Pay Policies

1. In Activate Central, click Build Dayforce. The Build Dayforce wizards show.
2. Click Pay Policies.
3. On the Pay Policies page, read the information and then click Next.
4. On the Pay Policy Summary page, click Add New Pay Policy.

   The Choose Pay Policies page opens with the available preconfigured policies grouped by geographical and generic pay policies:

   • Australian Policies
   • Canadian Provincial Policies
   • General Policies
   • International Policies
   • Ireland Policies
   • New Zealand Policies
   • Singapore Policies
   • United States State Policies
   • United Kingdom Policies

   Use the Search field at the top of the page to find existing policies that meet your search criteria. For example, if you search with the term “salaried,” Activate returns all pay policies for salaried employees in each of the policy groups.

   Note: If you select a geographic-specific policy, any edits you make to the policy will result in a customized policy configuration and additional testing will be required to confirm the expected results.

5. Expand the categories and select one of the preconfigured pay policies based on the location the new pay policy should apply to.
6. Click Done. The Available Pay Policy list on the Pay Policy Summary page shows the selected pay policy.

Rules control an aspect of your organization's pay policy, such as when and how daily, weekly, and holiday overtime is paid, or what shift premiums employees are eligible to earn. You can create as many rules as needed for your organization. After creating your pay policy rules, you can add qualifiers to define when to apply the rules.

1. On the Pay Policies Summary page, click Edit ( ) by the policy name in the Available Pay Policy list.
2. Enter a descriptive name for the pay policy.
3. Click Done.
4. In the Available Pay Policy list, hover your mouse over the pay policy to add a rule to and click Edit. The Rules and Qualifiers page opens. Any rules and qualifiers already set up for the pay policy are shown.
5. Click Add a Rule. The Choose Pay Policies page opens with a list of popular pay rules to add to the policy.

   Note: Despite being a part of the policy, the Assign Pay Adjustment and Pay Resolution rules aren’t included on the page. These rules are required for every policy.

   Shift Premium Rule

   Pays a premium for working during a specific period of time.

   When Activate installs the rule for the policy into Dayforce, the following defaulted configuration elements are applied:

   • Shift premiums are awarded for worked time categorized as Regular or Training.
   • Shift premiums are categorized with pay code-category “Prem-ShiftPrem.”
   • Shift premiums are paid separately rather than blended into the rate tied to the worked time.
   • For USA policies, if the FLSA Overtime rule exists in the policy, Shift Premiums are included in the calculation of the average rate.
   • The Shift Premium rule is sequenced to execute before any overtime rules in the pay policy.
   Guarantee Rule

   Note: A Guarantee Rule can’t be added to a compliant pay policy if the compliant policy already contains a Guarantee Rule.

   Guarantees a minimum hours payment if an employee works less than that minimum hours.

   When Activate installs the rule for the policy in Dayforce, the following defaulted configuration elements are applied:

   • The Guarantee Rule is categorized with the pay code-category “Guar-Prem.”
   • The guarantee is awarded when worked time is: categorized as Regular, Training, OT 1.5, or OT Daily is less than the minimum set.
   • “Meals” aren’t considered to be time worked.
   • The guaranteed amount is calculated as the difference between the worked time and the minimum value set multiplied by the employee’s current base rate.
   • The Guarantee Rule executes before any overtime rules in the pay policy.
   Holiday Rule

   Note: A Holiday Rule can’t be added to a compliant pay policy if the compliant policy already contains a Holiday Rule.

   Pays a fixed premium on holidays and applies an overtime rate multiplier on any time worked on the holiday.

   When Activate installs the rule for the policy in Dayforce, the following defaulted configuration elements are applied:

   • The holiday premium is categorized with the pay code-category “HOL-PREM.”
   • The holiday overtime rate is a multiple of the employee’s base rate.
   • Time worked on the holiday is paid at the multiplier rate on the worked time rather than as a separate premium.
   • Only worked time categorized as Regular or Training is eligible for holiday overtime.
   • The Holiday rule is sequenced to execute before any Guarantee and overtime rules in the policy.
   Weekly Overtime Rule

   Note: A Weekly Overtime Rule can’t be added to a compliant pay policy if the compliant policy already contains a Weekly Overtime or FLSA Overtime Rule.

   Pays at an overtime multiplier rate for any time worked beyond the weekly threshold.

   When Activate installs the rule for the policy in Dayforce, the following defaulted configuration elements are applied:

   • The Weekly Overtime Rate is a multiple of the employee’s base rate.
   • Overtime is paid at the multiplier rate on the worked time instead of as a separate premium.
   • Only worked time categorized as Regular or Training is eligible for overtime.
   • The rule is sequenced to execute last.
   Daily Overtime Rule

   Note: A Daily Overtime Rule can’t be added to a compliant pay policy if the compliant policy already contains a Daily Overtime or FLSA Overtime Rule.

   Pays at an overtime multiplier rate for any time worked beyond the daily threshold.

   When Activate installs the rule for the policy in Dayforce, the following defaulted configuration elements are applied:

   • The Daily Overtime Rate is a multiple of the employee’s base rate.
   • Overtime is paid at the multiplier rate on the worked time instead of as a separate premium.
   • Only worked time categorized as Regular or Training is eligible for overtime.
   • The rule is sequenced to execute before any weekly overtime rules in the policy.
6. Select the rule to add and click > to the right of the rule to configure it. The Rules and Qualifiers page opens with questions to help configure the key rule parameters.
7. Complete the rule details.

   You must answer all of the questions on the page. Select the answers that best reflect the pay policy that you’re configuring. Based on your answers, additional questions might show to capture more information.

   Note: For information on each question, see the Questions section (below).

8. Click Done.
9. Add qualifiers to the rule as required by your organization's policies.

   Note: Preconfigured rules in the policy are marked [Default] and aren’t editable. Newly added rules are marked [Added] and are editable.

To control when a rule should apply to your payroll, add qualifiers to your pay policy rules.

Note: Qualifiers can only be added to rules with the identifier [Added] appended to the rule name.

Note: If you’re on the Pay Policy Summary page, hover your mouse over the pay policy to which to add a qualifier to in the Available Pay Policy list and click Edit. The Rules and Qualifiers page opens.

1. On the Rules and Qualifiers page, hover your mouse over the rule to add a qualifier to and click Add Qualifier.

   The Choose Pay Policies page opens with a list of predefined pay policy rule qualifiers to add to the rule.

   Employee Qualifier

   Ensures that the attached rule applies only to employees assigned to a specific pay class, pay type, job, status, or shift rotation.

   Holiday Qualifier

   Ensures that the attached rule applies only to holidays contained in the respective holiday groups assigned to employees.

   Worked Next Shift Qualifier

   Ensures that the attached rule applies only to employees who worked their next scheduled shift with the option to count work on a nonscheduled day as a worked shift.

   Worked Minutes Qualifier

   Ensures that the attached rule applies only to employees who worked less than or more than a threshold of worked minutes in total or per day for a defined number of days in the past.

   Worked Previous Shift Qualifier

   Ensures that the attached rule applies only to employees who worked their last scheduled shift with the option to count work on a nonscheduled day as a worked shift.

   Day Qualifier

   Ensures that the attached rule applies only to specific days of the week.

2. Select the rule to add. The Rules and Qualifiers page opens with questions to configure the key qualifier parameters.
3. Complete the qualifier details.

   You must answer all of the questions on the page. There’s no right or wrong answer. Select the answers that best reflect the pay policy that you’re configuring. Based on your answers, additional questions might show to capture more detail.

   Note: For information on each question, see the Questions section (below).

4. Click Done.

When the qualifier is added, it’s listed under the rule and uses the naming convention: “Qualifier Name” - “Qualifier Description” (Added).

When the Pay Policy configuration is complete in Activate, you must install the policy in Dayforce.

Important: When a pay policy is installed, you can no longer edit it in Activate. Review your pay policies before installing. Installed Pay Policies can only be modified directly in Dayforce.

1. On the Pay Policy Summary page, click Done & Install.

   A message states that you’re about to install pay policies in Dayforce. After the installation, you can only change the pay policies directly in Dayforce.

   Important: If someone is signed directly in to Dayforce and potentially applying manual configuration, Activate shows a warning at Done & Install. Don’t continue with the Activate installation if users are actively applying configuration changes. Users’ changes might be lost if a failure occurs during the Activate installation. Download the User Report and follow up with the team members before you continue with the Activate wizard.

   The Load page opens with a list of the steps to complete and an estimate of how long the installation usually takes. During the installation, the current step in the process is bolded so you can monitor the progress.

2. Click one of the following:
   • Add Email and enter your email address to receive an email when the installation process ends, instead of waiting for it to finish.
   • Next w hen the installation is complete.

   Activate Central opens with the name of the Wizard now shown in green text and a green checkmark to the left of the wizard’s name. The current day, date, and time of completion are included, along with your name as the user who completed the Wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.

   Note: If you want to add more polies, click I want to add more.

You can only copy available pay policies that aren’t yet installed in Dayforce.

1. On the Pay Policy Summary page, hover your mouse over the available pay policy to copy.
2. Click Copy.

You can only delete available pay policies that haven’t yet been installed in Dayforce.

1. On the Pay Policy Summary page, hover your mouse over the available pay policy to delete.
2. Click Delete. A confirmation message shows.
3. Click Delete.

You can only edit rules that haven’t yet been installed in Dayforce. The rules that can be edited show the rule name with [Added] appended to the end of the name.

1. On the Rules and Qualifiers page, hover your mouse over the rule to edit and click Edit.
2. Edit the rule as needed.
3. Click Done.

You can only copy rules that haven’t been installed in Dayforce yet. Rules that can be copied have [Added] appended to the end of the rule name.

1. On the Rules and Qualifiers page, hover your mouse over the rule to edit.
2. Click Copy.

You can only delete rules that haven’t been installed in Dayforce yet. Rules that can be copied have [Added] appended to the end of the rule name.

1. On the Rules and Qualifiers page, hover your mouse over the rule to delete.
2. Click Delete.

You can only edit qualifiers that haven’t been installed in Dayforce yet. The qualifiers that can be edited show the qualifier name with [Added] appended to the end of the name.

1. On the Rules and Qualifiers page, expand the rule with the Qualifier to edit.
2. Hover your mouse over the qualifier and click Edit.
3. Edit the qualifiers as needed.
4. Click Done.

You can only copy qualifiers that haven’t been installed in Dayforce yet. The qualifiers that can be copied show the qualifier name with [Added] appended to the end of the name.

1. On the Rules and Qualifiers page, expand the rule with the Qualifier to copy.
2. Hover your mouse over the qualifier and click Copy.

You can only delete qualifiers that haven’t been installed in Dayforce yet. The qualifiers that can be deleted show the qualifier name with [Added] appended to the end of the name.

1. On the Rules and Qualifiers page, expand the rule with the Qualifier to delete.
2. Hover your mouse over the rule and click Delete.