Add or Configure Payroll Policies

Payroll policies are configured in Payroll Setup > Payroll Policies. Information about rules and qualifiers is available in Payroll Rules and Qualifiers Library.

A payroll policy must contain at least (but isn’t limited to) a ruleset, to which you can add rules and qualifiers.

For example, if you need to create a simple payroll policy to determine how net income is calculated from gross pay by Dayforce. You must first create the policy and a ruleset. You can then add the appropriate rules, ordering them in the sequence that you want them applied. The majority of the configuration of payroll rules involves providing appropriate values in the rule parameters, which are specific to each rule and documented as part of the payroll rules library. See Payroll Rules and Qualifiers Library.

To make this process easier to understand, this is described as two related tasks in this topic:

• Create a Payroll Policy and Add a Ruleset to it
• Add Rules and Qualifiers to the Payroll Policy

The following steps provide general instruction on how to add rules to a selected ruleset and payroll policy. You will need to repeat these steps several times to add each instance of the payroll rules, as needed.

Create a Payroll Policy and Add a Ruleset to it

To create a payroll policy and add a ruleset to it: 

1. Go to Payroll Setup > Payroll Policies and click Add.
2. Enter a name, a description, a start date, and, optionally, a reference code for the new payroll policy.
3. Click in the Organization field to open the organizational hierarchy, locate and select the location or organizational unit (such as district or region) that you want to associate the payroll policy with, and click OK. Selecting the top level in the list of locations associates the payroll policy to all locations under the selection, or you can select individual locations as necessary.
4. In the expanded policy, click the add icon () and click Ruleset.
5. Enter a name and, optionally, a description of the ruleset.
6. Click Save.
7. (Optional) Continue with the next task to add rules and qualifiers to the payroll policy.

Add Rules and Qualifiers to the Payroll Policy

To add rules and qualifiers to a payroll policy:

1. Go to Payroll Setup > Payroll Policies and select the payroll policy and ruleset that you want to work with.
2. Click the add icon () and click Rule.
3. Enter a name and, optionally, a description for the rule.
4. Enter a start date for the rule in the Effective From field. Rules are active only during their effective date range.
5. Verify that the Active checkbox is selected.
6. In the Type drop-down list, select a rule.
7. Configure the rule's parameters.
8. Click Save.
9. (Optional) In the same ruleset, click the add icon and click Qualifier.
10. Add the qualifier you want, and click Save.