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Manage and edit surcharge rules

In this article you'll learn how to manage employees assigned to surcharge rules, edit surcharge details such as name and end date, and delete surcharge rules.

Written by Franzi Schuetzer

1. Manage Employees

  • Navigate to Attendance > Settings > Salary Surcharge and select Manage employees

  • You can also access this menu by clicking on Edit surcharge > Manage employees

To add new employees to the surcharge rule:

  • Click on (+) Assign employees

  • You will be directed to the employee assignment window

To remove employees from the surcharge rule:

  • Select the desired employees by clicking the checkboxes next to their names

  • Click on Actions > Remove

  • A confirmation message will appear to ensure you want to remove these employees.

  • Once you confirm the removal, the surcharge rule will no longer affect those employees.

Note: Removing employees won't affect past payroll summaries unless they haven't been confirmed.


Edit Surcharge Details

You can:

  • Add a rules' end date

  • Edit a rules' end date

  • Edit the name

  • Add or edit a description

  • Navigate to Attendance > Settings > Salary surcharges

  • Find surcharge rule

  • Click the three-dot-icon on the row's right

  • Select Edit surcharge rule

Hinweis:

What if Surcharge Rule Conditions Change?
Although it's not a frequent case, surcharge conditions may change over time. For instance, there might be a decision to increase the percentage paid for working on Sundays. In such cases, we recommend the following:

First, edit the existing surcharge rule for Sundays and set an end date corresponding to the day before the surcharge percentage increase is implemented.

Then create a new Surcharge rule for Sundays with the updated percentage, and specify a start date for when it becomes effective.

When adding employees to the new rule, filter by the name of the old surcharge rule for Sundays. This allows you to efficiently assign all employees belonging to the old rule with just one click.


Delete a surcharge

Similar to other policies in Kenjo, surcharges can be deleted only if no employees are assigned to them. To delete a salary surcharge, follow these steps:

  • Remove all employees from the surcharge rule in Salary Surcharge > Manage employees.

  • Return to the main menu, locate the surcharge you want to delete, and click on the Three dots > Delete surcharge

The surcharge will be permanently deleted from the system.

By following these guidelines, you can easily manage surcharge rules, address changes in surcharge conditions, and efficiently delete surcharges when needed.

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