Scope
Define which employees, job classes, and locations the policy covers, including any union or exempt employee exceptions and remote-work distinctions.
A formal policy reduces pay disputes, supports regulatory compliance, and standardizes scheduling decisions across teams. It helps manage overtime costs and provides documented rules for supervisors and employees.
The policy is primarily authored by HR in consultation with legal and payroll, then enforced by managers and supervisors.
Clear roles ensure consistent application and provide a chain of responsibility for recordkeeping and dispute resolution.
Define which employees, job classes, and locations the policy covers, including any union or exempt employee exceptions and remote-work distinctions.
Specify standard workday and workweek definitions, start/stop times, core hours, shift lengths, and expectations for on-call or standby time.
Describe paid and unpaid break policies, state-specific meal period requirements, scheduling rules, and procedures for missed breaks.
Explain overtime eligibility, approval process, calculation method, and how compensatory time (if any) is handled consistent with the FLSA and state law.
Outline approved timekeeping methods, rounding rules, submission deadlines, and consequences for inaccurate or fraudulent time entries.
Provide the process for requesting schedule changes, shift swaps, time-off requests, and emergency schedule adjustments, including required notice periods.
| Field | Configuration |
|---|---|
| Policy Document | Upload PDF or DOCX as master version |
| Acknowledgement Field | Require signature and date from employee |
| Manager Approval | Add approval signer role for exceptions |
| Retention Rule | Set archival retention per recordkeeping policy |
Use formats and systems that preserve signature integrity, audit trails, and searchable records when distributing or storing the policy.
Date when the policy rules take effect for all covered employees.
Employees typically must sign within 14–30 days of distribution.
Annual or biennial legal and operational review recommended.
Coordinate effective date with nearest payroll period to avoid retroactive pay calculations.
Retain related employment records per I-9 and payroll retention requirements.
A nurse requests a permanent shift change to nights to care for family
Holiday staffing leads to unexpected overtime across multiple stores
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| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |