Anatomy of a Rule

Modified on Thu, 4 May, 2023 at 4:56 PM

Pay Calculations rules share a common layout. Let's explore these common rule components in the sections below.

Rule Name and Description

The rule name is in the bottom right of each rule. The description is displayed at the top of the rule and describes the function and purpose of the rule. Many rule descriptions also include an example scenario.

Required Settings

Each rule has a minimal set of criteria that are set within the Required Settings area.

To edit these settings select Edit Step (pencil icon) to display the settings window. The screen below shows the settings window for a Weekly Overtime rule. Note that minimal settings such as desired counter, week start day, and time criteria have been set.

Filters and Additional Settings

Filters and additional settings may be configured to further specify what to include or what not to include when calculating time for this policy. As shown in the screen below, these settings have been configured to include all worked time in the count, but to exclude any Time Off hours.

Tags

Towards the bottom of each rule are tags associated with the rule.

Tags may be added or edited within the rule's Required Settings.

Rule Status

The check box in the upper left of each rule controls whether the rule is active or inactive on this Pay Calculations profile. In some scenarios, it may make sense to simply disable a rule instead of deleting it entirely. Disabling a rule is especially helpful when testing the cause and effect of a rule on calculated time.

Move and Delete

The arrows in the upper right allow you to move the rule up or down in the list of rules. Selecting the X deletes the rule from the profile.