By now, you would have added employees, created reporting structures, workflows, and policies for your organization. It is now time to make all of it work by applying the right set of rules to the right set of employees.
Overview
The idea of a Master Policy is fundamental to how TeamNest works for your organization. Simply put, a Master Policy lets you decide what rules and workflows apply to what set of employees.
To create a Master Policy, you need to select one rule for each of the following sections:
- Attendance
- Leave
- Expenses
- Helpdesk
- Weekly-off
- Holiday Calendar
- Approval Workflow
and apply it to employees. Once you create a Master Policy, you can assign it:
- Individually, to each employee, or
- To all employees in an Org Unit, or
- To all employees in an Org Group
Thus, using a Master Policy is a two-step process.
- Creating the Master Policy
- Apply the Master Policy
Create a Master Policy
To create a new Master Policy,
- Go to Admin Section > Manage Policies > Master Policies and click on Add Master Policy.
- Add the name and description as per applicability.
- For all the remaining fields, you have to simply choose the rules that would form part of this Master Policy i.e. Attendance Rule, Leaves Rule, Expense Rule, etc.
- For example, a Master Policy designed for Senior Management will be made up of Attendance, Leaves, and Expense rules that were created specifically for them. So, make sure you choose the correct rules.
- Create other applicable Master Policies for different sets of employees.
- Please note that the number of master policies and their combinations would entirely depend on your organizational structure.
Apply a Master Policy
You would normally want to apply a Master Policy to a set of employees. This could be individual employees, employees of an Org Unit, or employees of an Org Group, depending on how your organization is set up. In specific cases (say for business owners or CXOs), you may want to create a Master Policy that is only for an individual.
-
This is found under Admin Section > Manage Employees > Apply Policies.
- Click on the Assign/ Re-assign Policy to Employee button.
- Select the Master Policy which you want to assign or re-assign to a particular employee or multiple employees.
- Select the employees to whom you want to assign this policy in the list by clicking on the checkboxes.
- Now click on Submit to save this configuration.
The Master Policy has been assigned. Repeat this till every employee has a Master Policy associated with them.
That's it. Your organization is ready on TeamNest. Sit back and relax. You are in safe hands.
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