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XactTime Payroll Policy Page

Environment

The information in this article applies to:

Summary

Payroll Policies Page

XactTime uses payroll policies to store and apply the rules governing attendance, lunches
and breaks, overtime, and pay periods. You may have more than one set of rules within an
organization, so XactTime permits you to maintain many payroll policy templates. You
assign to each employee the appropriate payroll policy.
Payroll policies play a vital role in time management and every employee must be assigned
to a payroll policy, therefore you must set at least one payroll policy. XactTime includes a
predefined payroll policy titled Default Payroll Policy which may be rename and redefined.
You may create additional policies later as well.

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Selected Policy Section

The Selected Policy section indicates the currently selected payroll policy. Select a payroll
policy by clicking its link in the List of Policies section.
The Selected Policy section contains the following items:

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Setting Description
Add Link Click Add to add a new payroll policy.
Delete Link Click Delete to delete the selected policy.
Policy Name This field displays the name of the currently
selected policy.
Members Link This link displays a list of employees
assigned to the currently selected policy.

List of Policies Section

The List of Policies section displays all the payroll policies available in your company’s
account. The currently selected policy displays in black text in the list and also appears in
the Selected Policy section at the top of the page.

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Select a Payroll Policy

Click the link for the payroll policy you wish to edit in the Payroll Policy list. The
selected payroll policy appears in the Selected Payroll Policy section.

Adding, Editing, and Deleting a Payroll Policy
Add a new Payroll Policy

1. In the Selected Policy section, Click Add. The Add Payroll Policy page loads.
2. Enter the name for the new payroll policy.
3. Choose the existing payroll policy you wish to copy as the foundation for this new
policy.
4. Click Add Policy to complete the entry. The Payroll Policies page loads with the
new policy selected.
5. Complete the settings as described in the Payroll Policies Settings section.

Editing a Payroll Policy

1. Verify that the policy displayed in the Selected Policy section is the one you wish
to edit; if not, select the policy from the List of Policies section.
2. Click the link for the section of the policy you wish to edit.
3. Edit that section as described in the Payroll Policies Settings section.

Delete a Payroll Policy

1. Verify that the policy displayed in the Selected Policy section is the one you wish
to delete; if not, select the policy from the List of Policies section.
2. In the Selected Policy section, click Delete. The Confirmation page loads.
3. Click Yes to complete the deletion, or click No to cancel and return to the Payroll
Policies page.

Payroll Policy Settings Section

Payroll Policies contain several different categories of information. Companies may have
several payroll policies. The following sections describe these categories and their settings.
Note: You must click Apply Changes after modifying each section. This automatically takes
you to the next section.
Note: When you are editing payroll policies, expand the sections you wish to edit by clicking
on the link for the section.

Article

KB0024 Published 30th Sep 2013


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