Rule sets

Overview

Within your organisation there could be a myriad of different employee payment rates, depending on the pay conditions assigned to your employees. Automating the calculations of these rates will reduce the management time spent on ensuring the correct application of overtime modifiers when an employee works past a certain number of hours, that set shift conditions trigger at the right hour and so on.

This feature allows you to create a new rule set and define the rules contained within by using the when and then fields to specify what happens when your employees meet the defined conditions. You can also edit any rule set and the rules contained if this information changes, disable a rule if it no longer needs applying or delete the data if it is no longer relevant.

Availability

Payroll Plan:   Standard   Premium

Getting started

Adding a rule set: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. Click the Add button.
    Rule_1.jpg
  5. Complete the following fields:
    • Name.
    • Description.
    • Rule set period.
    • Shift consolidation.
  6. Click the Save button.
    Rule_2.jpg
Creating a rule: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
  5. Click the Create Rules button.
    Rule_3.jpg
  6. Click the Add a Rule button.
    Rule_4.jpg
  7. Complete the following fields:
    • Rule name.
    • When.
    • Then.
  8. Click the Save button.
    Rule_5.jpg
  9. Click the Test Rules button.

    Important

    Clicking the Test Rules button allows you to trial the draft rules before activating them.

    Rule_6.jpg
  10. Click the Activate Draft Rules button.

    Helpful Hint

    You need to active a rule before you can apply the changes to a future pay run.

    Rule_7.jpg

Maintain

Editing a rule set: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
  5. Click the rule set that needs editing.
    Rule_8.jpg
  6. Make the required changes and click the Save button.
    Rule_9.jpg
Editing a rule set: Installed award
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Installed Award option.
  5. Click the rule set that needs editing.
    Rule_25.jpg
  6. Make the required changes and click the Save button.
    Rule_29.jpg
Editing a rule: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
  5. Click the Edit Rules button. 
    Rule_10.jpg
  6. Click the rule that needs editing.
    Rule_11.jpg
  7. Click the Edit button.
    Rule_12.jpg
  8. Make the required changes and click the Save button.
    Rule_13.jpg
  9. Click the Test Rules button.

    Important

    Clicking the Test Rules button allows you to trial the draft rules before activating them.

    Rule_14.jpg
  10. Click the Activate Draft Rules button.

    Helpful Hint

    You need to active a rule before you can apply the changes to a future pay run.

    Rule_15.jpg
Disabling a rule: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
  5. Click the Edit Rules button.
    Rule_10.jpg
  6. Click the rule set that needs disabling.
    Rule_11.jpg
  7. Click the Disable button.
    Rule_17.jpg
Disabling a rule: Installed award
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Installed Award option.
  5. Click the rule set that needs a rule disabled.
    Rule_25.jpg
  6. In the Disabled Rules drop-down, select the rules that need disabling.
  7. Click the Save button.
    Rule_26.jpg
Enabling a rule: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
  5. Click the Edit Rules button.
    Rule_10.jpg
  6. Click the rule set that needs enabling.
    Rule_19.jpg
  7. Click the Enable button.
    Rule_20.jpg
Deleting a rule set: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
  5. Click the Delete button.
    Rule_23.jpg
  6. Click the Delete button
    Rule_24.jpg
Deleting a rule set: Installed award
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Installed Award option.
  5. Click the Delete button.
    Rule_27.jpg
  6. Click the Delete button
    Rule_28.jpg
Deleting a rule: Your pay conditions
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Rule Sets button.
  4. In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
  5. Click the Edit Rules button .
    Rule_10.jpg
  6. Click on Delete button.
    Rule_21.jpg
  7. Click the Ok button.
    Rule_22.jpg

Watch the training video

rules.png

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.