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, follow this procedure instead.
1 - Creating an Automatic Premium
The first step to create one, is to have Administrator access and go to the "Settings" menu ➡️ "Premiums" tab and click on "Add a premium"
You will also need to have the Premiums module activated in your Plan.
Steps to follow when creating an automatic bonus
Here are the steps to follow and the choices you will have from the automatic bonus.
1- Choose a name for the premium
2- Choose if you want to activate the multiplier (if you want to add one to premium hours)
3- Choose the type; automatic or spontaneous
4- Choose the locations that will have access to this premium (all or some specific ones)
5- Choose the positions that will have access to this premium (all or some specific ones)
6- Choose the employees that will have access to this premium (all or some specific ones)
💡 Here are a few examples to help you understand better
Position-based: Premium given to Assistant-manager, team-lead etc.
Location-based: The Ottawa location could provide a premium to its employees because it is further away than the Montreal location.
Employee-based: Sandra can have a premium automatically added to all her shifts, according with her individual employment contract.
7- Choose if the premium must be added to shifts or time-offs. In the vast majority of cases, premiums should be applied to shifts only.
8- Choose when you want your premium to be active (during a given period, for a specific time)
9- Choose during which days (or all week) this premium will be active
10- Finally, choose the computing method for triggering the premium.
💡 Here are a few explanations to help you understand better
Applied to overlapping hours only (default): 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.
Applied to the entire shift when overlap occurs: Taking the same example as above, this time, the whole shift (3pm to 11pm) would be computed, giving 8 hours of premium hours.
Apply a specific number of hours: Selecting this option will allow you to preset a quantity (we recommend it to be "1" to facilitate reporting later on).
* Please note that you must subscribe to the Premiums add-on to benefit from this feature.