Business Example 2 - Unauthorize Rule

This example covers these business needs:

  • Employee’s receive training on weekends. Supervisors must authorize the timesheets of employees who record training during the week. This need is addressed in Condition Set 1.
  • The employees in the Maintenance department do not work weekends. Supervisors must authorize the timesheets of employees who record time in the Maintenance department on the weekend. This need is addressed in Condition Set 2.

Configuration

Condition Set 1:

Condition: Is Weekday

Rule parameters:

Parameter Value
Unauthorize Based On Time Code Settings TRN

Additional configuration:

The TRN time code is configured with the Unauthorize check box selected on the related configuration page. See Payroll Settings.

Condition Set 2:

Condition: Is Weekend Day

Rule parameters:

Parameter Value
Unauthorize Based On Department Settings MAINTENANCE

Additional configuration:

The MAINTENANCE department is configured with the Unauthorize check box selected on the related configuration page.

See Labor and Production Metrics.

Results

Condition Set 1:

An employee records spending time in training on Friday and Saturday.

The Is Weekday parameter evaluates to true for Monday through Friday, so the second set of rule parameters executes. On Friday, the rule finds the TRN time code and unauthorizes the timesheet. The reason code for the Unauthorize Based On Time Code Settings is displayed in the Issues pop-up on Friday.

Note: On weekend days, the parameter is not used (the Is Weekday condition evaluates to false), so the employee's timesheet is not unauthorized on Saturday for having the TRN time code.

Condition Set 2:

An employee records work on Saturday and allocates the time to the MAINTENANCE department.

The Is Weekend Day parameter evaluates to true for Saturday, so the third set of rule parameters executes. The rule finds the time allocated to the MAINTENANCE department and unauthorizes the timesheet. The reason code for the Unauthorize Based On Department Settings parameter is displayed in the Issues pop-up on Saturday.