Available for the following Payroll classic plan: Premium
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
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- Click the Add button.
- Complete the following fields:
- Name.
- Description.
- Rule set period.
- Shift consolidation.
- Click the Save button.
Creating a rule within a rule set
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
- Click the Create Rules button.
- Click the Add a Rule button.
- Complete the following fields:
- Rule name.
- When.
- Then.
- Click the Save button.
- Click the Test Rules button. This allows you to trial the draft rules before activating them.
- Click the Activate Draft Rules button. You need to activate a rule before you can apply the changes to a future pay run.
Editing rule sets and rules
Editing a rule set
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
- Click the rule set that needs editing.
- Make the required changes and click the Save button.
Editing a rule within a rule set
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
- Click the Edit Rules button.
- Click the rule that needs editing.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click the Test Rules button. This allows you to trial the draft rules before activating them.
- Click the Activate Draft Rules button. You need to activate a rule before you can apply the changes to a future pay run.
Disabling and re-enabling rules
Disabling a rule
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
- Click the Edit Rules button.
- Click the rule set that needs disabling.
- Click the Disable button.
Re-enabling a rule
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
- Click the Edit Rules button.
- Click the rule set that needs enabling.
- Click the Enable button.
Deleting rule sets and rules
Deleting a rule set
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
- Click the Delete button.
- Click the Delete button
Deleting a rule within a rule set
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Rule Sets button.
- In the Pay Condition Rule Sets drop-down select the Your Pay Condition Rule Sets option.
- Click the Edit Rules button .
- Click on Delete button.
- Click the Ok button.
Watch the training video
Explore related content
- How do I add, automate, and manage pay schedules via Payroll classic? This payroll platform article will walk you through pay schedules to determine the time intervals your employees will receive payment, including weekly, fortnightly, or monthly pay schedules.
- How do public holidays work via Payroll classic? This payroll platform article will walk you through setting up public holidays, including setting pay rates.
Comments
Article is closed for comments.