Monthly tardy, seniority and allowance policies
These custom policies deduct lateness and absence from a monthly salary, reward long service, pay by distance travelled, and add holiday premiums. This article explains every policy on the Monthly wage tardy deduction, Seniority awards and Allowance cards.
Where: Settings › Payroll › Custom Policies
You need: write access to the Settings › Payroll right
How to add one of these policies
- Open Settings › Payroll › Custom Policies.
- On Monthly wage tardy deduction, Seniority awards or Allowance, click Add.
- Pick the sentence that matches your rule and click the arrow.
- Fill in every blank, including Employment types or Groups and the name.
- Click Save, then recalculate one affected payslip and check it.
Policies marked check-in only read attendance for employees required to check in.
Monthly wage tardy deduction
For a monthly-paid employee, absences and lateness do not reduce the salary on their own. One of these policies is what makes them reduce it. Unlike every other policy, the deduction appears under the Monthly Wage line, not as a separate other payment, so the other payment type you choose has no effect.
Monthly working (check-in) — "If a … employee is paid a Monthly Wage and is required to check-in, then deduct tardiness named … on an hourly basis… Apply even if event is scheduled on … holidays." On the main working activity, deducts late hours × the basic hourly wage and absent days × the basic daily wage. Ordinary days always count; tick holiday types to count late or absent events on those days too. This is the usual choice for salaried staff.
Monthly working by minute (check-in) — "…deduct tardiness named … on an minute basis with fixed amount of …". Deducts the fixed amount for each minute late. It does not deduct absences — pair it with another absence rule if you need one.
If several monthly tardy policies apply to one person, only one takes effect. Give each person one.
Seniority awards
| Policy | Pays | How often |
|---|---|---|
| Seniority allowance | A fixed amount | Once |
| Seniority allowance based on wage | A daily or hourly wage × a number of days | Once |
| Seniority allowance based on monthly wage | A percentage of the basic monthly wage | Every payslip in a tenure band |
Seniority allowance — "If a … has been employed for more than … year(s), then a … named … of … will be made on the employee's anniversary payslip". Paid once, on the payslip whose period contains the hire date plus that many years. It is not repeated in later years: add one policy per milestone (5, 10, 15 years).
Seniority allowance based on wage — "…of [wage basis] times … days will be made on the employee's anniversary payslip". The same one-off anniversary trigger, paying the chosen basic or gross daily or hourly wage × the multiplier.
Seniority allowance based on monthly wage — "…employed for more than … year(s) but less than …, then … of …% of basic monthly wage less / ignoring absences…". Paid on every payslip while tenure is in the band. Leave the end blank for no upper limit. Choose less to reduce it per absent day.
Allowance
Distance based allowance (check-in) — "…traveled a total distance of more than … km for each … then compute excess km * …". For each event of that activity, pays the kilometres above the threshold × the rate.
Distance based allowance for checkpoints (check-in) — "…for each … checkpoint…". The same, but the threshold applies to each checkpoint leg separately, not the whole event.
Holiday payment — "…who is paid Daily / Hourly is paid an addition named … of … of the daily rate for every … plotted to the calendar…". For daily- or hourly-paid employees (tick which), pays the percentage of the basic daily wage for every holiday of the chosen types in the period, whether or not they worked. Typical use: paying daily-paid staff for regular holidays.
Holiday bonus (daily) — "…of …% of daily rate if an employee comes to work on …". Pays the percentage of the basic daily wage for each day worked on the chosen day types.
Holiday bonus (hourly) — "…of …% of hourly rate for every minute of work on … with a maximum rendered minutes of …". Pays time worked on those days, capped per event, at the percentage of the basic hourly wage.
Holiday bonus (lookback) — "…of …% of regular wage if they worked on a … holiday. When they work on the previous day, they are paid for … of work, otherwise…". If they also worked the day before, the holiday pays the full minutes you set; otherwise it pays the hours actually worked, up to that amount.
Remaining allowance — "…will receive … equal to … less the total of … earned for days worked…". Pays a total allowance custom field minus the daily-rate custom fields × the rostered working days in the period, never below zero. Days are counted from the roster, whether or not they were attended. The total field cannot also be one of the deducted fields.
Day type choices: Rest Day, Holiday, Double Holiday, Rest Day & Holiday, Special Holiday, Rest Day & Special Holiday and Double Holiday & Rest Day, plus No holiday type (ordinary days) on some policies. Holiday payment uses the calendar's holiday types: Regular, Statutory, Special and Double.
Tips
- Give every check-in, monthly-paid employee one Monthly working policy if your rules deduct lateness and absence. Without it their salary is never reduced for them.
- Add one seniority policy per milestone; one policy pays once.
- Holiday payment is for daily- and hourly-paid staff. Monthly-paid employees' salaries already cover holidays.
Troubleshooting / FAQ
Q: A monthly employee was absent but their pay did not drop. They have no Monthly working policy, are not required to check in, or the payroll leaves out Attendance Policy.
Q: The seniority allowance was paid last year but not this year. Each seniority allowance pays once. Add a policy for the next milestone.
Q: There is no separate deduction line for lateness. Monthly wage tardy deductions appear under the Monthly Wage line.