If your company operates with different sets of rules or regulations, you can create and manage various policies within the system. Please follow these instructions:
1. Navigate to Policy Settings
Click on Profile Toggles (your profile icon).
Select Settings from the dropdown menu.
Click on the Policies tab.
2. Create a New Policy
Click the + Add New Policy button.
Policy Name: Enter a clear name for the policy.
Description: Provide a brief summary of what this policy covers.
Choose Payroll Country: Select the relevant country for payroll compliance.
Click Create Policy.
3. Configure and Update
Once the policy is created, you can customize the following sections as needed:
Attendance: Set check-in/out windows and late rules.
Leave: Define leave types and eligibility.
Payroll: Configure basic salary and proration settings.
Project-Based Payment & OT: Set up specialized project rates and overtime logic.
Bank, Expense, & Tax-Related: Link banking formats, expense limits, and tax configurations.
After adjusting the settings, click Update Policy to save your changes.
4. Delete a Policy
If you need to remove a policy from the system, follow these steps:
Click on the Delete button next to the specific policy.
A confirmation pop-up will appear.
Re-type the Policy Name exactly as it appears to confirm the action.
Once confirmed, the policy will be permanently deleted.
✅ Success: Your new policy is now ready to be assigned to the relevant employees in their profiles.