If you have Shift Premiums that must be calculated according to predetermined triggers (time/day/position/location-based), you can create Automatic Premiums to automate the process, save a lot of time and reduce calculation risk.
IMPORTANT: Automated Premiums only work on a going-forward basis. When you create an automated premium, past shifts and entries will not be affected.
For Premiums that should be added manually on certain occasions, refer to this article instead.
Where to go to create an Automatic Premium
Select Settings from the left-hand navigation menu.
Select Premiums from the submenu.
Click Add a premium in the top-right corner of the screen.
Steps to follow when creating an Automatic Premium
Choose a name for the premium.
You can also choose to add a multiplier for the premium hours.
Select the premium's type as Automatic.
Refer to this article for setting up a Spontaneous Premium.
Choose any Restrictions for your Premium. Here are some examples:
Locations - Premium given to Assistant-manager, team-lead etc.
Positions - The Ottawa location could provide a premium to its employees because it is further away than the Montreal location.
Employees - Sandra can have a premium automatically added to all her shifts, according with her individual employment contract.
Choose if the premium can be added to shifts or paid time-offs. In the vast majority of cases, premiums should be applied to shifts only.
Also confirm if the premium can be added to regular hours or overtime hours or all hours.
Choose when you want your premium to be active:
During a given time period (All day, or between set hours.)
Shifts starting before or after a specific time.
Select which days the premium is active, or toggle on All week to select all.
Finally, choose the computing method for how this premium will be applied. Here are some examples:
Apply this premium to the work hours overlapping the premium period only - If you have a time trigger from 4pm to midnight, and the employee works from 3pm to 11pm. Only the hours from 4pm to 11pm (7 hours) will compute.
Apply this premium to the entire work shift when it overlaps the premium period - Taking the same example as above, this time, the whole shift (3pm to 11pm) would be computed, giving 8 hours of premium hours.
Apply this premium to a specific number of hours, regardless of the shift's duration - Selecting this option will allow you to preset a quantity. We recommend it to be 1 to facilitate reporting later on.
