Period categories are used to set the intervals for salary payments and time reporting.
Without having the periods set, the employees cannot report their time.
The period categories can be found and created under Administration --> Period categories:
Periods are set as monthly on a certain day of the month. The default day from the template is the 2nd day of the next month, but it can be changed manually for each company/customer.
There can be created as many period categories as necessary, having to select the following options:
Pay period ( used for deciding the frequency of payment for the employee (salary and transactions)):
- Pay frequency: calendar month, month, calendar week, day
- Start date
- Process date: how many days after or before the period has ended; it should be before or on the same date as pay date
- Pay date: how many days after or before the period has ended
Time reporting period ( used for deciding how often the employees should report their time )
- Time reporting frequency: calendar month, month, calendar week, day; N/A if "Same as Pay period" is checked
- Start date: N/A if "Same as Pay period" is checked
- Last time reporting date: how many days after or before the period has ended
Automatic reminders ( used to automatically send reminders for closing and approving the time reports )
- You can set multiple reminders for both categories, choosing how many days before or after the last time reporting date to be sent
- If you select "0" the reminders will be sent on the same date as the last time reporting date
- Please note that no reminders will be sent if you leave this part empty
You can also select one category as default. By doing this, the default one will be automatically selected from the drop-down list when adding new employees.
The existing period categories can be seen in the period categories overview, can be edited and deleted ( if not used already in exported time reports ).
You can filter to view Archived periods:
There are three tabs when you egiting an existing period category:
The time reporting period generated for every monyh:
Automatic reminders established for employees and managers:
The period category will be assigned to each employee, by going to HR --> Employees --> Time reporting
