days employees can submit requests.
Step 4: Define Project Hours
Minimum Project Minutes: Minimum duration employees can submit (starting from 5 minutes).
Maximum Project Minutes: Maximum duration employees can submit (up to 300 hours).
Step 5: Define Project Rates
Set payment rates for different days:
Project Rate For Weekdays
Project Rate For Saturday
Project Rate For Sunday
Project Rate For Public Holidays
Step 6: Project Approval Setup
Who do employees need first approval from?
Follows same structure as Attendance and Leave approvals.
User Guide for - Understanding and Setting Up Attendance Approvals
User Guide for - How to Configure Leave Approval Workflows
Second Approval:
Optional second-level approval can also be added.
Step 7: Define Calculation Method for Each Project
1️⃣ Under Project-based Payment, select the project name.
2️⃣ A box will open where you can configure Calculation Method:
Fix-rate per hour:
Formula: Fix Rate × Weekday Multiplier × Individual Multiplier (You can set the individual multiplier in the employee profile.)
Hourly Rate Method 1:
Formula: Base Salary ÷ (Days in Month / Payroll Cycle / Custom Days / Scheduled Working Days) ÷ Hours per Hour × Project Multiplier
Hourly Rate Method 2:
Formula: (12 × Basic Salary) ÷ (52 × Weekly Hours) × Project Multiplier
Vietnam Style OT:
Formula: Base Salary ÷ (Days in Month / Payroll Cycle / Custom Days / Scheduled Working Days) ÷ Hours per Hour × Project Multiplier
Step 8: Approver Restriction (Optional)
Toggle Yes/No:
If enabled, project requests can only be approved if both check-in and check-out attendance records exist for the requested date.
Step 10: Activate and Save
Toggle Activate to enable the project and click Confirm.
Step 9: Additional Project Options
For each project, you can also select:
Document Required
Second Approval Required
Affect Income Tax Calculation
One Time Tax Calculation
Affect Social Security Calculation
✅ Just tick the box on the project row to apply.
Update Policy to save all changes.
✅ Now your project-based payment & overtime setup is fully ready for use!