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Create and manage rule sets

Updated

Available for the following payroll plan: Free Payroll, Core Payroll
Available for the following user access levels: Admin 

You can use rule sets and rules to automate the calculations of different employee pay conditions. For example, rule sets can be used to apply the correct overtime modifiers when an employee works past a certain number of hours; set shift conditions to trigger at the right hour, and so on.

You will need to create a rule set first before adding rules to it. Rule sets work by containing rules within them. These rules work by using the When and Then fields to specify what happens when your employees meet the defined conditions. 

You can also change any rule set and the rules it has if this information changes. You can turn off a rule if it no longer needs to be used, or delete the rule or rule set if it is not needed anymore.

Creating rule sets and rules

Adding a rule set
  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 within a rule set
  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. This allows you to trial the draft rules before activating them.
    Rule_6.jpg
     
  10. Click the Activate Draft Rules button. You need to activate a rule before you can apply the changes to a future pay run.
    Rule_7.jpg

Editing rule sets and rules

Editing a rule set
  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 within a rule set
  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. This allows you to trial the draft rules before activating them.
    Rule_14.jpg
  10. Click the Activate Draft Rules button. You need to activate a rule before you can apply the changes to a future pay run.
    Rule_15.jpg

Disabling and re-enabling rules

Disabling a rule
  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
Re-enabling a rule
  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 rule sets and rules

Deleting a rule set
  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 within a rule set
  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

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