How to Enable Auto Assignment of Per Diem Policies?

1. Go to Project > Per Diem Policies.

2. Click the Auto Per Diem button at the top of the page.

3. In the Automatic Per Diem Settings modal:

• Turn Automatic Per Diem ON to enable auto-assignment.

• Configure your rules (distance thresholds, routing criteria, and exclusions).

• When Automatic Per Diem is:

  • OFF - All settings in the modal are visible but disabled.

    • No new workers are auto-assigned to policies based on distance/routing. You must manually assign workers to each policy.

  • ON - SmartBarrel will evaluate workers as they punch into the platform and can auto-assign them to policies based on eligibility conditions:

    • Distance from worker’s home address

    • Distance from to worker's default office address

• • • Worker's home address and office address are both set up at the worker profile level.
      
      

4. In Routing Customization, you have the option to either have all workers default to one policy or routed to different policies based on Group, Position, or Department for more precision.

Note: Minimum hours to qualify – is configured in the per diem policies themselves.

This automation reduces manual admin and helps ensure workers are consistently assigned to the correct policy.