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Introduction to compliance settings
Introduction to compliance settings

Use compliance rules to manage breaks, overtime and penalty rates

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Written by Kevin
Updated yesterday

Introduction

The first step in getting started with compliance is making an assessment of which compliance rules are required for your business. 

By default, break allocation and overtime rules have been configured based on Californian legislation. If that's your business covered then simply flick the switch and turn the rules on, otherwise you will need to configure the rules to meet the legislation / company policy that applies to your business.

Once a rule is turned on the rule applies to all workers by default. Workers not requiring compliance can be made exempt from all compliance rules.

Prerequisite

  1. Premium subscription

  2. Administrator access

Main Menu > Compliance

Compliance Rules
SocialSchedules offers the following compliance rules:

  1. Breaks - Auto-allocate paid and unpaid breaks based on scheduled shift duration

  2. Overtime - Proactively manage daily and weekly overtime

  3. Holiday Rates - Apply rates to days defined as public holidays

  4. Penalty Rates - Apply rates to time worked during specific days / times 

Custom Rule Group
When your business has sets of workers that require different compliance rules you can manage this by creating custom rule groups.
Learn more about custom rule groups

Assigning Workers to Rule Groups
A worker can only belong to a single rule group or be exempt from compliance rules altogether. Assigning workers to rule groups can be done in bulk from the company network or on an individual basis from the worker profile.

Learn more about assigning workers to rule groups

Warnings & Restrictions

Choose how you want to respond when a compliance rule is triggered; there are three different responses to choose from:

  1. Take no action - when a rule is triggered it is not be flagged in anyway

  2. Mark as warning - when a rule is triggered a warning is created on both shifts and timecards as appropriate

  3. Restrict - when a rule is triggered by a shift in the schedule then a warning is created and the shift is restricted from being published

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