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How to Assign Employees to Time Policies in Raken

In this article, learn how to assign employees to the correct Time Policy in Raken to ensure their time cards follow the right rules.

Written by Carolina Manos
Updated over a week ago

Every employee in Raken must be assigned to a Time Policy. The policy they're assigned to governs how their time cards are tracked β€” including overtime rules, breaks, pay types, and shifts. Assigning employees to the right policy ensures accurate payroll from day one.


Quick Answer

To assign employees to a Time Policy:

  1. Click Company in the left navigation, then click Time > Policies.

  2. Click Edit policy on the policy you want to assign employees to.

  3. Click Employees in the policy left navigation.

  4. Check or uncheck employee names to assign or remove them.

  5. Click Save.


Step-by-Step Instructions

This feature is available on the Raken web app only.

Step 1: Navigate to the Policy

Log into the Raken web app. Click Company in the left navigation, then click Time > Policies. Click Edit policy on the policy you want to manage, then click Employees in the policy left navigation.

Step 2: Filter the Employee List

Use the filters at the top to narrow the list: filter by Assignment status (assigned/unassigned), Employee status (active, inactive, invited), or Group. Useful for large organizations with many employees across different crews or classifications.

Step 3: Assign or Remove Employees

Check the box next to each employee to assign them to this policy. Uncheck to remove them. All selected employees will have their future time cards governed by this policy.

Step 4: Save

Click the orange Save button. Assignments take effect immediately for all future time cards.

If an employee works on a project with unique time tracking requirements, you can override their policy at the project level. See Enabling and Managing Project-Level Time Policy Exceptions.


Troubleshooting & FAQ

What happens if an employee isn't assigned to any policy?

All employees must be assigned to at least one Time Policy. If only one policy exists, all employees are automatically assigned. If you create a second policy, you must manually assign employees β€” they are not moved automatically.

Can an employee be assigned to more than one policy?

No. Each employee is assigned to one policy at a time. For project-specific exceptions, use project-level time policy exceptions rather than changing the employee's default policy.

Do assignment changes affect existing time cards?

No. Changes apply only to time cards created after the change is saved.

How do I handle employees who regularly move between policy rules?

Use project-level exceptions. This lets you assign a different Time Policy to a specific project without changing the employee's default policy. See Enabling and Managing Project-Level Time Policy Exceptions.


Technical Specifications

  • Compatibility: Web app only

  • Offline Capability: No β€” requires an active connection

  • Plan Required: All plans

  • Add-on Required: None

  • Role Required: Account Administrator only


Considerations

  • Only Account Administrators can assign employees to Time Policies.

  • All employees must be assigned to at least one policy β€” if only one exists, all are assigned automatically.

  • Each employee can only be assigned to one Time Policy at a time.

  • Assignment changes apply to future time cards only.

  • For project-specific exceptions, use project-level policy exceptions rather than changing the employee's default policy.


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