Your General settings are the hub of your default and Payroll/Billing settings. You can use this section to customize any changes to your business processes that need to be reflected in your Celayix platforms.


In this article, we'll discuss the following on General settings in Schedule Xpress:

Your General settings

Default settings

Statutory days

Payroll and Billing settings

Overtime rules

Qualifications


Accessing your General settings

Your General settings are located in the Settings in your Schedule Xpress. Inside your Settings, head to Branch defaults > General.

Accessing your General settings in Settings in Schedule Xpress

Your General settings

When inside of your General settings, you'll notice that it's broken down by the following sections:

  • Default settings

  • Statutory days

  • Payroll and Billing settings

  • Overtime rules

  • Qualifications

General settings in Setting in Schedule Xpress

To edit your General settings, press the Edit settings button in the top-right corner.

Edit settings in General settings in Settings in Schedule Xpress

Let's break down each section.


Default settings

This section controls some of the default branch settings used in employee and site management.

Default settings in General settings in Settings in Schedule Xpress

Branch name, time zone, country and state/province

In here, you can choose your Branch name, time zone, country and state/province. You're also given the opportunity to choose whether to use daylight savings time.

Note: Daylight savings time can also be switched on/off at site level.

Branch name, time zone, country and state/province in Default settings in General settings in Settings in Schedule Xpress

Generating IDs,

Also, you can view whether your employee ID, Customer ID and Site ID are generated automatically when you create new ones.

Note: This is a system settings and will require a member of the Celayix Customer Support Team to change.

Generating employee ID, Customer ID and Site ID in Default settings in General settings in Settings in Schedule Xpress

Team Xpress username format

The Team Xpress username format allows you to to define how a username will be created. It will default to First name, last name. In this instance, a person named James Brown would have a username jbrown.

Other options are listed in the image below.

Team Xpress username format in Default settings in General settings in Settings in Schedule Xpress

Time off

The Time off section of the Default settings allows you to set parameters for a cancellation deadline for an approved time off. In the example, 48 hours before time off start time means that if you've approved an employee's time off, they can only cancel the time off approval 48 hours or more before it takes place.

As the last section of the Default settings, you can click Reset to system defaults to remove all your customized changes.

Time off in Default settings in General settings in Settings in Schedule Xpress

Statutory days

You can use your General settings to define the Statutory days in your calendar. There will be a set of pre-defined calendar dates.

There will be a set of pre-defined calendar dates such as January 1st for New Year's Day, and December 25th for Christmas Day. We recommend that you input your Statutory days in well ahead of time, as these will need to be defined yearly. However, if you do need to add a Statutory day that has already taken place, please ensure that you Align stat hours, auto-recalculate or reset your shift distribution in eTime Xpress.

Statutory days in General settings in Settings in Schedule Xpress

Adding a Statutory day

You can add a Statutory day by typing the name of a new Statutory day in the header of the dropdown.

You can then click to create the new Statutory day.

Adding a Statutory day in Statutory days in General settings in Settings in Schedule Xpress

Statutory days at site level

When you add Statutory day in your General settings, they will present in the Settings tab of each site in your Manage sites tab.

Statutory days in Settings section of sites in Manage sites in Schedule Xpress

You can remove these using the X to the right of each Statutory day. When trying to save your changes, you'll be promoted to either apply these changes to past and new shifts, or apply to new shifts only.

Apply these changes to past and new shifts, or apply to new shifts only for Statutory days in sites in Schedule Xpress

Payroll and Billing settings

Your Payroll and Billing settings allow you to define 3 important factors that will affect how they are calculated.

Payroll and Billing settings in General settings in Settings in Schedule Xpress

Week start day

Your week start day highlights the day of your week where Payroll and Billing begins. The week start day is important as it is essentially the reset for your weekly overtime period. For example, if your overtime is anything over 40 hours per week, then the example below means that worked hours will be calculated from Sunday through to Saturday.

Week start day in Payroll and Billing settings in General settings in Settings in Schedule Xpress

Pay rate factors

Pay rate factors are multipliers of any employee, site or service pay rates you have in your system. The regular rate will always remain at 1, and other rates will be shown as a multiplication of the regular rate.

For example, if regular is paid at $20 an hour, then Overtime (OT) will be calculated at 1.5x the rate, as below. This means that Overtime will be paid at $30 an hour.

Pay rate factors in Payroll and Billing settings in General settings in Settings in Schedule Xpress

Hours calculations

The hours calculations can be used by selecting either Shift start day or Midnight cutoff.

It's a fundamental rule to needed to correctly measure the amount of hours worked in a day, and will effect the number of hours per week, bi-week and month.

Hours calculations in Payroll and Billing settings in General settings in Settings in Schedule Xpress

Shift start day

If Shift start day is selected, the total hours will be allocated to the date the shift started on.

Midnight cutoff

If Midnight cutoff is selected, the hours of the shift will be split proportionally across the start date and the next day.

You can read more about Shift start date and Midnight cutoff in our Time Processing in Schedule Xpress article.


Overtime rules

The Overtime rules are broken down by Payroll overtime rules and Advanced rules.

Overtime rules in General settings in Settings in Schedule Xpress

Payroll overtime rules

In the Payroll overtime rules, you can define your basic overtime rules to outline the threshold for weekly overtime, daily overtime and daily double overtime.

See our example below:

  • Calculate weekly overtime after 40 hours.

  • Calculate daily overtime after 8 hours.

  • Calculate daily double overtime after 12 hours.

Note: If you don't want employees to earn overtime, you'll need to uncheck the box for Pay OT in the Pay info section of the employees account in the Manage people tab.

Basic overtime rules in Payroll overtime rules in Overtime rules in General settings in Settings in Schedule Xpress

Your Custom overtime rules can be configured to give you rules for:

  • Billing Daily OT

  • Employee Types

  • DOT after 12 hours in a day

  • Daily OT

  • Over 40

These will require a member of the Customer Support team. Please Contact Support now if you need any customization regarding these rules.

Custom overtime rules in Payroll overtime rules in Overtime rules in General settings in Settings in Schedule Xpress

Advanced rules

Your Advanced rules are broken down by a Stat days rule and a Consecutive day OT rule. See our breakdown of the rules below:

  • Stats day rule - By default, only regular hours are counted towards overtime thresholds. If you want hours worked on a stat day to count towards overtime thresholds too, then set this option to Yes. You can also choose to apply to Pay hours, Bill hours, or both.

  • Consecutive day OT rule - When working 7 consecutive days, on the 7th day, selecting this option as Yes will mean that you are allocating the first 8 hours to overtime, and any hours in excess of 8 to double overtime.

Advanced rules in Overtime rules in General settings in Settings in Schedule Xpress

Qualifications

The Qualifications section is about adding an additional layer of control to ensure you find the most suitable employees for each shift in your schedule.

Qualifications in General settings in Settings in Schedule Xpress

Required qualifications

Setting Required qualifications is a way for you to define the qualifications required to work any shift within this specific branch.

So, let's say that this branch was dedicated to bar staff at a restaurant. Your Required qualifications may be Barporter and English fluent.

Required qualifications in Qualifications in General settings in Settings in Schedule Xpress

Override permissions

Override permissions can be set to Yes, which will give any user in this branch the permissions to override branch, site or service qualification requirements for any shift.

Override permissions in Qualifications in General settings in Settings in Schedule Xpress

If you have any questions regarding your General settings, please Contact Support now!

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